Jake McNeely is an Investment Solutions Representative III at Fidelity Investments, where he assists clients in creating customized financial plans tailored to their short- and long-term needs. His role focuses on identifying strategies aligned with clients' financial goals to help guide their investment decisions. Jake has been with Fidelity Investments since 2023, previously serving as a Customer Relationship Advocate and High Net Worth Service Associate before his current position. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Jake engages in personal interests including family activities, fitness, football, golf, music, and traveling.

Connor Buscema is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and one year of industry experience. His prior roles include work at Embargo and Paradigm Energy Services, as well as positions during and following his education at the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Elizabeth Hall is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation. Prior to her current role, she was involved with Grahall, LLC, a human resources consulting firm, where she served as an officer until recently phasing out her involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves in advisory roles for various registered investment companies and fund-of-funds.

Mary Lambert is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Fidelity, she held roles at Bentley University and Cervello Inc. Outside of finance, she spent several years working at Granite Fields Golf Club. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Roderick Davidson III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Fidelity Brokerage Services LLC since 2015 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management and fund advisory services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael O’Regan is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at DHK Financial Advisors and several companies outside the financial sector such as Swell Oyster Co. and Three Chimneys Inn. He has also been involved with Sagamore Golf Inc. and held positions in education at UNH, Winnicunnet, and North Hampton School. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jon Provost is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at various divisions within Fidelity since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and managing fund advisory and consulting services.

John Cairns is a financial advisor with Fidelity Investments in Merrimack, NH, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Birdie Bar and held roles at several clubs, including the Myopia Hunt Club where he worked as a caddie. Fidelity’s Strategic Advisers LLC division 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 manage portfolios that include mutual funds, ETFs, and ETPs.

Adam Deamicis is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he was involved with several small businesses related to pet care, including Park 9 Dog Daycare and Training and Lakefront Dog Retreat. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for multiple registered investment companies and delivers model portfolios to intermediary platforms, incorporating advanced algorithmic and AI-driven research techniques.

Kaitlyn Cheever is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using a systematic investment approach.

Jason Tucker is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC and Berkshire Hathaway Home Services, Verani Realty. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset investment approach.

Michael Wood is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles in Social Security Disability and various positions at New Hampshire Ball Bearings and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brian Cascio is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2013. In addition to his advisory roles, he is affiliated with 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 companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delegates management to sub-advisers while maintaining oversight.

Philip Chiaraluce is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at companies including Uber, Amazon, Whole Foods Market, and Manchester Community College. He has also maintained part-time work in produce at Whole Foods Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Daniel Gilbert is an Investment Solutions Representative III at Fidelity, where he collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He has been with Fidelity since 2023, initially serving as a Customer Relationship Advocate before advancing to his current role in 2024. In his position, Daniel draws on his experience in client relations and investment solutions to support individuals in navigating their financial journeys. Outside of his professional work, he enjoys comedy, kayaking, movies, and traveling.

Bill Fleming is a Planning Consultant currently employed at Fidelity. In his role, he collaborates with clients to develop personalized financial plans that align with their investment comfort levels and financial goals. His approach emphasizes building relationships based on trust and mutual understanding. Bill has professional experience as a Planning Consultant at Fidelity since 2026 and previously served as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he worked as a Financial Consultant at Santander Investments between 2021 and 2023. He holds an AR Insurance License. Outside of his professional work, Bill enjoys camping, football, outdoor adventures, and sailing.

Jacqueline Mullen is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2001. Outside of her advisory role, she works as an independent contractor coaching nutrition programs and CrossFit classes. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies including AI and long-term asset allocation strategies.

Kweku Koom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he worked at M&T Bank and held various roles including support advocate at the Sevenhills Foundation, where he provided physical and mental support to individuals with special needs. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

John Gibson is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Amazon.com and spent several years as a homemaker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Jahaziel Martinez is a financial advisor with Fidelity, holding a Series 66 license and currently based in Merrimack, NH. He has one year of industry experience at Fidelity Investments and a background that includes roles at Isabella Med Spa LLC and T-Mobile. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe of funds and ETFs. The firm also holds distinctive roles such as commodity pool operator registration and advisory duties for multiple registered investment companies.