Jacob Mulligan is a financial advisor with Fidelity Investments in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Fidelity since 2021 and prior service with the Peace Corps in Albania. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of AI-driven methodologies in portfolio management.

Christin Haley is the Vice President Private Wealth Management Advisor at Fidelity Investments, where she currently leads a team dedicated to supporting clients and their families in managing their financial lives. She emphasizes creating personalized financial plans, offering a wide range of investment strategies, delivering consistent service, and maintaining regular communication to adapt to clients' changing circumstances. Christin has been with Fidelity Investments since 2001, holding various roles including Regional Vice President of Advanced Planning, Vice President of Trust Administration, Director of Estate Planning, Senior Trust Officer, Trust Officer, and Trust Administrator. Her extensive experience spans wealth management, advanced planning, trust administration, and estate planning. Outside of her professional commitments, Christin enjoys family activities, fitness, exploring food, outdoor adventures, reading, and traveling.

Riley Engelmann is a Planning Consultant at Fidelity Investments, a role held since 2026. In this capacity, Riley partners with clients and their dedicated Wealth Planner to co-create and support the growth and development of comprehensive financial plans. Prior to this position, Riley gained experience at Fidelity Investments as a Relationship Manager from 2024 to 2026 and as a Financial Representative from 2022 to 2024. These roles have contributed to Riley's professional development within the financial services industry.

Ellen O'Connell is the Vice President and Financial Consultant at Fidelity Investments, where she has been contributing for over 25 years. Throughout her tenure, she has held several positions including Director of Women Investors, Director of Sales and Service Models, and Regional Account Manager. Her extensive experience spans various facets of financial consulting, emphasizing client financial wellbeing. Ellen's approach centers on financial education, helping clients navigate complex financial environments to plan and invest with clarity and confidence. She focuses on partnering with clients and their families to work collaboratively towards achieving financial success. Ellen holds a California Insurance License. Outside of her professional role, Ellen enjoys biking, golf, hiking, skiing, and traveling.

Paul Seitz is a Benefits & Planning Consultant within the Executive Services team at Fidelity Investments, a role he has held since 2026. Prior to this position, he progressed through various roles at Fidelity, including Investment Solutions Representative levels I through III from 2024 to 2026, and Customer Relationship Advocate from 2023 to 2024. In his current role, Paul focuses on aligning company benefits with clients' broader financial goals by fostering trust and understanding. He emphasizes personalized planning to provide clarity and confidence in financial decision-making. Paul holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Paul enjoys cooking and baking, outdoor adventures, and running.

Jacob Edson is Vice President and Financial Consultant at Fidelity, a role he has held since 2019. He has been with Fidelity since 2010, progressing through positions including Financial Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Financial Service Representative. His work focuses on assisting clients with selecting wealth strategies tailored to benefit them and their families over time. Jacob holds a California Insurance License, supporting his ability to provide comprehensive financial consulting. At Fidelity, Jacob emphasizes access to the company's trusted brand, technology, cost-efficient investment platform, and collaborative approach with his team.

Samuel Hines is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to understand their unique financial goals and motivations, tailoring plans to meet their specific needs. Samuel has held multiple positions within Fidelity Investments, including Planning Consultant, Relationship Manager, Investment Solutions Representative II specializing in Fixed Income, Investment Solutions Representative I, and Customer Relationship Advocate. Prior to joining Fidelity, he completed a Financial Services Internship at BankNewport. Outside of his professional career, Samuel enjoys hiking, photography, skiing, snowboarding, and soccer.

Matt Quigley is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on providing peace of mind through the financial planning process, emphasizing understanding clients' financial priorities to develop tailored plans and investment strategies. Matt's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. This progression reflects his extensive involvement in investment and client relationship management. Outside of his professional work, Matt enjoys boating, camping, golf, hiking, and skiing.

Greg Duggan serves as Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 1997, holding various roles including Wealth Management Adviser since 2012, Senior Account Executive from 2001 to 2012, Regional Retirement Consultant from 1999 to 2001, and Financial Consultant from 1997 to 1999. In his current role, Duggan helps multiple generations of families develop personalized wealth strategies focused on growth, preservation, and transfer of wealth. He emphasizes aligning wealth strategies with clients' visions for today and future generations.

Kristen Ferrucci is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services, LLC since 2016, transitioning to Fidelity Investments in 2025. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Kevin O'Hare is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, with notable use of AI and systematic methods in its investment approach.

Andrew Dietrich is Vice President and Financial Consultant at Fidelity Investments. In this role, he works with individuals and families to simplify their financial lives by leveraging the scale and resources of Fidelity. He assists clients in creating financial plans and considering investment strategies aimed at achieving their goals. Andrew has been with Fidelity Investments since 2008, progressing through roles including Financial Representative, Investments Representative, Financial Consultant, and now Vice President Financial Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at Ameriprise Financial from 2005 to 2008.

Christopher Flanders is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He supports clients in building and maintaining financial plans that align with their goals. Prior to this, he served as a Relationship Manager from 2024 to 2025, a Financial Representative from 2022 to 2024, and a Retirement Brokerage Service Representative from 2021 to 2022, all within Fidelity Investments. His experience spans various aspects of financial planning and client relationship management within Fidelity Investments. Christopher's progressive roles reflect his engagement in helping clients with their financial needs and retirement planning. No additional educational background or personal interests have been provided.

Ryan Long is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Wakefield Public Schools, Seaboard Products, and the Massachusetts Department of Conservation and Recreation. He also worked at the University of Massachusetts Amherst and has experience in education and community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Matthew White is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2018, as well as a brief tenure at Veritude LLC in 2017. Strategic Advisers LLC, a Fidelity Investments company, offers 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 to manage discretionary and non-discretionary accounts, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Brittany Forsa is a Financial Consultant at Fidelity Investments, where she has served since 2022. She has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Financial Consultant I before her current position. In her work, she develops customized financial plans with her clients to help them achieve their goals with comfort and confidence. Her approach involves collaboration with clients and their loved ones, aiming to foster financial success and provide peace of mind. Brittany holds insurance licenses in Arkansas and California. Outside of her professional life, Brittany enjoys attending concerts, spending time with family and friends, engaging in social events, parenting, caring for pets, and traveling.

Lindsey Broadhurst is the Vice President and Branch Leader at Fidelity Investments. She is committed to providing exceptional client service and financial planning through building strong, trusting relationships with clients. Her approach focuses on co-creating financial plans that align with clients' goals and simplifying the complexities of the financial world. Lindsey has held various roles at Fidelity Investments since 2015, including Assistant Branch Leader, Relationship Manager, Client Development Specialist, Index & ETF Specialist, and Investment Sales Associate. This progression reflects her extensive experience in financial services and client relationship management. Outside of her professional responsibilities, Lindsey enjoys gardening, golf, pilates, skiing, softball, and yoga.

Randy Symank is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He works with high-net-worth clients to develop comprehensive financial plans, coordinating input from specialists such as Fidelity's Investment Team, Advanced Planners, Brokerage Consultants, and Insurance Consultants. Randy emphasizes simplicity and encourages clients to be curious and candid in the planning process. Randy's tenure at Fidelity Investments began in 2013, where he has held various roles including Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His experience spans multiple facets of financial advisory services, with a focus on creating financial plans that benefit both present clients and future generations. Outside of his professional role, Randy enjoys family activities, football, running, skiing, theater, and traveling.

Brendan Alberry is a financial advisor at Fidelity with a Series 66 designation and approximately one year of experience. His prior work includes positions at Providence College and various educational institutions. 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 create model portfolios across mutual funds, ETFs, and ETPs.

Kristen Adams is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2020, progressing through positions including Financial Representative and Relationship Manager. Prior to joining Fidelity, Kristen gained experience as a Data Intern at Castanea Partners from 2017 to 2018. In her current role, Kristen focuses on understanding clients' needs, concerns, and goals to develop financial plans that prioritize their personal priorities. She emphasizes financial wellness as a fundamental human right and aims to provide clients with informed and comprehensive financial health strategies. Outside of her professional work, Kristen enjoys activities such as spending time at the beach, attending comedy shows and concerts, hiking, playing musical instruments, and practicing yoga.