Jessica Thrower is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. She previously worked at JPMorgan Chase Bank and held various roles in other companies before joining Fidelity. 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 portfolios constructed through proprietary research and quantitative analysis.

Tracy Rock is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2001, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive activities such as serving as a commodity pool operator and advising fund-of-funds.

Rishi Ahuja is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Alef Edge, Zebra Technologies, and AT&T. 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 develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research.

Christian Vitone is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to understand their financial needs and benefits plans, providing tools and knowledge to support informed financial decisions. Prior to this, he held positions including Benefits & Planning Consultant and Investment Solutions Representative within Fidelity's Executive Services, starting in 2018 with the High Net Worth Service Associate role. Christian's financial services career began at Merrill Lynch - Bank of America, where he worked as a Financial & Portfolio Advisor from 2016 to 2018. He holds a California Insurance License. Outside of his professional work, Christian engages in family activities, fitness, movies, running, theater, and writing.

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 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Podium and IRA Lexus of Manchester. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Veloz is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked in education and nonprofit settings, including Lowell Public Schools and Family Services of the Merrimack Valley. Outside of finance, he is a partner in a vending machine business. 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.

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 two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual and has experience in the hospitality sector through roles at 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, including model portfolio construction using a blend of fundamental research, quantitative analysis, and algorithmic methods. The firm is also registered with the CFTC as a commodity pool operator and serves in formal advisory roles to 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.

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.

Fady Iskander is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following four years at Citizens Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of advisory and brokerage services.

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.

Dennis Sherlock is a financial advisor with Raymond James Financial Services Advisors, Inc. in Andover, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Raymond James since 2012 and is also associated with First Tech Federal Credit Union since 2014. Additionally, he is involved as an associate with Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains a range of advisory programs and partnerships.

John Maggiacomo is a financial advisor with Cambridge Investment Research Advisors in Andover, MA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he serves as treasurer for the North Peak Village Condo Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of discretionary and non-discretionary strategies across multiple platform arrangements.