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 at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at the University of Rhode Island, Prospect CharterCARE, Doordash, and Instacart. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a notable use of AI and systematic methodologies in its investment process.

Dylan Eleoff Edwards is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Fidelity since 2022 and previously held positions with Citizens Bank and Citizens Securities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment strategies, including model portfolios delivered to intermediary platforms.

Kyle Couture is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His career includes positions at DoorDash, Johnson & Wales University, and BankNewport. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of mutual funds, ETFs, and ETPs.

Austin Morgan is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held several roles at Westfield State University and worked at The Hollister Group and Tj Maxx. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 one year of industry experience. His prior roles include positions at Honeyhive Capital and Market on Main, as well as work related to the University of South Carolina and Hilton Head Cabana Services. Fidelity's Strategic Advisers LLC, where Hayden works, provides investment management and advisory services to retail and institutional clients, including managing discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Christopher Giacin is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His background includes roles at TruVideo, Dedham Country and Polo Club, Menemsha Fish Market, and Fairfield University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 registrations and one year of industry experience. His prior work includes roles in the hospitality and delivery sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of 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. Her work history includes multiple roles at Fidelity Investments and involvement with Bryant University. Outside of her advisory role, she is employed at Bar Louie, a restaurant located in Foxboro, Massachusetts. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.