Nicholas Pellechio is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held roles at DoorDash, Robert Half, TEK Systems, and the University of Rhode Island. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Bennett Hicks is a financial advisor with Fidelity Investments in Smithfield, RI. He holds Series 66 and Series 63 credentials and has one year of industry experience. Outside of his advisory role, he serves as a Level 1 referee for USA Hockey. 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 proprietary fundamental research and quantitative analysis to construct model portfolios, serving both discretionary and non-discretionary investment needs.

Kyle Brough is a CFP® professional with 10 years of industry experience, currently serving at Fidelity. He has worked with Fidelity Investments since 2025 and with FIDELITY Brokerage Services LLC since 2015. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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, including the use of model portfolios built from mutual funds, ETFs, and ETPs.

Carl Baton is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. In his current position, Carl partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Carl emphasizes forming strong relationships with his clients and their families, prioritizing trust, reliability, and competency in his work. His experience encompasses client relationship management and investment solutions within the financial services industry. Outside of his professional responsibilities, Carl's personal interests include attending concerts, fitness activities, exploring food, running, playing tennis, and traveling.

Karen Melo Ticas is a CFP® professional with 19 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Additionally, she is the owner of Planning for Good, an enterprise based in Mansfield, MA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management platforms and both proprietary and third-party investment strategies.

Benjamin Tuck is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held positions at Whole Foods Market, SOLGUD Robotics, Lowes, and worked at UMASS Amherst and UMASS Lowell. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kyle Brow is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Granite Links and has held various positions including employment at a semi-private golf club where he tended bar during events. 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 manage discretionary and non-discretionary portfolios.

Stephen Gentile is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group from 2009 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management options.

Christopher Lombardi is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He works closely with clients to understand their short and long-term financial goals and develops customized financial plans to meet their unique needs. Building strong relationships with clients and their families is a central focus of his approach. Christopher has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative at various levels. His experience spans client relationship management and investment solutions. He holds an Arkansas Insurance License. Outside of his professional work, Christopher enjoys camping, hiking, outdoor adventures, and snowboarding.

John Merullo is a Financial Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Consultant at Fidelity Investments from 2024 to 2025, Assistant Vice President and Financial Advisor at Merrill Lynch from 2021 to 2024, and Financial Representative at Northwestern Mutual in 2020. John focuses on enhancing clients' financial well-being by developing strategies that address the complexities of accumulating, maintaining, and distributing wealth. He emphasizes diligence and honesty in his collaborative approach to financial consulting. Outside of his professional work, John has interests in fitness, football, golf, and volunteering.

Benjamin Lobel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Alku and Element Productions, where he was involved in administrative tasks for a full-service video production company. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. Their investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction.

Kayla Nitti is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. Her background includes roles at Northwestern Mutual and experience in eldercare services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is also involved in advisory roles for registered investment companies and employs algorithmic methods, including AI, in its portfolio management process.

Chris Eldridge is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he accumulated experience within Fidelity Investments as an Investment Consultant from 2024 to 2026, a Financial Representative from 2023 to 2024, a High Net Worth Associate in 2023, and a Customer Relationship Advocate from 2022 to 2023. As a CERTIFIED FINANCIAL PLANNER® professional, Chris focuses on financial planning by working collaboratively with clients to develop personalized plans that align with their goals and preferences. He employs a patient and structured approach aimed at helping clients understand how their current decisions impact their long-term financial objectives. Outside of his professional responsibilities, Chris has interests in boating, fitness, golf, and skiing.

Dwayne Demond is a CFP® and ChFC® with 29 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, following a two-year tenure at MetLife Securities Inc. Outside of his advisory work, he is involved in managing an LLC for branding his financial services practice. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm focuses on collaborative annual planning engagements that analyze client goals using firm-approved tools and offers various investment-related programs and services.

Aidan Lovett is a financial advisor with Fidelity Investments, holding the Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held positions in athletics administration and operations, including roles at Tufts University Athletic Department and USA Hockey. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, serving retail and institutional investors as well as registered investment companies.

Reina Flannery is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at Fidelity Investments and Northwestern Mutual. Strategic Advisers 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 combination of proprietary fundamental research and quantitative analysis to construct systematic model portfolios, and it serves a range of clients through discretionary and non-discretionary advisory services.

Brendan Burke is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his current role, he held positions at Bridgewater State University and was involved with Lab Baseball and Centerville Fitness. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Bekka Sage is a financial advisor with Ameriprise in Rehoboth, MA, holding Series 63 and Series 66 registrations and seven years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, and Merrill. Outside of financial advising, she works as a GroupX spinning instructor at The Edge Fitness. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Lepine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include 24 years at Commonwealth Equity Services, Inc. and seven years at Securities America Advisors. He is also a notary public and has involvement with Lepine Financial Advisors, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven tools.

William Metayer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in various roles including music production as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.