Neil Bishop is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he worked for nine years at Quest Diagnostics. Fidelity’s Strategic Advisers LLC 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe, often delegating management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Tyler Kayo is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles at firms including TD Bank and Northwestern Mutual. 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 manage model portfolios using a diverse range of mutual funds, ETFs, and ETPs.

Lauren Misiaszek is an Investment Consultant at Fidelity Investments, where she works with clients to develop financial plans tailored to their individual goals and priorities. She aims to create strategies that provide structure and confidence, helping clients achieve clarity and peace of mind in their financial decisions. Lauren's experience includes roles at Fidelity Investments as a Financial Representative and Customer Relationship Advocate, as well as a position in Financial Reporting & Analysis at Family Office Management Services. Her professional background has provided her with a foundation in both client relations and financial analysis. Outside of her professional work, Lauren engages in activities such as family time, fitness, golf, lake outings, skiing, and softball.

Christopher Koufos is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and three years of industry experience. Prior to joining Fidelity, he worked in education and coaching, including a role as a youth baseball coach for a local 12U team. 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 deliver model portfolios across a broad range of investment vehicles.

Todd Montwill is a CFP® credentialed financial advisor associated with Fidelity, with 21 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2004 and joined Fidelity Investments in 2025. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephen Reilly is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and over 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee-based investment estimates in its financial planning process.

Michael Carson is a Financial Consultant who collaborates closely with clients to develop personalized financial plans that align with their goals, values, and priorities. He aims to help clients gain confidence in their financial futures through tailored strategies. He has held several roles at Fidelity Investments, including Regional Center Planning Consultant from 2022 to 2024, Workplace Planning Consultant from 2020 to 2022, and Defined Contributions Service Representative from 2019 to 2020. Michael holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys spending time at the beach, participating in family activities, maintaining fitness, playing golf, and caring for pets.

Teresa Zoda is a financial advisor at Fidelity with Series 63 and Series 66 designations and seven years of industry experience. She previously worked at Suss Sweets and was involved with Immaculate Conception Church for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and advanced technologies in its investment process.

Tabatha Chapman is Vice President and Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2025. In her capacity as a Wealth Management Advisor, she assists multiple generations of families in developing personalized wealth strategies focused on the growth, preservation, and transfer of their assets. She emphasizes simplicity and encourages curiosity and candid communication in her client interactions. Chapman coordinates the efforts of a dedicated team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to deliver comprehensive wealth planning services. Her collaborative approach ensures that clients receive tailored advice encompassing various aspects of wealth management. Outside of her professional responsibilities, Chapman engages in activities such as art, gardening, painting, traveling, and spending time with family and friends.

Rebekah Howard is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Trupanion for five years. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for multiple registered investment companies.

Jennie Parisi is a financial advisor with Ameriprise Financial Services in Bedford, NH, holding Series 63 and Series 65 registrations and 15 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Rise Private Wealth Management. In addition to her role at Ameriprise, she is involved with RPWM Partners LLC as a financial advisor focusing on client service, trading, and plan implementation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides a written Recommendation Report and ongoing advice tailored to income sources and tax-aware withdrawal strategies.

Alexander Bires is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Outlier and various non-investment-related activities across education, government, and hospitality sectors. 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 deliver model portfolios and manage registered investment companies.

Mitch Mastromatteo is currently a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to build managed strategies tailored to individual and family needs. He provides timely insights on market conditions and acts as a liaison to other investment professionals to enhance the partner and client experience. Mitch has extensive experience at Fidelity Investments, having held various roles since 2007. His career progression includes positions such as Investment Management Consultant III, Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Service Trading Representative. This progression reflects his deepening expertise in investment management and client service. No information on Mitch's education, credentials, personal interests, or community involvement has been provided.

Matthew Pouliot is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments in various roles since 2007, including positions such as Investment Solutions Consultant, Managed Accounts, Client Management Representative, Associate Relationship Manager, Retirement Solutions Representative, and Investment Solutions Representative. Prior to his tenure at Fidelity, Matthew held roles at Wells Fargo Advisors as a Client Associate, at Northwestern Mutual as an Investments Associate, and as a Loan Officer at Homeowners Assistance. Matthew holds insurance licenses for Arkansas and California. His professional approach involves understanding each client's unique financial situation to develop tailored strategies aligned with their long-term goals. He emphasizes collaborative planning to manage risk and adapt to changing market environments, aiming to provide transparent and objective, client-centric service. Outside of his professional work, Matthew has interests in the beach, cars, fitness, movies, traveling, and volunteering.

Jill Drago Lamarche is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and GOBI Library Solutions from EBSCO. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its advisory role to multiple registered investment companies, and its formal governance procedures for the funds it advises.

Chester Dupont is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Investments and its related entities since 2008. Fidelity’s Strategic Advisers LLC 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

Scott Dion is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory work, Scott serves as Vice President of Micromounters of New England, where he helps run meetings and manage club affairs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations using proprietary research and third-party data.

Walter Jezak Jr is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was employed by Mass Mutual Life Insurance Company and Metlife Securities, Inc. Outside of advising, he operates an insurance brokerage specializing in property/casualty, group life, and health insurance, and owns Birchwood Financial Group, Inc., a corporation established for administrative tasks and compensation management. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as ongoing, collaborative relationships using firm-approved software tools.

Jonathan Rudy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Raytheon and Rivier University. Outside of his advisory work, he is a member of Ripfinity LLC, a business involved in buying and selling sports cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering solutions such as discretionary portfolio management and fund advisory. The firm combines fundamental research and quantitative analysis to construct model portfolios, and it holds a distinctive regulatory and advisory presence within the industry.

Brian Mclaughlin is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America from 2016 to 2023 and completed an MBA program at Southern New Hampshire University in 2024. 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 across a broad range of mutual funds, ETFs, and ETPs.