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 licenses and three years of industry experience. Prior to joining Fidelity, he worked at T. Rowe Price for one year and spent nine years at The Machine Shop. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains formal advisory roles to multiple registered investment companies.

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.

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 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments in 2024, he held various roles including positions in retail and healthcare. He works within Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Blase Cormier is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His background includes roles with the Boston Red Sox and positions related to athletics and student programs at Suffolk University. 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 to manage diversified model portfolios.

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.

Peter Goglia is a financial advisor with UBS Financial Services in Greenville, RI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions and research to tailor plans aligned with clients’ goals and risk tolerances.

Matthew Powers is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Citizens Securities, Bank of America, Merrill, and Citizens Financial Group. He also worked at DoorDash from 2020 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include 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.

Shawn Kenney is a financial advisor with Fidelity Investments based in Providence, RI. He holds the Series 66 and Series 63 designations and has four years of industry experience. Prior to his current role, he worked at CMIT Solutions of Central RI and Ryder System, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios, with distinctive involvement in commodity pool operations and advisory roles for registered investment companies.

Dean Cicone is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 1994, advancing through various positions including Financial Consultant, Investment Representative, NASDAQ Equity Trader, Agency Equity Trader, Account Representative, and Mutual Fund Trader. Prior to joining Fidelity, he was a Registered Representative at Scudder, Stevens, & Clarke from 1992 to 1994. With over 25 years of experience in the financial services industry, Dean partners with his clients to help them work toward their financial goals. His expertise encompasses financial planning and investment consultation, aiming to assist clients in pursuing their envisioned lifestyle. Outside of his professional work, Dean's personal interests include biking, family activities, golf, reading, running, and skiing.

Jacob Summerly is an Investment Solutions Representative III at Fidelity Investments. He works with individuals and families to develop trust and transparency while creating personalized financial strategies that align with their specific goals and preferences. Jacob has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2023. He then served as an Investment Solutions Representative I from 2024 to 2026, followed by Investment Solutions Representative II in 2026, before attaining his current position as Investment Solutions Representative III in 2026.