Thomas Gonzalez is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked in various roles including multiple positions at the University of Rhode Island and service at the Essex County Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs proprietary research combined with quantitative and algorithmic portfolio construction and serves a broad client base through discretionary and non-discretionary advisory services.

Timothy Quinn is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, Timothy worked at Relay Power and has experience in various roles including positions at Westfield State University and Pomodori's. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Scott Doucet is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. His career at Fidelity includes roles with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently, Fidelity Investments. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with oversight of affiliated sub-advisers and a focus on systematic methodologies.

Gabriel Najim is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Progress Software Corp. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Andrew VanDerslice is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on helping clients develop financial plans and access resources to work toward their financial goals. Prior to his current role, Andrew served as an Investment Advisor Representative at Estate Planners of New England from 2017 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew enjoys activities such as fishing, hiking, sailing, and participating in outdoor adventures. He is also involved in social events with friends and volunteers in his community.

Leonard Izsak 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 in various roles since 2005. 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Robyn Bouchard is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 66 and Series 63 designations and has worked across multiple Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides 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 to manage investments and serves as an advisor to registered investment companies and fund-of-funds.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.

Ryan Murphy is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Sea-Hare Inc. from 2020 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Bruce Madore is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Bank N.A. before joining Fidelity Brokerage Services LLC and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers services such as discretionary portfolio management and fund advisory.

Benjamin Trotter is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity, he held various roles in the hospitality and service industries and was affiliated with Trinity College for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Gregory McGunigle is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2023 as a Customer Relationship Advocate and progressed through various roles including Investment Solutions Representative I and II. In his current role, Gregory works closely with clients to develop financial plans aimed at helping them pursue their financial objectives. His experience at Fidelity Investments spans multiple levels of client relationship and investment support. Outside of his professional responsibilities, Gregory has personal interests that include baseball, concerts, golf, hiking, and skiing.

Nicholas Guarente is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held roles across several industries including healthcare and energy, and has been involved in youth sports as a lacrosse coach for 4 Leaf Lacrosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and uses advanced methods including AI in its research.

Jeff Leclerc is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated advisory entities since 2010. Fidelity’s Strategic Advisers LLC 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 provides discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios through systematic methodologies.

Brent Howard is an Active Trader Planning Consultant at Fidelity Investments, where he supports clients alongside Active Trader Wealth Planners. He focuses on delivering a holistic planning process aimed at identifying coordination gaps and uncovering opportunities for clients. Brent has been with Fidelity Investments since 2019, initially serving as a Trade Execution Representative III before transitioning to his current role in 2023. Prior to that, he worked as a Financial Planner at Sagemark Consulting from 2004 to 2019. His background in trading and client service informs his understanding of complex planning needs. Outside of his professional work, Brent enjoys reading, running, and skiing.

Kenneth Zahn is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Granite State Race Services and as a furniture maker with his own woodworking business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm is registered with the CFTC as a commodity pool operator and serves multiple registered investment companies and fund‑of‑funds.

Kyle Gendreau is a financial advisor at Fidelity with a Series 66 designation. He has one year of industry experience, including prior work at Morgan Stanley and various roles outside the financial sector, such as involvement with Jaygees Ice Cream and Lizzy's Homemade Ice Cream. 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. The firm serves a diverse client base and manages multiple registered investment companies and model portfolios using systematic methodologies and oversight controls.

Brad Woolridge is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following a prior 13-year tenure at Walgreens. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and supports various advisory structures and model portfolios using systematic methodologies.

Brian Mccarthy is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has held various roles within Fidelity since 2013, including positions at Fidelity Investments Institutional Operations Company Inc and Fidelity Brokerage Services LLC. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often utilizing affiliated and unaffiliated sub-advisers.

Ryan Hines is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Investments and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that integrates proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.