Colin Andrews is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, he worked at Little Brother Burger Company and Moore Landscape Gardeners and has experience with Colby-Sawyer College and the New London Recreation Department. Fidelity’s affiliate, 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 through a blend of fundamental research and systematic quantitative methods.

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 Series 63 and Series 66 credentials and 21 years of industry experience. He has worked in various capacities at Fidelity, including Fidelity Brokerage Services since 2004 and Fidelity Personal and Workplace Advisors since 2018. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, and has a formal advisory role to multiple registered funds.

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.

Ernest Noyes is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, and it is notable for its use of algorithmic methods and advisory roles to multiple registered investment companies.

Joshua Schibi is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at Rise Private Wealth Management, Ameriprise, Northwestern Mutual, and Northwest Community Bank. Schibi has also held positions outside the financial industry, including roles in education and local government. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies.

James Bee is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). James earned his Bachelor's Degree from the College of the Holy Cross. Further details about his professional experience, areas of expertise, and personal interests were not provided.

Ned Bermingham is a Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. In his role, he works closely with executives to develop financial plans tailored to their goals and priorities, emphasizing flexibility and actionable steps with measurable outcomes. He holds insurance licenses in Arkansas and California, which support his work in financial planning and consulting. Ned's approach centers on active listening and collaboration to ensure that his clients' financial objectives are effectively addressed. Outside of his professional responsibilities, Ned enjoys biking, boating, hiking, kayaking, and spending time with his family and pets.

Susan Cooke is a Series 63-credentialed financial advisor with 36 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. Outside of her advisory role, she serves as a trustee and council member for St. James Methodist Church and is an advisory board member for the Nashua Salvation Army. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning engagements supported by firm-approved analytical tools and delivers strategies tailored to client goals.

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 one year of industry experience. He holds the Series 66 designation and has prior work experience with Comcast. Strategic Advisers LLC, a Fidelity Investments company, 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 multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

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 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1998. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios.

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 66 and Series 63 licenses and has been with Fidelity since 2006 in various roles, including Fidelity Personal and Workplace Advisors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple sub-advisers while maintaining governance and proxy-voting procedures.

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.