Tracey Peterson is a CFP® with 32 years of industry experience, currently serving at Fidelity. She has held multiple roles within Fidelity Brokerage Services since 1993, with a brief period at Ascena Retail in 2019. She works at Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Ayah Attal is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked in various educational roles from 2017 to 2023. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Dennis Marchalonis Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked within various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Pavel Malyuta is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Fidelity Investments and Citizens Securities, Inc. His career includes multiple roles within Fidelity and Citizens Bank. 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 discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Nicholas Scanlon is a financial advisor at Fidelity with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors since 2016. His current role at Fidelity Investments began in 2025. Fidelity’s Strategic Advisers LLC offers 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 also provides model portfolios and serves as an adviser to multiple registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.

Jared Henniger is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Bank and Citizens Securities, Inc. prior to joining Fidelity. 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 across a range of funds and model portfolios.

Samuel Dean Lee is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jessica Taverni is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and engages in activities such as proxy voting and governance oversight.

Patrick Burns is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and Bryant University. Outside of his advisory role, he manages trusts as a trustee, overseeing investments and communications for beneficiaries. 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. The firm manages a range of portfolios, including multi-manager and fund-of-funds strategies, and employs systematic methodologies supported by compliance and oversight controls.

Brendon Loranger is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC, Pizzico, MAS Medical Staffing, and K & M Tire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, offering both discretionary and non-discretionary portfolio management. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Fernando Poe IV is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2006. 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's investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a wide investable universe of mutual funds, ETFs, and ETPs to create model portfolios.

Lauren Dreyer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors and, most recently, Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, manages fund-of-funds structures, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Christopher Gendron is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Enterprise Bank and the Metropolitan Police Department. 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 to manage diversified portfolios and model strategies.

Roger Morrissette is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Fidelity, having held roles at Fidelity Brokerage Services since 2004 and Fidelity Personal and Workplace Advisors since 2018. Morrissette joined Fidelity Investments in 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios, including the use of model portfolios delivered to intermediary platforms.

Robert Mullins is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Fidelity Investments, where he has worked since 1998. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Stephanie Pacheco is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. from 2016 to 2021. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage funds and model portfolios.

Matthew Phipps is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Inc., Merrill Lynch, and Securian Financial Services. He also has a background in the hospitality industry through a role at Matunuck Oyster Bar. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Steven Ray is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 and Series 63 designations and has been with Fidelity Brokerage Services LLC since 2016. Outside of his advisory role, he works as a concierge at a condominium complex in Providence and is also active as a real estate agent. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides advisory services including discretionary and non-discretionary portfolio management.

Glenn Arnold is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Fidelity Investments and has worked previously at Sequoia Financial, Three Rivers Financial Services, and Merrill Lynch. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Michelle Vetovis is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. She has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Outside of her advisory work, she serves as a board member for the Life is Good Playmaker Project, contributing to organizational design and program support. 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. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Michael Brown is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities, including Fidelity Management and Research Company since 2000. 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 create model portfolios. The firm also engages in fund advisory and manages relationships with multiple registered investment companies and fund-of-funds.

Todd Smith is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. 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 to manage diversified model portfolios. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies.

Danielle Taglianetti is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Citizens Bank and CCO Investment Services. 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 manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolios.

Stefen Mee is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes roles at Oyster Harbors Club, Milestone Financial Planning, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.