Nicholas Beltramini is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2014 and Fidelity Investments since 2025. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

John Saben is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Investments Institutional Services Co., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as a registered commodity pool operator with advisory roles to multiple registered investment companies.

Matthew Landino is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at firms including Rockland Trust Company and Lucror Inc. Outside of finance, his background includes roles in retail and education. 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 across mutual funds, ETFs, and ETPs. The firm is also notable for its role in managing registered investment companies and its use of advanced technologies such as AI and algorithmic methods in portfolio development.

Michael Curtin is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at DoorDash Inc. for three years and was involved with Kerry Boles/Varsity Soccer at Pinkerton Academy for six years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Alexander Lawrence is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior work experience includes roles at Best Buy and Nashua Community College, as well as involvement with Neil Stone's Karate Academy. Fidelity’s Strategic Advisers LLC, where Lawrence is based, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Byron Moser is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with German Autowerks LLC for seven years. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Cody Lynch is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and three years of industry experience. His career includes roles at RBC Capital Markets and Mass Mutual Life Insurance Company, as well as military service in the United States Military from 2012 to 2020. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also features specialized services such as divorce planning and employer-sponsored planning programs.

Garrett White is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. Fidelity’s Strategic Advisers LLC serves retail and institutional clients, offering investment management, advisory services, and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods.

Isaac Wyckoff is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Regatta Group LLC, Casa Systems Inc, and the University of Hawaii at Manoa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Nicole Gilbert is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. She previously worked at Sagepoint Financial, INC for 13 years before joining Fidelity in 2022. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Boris Andrijanic is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various capacities within Fidelity since 2006. 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 is notable for its use of systematic methodologies, AI tools, and its advisory role to multiple registered investment companies and model portfolio delivery.

Alethea Fifield is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors. 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 model portfolios across multiple asset classes.

Cameron Legvold is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes roles at General Nutrition Center and community involvement with the YMCA of Greater Boston and the Nashua Silver Knights. 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 a diversified range of funds and model portfolios.

Nick Siik is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, serving in various roles including National Planning Consultant, Account Executive, Investment Consultant, and Retirement Investment Specialist. His professional focus includes comprehensive financial planning and investment consulting. Nick holds insurance licenses in Arkansas and California. His approach emphasizes careful attention to detail and proactive steps to support his clients' financial goals, as reflected in his personal statement about the importance of continual progress. Outside of his professional work, Nick engages in activities such as family time, fitness, skiing, traveling, and volunteering.

Daniel Maydwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at Merrill Lynch for four years and has been with Fidelity Investments since 2025. Prior to his finance career, he was employed at the New York Athletic Club for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it serves a range of intermediary platforms.

Alan Jeffers is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Cambridge Focus, ShoreGroup Solutions, and Pepperdine University, where he also volunteered at the university's Volunteer Center. Fidelity’s Strategic Advisers LLC, part of Fidelity Investments, 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 portfolios, model portfolios, and fund advisory services.

Corey Callahan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2017, including Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he was with Cal Logistics LLC for one year. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and an IRS-qualified Charitable Gift Fund, and employs systematic methodologies and oversight controls in its portfolio management.

Bradford Crocker is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

Jennifer Riley is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked for five years at Coldwell Banker Residential Brokerage and spent several years as a homemaker. She also engages in real estate referrals, receiving referral fees by connecting clients to realtors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Stephen Fallon is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity and related firms since 2017. Outside of advising, he is the sole proprietor of Esmeralda Books LLC, where he writes, designs, and publishes children's books in both digital and paperback formats. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.