Nicholas Strumar is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Uber and Topgolf, as well as ownership of a deli and catering business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios including mutual funds, ETFs, and fund-of-funds, and is noted for its use of AI and systematic methodologies in investment decision-making.

Kai Knudsen is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual Life Insurance Company, as well as positions outside the financial sector, such as with the University of Rhode Island and Baystate Delivery. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

James Robichaud is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at R K Baker & Associates and Northeast Family Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Nicholas Dubois is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, his background includes roles in retail and service sectors, as well as a brief position at Trinity Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of model portfolios that combine fundamental research with quantitative analysis and algorithmic portfolio construction.

Becky Berman is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she was involved with B Berman Homes LLC for five years. In addition to her advisory work, she serves as direct support staff at the Fogarty Center, assisting adults with disabilities in developing and maintaining independence and community involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of services from discretionary portfolio management to fund advisory and model portfolio delivery.

Sean Mcsweeney is a financial advisor with Fidelity who holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked in several service and hospitality positions, including at Davio's Northern Italian Steakhouse. Outside of his advisory career, he has experience working in the restaurant industry as a server. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Bianco is a financial advisor at Fidelity Investments with four years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at the University of Rhode Island, Turf Technologies, Newport Elementary School, and Burrillville School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and the use of AI and algorithmic methods in portfolio management.

Jude Hage is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments, Robert Half, Northwestern Mutual, and several other organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios.

Thomas Richardson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Navigant Credit Union and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs.

Christopher Casey is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, he worked at Rucker Investments and Dell EMC. 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 a range of portfolios and serves multiple registered investment companies, with distinctive operations including commodity pool operator registration and the use of AI in research.

Alexander Morse is a financial advisor at Fidelity Investments with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, Morse was involved in several roles including as a seller and streamer on the WhatNot platform and as sole proprietor of Morse LLC, where he markets and sells sports cards online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexander Zimmerman is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, his background includes roles at the University of Massachusetts Amherst and Investcloud. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Anthony Medeiros is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Moore Agencies, Cellular Sales, and self-employment in a sole proprietorship. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 manage discretionary and non-discretionary portfolios, and it is notable for its use of AI and formal advisory roles with multiple registered funds.

Rupsa Maity is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to this, she was employed at H & R Block and Lincoln Technical Institute. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinctive activities such as commodity pool operation and advisory roles to multiple registered funds.

Kari Lin Blackwell is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, she worked for seven years at Bally's Twin River Casino. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including charitable funds and registered investment companies, and its offerings include discretionary portfolio management, fund advisory, and model portfolio delivery.

Eamon Connolly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at Fidelity Investments, Vinfen, and Tosca, as well as earlier positions in hospitality and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of AI and algorithmic methods in research and its advisory role to multiple registered investment companies.

Patrick Frieary Jr. is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at The Aquidneck Club and held positions with organizations including the National Park Service, Providence College, and Amazon. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jonathan Fasoli is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity Investments, he held various roles including positions at Hatherly Country Club and The Home Depot. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

John Camirand is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses, and has three years of industry experience. His prior roles include positions at All Style Tile and Merrimack College, as well as community involvement with Habitat for Humanity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its roles in commodity pool operations, advisory responsibilities for registered investment companies, and the use of AI-driven methodologies.

Trey Glodis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at John Hancock and Alku, as well as various positions at UMASS Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of systematic methodologies, AI in research, and a formal advisory role to multiple registered investment companies.