Marisa Reilly is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. She has worked at various divisions within Fidelity, including Fidelity Investments and Fidelity Brokerage Services LLC. 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 manages multi-manager and fund-of-funds structures and is noted for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies.

William Granger is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles at Mass Bay Brewing Co. and various academic positions at Saint Michael's College and the University of Wollongong. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Franco is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity in various capacities since 2017, including roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Prior to joining Fidelity, he worked at Sii from 2015 to 2017. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while also offering oversight and advisory roles uncommon among large institutional peers.

Erin Davis is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity since 2008 across various roles, including Fidelity Personal and Workplace Advisors. Outside of her advisory work, she serves as an estate administrator. 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. The firm’s distinctive features include CFTC registration, formal advisory roles for multiple registered investment companies, and use of AI-driven research methods.

Ashley Berberian is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011, including a period from 2011 to 2019 and again from 2020 to the present, as well as at Steward Partners Investment Advisory LLC and Raymond James Financial Services. Outside of her advisory role, she is the owner of a for-profit LLC in Manchester, New Hampshire. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Maryellen Fish is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 credentials and having eight years of industry experience. She has worked at Primerica Financial Services since 2017 and is currently a teacher with VIPKID. Her other activities include part-time work related to investment product sales and referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ryan Ho is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NBT Bank and Recordsforce. He also worked at the University of New Hampshire during his early career. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including its registration as a commodity pool operator and use of AI and algorithmic methods in research.

Jessica Naber is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work experience includes roles at Four Seasons Resort & Club Dallas at Las Colinas and Four Seasons Hotel Chicago, as well as a position at Creamistry. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

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.

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.