Colin Lessard is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity Investments since 2024. Outside of finance, he is an assistant manager for sales and service at The Bike Barn, a retail bicycle shop. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Hayden Cassidy is a Financial Consultant at Fidelity Investments, where he works closely with clients to help them achieve their retirement, income, and legacy goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Hayden's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2023, Planning Consultant - Premium at Fidelity Investments from 2022 to 2023, and Investment Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity, he served as a Wealth Management Advisor at The Bulfinch Group from 2017 to 2021. He holds insurance licenses in Arkansas and California.

Douglas Williams is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including at Zen Habitats and North American Entertainment Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with systematic investment approaches.

Sydney Bissonette is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Bissonette has worked in various roles including at Merrimack YMCA and Oleary Hoop Camp. Outside of finance, Bissonette operates a babysitting service as a sole proprietor. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Nicholas Salcito is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Investment Solutions Representative I & II, High Net Worth Service Associate, and Customer Relationship Advocate. Nicholas holds insurance licenses in Arkansas and California. He approaches client service as a long-term partnership, focusing on understanding clients' goals, values, and concerns to develop personalized financial strategies through proactive guidance and consistent communication. Outside of his professional work, Nicholas has interests in baseball, football, and golf.

Neil Bishop is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Fidelity Investments in 2023, he worked at Quest Diagnostics from 2014 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of registered investment companies and utilizing systematic methodologies in its investment process.

Tyler Kayo is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles at firms including TD Bank and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using a diverse range of mutual funds, ETFs, and ETPs.

Lauren Misiaszek is an Investment Consultant at Fidelity Investments, where she works with clients to develop financial plans tailored to their individual goals and priorities. She aims to create strategies that provide structure and confidence, helping clients achieve clarity and peace of mind in their financial decisions. Lauren's experience includes roles at Fidelity Investments as a Financial Representative and Customer Relationship Advocate, as well as a position in Financial Reporting & Analysis at Family Office Management Services. Her professional background has provided her with a foundation in both client relations and financial analysis. Outside of her professional work, Lauren engages in activities such as family time, fitness, golf, lake outings, skiing, and softball.

Christopher Koufos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously was employed by North Andover Public Schools and Chapin's Bayside. Outside of his advisory role, Koufos coaches a 12U local baseball team with the Middlesex Reds Baseball Organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it acts as an advisor to multiple registered investment companies and fund-of-funds.

Todd Montwill is a CFP® credentialed financial advisor associated with Fidelity, with 21 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2004 and joined Fidelity Investments in 2025. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ivan McGovern is currently a Branch Leader at Fidelity Investments, where he supports a local team of associates in providing guidance and relationship building within the Wilmington, DE area and its surroundings. He has been in this role since 2025. Prior to becoming a Branch Leader, Ivan held positions at Fidelity Investments including Team Leader from 2022 to 2025, Help Desk in Client Services from 2021 to 2022, and High Net Worth Associate from 2020 to 2021. Details about Ivan's education, credentials, personal interests, or community involvement have not been provided.

Michael Carson is a Financial Consultant who collaborates closely with clients to develop personalized financial plans that align with their goals, values, and priorities. He aims to help clients gain confidence in their financial futures through tailored strategies. He has held several roles at Fidelity Investments, including Regional Center Planning Consultant from 2022 to 2024, Workplace Planning Consultant from 2020 to 2022, and Defined Contributions Service Representative from 2019 to 2020. Michael holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys spending time at the beach, participating in family activities, maintaining fitness, playing golf, and caring for pets.

Teresa Zoda is a financial advisor at Fidelity with Series 63 and Series 66 designations and seven years of industry experience. She previously worked at Suss Sweets and was involved with Immaculate Conception Church for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and advanced technologies in its investment process.

Tabatha Chapman is Vice President and Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2025. In her capacity as a Wealth Management Advisor, she assists multiple generations of families in developing personalized wealth strategies focused on the growth, preservation, and transfer of their assets. She emphasizes simplicity and encourages curiosity and candid communication in her client interactions. Chapman coordinates the efforts of a dedicated team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to deliver comprehensive wealth planning services. Her collaborative approach ensures that clients receive tailored advice encompassing various aspects of wealth management. Outside of her professional responsibilities, Chapman engages in activities such as art, gardening, painting, traveling, and spending time with family and friends.

Rebekah Howard is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Trupanion for five years and held positions at Uxbridge Animal Hospital and Letter Perfect Farm. 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 develop model portfolios comprising mutual funds, ETFs, and ETPs.

Alexander Bires is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Outlier and various non-investment-related activities across education, government, and hospitality sectors. 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 deliver model portfolios and manage registered investment companies.

Mitch Mastromatteo is currently a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to build managed strategies tailored to individual and family needs. He provides timely insights on market conditions and acts as a liaison to other investment professionals to enhance the partner and client experience. Mitch has extensive experience at Fidelity Investments, having held various roles since 2007. His career progression includes positions such as Investment Management Consultant III, Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Service Trading Representative. This progression reflects his deepening expertise in investment management and client service. No information on Mitch's education, credentials, personal interests, or community involvement has been provided.

Matthew Pouliot is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments in various roles since 2007, including positions such as Investment Solutions Consultant, Managed Accounts, Client Management Representative, Associate Relationship Manager, Retirement Solutions Representative, and Investment Solutions Representative. Prior to his tenure at Fidelity, Matthew held roles at Wells Fargo Advisors as a Client Associate, at Northwestern Mutual as an Investments Associate, and as a Loan Officer at Homeowners Assistance. Matthew holds insurance licenses for Arkansas and California. His professional approach involves understanding each client's unique financial situation to develop tailored strategies aligned with their long-term goals. He emphasizes collaborative planning to manage risk and adapt to changing market environments, aiming to provide transparent and objective, client-centric service. Outside of his professional work, Matthew has interests in the beach, cars, fitness, movies, traveling, and volunteering.

Jill Drago Lamarche is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and GOBI Library Solutions from EBSCO. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its advisory role to multiple registered investment companies, and its formal governance procedures for the funds it advises.

Chester Dupont is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors and one year with Fidelity as of 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies alongside oversight controls and the evaluation of conflicts of interest.