Boston, MA 200 Seaport Blvd Office

Lisa Fruscella is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked at various Fidelity entities since 1996, including Fidelity Brokerage Services LLC and Fidelity Investments. 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. The firm is known for its advisory role to multiple registered investment companies, use of algorithmic methods including AI/LLMs, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Stephen Herlihy is a Series 66-licensed financial advisor with over 11 years of industry experience. He has been with Fidelity Investments in various roles since 1998, including Fidelity Personal and Workplace Advisors and his current position starting in 2025. Herlihy serves as a trustee on the Jackson Walsh Memorial Fund board. He works at Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Daniel Egan is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI tools, and its role as a registered commodity pool operator.

Shane Gaucher is a CFP® certified financial advisor with 14 years of industry experience, currently serving at Fidelity in Boston, MA. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers unique services such as fund advisory and model portfolio delivery.

Robert Bross is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a commodity pool operator, and its advisory responsibilities to multiple registered investment companies.

Daniel Appugliese is a financial advisor with Fidelity in Boston, MA, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been with Fidelity Investments in various capacities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gregory Whelan is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1995. His current role is with Fidelity Investments in Boston, MA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Ellen Handly is a financial advisor at Fidelity with six years of industry experience. She has worked at Merrill, Bank of America, and Fidelity Investments since 2014. She holds a Series 66 designation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Lorianne Pannozzo is a Series 66-licensed financial advisor with Fidelity in Boston, MA, and has 15 years of industry experience. She has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Investments. 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, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Kristin Lozano is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2019. Prior to her current role, she held positions in the hospitality sector, including Seasons 52 and Prime Table. 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 manages model portfolios using mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Joseph Buonadonna is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Riversource Fund Distributors, Inc. and Riversource Investments from 2010 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Joseph Steeves is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Thomas Johnston is a financial advisor with Fidelity in Boston, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked across several Fidelity entities since 1993, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a landlord managing a residential rental unit. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Anand Annigeri is a financial advisor at Fidelity with 25 years of industry experience and holds Series 63 and Series 66 designations. He has worked with Strategic Advisers, Inc. since 2003 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments in various roles since 2000. He serves on the National Development and Advisory Board of Greenhouse Scholars, an organization focused on cultivating leaders. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.