Maura Gomes is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Sarah Ewen is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she assists clients in developing personalized investment strategies that align with their individual goals, objectives, and motivations. Her approach focuses on thoughtful planning and guidance to support clients in achieving long-term financial stability and confidence. Prior to becoming a Planning Consultant, Sarah held several roles within Fidelity Investments, including Investment Solutions Representative III (2025-2026), Investment Solutions Representative II (2025), Investment Solutions Representative I (2024-2025), and Customer Relationship Advocate (2023-2024). Her career progression within Fidelity reflects her growing experience and expertise in investment solutions. Sarah holds insurance licenses in Arkansas and California. Outside of her professional life, she engages in activities such as spending time at the beach, participating in family activities, attending social events with friends, enjoying music, parenting, and traveling.

Tristan Bedinger is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked in mortgage and credit union roles. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages model portfolios using mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Bryan Herrera Burgos is a financial advisor with Thrivent Investment Management in Nashua, NH. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Thrivent, he worked at Fidelity Investments and TD Bank, among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Glen Hamel is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Valic Financial Advisors, Eagle Point Investment Advisors, and LPL Financial. He has been with Fidelity Investments since 2019. 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 portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves multiple registered investment companies with oversight and governance procedures.

Steven Leclerc is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 certifications and three years of industry experience. Prior to his current role, he worked as a server at Firefly American Bistro and Bar. 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 a broad range of investment products.

Pankil Shah is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. His work history includes roles at Fidelity Investments and SalemFive Bank, as well as prior experience at YES BANK, IndusInd Bank, and Axis Bank. 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 manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Samuel Paiton is a CFP® with 24 years of industry experience, currently serving at Fidelity. He has worked with various Fidelity divisions since 2001, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients such as retail and institutional investors, charitable funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and managing multiple registered investment companies and funds.

Jonathan Pilla is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work experience includes roles at Bj's Wholesale Club, Kroll Becker & Wing LLC, and the University of Massachusetts Lowell, among others. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Liam Robinson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His previous roles include positions at Northwestern Mutual and various non-financial companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features such as CFTC registration and use of AI in research.

Tyler Manning is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked at various Fidelity entities since 2013. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Shauna Rooksberry serves as Vice President and Financial Consultant at Fidelity Investments. In this role, she leverages over a decade of experience to assist clients in building wealth, navigating life changes, and preparing for their financial futures. Shauna emphasizes the importance of financial planning and is committed to Fidelity's values of integrity and client-first service. Her tenure at Fidelity includes positions such as Relationship Manager, Financial Consultant, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Licensed Financial Representative, spanning from 2012 to the present. Shauna holds insurance licenses in Arkansas and California.

Ryan Leland is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and currently serves as an assistant pastor of marketplace ministries at Orchard Christian Fellowship in Londonderry, NH, where he preaches occasionally and assists in worship services. Ryan has been with Fidelity and its affiliated entities since 2005 in various capacities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to diverse clients, including retail and institutional investors. Their investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Sean Chartier is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in roles outside the financial sector, including at Atlantic Family Dental and Beacon Funding. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios and oversight controls.

Matthew Murphy is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Fidelity Personal and Workplace Advisors since 2018. 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 in their investment approach. The firm also serves as an advisor to registered investment companies and constructs model portfolios using systematic methodologies.

Brian Sim is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to various clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Brian Kenny is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Fidelity, he worked at Somerset Hills YMCA. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while addressing potential conflicts of interest.

Todd Micklovich is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2015, serving initially as a Financial Consultant before his current role. Prior to Fidelity, Todd worked at Cantella & Co., Inc. from 2005 to 2015, advancing from Registered Representative to Registered Principal. With over 20 years of experience in financial consulting, Todd focuses on helping clients manage their financial resources to create purposeful and fulfilling lives. His career reflects extensive experience in financial advising and consulting. Outside of his professional work, Todd engages in activities such as family activities, social events with friends, golf, parenthood, soccer, and traveling.

Kimberly Peterson is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2022, initially serving as a Financial Representative before advancing to her current position. Prior to joining Fidelity, Kimberly worked as a Financial Advisor trainee at First Command from 2021 to 2022. Throughout her career, Kimberly has emphasized building lasting relationships with clients, focusing on understanding their unique goals to develop customized financial plans and personalized portfolios. Her professional experience spans financial advising and planning consultancy within the investment sector. Outside of her professional work, Kimberly's personal interests include beach activities, parenthood, skiing, and tennis.

Kate Tanguay is Vice President and Executive Services Regional Leader at Fidelity Investments. In this role, she leads a team of Benefits & Planning Consultants and Executive Planning Consultants, focusing on aligning clients' financial goals with personalized benefits strategies. She aims to empower her team and clients through strategic insight, collaborative leadership, and a commitment to financial well-being. Kate has extensive experience at Fidelity Investments, having served in multiple leadership positions including Regional Director of Executive Services since 2023, Team Leader in Stock Plan Services (2021-2023), and Team Leader roles in Workplace Planning & Advice, Client Services, and Fixed Income disciplines spanning from 2013 to 2021. Earlier in her career, she was a Financial Advisor with Edward Jones from 2009 to 2012. Outside of her professional responsibilities, Kate enjoys family activities, fitness, social events with friends, gardening, running, and traveling.