Cameron Bourbeau is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has developed extensive experience within Fidelity, having progressed through various positions including Investment Management Consultant II, Investment Solutions Representative III and II, High Net Worth Advisor, and Customer Relationship Advocate from 2021 to 2026. Prior to joining Fidelity, Cameron worked as a Bank Teller at St. Mary's Bank in 2021. He holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial guidance. Cameron's approach focuses on partnering with clients to help them build confidence in their financial futures through thoughtful guidance and strategic planning. Outside of his professional commitments, Cameron's personal interests include boating, family activities, fishing, football, golf, and skiing.

Scott Manship is a financial advisor at Fidelity with one year of industry experience. He previously worked at T-Mobile for nine years before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI technologies in its investment process.

Cameron Perkins is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments and several creative and entrepreneurial ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction.

Colin Andrews is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Little Brother Burger Company, Moore Landscape Gardeners, Colby-Sawyer College, and the New London Recreation Department. 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 combines fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction in its investment process.

Christian Bender is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Viega LLC for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery through a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic construction. The firm serves a wide range of investors and maintains roles in registered investment companies and fund-of-funds management.

Michael Cox is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2004. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Shannon McCabe is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2016. She has over 20 years of experience in the financial industry, focusing on wealth accumulation, tax-efficient investing, and asset preservation. Her professional background includes roles such as Retirement Relationship Manager at Fidelity Investments from 2007 to 2016, Financial Professional at New York Life from 2006 to 2007, Senior Client Service Manager at Massachusetts Financial Services from 1998 to 2006, Retirement Plan Administrator at Putnam Investments from 1996 to 1997, and Fund Accountant at Mellon Trust from 1990 to 1996. Shannon holds insurance licenses in Arkansas and California.

Jennifer Nelson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Citizens Bank, NYLife Securities, and the Commonwealth of Massachusetts. She is currently based in Nashua, NH. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors, focusing on approved funds and strategies.

Ernest Noyes is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Linnea Circosta is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked as a self-employed real estate salesperson. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Alexander Dibisceglie is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked for Comcast for over 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of algorithmic methods and AI in portfolio management.

Roland Tshiyoyo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles with USAA Financial Advisors, New York Life Insurance, and Bank of America Merrill Lynch. Fidelity’s Strategic Advisers LLC, where he is based, provides 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 to deliver model portfolios and discretionary management.

Blake Pearson is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Citizens Securities Inc., Robert Half, and SoClean Inc. 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 combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios comprised of mutual funds, ETFs, and ETPs.

David DePetrillo is a Financial Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans. He emphasizes understanding clients' values, challenges, and goals to co-create strategies that instill confidence in their financial journeys. David has progressively advanced within Fidelity Investments since 2019, holding roles including Planning Consultant and Workplace Planning Consultant. His experience encompasses various aspects of financial planning and customer relationship management, reflecting a comprehensive understanding of client needs and financial solutions. He holds insurance licenses in Arkansas and California. Outside of his professional work, David's personal interests include beach activities, family time, fitness, foodie experiences, football, and golf.

Aidan Parzych 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 several companies such as Tommy Hilfiger and various casinos. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Peter Buckley is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 1998. 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 in its discretionary and non-discretionary offerings. The firm also serves as an advisor to registered investment companies and employs systematic methodologies including AI and long-term asset allocation benchmarks.

Casey Dumais is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey partners with clients and their families to develop and execute customized financial plans, aiming to be their primary, trusted advisor while delivering an exceptional client experience through the resources available at Fidelity. Casey has been with Fidelity Investments since 2007, holding various positions including Financial Representative, Facilitator, Retirement Investment Services, Portfolio Specialist, Investment Solutions Consultant in Managed Accounts, Senior Investment Operations Analyst, Research Associate, and Financial Consultant. This extensive experience encompasses investment solutions, portfolio management, retirement investment services, and client consultation. Outside of work, Casey enjoys cooking and baking, spending time on family activities, parenthood, and skiing.

Denise Hosey is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, employing systematic methodologies and oversight controls.

Nicholas Oconnor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at the University System of New Hampshire and Conifer Health Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios through a blend of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.