Ryan Nulty is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Renewal by Andersen, South County Physical Therapy, Assumption University, and West End Creamery. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe, applying oversight and systematic methodologies in its advisory process.

Michael DeMeo is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has progressed through several roles within the company, including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and Customer Relationship Advocate from 2023 to 2024. In his role, Michael partners with clients to understand their short and long-term goals and helps build customized financial plans. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional responsibilities, Michael enjoys activities such as spending time at the beach, family activities, social events with friends, golf, outdoor adventures, and traveling.

Michael Hannon is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at John M. Corcoran & Company and teaching appointments at the University of Massachusetts Boston and the University of New Hampshire. Fidelity’s Strategic Advisers LLC, where he is employed, 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 model portfolios across a range of mutual funds, ETFs, and ETPs.

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 worked at Fidelity Investments and its affiliates since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-based research, and its advisory role to multiple registered investment companies.

Lauren Dreyer is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations. Dreyer has been with Fidelity and its affiliates since 2006 in various roles. 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’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with roles in managing model portfolios and providing oversight to sub-advisers.

Jena Ness is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at First Command in multiple roles. Ness served in the United States Marine Corps from 2013 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is known for its use of algorithmic methods and its advisory role to multiple registered investment companies and fund-of-funds.

Ivi Nwosu is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Nwosu worked at Citizens Bank and Santander Bank, and has a background in real estate sales. Outside of advisory work, Nwosu serves as Financial Secretary for the Abia American Association, President of Nzuko Aro Okeigbo Massachusetts, and Treasurer on the board of the hi Beta Sigma Fraternity Inc. – New England State Board. 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 model portfolios across mutual funds, ETFs, and ETPs.

Richard Nardella is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work history includes roles at Citizens Securities and Nardella Excavating. 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 deliver model portfolios and manage registered investment companies.

Ryan Macdonald is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at IDG Communications and Robert Half. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Sara Gendron is a Planning Consultant at Fidelity Investments, where she partners with clients to provide holistic financial planning. She focuses on understanding clients' needs to assist them in pursuing their financial goals and aims to create an environment where every client feels heard and valued throughout their conversations. Sara has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before transitioning to her current role in 2025. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Sara's personal interests include family activities, fitness, gardening, running, swimming, and exploring food-related experiences.

Madhusudan Nair is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at UniBank, First Citizens Bank, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and access to various investment strategies, supported by research and technology tools.

Eric Lepine is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the specialty coffee industry with roles at Fazenda Coffee, Medici Roasting, and Downeast Coffee. 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 model portfolios comprised of mutual funds, ETFs, and ETPs.

Brendan Kerr is a Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on facilitating access to Fidelity's financial expertise, aiming to assist clients in pursuing their personal financial goals through a straightforward and tailored planning process. His approach involves collaborating closely with clients to create financial plans that support their current and future needs. During his tenure at Fidelity Investments, Brendan has specialized in developing and implementing financial plans that are designed to benefit clients and their families. His work emphasizes a collaborative process that addresses individual client needs, ensuring that financial strategies align with their specific objectives. Outside of his professional responsibilities, Brendan enjoys attending concerts, participating in family activities, following football, engaging in social events with friends, and pursuing outdoor activities such as golf and hiking.

Kevin Skagerlind is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Alku, Ocean Edge Resort & Golf Club, Cornerstone Bank, and University of Massachusetts Amherst. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management and model portfolios constructed through proprietary fundamental research combined with quantitative analysis and algorithmic methods.

Timothy Casey is a financial advisor with Fidelity and holds Series 66 and Series 63 licenses. He has two years of industry experience, including prior roles at Total Quality Logistics and True Position Manufacturing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and model portfolios.

John Chammat is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill and Johnson & Wales University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Grant Alix is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has been with Fidelity Brokerage Services LLC since 2023 and Fidelity Investments since 2025, with prior experience at The Home Depot and Bryant University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Tristan Jeffreys is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions in a variety of sectors including logistics, hospitality, and fitness. Outside of his advisory role, his background includes work at several small businesses and service-oriented companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Yonatan Dagan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including positions in the restaurant industry and event services. Outside of his advisory work, he has experience working as a bartender. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.