Mariah Suarez is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2021. Prior to her current role, her background includes positions at American Income Life and various other companies. 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 combines fundamental research with quantitative analysis and algorithmic methods to deliver systematic investment solutions.

Owen Russell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at the Town of Nahant and various other positions before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Makayla Idrissou is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. She has worked at Fidelity Investments since 2018 with a brief tenure at Northwestern Mutual Wealth Management Company in 2019-2020. Outside of her advisory role, she owns a vending machine business serving local businesses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios that it delivers to intermediary platforms.

Abby Wedge is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, where she works to develop investment plans that align with clients' financial goals. She collaborates with a team of wealth planning specialists to provide consistent service aimed at helping clients pursue their financial objectives. Abby has held several roles in the investment industry, including Senior Client Portfolio Specialist at Franklin Distributors in 2024, Investment Director at Putnam Investments from 2022 to 2024, and Investment Product Analyst at Putnam Investments from 2018 to 2022. Earlier in her career, she held positions in marketing and dealer services at Putnam Investments from 2015 to 2017. Outside of her professional work, Abby enjoys family activities, football, social events with friends, outdoor adventures, skiing, and spending time with pets.

Colin Miller is a financial advisor at Fidelity with the Series 66 credential and two years of industry experience. Prior to joining Fidelity, he has held various roles including coaching at FC Stars outside of his advisory work. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Benjamin Gastonguay is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Fidelity Investments and various educational and community organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Matthew Pellegrino is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. His prior work includes roles in the hospitality sector at various restaurants. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Teagan Vitali is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Vitali worked in various roles in the hospitality industry and also spent four years at Plymouth State University. Fidelity’s Strategic Advisers LLC, where Vitali is based, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Scott Norris is a financial advisor at Fidelity with four years of industry experience. He previously worked at State Street Global Advisors for five years. Outside of his advisory role, Norris serves as an adult leader for the Boy Scouts of America, supporting planning, activities, and fundraising for the troop. 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 fundamental research, quantitative analysis, and systematic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Marc Chareth is a financial advisor with Edward Jones in Milford, NH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he owns a single-family rental property adjacent to his primary residence. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of more than 23,000 financial advisors.

Peter Cunningham is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work experience includes roles at Verizon Wireless, Trinity Logistics, and consulting engagements. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.

Brendan Murray is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He began his career with Fidelity Investments in 2021, progressing from Workplace Planning Consultant to Financial Consultant I before advancing to his current position. His professional focus involves assisting clients in achieving their financial goals by developing tailored plans and strategies. Brendan holds insurance licenses in Arkansas and California, supporting his capacity to deliver comprehensive financial advice. Outside of his professional work, Brendan's interests include fitness, golf, playing musical instruments, outdoor adventures, caring for pets, and skiing.

Geoffrey Bearden is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to develop personalized financial plans aligned with their unique goals. He emphasizes building strong relationships to support clients in achieving their future objectives. He has been with Fidelity Investments since 2021, progressing through roles including Financial Customer Associate and Retirement Brokerage Services before his current position. Geoffrey holds insurance licenses in Arkansas and California. Outside of his professional work, Geoffrey has interests in baseball, football, golf, movies, and music.

Christina Funk is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at Stephen Graham, Northwestern Mutual Investment Services LLC, J Hogan, Coventry First, and NEST Chestnut Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Adam Schumacher is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and is noted for its advisory role to registered investment companies and use of AI-driven research methodologies.

Gregory Rollins is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with various Fidelity entities since 2007. His career includes 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 fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

Steven Amico is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked with firms including Northeast Investment Advisors, B.B. Graham & Company, and Banc of America Investment Services. He is also licensed to sell fixed insurance products such as life and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets through a network of more than 10,000 advisors.

Evan Digiovanni is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked in diverse roles including positions at Orangetheory Fitness and Merrimack College. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Matthew Argetsinger is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He works primarily with high net worth individuals and families, collaborating closely to develop, implement, and maintain comprehensive financial plans tailored to their needs. His approach involves a team-based Private Client relationship model to navigate financial challenges and support long-term personal and financial goals. Matthew's career in financial services spans over 25 years, including roles such as Retirement Investment Specialist at Fidelity Investments, Financial Advisor at H & R Block Financial Advisors and AG Edwards, as well as earlier experience in trading and account executive positions. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Matthew's interests include golf and hiking.

Victoria Walters is a Series 66-licensed financial advisor with Fidelity, based in Merrimack, NH, and has one year of industry experience. Prior to joining Fidelity, she held positions at The Home Depot and Target. She also serves as a Notary Public for the State of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.