Joseph Fontaine 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 in retail and operated a martial arts business for several years. He is also active as an independent contractor for a grocery delivery app. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelly Olson is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Kelly worked at Accenture LLP for six years and held various other roles across different sectors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction in managing model portfolios drawn from mutual funds, ETFs, and ETPs.

Nicole Thompson is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill for eight years. Outside of finance, she has experience in the hospitality industry, having worked at Allstars Bar and Grill for ten years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Logan Hilger is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity in 2024, he was associated with Sacred Heart University and Scotch Plains Tavern. He has also been involved with Old Saybrook Parks & Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees affiliated and unaffiliated sub-advisers.

Emily Erickson is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and positions outside finance, such as involvement with Worcester State University and the Specialty Sandwich Company. Fidelity’s Strategic Advisers LLC offers 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Greg Voccio is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at several notable firms, including Merrill, Bank of America, and Citizens Securities. Outside of his advisory work, he sells personal items on eBay. Fidelity’s Strategic Advisers LLC provides 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 systematic methodologies in portfolio construction.

Thomas Wesner is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, DoorDash, and the Woodward School for Girls. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Tanner Willman is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Kettlebrook Golf Club and entrepreneurial ventures. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Conor Manning is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and earlier positions at Bryant University and Moran Shipping Agencies Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering distinctive services such as commodity pool operation and advisory roles to multiple registered investment companies.

Paul Anghinetti is a financial advisor at Merrill with 4 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1987. Outside of his advisory role, he is a co-owner of a family rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathon Armand is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill. Outside of his advisory role, he is the sole proprietor of a chicken farm in Rhode Island, where he raises chickens and sells eggs. 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 create model portfolios from mutual funds, ETFs, and ETPs.

Emily Haik is a financial advisor at Fidelity with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Chillinghams and Simpleview and has experience in education and hospitality sectors, including roles with CIEE Teach in Spain and Windjammer Surf Bar. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Nicholas Scanlon is a financial advisor at Fidelity with nine years of industry experience. He holds Series 66 and Series 63 designations. His work history includes roles with Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 combines fundamental research with quantitative and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks in its discretionary and non-discretionary services.

Michael Ferguson is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley & Co. LLC since 2007, following six years at Merrill. Ferguson holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Jared Henniger is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2019, following prior roles at Citizens Securities and Citizens Bank. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

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 worked at various Fidelity divisions since 2011, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Matthew Peterson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. His prior work includes roles at Charles River Bank and Southern New Hampshire University. Outside of advisory services, he is a Notary Public and an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering access to multiple platforms, proprietary model strategies, and third-party advisers.

Joseph Choquette III is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked for two years at Champlins Seafood Deck and spent 20 years with JPC Pizza Inc, doing business as Ronzio Pizza. Outside of finance, he has culinary experience working as a cook at a restaurant. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Peter Miniati III is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at F.L. Putnam Investment Management, Napatree Capital LLC, and Washington Trust Wealth Management. He serves on the boards of the Rhode Island Historical Society and the Hattie Ide Chaffee Nursing Home and is chair of the board at St. Raphael Academy, a private Catholic high school. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raymond Liriano is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Amazon, Freeport Auto Sales, Lady Footlocker, and the University of Massachusetts Dartmouth. 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 notable for its use of systematic methodologies, advisory roles to registered investment companies, and deployment of model portfolios through Fidelity Institutional Wealth Adviser.