Justin Houle is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity since 2021. Outside of his advisory role, he is involved with Boston House of Pizza. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Richard Callahan is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2007, as well as Kelmoore Investment Company, Inc. from 2005 to 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Their investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, using a broad universe of mutual funds, ETFs, and ETPs.

Ainsley Morisseau Cantoral is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she was involved in construction contracting and farm operations as a partner and sole proprietor in private businesses. She also serves as a co-troop leader for the Girl Scouts of Southern New England and assists with promoting the work of a local author. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.

Keith Ninesling is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at Investment Professionals, Inc. for nine years and has experience with the US Census Bureau. He serves as an officer and coordinator of scholarship applications for the Citizens Scholarship Foundation of Mansfield, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory with oversight of affiliated and unaffiliated sub-advisers.

Jack Tubridy is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at ConnSTEP, Caxton FX, CT Financial Partners, and work at the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of fund-of-funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator as well as an advisor to multiple registered investment companies.

Madelyn Cox is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she held positions at Castle Hill Inn and Salve Regina University. Outside of finance, she has experience working in hospitality and higher education settings. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified, model-based investment solutions.

Ryan Pitrus is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his career in 2024. His prior work experience includes roles at Berkshire Hathaway, Locus Robotics, and Century 21. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator, formal advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its investment process.

Benjamin Winters is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Franklin & Marshall College and RxSense. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a distinctive focus on systematic methodologies and oversight.

Tyler Troiano is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Merrill Lynch, Citizens Securities, JP Morgan Chase & Co., and Bankers Life. Before entering the financial industry, he worked for five years at Alberto's Pub and Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nathan Keeney is a financial advisor with Fidelity Investments in Smithfield, RI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at AT&T, T-Mobile, and several positions at the University of Connecticut. Outside of finance, he is involved in event catering and food delivery services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction for model portfolios built from mutual funds, ETFs, and ETPs.

Nicholas Carvalho is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Persimmon and Tibri LLC and has been involved with Horseneck Beach State Reservation. 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.

Sierra LaBonte is a Planning Consultant at Fidelity Investments, where she assists clients in creating personalized investment strategies aligned with their unique goals and motivations. She focuses on thoughtful planning and guidance to support clients in achieving long-term financial stability and confidence in their future. Her experience at Fidelity Investments includes progressive roles such as Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. These positions have contributed to her expertise in investment solutions and client relationship management. Sierra holds insurance licenses for both Arkansas and California.

Andrew Carroll is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Pioneer Valley Federal Credit Union, American Honda Finance Company, and Wells Fargo Dealer Services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as an adviser to multiple registered investment companies.

Cole Streicher is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has held roles at Fidelity Investments since 2022 and previously worked with Skill's For Rhode Island's Future and the University of Rhode Island. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both 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 manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Bogosian is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he works as a freelance videographer, recording local sports games and creating highlight reels. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios including fund advisory and model portfolios, with oversight on sub-advisers and share class allocations.

James Mullen is a Series 66-credentialed advisor at Fidelity with one year of experience in the financial industry. Prior to joining Fidelity, he spent a decade as a freelance saxophonist and operated the Mullen Saxophone Studio, alongside involvement with the Foster-Glo Gloucester Regional School District and Rick's Musical Instruments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and maintains regulatory registrations and advisory roles that distinguish it among large institutional peers.

Shedrack Bogonko is a financial advisor at Fidelity with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Fidelity, he held positions at several firms including Laurel Ridge Rehabilitation and Dunkin. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for managing model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies.

Brian O'Mara is a CFP® professional with 13 years of experience in the financial services industry. He has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors prior to his current position. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Damon Raposa is an Investment Solutions Representative III at Fidelity Investments. He brings experience in investment solutions and customer relationship advocacy gained through various roles within the company since 2021. In his current role, Damon focuses on providing personalized financial planning by listening to clients' goals and priorities. He emphasizes disciplined, long-term investing principles and clear communication to support clients in making informed decisions. Outside of his professional work, Damon has interests in baseball, cars, comedy, fitness, movies, and pets.

Colin Miller is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to his current role, he worked in diverse positions including hospitality and recreational management. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.