Boston, MA Summer Street Office

Monica Dugan is a CFP® and holds a Series 66 license with 24 years of industry experience. She has worked at Fidelity Investments and its affiliated entities since 2014, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in an advisory capacity to multiple registered investment companies and fund-of-funds.

Brett Wollam is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has worked with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, he serves on the Endowment Committee for a religious organization in Norwell, Massachusetts, where he helps review and establish policies for the endowment fund. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that often incorporate mutual funds, ETFs, and ETPs, with distinctive engagements such as commodity pool operation and formal advisory roles to registered investment companies.

Nicholas Gordon is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves a notable role in managing registered investment companies and employing advanced technologies such as AI in its processes.

Jeffrey Luedke is a financial advisor with Fidelity in Boston, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been affiliated with Fidelity Investments since 2006 and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

John Kircaldie is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he works with clients at various stages of life to assist them in planning for their financial goals. Prior to this, he held multiple roles within Fidelity Investments, including Relationship Manager (2023-2025), Central Relationship Manager (2021-2023), Workplace Planning Consultant (2020-2021), and Customer Relationship Advocate (2020). John holds an Arkansas Insurance License, which supports his professional activities in financial planning. Outside of his professional career, he has personal interests that include spending time at the beach, fishing, playing golf, parenthood, and volunteering.

Madi Mastrianni is a Planning Consultant at Fidelity Investments, based in the North LaSalle Investor Center. In this role, she supports two financial consultants and their books of business by assisting clients in developing and maintaining their financial plans. Madi works with clients on a variety of financial planning topics to prepare them for impactful planning experiences with their advisors. Before her current position, Madi served as a Relationship Manager at Fidelity Investments in 2024. Her professional experience centers on client relationship management and financial planning support. Outside of her professional responsibilities, Madi enjoys boating, fitness, exploring culinary experiences, social events with friends, skiing, and traveling.

Alicia Gaudet is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Babson College and several positions within 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Christopher Mcsherry is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63, 65, and 66 designations. His tenure at Fidelity began in 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it maintains a formal advisory role for multiple registered investment companies and fund-of-funds.

Chandni Patel is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has previously worked at USNY Bank and participated in programs at Hobart and William Smith Colleges and America Reads. Patel is based in Boston, MA. 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 algorithmic portfolio construction. The firm is notable for its use of algorithmic methods and AI in research, its advisory roles to registered investment companies, and its development of model portfolios for Fidelity Institutional Wealth Adviser.

Kelley Koehler is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies supported by AI and long-term asset allocation benchmarks.

Jackson Housman is a financial advisor with Fidelity in Boston, MA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments, New York Life Insurance Company, and earlier experience at Oliver Mechanical Incorporation and in academia. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver tailored investment solutions.

Ashley Smith Vaughan is a financial advisor at Fidelity with 16 years of industry experience. She holds the CFP® designation as well as Series 66 and Series 63 licenses. Her tenure with Fidelity includes roles at Fidelity Brokerage Services LLC since 2009 and Fidelity Personal and Workplace Advisors since 2018. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Martha Roach is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and 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 deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Christina Coviello is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked with Fidelity Brokerage Services since 2019. Outside of her advisory role, she serves as an alumni board member for Muhlenberg College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios built from mutual funds, ETFs, and ETPs.

Catherine Neijstrom is a financial advisor at Fidelity with a Series 66 designation and experience beginning in 2025. Prior to joining Fidelity, she worked at Gilmore Rees & Carlson, PC for seven years and Tyler & Reynolds, PC for twelve years. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets through model portfolios primarily composed of mutual funds, ETFs, and ETPs.