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.

Kyle Karamanoogian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Orca Security, Zycada, Inc, Fastly, Inc., and Teridion Inc. 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 proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it holds a formal advisory role to multiple registered investment companies and fund-of-funds.

Joseph Cartier is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he works as a ski instructor at Wachusett Mountain Ski Area. Morgan Stanley Wealth Management provides advisory services to individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.

Chandler Hall is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Aria Cybersecurity and tenure at John Hall, Inc., as well as time spent at The Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using a broad range of mutual funds, ETFs, and ETPs.

Diana Erickson is a Financial Consultant at Fidelity Investments, where she currently provides financial advisory services. She has been with Fidelity Investments since 2018, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Client Management Representative, and Portfolio Specialist before assuming her current position in 2023. Her experience at Fidelity Investments spans several aspects of financial services, focusing on client management and investment solutions. Diana holds insurance licenses in Arkansas and California, supporting her ability to assist clients in those states. Diana's professional focus is on helping clients build and grow their wealth.

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

Gregory Del Giudice is a Series 66-licensed financial advisor at Charles Schwab with approximately one year of industry experience. He previously worked at NMG Consulting and spent ten years at Chatham Partners. His current roles at Charles Schwab include positions with both Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Adam Anastasoff is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Fidelity Investments since 2006 and is currently affiliated with Fidelity Personal and Workplace Advisors as well as Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also holds registrations and advisory roles that distinguish it among large institutional firms.

Tyler Flecke is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at The Local and held various roles including food service positions. Fidelity, through its subsidiary 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 to develop systematic, model-driven investment solutions.

Matthew Smith is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Ameriprise, TD Ameritrade, Charles Schwab, and New York Life. Outside of his advisory role, he is a partner in Saloon TCG LLC, a collectibles and trading card business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee fund advisory services.

Grant Denniston is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Merrill, Wells Fargo Clearing, and multiple Steward Partners entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

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.

Jordan Dean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Hitchiner Manufacturing Co. Inc. and served six years in the New Hampshire Air National Guard. He also held the role of president on the board of directors for the Maisons De La Monuments Condominium association. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing an investable universe of mutual funds, ETFs, and ETPs to deliver model portfolios supported by advanced algorithmic methods and AI.

Rickey Blais is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

Mary Ellen Cronin is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a notary public and a justice of the peace in New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Todd Leo is a financial advisor with Ameriprise in Milford, NH, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a past president on the board of the Rotary Club of Milford and works as a SCUBA assistant instructor. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Kelsey Barton is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Fidelity Investments and 360 Intel. Prior to her advisory career, she worked in various capacities ranging from marketing to education. Strategic Advisers LLC, a Fidelity Investments company, offers 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 develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

Nicholas Delosa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and EBI Consulting. Outside of his advisory work, he is involved with Anthony DeLosa LLC, managing apartment building rent deposits. 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 and advisory solutions.

Brian Robinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at DraftKings, Eversource Energy, and the University of Massachusetts Lowell. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model delivery to intermediary platforms.

Travis Warner is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. He has previously worked at Bean Group Real Estate for ten years and is a partner and owner of Laundry 66, LLC, a laundromat business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.