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.

Connor Buscema is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and one year of industry experience. His prior roles include work at Embargo and Paradigm Energy Services, as well as positions during and following his education at the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Nicholas Hathaway is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working closely with clients to understand their personal perspectives and priorities to develop tailored strategies for pursuing their financial goals. His approach involves guiding clients through various aspects of wealth planning including general investing, retirement planning, and preparing for unforeseen expenses. Nicholas holds a Bachelor's Degree from the University of Houston and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes building strong client relationships and providing ongoing advice and guidance to adapt to clients' evolving needs.

Elizabeth Hall is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation. Prior to her current role, she was involved with Grahall, LLC, a human resources consulting firm, where she served as an officer until recently phasing out her involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves in advisory roles for various registered investment companies and fund-of-funds.

Mary Lambert is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Fidelity, she held roles at Bentley University and Cervello Inc. Outside of finance, she spent several years working at Granite Fields Golf Club. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Roderick Davidson III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Fidelity Brokerage Services LLC since 2015 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management and fund advisory services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael O’Regan 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 DHK Financial Advisors and several companies outside the financial sector such as Swell Oyster Co. and Three Chimneys Inn. He has also been involved with Sagamore Golf Inc. and held positions in education at UNH, Winnicunnet, and North Hampton School. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jon Provost is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at various divisions within Fidelity since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and managing fund advisory and consulting services.

Shawn Monty is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Commonwealth Financial Network for 31 years and Financial Strategies Retirement Partners, where he was a managing partner and co-owner. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, primarily non-discretionary advice and integrates municipal and public finance capabilities through its broader affiliate network.

John Cairns is a financial advisor with Fidelity Investments in Merrimack, NH, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Birdie Bar and held roles at several clubs, including the Myopia Hunt Club where he worked as a caddie. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Adam Deamicis is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he was involved with several small businesses related to pet care, including Park 9 Dog Daycare and Training and Lakefront Dog Retreat. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for multiple registered investment companies and delivers model portfolios to intermediary platforms, incorporating advanced algorithmic and AI-driven research techniques.

Kaitlyn Cheever is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2011. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using a systematic investment approach.

Jason Tucker is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC and Berkshire Hathaway Home Services, Verani Realty. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset investment approach.

Michael Wood is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles in Social Security Disability and various positions at New Hampshire Ball Bearings and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brian Cascio is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2013. In addition to his advisory roles, he is affiliated with Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delegates management to sub-advisers while maintaining oversight.