Sarah Sekula is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity since 2020, progressively advancing through roles including Regional Center Planning Consultant, Client Services Team Leader, Investment Solutions Representative, and Customer Relationship Advocate. Her professional experience encompasses wealth management and client service within the financial sector. Sarah applies emotional intelligence in financial planning, aiming to provide a holistic approach tailored to each client's values and financial story. Sarah holds insurance licenses in Arkansas and California. Outside of work, she enjoys cooking and baking, exploring culinary interests, music and singing, and traveling.

Alison Rapetti is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022. Prior to her career in financial advising, she held roles in various organizations including Lake Sunapee Region VNA & Hospice and Starling Creative Arts LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and systematic portfolio construction across mutual funds, ETFs, and ETPs.

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 Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2017, with prior experience at Sii from 2015 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

Erin Davis is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008. Outside of her advisory role, she serves as an estate administrator. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and advisory roles to multiple registered investment companies.

Ashley Berberian is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and 13 years of industry experience. She has worked at Merrill since 2011, with brief tenures at Raymond James Financial Services and Steward Partners Investment Advisory. Outside of her advisory role, she is the owner of MEBA Properties LLC, a for-profit business. 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 investment strategies for a range of clients including 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 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, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from mutual funds, ETFs, and ETPs. The firm also engages in advisory roles for multiple registered investment companies and employs algorithmic methods and AI in its research process.

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 at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments and TD Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations across various financial topics. The firm offers these services through a network of advisors without discretionary trading authority, emphasizing separate planning and managed-account options.

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 financial advisor at Fidelity with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions within multiple Fidelity entities spanning over two decades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-of-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 at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with 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 utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.