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 the Series 63 and Series 66 designations and has been with Fidelity Investments and its related entities since 2010. 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 offers a range of services including discretionary portfolio management and fund advisory, and is recognized for its use of systematic methodologies and its role in constructing model portfolios for Fidelity Institutional Wealth Adviser.

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.

Jacob Galvin is a Planning Consultant at Fidelity Investments, where he works closely with clients to build personalized financial plans aimed at helping them identify and work towards their goals. He has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Customer Relationship Advocate. Before joining Fidelity, Jacob gained experience as a Financial Administrator at Raymond James, METRO Financial Strategies from 2020 to 2021. His professional background reflects a focus on client service and financial planning within the investment industry.

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 with Fidelity, holding a Series 66 designation and four years of industry experience. His background includes over a decade at Walgreens before joining Fidelity Investments. Fidelity’s affiliate, Strategic Advisers LLC, offers 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 manage a range of investment products and model portfolios.

Brian Mccarthy is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across several Fidelity entities, including Fidelity Investments Institutional Operations and Fidelity Personal and Workplace Advisors. Brian is based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, registered investment companies, and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often leveraging affiliated and unaffiliated sub-advisers in its systematic investment process.

Ryan Hines is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight.

David Roberson is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 to create model portfolios, and it maintains formal advisory roles to multiple registered investment companies.

Mack Wilson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity and its affiliated entities since 2006, including roles at 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 discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets across mutual funds, ETFs, and ETPs.

Amanda Davison is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at American Campus Communities and Chipotle Mexican Grill, along with experience at the University of New Hampshire and other organizations. 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 manages a range of portfolios and serves as an advisor to several registered investment companies, employing systematic methodologies and long-term asset allocation strategies.

Bill Hybsch is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He helps clients develop financial plans aimed at navigating various stages of life and building a financial future for themselves and their families. Bill has extensive experience within Fidelity Investments, having held several positions since 2011 including Managed Solutions Consultant, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His background encompasses client management and retirement and investment solutions. He holds insurance licenses in Arkansas and California.

Solomon Sanchez is a Planning Consultant at Fidelity Investments, where he develops tailored financial plans that align with clients' individual goals and values. He works closely with clients to understand their unique objectives and motivations, creating personalized investment strategies aimed at supporting long-term financial stability. Solomon has progressed through various roles at Fidelity Investments since 2024, including Investment Solutions Representative levels I through III and Customer Relationship Advocate. He holds an Arkansas Insurance License. Outside of his professional work, Solomon engages in family activities and enjoys interests such as football, lake outings, outdoor adventures, snowboarding, and traveling.

Mark Carroll is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has worked across various Fidelity entities since 2004. 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 to manage model portfolios and offers advisory and consulting services with oversight controls and a focus on addressing conflicts of interest.

Maggan Arbasetti is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Pressed Cafe Commissary LLC and The Cheesecake Factory. 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 deliver model portfolios and advisory solutions.

Miles Kerrigan is a financial advisor at Fidelity with seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously at Jewish Family & Children's Services. Kerrigan holds Series 63 and Series 66 designations. 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 and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its role as a commodity pool operator.

Richard Biagiotti is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Cetera Advisors LLC for seven years and operated Personal Financial Management Plus Inc for nearly three decades. Biagiotti also serves on the City of Lynn Retirement Board, where he contributes to managing retirement applications and overseeing the Massachusetts retirement systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a large network of advisors with diverse investment strategies and offers a range of financial planning and asset management solutions.

Eric Nelson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. He works at Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios for intermediary platforms.

Philip Vidic is a financial advisor with Fidelity Investments in Methuen, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Fidelity since 2008, including roles at Fidelity Personal and Workplace Advisors 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers specialized services such as model portfolio delivery and fund advisory.