Melissa Ducie is a financial advisor at Fidelity with the Series 63 and Series 66 designations and two years of industry experience. She previously worked at Blackpoint Wealth Management and has a diverse background including roles in hospitality and country club management. 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, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Nicholas Prunier is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through several positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and High Net Worth Associate. In his current role, Nicholas partners with clients and their families to develop holistic financial plans tailored to their individual goals. He emphasizes collaboration, candor, and respect to help clients prepare for financial uncertainties and achieve peace of mind regarding their financial futures.

Haley Cerilli is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She works closely with clients to understand their individual situations and priorities, collaborating to develop and implement financial plans tailored to their unique goals and needs. Her experience in the financial industry includes roles as a Planning Consultant and Financial Representative at Fidelity Investments from 2019 to 2024, as well as a Financial Advisor at Merrill Lynch from 2017 to 2019. Outside of her professional work, Haley enjoys activities such as beach visits, biking, golf, reading, and exploring different foods. She is also a pet owner.

Christopher Lavalley is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at CFS Inc. and Bryant University. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Dejvid Shala is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in technology at Busy Dog Basement Technologies and was employed in education with Quincy Public Schools. 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 across mutual funds, ETFs, and ETPs. The firm also acts as a registered commodity pool operator and advises multiple registered investment companies.

Jake George is a Planning Consultant at Fidelity Investments, where he focuses on personalized service and financial planning tailored to the day-to-day needs of wealth clients. He aims to build and maintain client relationships based on trust, reliability, and authenticity. Jake's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Private Client Associate at Clarfeld Citizens Private Wealth and a Licensed Banker at Citizens Bank. His work has centered around supporting clients in managing their financial goals and investments. Outside of his professional career, Jake has personal interests in baseball, fitness, football, social events with friends, pets, and skiing.

Charles Shank is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He previously worked at T. Rowe Price and spent nine years at The Machine Shop before joining Fidelity. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and model portfolios.

Paul Economou is a CFP® with 19 years of industry experience, currently working at Fidelity Investments. His prior roles include positions at infinex Investments, Calton & Associates, and independent advisory work. He is part of 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Juan Reynoso is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Uber, Staples, Amazon, and Pine Manor College. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mitchel Mcgonagle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include multiple positions at Fidelity Investments, as well as work at Yawgoog Scout Reservation and several retail businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Richard Dickinson is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Guided Financial Strategies, where he is a managing partner. Outside of advisory roles, he is involved in managing fixed insurance products as an insurance agent. Cetera is an SEC-registered advisor operating a multi-manager platform with over 10,000 advisors nationwide. The firm serves individuals, retirement plans, corporate and charitable clients, and institutions with a range of portfolio management and financial planning services across various program structures.

Jack Brusso is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience at the DaVinci Center for Community Progress and Wheaton College. Outside of advisory work, he was involved with Stingrays Soccer Camps for five years. 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 deliver model portfolios drawn from mutual funds, ETFs, and ETPs.

Anthonellis Morel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Morel held roles at Power Home Remodeling and Johnson & Wales University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

James Falvey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Citizens Bank and Santander Bank. Falvey has been with Fidelity Investments since 2021. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad range of investment vehicles.

Joshua Dichiaro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held positions in various sectors including retail and healthcare. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and formal advisory roles with registered investment companies.

Jessica DiNapoli is a Financial Consultant currently working at Fidelity Investments since 2024. She collaborates with clients to develop customized financial strategies aimed at achieving their long and short-term financial objectives. Jessica emphasizes understanding each client's unique situation to create a personalized roadmap toward their definition of success. Prior to her current role, Jessica was a Financial Advisor at Barnum Financial Group from 2015 to 2024. She holds insurance licenses in Arkansas and California. Outside of her professional work, Jessica engages in family activities and enjoys horseback riding, running, snowboarding, traveling, and spending time with pets.

Patrick Burns is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and Bryant University. Outside of his advisory role, he manages trusts as a trustee, overseeing investments and communications for beneficiaries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds strategies, and employs systematic methodologies supported by compliance and oversight controls.

Jeff Crawford is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2016. In his role, he works with clients to develop and implement retirement, income, and wealth planning strategies tailored to their individual needs. Jeff's experience includes working with high net worth clients, helping them navigate complex financial landscapes to achieve their goals. He holds a California Insurance License, which complements his financial consulting services. He leverages the suite of resources available through Fidelity to assist clients in creating comprehensive financial plans for themselves and their families.

Matthew Powers is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and previously worked at Citizens Securities, Bank of America, Merrill, DoorDash, and Citizens Financial Group. 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 fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios made up of mutual funds, ETFs, and ETPs.

Edward Pontarelli Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co from 2009 to 2018. Outside of his advisory work, he owns an auto repair and used car sales business in Providence, RI. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.