Ellen Peloquin is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various firms including New York Life Investment Management LLC and Investors Capital Corp. She has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a broad universe of mutual funds, ETFs, and ETPs while maintaining oversight and addressing conflicts of interest.

Sai Villanueva is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes eight years at Merrill before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it maintains a range of oversight and governance practices uncommon among large institutional peers.

Steven Donahue is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, and Commonwealth Financial Network prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides 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 is noted for its advisory role to multiple registered investment companies, use of algorithmic methods including AI, and its delivery of model portfolios to intermediary platforms.

Miguel Batista is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in behavioral health at Hartford Behavioral Health and Rutgers Behavioral Health UBHC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and it is notable for its use of systematic methodologies and a formal advisory role to multiple registered investment companies.

Matthew Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has previously worked at UniBank for Savings, People's Securities, Inc., Peoples United Bank, Infinex Investments, Inc., and United Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on diversified investment strategies and technology-supported research tools.

Kelly Hogan is a financial advisor at Edward Jones with three years of industry experience. Hogan holds the Series 66 designation and has held multiple roles at Edward Jones beginning in 2011, with intermittent periods outside the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alex Palermo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Pitney Bowes, Gillette Stadium, and Bryant University among others. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic, algorithm-driven methodologies.

Matthew Lee is a financial advisor at Fidelity with Series 63 and Series 66 designations and 10 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill. Outside of his advisory work, he sells trading cards on eBay. 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 systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

David Dubois is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, his work history includes roles in education and telecommunications, as well as involvement with collegiate entrepreneurship. 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 develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Matthew Aspeel is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at various organizations, including Amazing Charts and Dr. Day Care. Outside of his advisory work, he submits short fiction as an author for Short Story Publications. Strategic Advisers LLC, a Fidelity Investments company, 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 manage a range of portfolios, including fund advisory and model portfolios delivered to intermediary platforms.

David Martin 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 The Prudential Insurance Company of America and Pruco Securities, LLC. David works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jennifer Costa is a financial advisor at Fidelity with credentials including Series 63 and Series 66 and four years of industry experience. Her background includes roles at Fidelity Investments and Amazon.com Services Inc, as well as nearly a decade at Mass Audubon. She also contributes to Harvard Business Review Advisory, providing feedback and input on content and research. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Alex Rampone is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at the University of Rhode Island and held positions in the hospitality and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Lucas Maloney is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Before joining Fidelity, his background includes roles in the restaurant industry and a position at the University of Massachusetts Lowell. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Robert Bekerian is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His previous work includes roles at Northwestern Mutual and Alku, as well as various positions in education and hospitality. 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 combines proprietary fundamental research with quantitative and algorithmic strategies and holds registrations uncommon among large institutional peers.

Samuel Smith is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Charles Schwab & Co. Inc. and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Elijah Cave is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Fidelity Investments and prior experience at Target, The Italian Home for Children, Dedham Ophthalmic Consultants and Surgeons, and Attleboro High School. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.

Susan Beagle is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to that, she was employed by Citizens Bank and Citizens Securities Inc. from 2016 to 2021. 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 is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and systematic methods in its investment process.

Benjamin Bloss is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses, and has two years of industry experience. Prior to joining Fidelity, he worked seven years at Chick-fil-A and spent one year in full-time education. 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, offering services such as discretionary portfolio management and fund advisory.