John Diamond is a CFP®-designated financial advisor with 24 years of industry experience, currently with Commonwealth Financial Network since 2016. He previously spent 10 years at Eagle Strategies (NY Life). He also conducts fixed insurance sales under the name Prudence Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets, offering a broad platform of managed-account programs, third-party asset management, and custody services.

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, she served as a Premier Advisor at Citizens Bank from 2019 to 2021 and held the position of Licensed Banker at Citizens Bank from 2017 to 2019. In her role, Sahar partners with clients and their families to develop comprehensive financial plans that align with both short-term and long-term goals. She focuses on providing financial education and guidance to help clients feel confident in their financial futures. Outside of her professional work, Sahar engages in personal interests such as cooking and baking, participating in family activities, fitness, outdoor adventures, scuba diving, and traveling.

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.

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.

Adam Anastasoff is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2006. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and use of AI in research.

Tyler Flecke is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity, he worked at The Local and held various roles including food service positions. Outside of his advisory work, he is employed at a restaurant where he prepares drinks and serves food. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Matthew Smith is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations 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 division provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with multi-manager fund structures, registered investment companies, and the use of advanced methodologies including AI in portfolio management.

Eric Mattison is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

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.

Dennis Demuth is a CFP®-certified financial advisor at OSAIC with 29 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of affiliated advisers and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in its portfolio management.

Sarah Akel is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She has held several roles within Fidelity Investments, including Relationship Manager (2024-2025), Investment Solutions Representative (2023-2024), High Net Worth Service Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Sarah is passionate about partnering with individuals, families, and business owners to develop and maintain financial plans that adapt to changing goals and circumstances. She aims to provide clients with confidence and peace of mind regarding their short- and long-term financial objectives. Sarah holds an Arkansas Insurance License. Outside of work, she enjoys cooking and baking, participating in family activities, fitness, snowboarding, traveling, and yoga.

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 at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity in 2020, Barton worked at 360 Intel and held roles in marketing and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including mutual funds, ETFs, 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.

Michael Balogh is a financial advisor at OSAIC with Series 63 and Series 65 credentials. He has been in the industry since 2024, with prior experience at Franklin Templeton and Boston Partners Financial Group LLC, as well as roles outside finance including at BrightView Senior Living LLC and North Andover Public Schools. OSAIC serves a wide range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brian Robinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at DraftKings, Eversource Energy, and the University of Massachusetts Lowell. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with distinctive features such as CFTC registration and formal advisory roles.

Meghan High is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios, including model portfolios used by intermediary platforms.

John Quigley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various positions including roles at Chapins Bayside and Ryan Wealth Advisors, as well as work outside the financial sector such as at Sundae School Ice Cream and Dunkin Donuts. 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 create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and adviser to multiple registered investment companies.