Julia Hirsch is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. She has worked at Fidelity since 2020 and concurrently serves as Marketing Director at the New England Complex Systems Institute, a nonprofit research organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Cole Gillette is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he held positions at Target, Virginia Tech, and Kohl’s. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that utilize mutual funds, ETFs, and ETPs.

Nicholas Fulgione is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at various organizations including New England Twisters, Emerson College, and Raytheon Technologies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in its investment processes.

Ralph Merheb is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company and has held a service position at Puttshack Boston. 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 investment portfolios.

Brendon Jalbert is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at CASA of New Hampshire and Lyphos Family Health. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, combining fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios. The firm serves retail and institutional investors and is noted for its regulatory registrations and use of advanced methodologies including AI in research.

Elisha Goeman is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity Investments, Elisha worked at Bottomline Technologies for four years. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Alice Volkmar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked with InsideJapan Tours and taught English online through VIPKid. Outside of her advisory role, she operates a custom illustration business under the name Alice Bradford Art. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products and model portfolios.

Kelly Davies is a financial advisor at Fidelity with nine years of industry experience. She has held roles at Fidelity Brokerage Services since 2017 and previously worked for the State of New Hampshire Department of Administrative Services in the Office of Cost Containment for three years. Davies holds Series 63 and Series 66 licenses. 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 process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services alongside model portfolios built from mutual funds, ETFs, and ETPs.

John Munro is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Comcast for 11 years. Outside of his advisory role, he owns and operates Hall of Fame Sports Cards, a business involved in listing, sales, and distribution of sports cards via eBay. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and fund advisory.

Joshua Wilson is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes five years at Group 1 Automotive before joining Fidelity Investments. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Timothy Terhune is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Comcast and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of proprietary fundamental research and quantitative analysis to create model portfolios using mutual funds, ETFs, and ETPs, and it utilizes algorithmic portfolio construction and oversight of sub-advisers.

Olivia Coco is a Planning Consultant at Fidelity Investments, where she serves as a trusted point of contact for Financial Consultants, providing proactive support and guiding clients through their financial journeys with confidence and clarity. She has been with Fidelity Investments since 2023 and has held roles including Financial Representative and Relationship Manager prior to her current position. Her professional experience encompasses various aspects of financial consulting and client relationship management within Fidelity Investments. Olivia's work focuses on supporting financial consultants and ensuring clients receive comprehensive assistance in their financial planning. Outside of her professional responsibilities, Olivia enjoys fitness, hiking, music, outdoor adventures, reading, and running.

Melissa Maddocks is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Fidelity Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Curtis Petri Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with various Fidelity entities since 2004 and participates in marketing focus groups outside his advisory role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brian Murphy is an Investment Consultant currently working at Fidelity Investments since 2024. He focuses on collaborating with clients to develop holistic financial plans tailored to their specific goals, with an emphasis on fostering client confidence and comfort in their financial strategies. His professional experience includes roles at Fidelity Investments as a Financial Representative from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2022. Prior to that, he worked at Putnam Investments as an Investor Services Associate from 2020 to 2021 and served as a College Financial Representative at Northwestern Mutual in 2020.

Matthew Ditullio is a financial advisor with Fidelity, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Solidscape Inc and Contour Design. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Dillon Bigl is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2019. Prior to that, he held roles at Burndy LLC, Hannaford Bros, and RD Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Beth Shaw is a financial advisor at Fidelity with Series 66 and Series 63 credentials and 10 years of industry experience. She has worked within various divisions of Fidelity since 2015. Outside of her advisory role, she creates handmade crocheted items through her small business, BLiS Crochet. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jeffrey Kilbourne is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory role, he is the lead guitarist in a live rock band called Dayz Gone. Fidelity provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios based on systematic methodologies and long-term asset allocation benchmarks.

John Ronan is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of advisory work, he is involved in axe throwing as an instructor and crafts custom axe handles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting various advisory and fund management roles.