Tracy Rock is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2001, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it provides model portfolios to intermediary platforms.

Rishi Ahuja is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Alef Edge, Zebra Technologies, and AT&T. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, oversight controls, and advisory roles for registered investment companies.

Andrew Small is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Steward Partners Global Advisory, Raymond James Financial Services, Bank of America, and Merrill. Outside of his advisory work, he serves as a board member of the YMCA of the Seacoast Advisory Board and is the incoming president of the Seacoast Rotary Club in Portsmouth, NH. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Nicholas Masci is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Podium and IRA Lexus of Manchester. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary portfolio management, fund advisory, and delivery of model portfolios, with an emphasis on systematic methodologies and long-term asset allocation.

Alexander Veloz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His background includes roles in public education and family services, and he is a partner in a vending machine business. Fidelity’s Strategic Advisers LLC 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. The firm serves a variety of investors, including registered investment companies, and is noted for its use of systematic methodologies and advisory roles in fund management.

Mitchell Clark is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2023. Outside of his advisory role, he is self-employed in the private purchase and sale of music gear. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Sean Roth is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and experience in the hospitality sector with Tailgate Tavern & Gibb's Garage and Thirsty Moose Taphouse. 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 to manage diversified portfolios and serve multiple registered investment companies.

Mariah Suarez is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2021. Prior to her current role, her background includes positions at American Income Life and various other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods to deliver systematic investment solutions.

Owen Russell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at the Town of Nahant and various other positions before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Ryan Raposa is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Royal Alliance, Boston Wealth Management, and Empower Retirement. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies alongside its role in developing model portfolios for Fidelity Institutional Wealth Adviser.

Makayla Idrissou is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. She has worked at Fidelity Investments since 2018 with a brief tenure at Northwestern Mutual Wealth Management Company in 2019-2020. Outside of her advisory role, she owns a vending machine business serving local businesses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios that it delivers to intermediary platforms.

Abby Wedge is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, where she works to develop investment plans that align with clients' financial goals. She collaborates with a team of wealth planning specialists to provide consistent service aimed at helping clients pursue their financial objectives. Abby has held several roles in the investment industry, including Senior Client Portfolio Specialist at Franklin Distributors in 2024, Investment Director at Putnam Investments from 2022 to 2024, and Investment Product Analyst at Putnam Investments from 2018 to 2022. Earlier in her career, she held positions in marketing and dealer services at Putnam Investments from 2015 to 2017. Outside of her professional work, Abby enjoys family activities, football, social events with friends, outdoor adventures, skiing, and spending time with pets.

Colin Miller is a financial advisor at Fidelity with the Series 66 credential and two years of industry experience. Prior to joining Fidelity, he has held various roles including coaching at FC Stars outside of his advisory work. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Benjamin Gastonguay is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Fidelity Investments and various educational and community organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Matthew Pellegrino is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. His prior work includes roles in the hospitality sector at various restaurants. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for 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 deliver model portfolios from mutual funds, ETFs, and ETPs.

Teagan Vitali is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Vitali worked in various roles in the hospitality industry and also spent four years at Plymouth State University. Fidelity’s Strategic Advisers LLC, where Vitali is based, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Duston Ladieu is a financial advisor with Mass Mutual Investors Services in Sudbury, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he consults for Help me Fund College Fund and owns a real estate business, AJTL Enterprises, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships using firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Scott Norris is a financial advisor at Fidelity with four years of industry experience. He previously worked at State Street Global Advisors for five years. Outside of his advisory role, Norris serves as an adult leader for the Boy Scouts of America, supporting planning, activities, and fundraising for the troop. 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 combination of fundamental research, quantitative analysis, and systematic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Marc Chareth is a financial advisor with Edward Jones in Milford, NH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he owns a single-family rental property adjacent to his primary residence. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of more than 23,000 financial advisors.

Peter Cunningham is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work experience includes roles at Verizon Wireless, Trinity Logistics, and consulting engagements. Fidelity’s Strategic Advisers LLC division 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.