Hayley Lewis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at JPMorgan Chase & Co., Seventy2 Capital Wealth Management, and Norway Savings Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Adam Leech is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Fidelity Investments and the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its advisory roles to multiple registered investment companies and for integrating algorithmic methods and AI in its investment research.

James Andrew Jr. is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at Fidelity Investments beginning in 2022 and prior experience in education and fitness-related positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Ryan Hanaway is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He began his career with Fidelity Investments in 2024, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative I and II before his current role. In his professional capacity, Ryan focuses on partnering with clients to understand their short and long-term financial goals and building customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Outside of work, Ryan's interests include comedy, family activities, food, golf, movies, and skiing.

David Marion is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Fidelity Investments in various roles since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and oversight of affiliated sub-advisers.

Ryan Enright is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bentley University, Eversource Energy, and the Hockomock Area YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Karly Seiffert is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked at FP Solutions at Ameriprise Financial for two years. She has held various roles outside finance, including positions at Zip's Diner and a golf course. 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 to manage model portfolios across a wide range of funds.

John Colantuoni is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Sanborn, Head & Associates and a variety of positions outside the financial industry. He operates an eBay business selling sports cards and clothing. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic approaches to construct model portfolios composed of mutual funds, ETFs, and ETPs.

Cole Spathakis is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Morgan Stanley, Mystic Market, and Coastal Gourmet Catering. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Brian Kallenberg is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citizens Bank, Citizens Securities Inc., and CCO Investment Services. Outside of his advisory role, he serves as Vice President of Football for Abington Youth Football and Cheer, where he handles equipment, registration, and compliance matters. 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 systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Joseph Robichaud is an Investment Solutions Representative III at Fidelity Investments. In his role, he partners with clients to co-create comprehensive financial plans that align with their financial goals. Joseph emphasizes building strong, trust-based relationships to empower clients in making financial decisions they are comfortable and confident in. Joseph has progressive experience at Fidelity Investments, having advanced through several roles since 2022, including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. His approach focuses on understanding each client's specific situation, goals, and concerns to ensure clients feel heard and understood in every appointment. He holds an Arkansas Insurance License. Outside of his professional work, Joseph enjoys family activities and a variety of outdoor pursuits, including fishing, fitness, golf, kayaking, and snowboarding.

Mark Iafrate is a Series 66 licensed financial advisor with Fidelity, based in Smithfield, Rhode Island, and has one year of industry experience. He previously worked at Farmers Insurance for 12 years before joining Fidelity Investments. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model-based investment solutions.

Stephanie Burdett is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citizens Securities Inc., Citizens Bank NA, Bank of America, Merrill, and Santander Securities LLC. Outside of finance, she was involved with Night Nurse Pediatric Triage from 2012 to 2018. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and maintains oversight of sub-advisers and share class allocations.

Kyle Forsley is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Merchants Fleet, Bryant University, and several other organizations. 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 across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and uses systematic methodologies supported by AI and formal governance procedures.

Wylan Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Moore worked in various roles including at Starbucks and as a delivery driver for a local pizza place. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across multiple investment vehicles.

Edward Yee is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has worked at Fidelity Investments since 2022 and has prior work experience including a coaching role with the New England Huskies baseball program, where he provided private lessons and team instruction. 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 to deliver model portfolios.

Aidan Harding is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of his advisory role, he serves as a baseball umpire for the Little North Attleboro League. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified Charitable Gift Funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios utilizing mutual funds, ETFs, and ETPs.

Sean McGuigan is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Amazon-Guardian Logistics and American Income Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies alongside oversight controls in its portfolio management.

John Driscoll is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at GFD Construction, the Nashville Predators, and Providence College. 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 model portfolios composed of mutual funds, ETFs, and ETPs.

Eduards Andersons is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments, he worked at Greenfield Savings Bank and held various positions in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.