Preston Mattson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various roles including at UMass Amherst and in the food service sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base including registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Nick Aspromonti is currently serving as an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to co-create personalized plans aimed at helping them work toward their financial goals. Nick has progressively developed his expertise through various roles at Fidelity Investments, including positions as Investment Solutions Representative II and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. This experience has provided him with a broad understanding of client service and investment solutions. Additional information regarding Nick's education, credentials, personal interests, or community involvement has not been provided.

Blake Thomas is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has advanced through several roles at Fidelity, including Investment Solutions Representative, Investment Management Consultant I and II, before attaining his current position in 2022. Blake partners with clients to understand their financial goals and implements strategies to develop comprehensive lifetime financial plans. He holds insurance licenses in Arkansas and California, supporting his ability to provide tailored financial advice. Outside of his professional work, Blake enjoys cars, fishing, golf, outdoor adventures, parenthood, and photography.

Jillian Allaire is a financial advisor at Fidelity with 11 years of industry experience. She has worked at Fidelity Brokerage Services since 2018 and previously at Sullivan and Cogliano and Fidelity Investments. Outside of her advisory role, she serves as a board member of the Putney Pond Neighborhood Association, participating in annual meetings to support community decisions. 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 manage discretionary and non-discretionary portfolios.

Joseph Rockwell is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, his background includes roles at Market Basket and involvement with UMass Men's Rugby. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Taylor Mailloux is a financial advisor at Fidelity with seven years of industry experience. Their background includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as experience outside finance at Woodpellets.com/Nagler Group and Massage Envy. 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 manage portfolios composed of mutual funds, ETFs, and ETPs.

Ethan Keyes is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes various roles at Gordon College and Retirement Resources Investment Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios utilizing mutual funds, ETFs, and ETPs, and has regulatory registrations and advisory roles that distinguish it among large institutional firms.

William Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services such as discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Erol Senel is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research in portfolio management.

Andrew Giovanniello is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he held various positions including roles in education and retail. Outside of his advisory work, he is the founder of Metropolitan Properties LLC, a residential rental property business in southern New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and the construction of model portfolios using proprietary research, quantitative analysis, and systematic methodologies.

Zachery Morris is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. He has worked in various roles at Fidelity since 2015, including positions with Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Kevin Therrien is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity Investments, he held various roles including positions in education and event management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Elizabeth Hagan is a financial advisor with LPL Financial in Leominster, MA, holding Series 63 and Series 66 credentials and possessing five years of industry experience. Her prior roles include positions at Rollstone Bank & Trust, Bank of America, Merrill, Sagepoint Financial Inc., and Citizens Bank. Outside of her advisory work, she has authored children's books since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Shannon Ponte is a financial advisor at Fidelity with nine years of industry experience. She holds Series 66 and Series 63 credentials and has been associated with Fidelity Brokerage Services LLC since 2015. 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’s investment process integrates fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios comprising mutual funds, ETFs, and ETPs.

Mike Kiritsy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients and their families to develop personalized financial plans tailored to their unique goals. Mike has been with Fidelity Investments since 2009, where he has held several positions including Investment Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Service and Trading Representative. His extensive experience spans various aspects of financial consulting and retirement solutions.

John paul Sayah is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Workplace Planning Consultant at the same firm from 2022 to 2025. His professional experience is focused on providing financial planning services. He holds insurance licenses in Arkansas and California and is proficient in Arabic, French, and Spanish. John paul approaches financial planning by prioritizing client relationships and aligning strategies with clients' values and goals. Outside of his professional work, John paul has personal interests that include art, painting, spending time at the beach, caring for pets, and playing soccer.

Jeffrey Reaves is a Financial Consultant at Fidelity Investments, where he has been working since 2023. In his role, he focuses on understanding clients' priorities and assisting them in planning for life events and achieving their financial goals. He maintains ongoing relationships with clients to help them stay on track or adjust their plans as needed. Jeffrey has been with Fidelity Investments since 2019, progressing through roles including Investment Solutions Representative, Portfolio Specialist, and Investment Consultant. He holds an Arkansas Insurance License.

Kerry Santerre is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. His current role at Fidelity Investments began in 2025. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kyle Egnet is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked primarily within Fidelity Brokerage Services since 2017, with a brief period outside the industry. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, and it provides model portfolios to intermediary platforms.

Jean Paul Fauvel is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2005, including 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, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and provides formal advisory services to multiple registered investment companies and fund‑of‑funds.