Angel Hall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Angel held roles at Richemont North America and Christopher Trainor & Associates. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Kristen Drost currently serves as an Investment Solutions Representative III at Fidelity Investments, where she partners with clients to develop personalized financial strategies that align with their values and support steady progress toward their financial goals. She has been with Fidelity Investments since 2022, advancing through roles from Customer Relationship Advocate to her current position. Her experience at Fidelity includes positions as an Investment Solutions Representative I and II, providing a solid foundation in investment solutions and client relationship management. Kristen's professional focus is on helping clients navigate their financial journeys with tailored planning and support. Outside of her professional role, Kristen enjoys attending concerts, cooking and baking, engaging in family activities, parenting, reading, and traveling.

David Murray is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at the University of Rhode Island and positions with Prospect CharterCARE, DoorDash, and Instacart. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains regulatory registrations including as a commodity pool operator.

Dylan Eleoff Edwards is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and its affiliated entities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and manage registered investment companies.

Kyle Couture is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he held roles at DoorDash, BankNewport, and Johnson & Wales University, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Austin Morgan is a Series 66 licensed financial advisor with Fidelity Investments, based in Smithfield, RI. He began his advisory career at Fidelity in 2025 and has prior work experience at Westfield State University and The Hollister Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Daniel Richardson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at the Rhode Island Department of Environmental Management and work in education at Rhode Island College and Ponaganset High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that utilize mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and incorporates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Shane Welter is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles in various sectors including funeral services and healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base ranging from retail investors to institutional entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Hayden Shinn is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions at Honeyhive Capital and Market on Main, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Christopher Giacin is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at TruVideo and Dedham Country and Polo Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm blends fundamental research with quantitative analysis and algorithmic portfolio construction, and offers both discretionary and non-discretionary advisory services.

Richard Audet is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America and in real estate with Keller Williams Realty. Outside of his financial advisory role, he works as an independent contractor for Twitch Interactive, a video game live streaming platform. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Gaffin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked for Fairway Independent Mortgage Corporation for nine years. Outside his advisory role, he occasionally works as a freelance karaoke host. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various investment vehicles.

Drew Newcomb is a financial advisor with Fidelity and holds the Series 66 designation. He has industry experience beginning in 2024 and previously worked at Beaver Solutions LLC and RR and Company Realty, where he served as an independent contractor representing clients in real estate transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI in investment research.

Evan Hopkins is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Eagle Strategies, NYLIFE Securities, and New York Life insurance company. Outside of finance, he has worked in customer service at the Borough Bagel Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Michael Shea is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various roles across education, public service, and the entertainment sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Emily Hanley is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. Before joining Fidelity, she worked as a waitress at Twin Willows Restaurant. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Cole Vecchione is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles in the food service and delivery sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Matthew Farmer is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and spent ten years at the Rhode Island Department of Corrections. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, and it is noted for its formal advisory roles and use of advanced technologies such as AI in research.

Michael Garcia is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he was employed at Forest City Trading Group LLC, the Nagler Group, and served in roles connected to the United States Senate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Olivia Hernandez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has worked at several organizations, including Fidelity Investments and Bryant University. Outside of her advisory role, she is employed as a restaurant employee at Bar Louie, where she assists with customer service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, with oversight controls and delegation to sub-advisers when appropriate.