Merrimack, NH One Spartan Way Office

Mirza Hurtic is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions outside the financial sector. 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 to deliver model portfolios across various asset classes.

Eric Mattison is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity and its related entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative, algorithm-driven portfolio construction, and holds distinctive roles including registration as a commodity pool operator and advisory responsibilities for multiple registered investment companies.

Travis Stewart is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been affiliated with Fidelity Brokerage Services, Inc. since 1998 and currently works with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI in research and model portfolio development.

Tracy Boyd is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 1996. Fidelity’s Strategic Advisers LLC offers 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. The firm is also noted for its role as a commodity pool operator, advisory responsibilities to multiple registered investment companies, and use of AI-driven research methods.

Jefferson Phillips is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors since 2018. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including roles as a commodity pool operator and advisor to registered investment companies.

John Skillings is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and oversight to manage and consult on investments.

Brandon Ecklund is a Financial Consultant at Fidelity Investments, serving clients since 2025. He specializes in creating and maintaining holistic financial plans and personalized investment strategies tailored to the unique situations of individuals and families in the North Shore area. Brandon has held several roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His experience encompasses various aspects of financial consulting and investment services. He is dedicated to assisting clients in planning for retirement and managing life events, aiming to be a consistent and trusted contact throughout their financial journey.

Matthew Houghton is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services Inc since 1999, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees a range of advisory and management services.

Keith Daigneault is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2005. Outside of his advisory role, he coaches individuals to help them achieve greater personal fulfillment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Drew Fetzner is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 66 designation and has been associated with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and advisory roles with multiple registered investment companies.

Sarah Melendez is a Certified Financial Planner (CFP®) at Fidelity with 19 years of industry experience. She has been with Fidelity Investments and its affiliates since 2006. Outside of her advisory role, she is involved with the Prospects Athletic Foundation’s event planning committee and creates content for a personal TikTok account. Strategic Advisers LLC, a Fidelity Investments company, offers 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 across mutual funds, ETFs, and ETPs.

David Eaton is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2006. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and the incorporation of AI in its research processes.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2015. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction using a broad investable universe, and is noted for its use of algorithmic methods and AI in research as well as its advisory role to multiple registered investment companies.

John Mahan is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked within various divisions of Fidelity since 2010, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and AI-driven research.

Adam Gabryjelski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Strategic Advisers LLC. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.