Brendan Nolty is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in real estate services with Key Real Estate Services and Keller Williams Realty. He also has experience assisting buyers and sellers as an independent contractor in real estate transactions. 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 utilizes a combination of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Paul Burns is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021, following roles in staffing and retail sectors as well as studies at Stonehill College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Dani Stadelmann is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop long-term financial plans. She works with a team of business partners to enhance client relationships and provide comprehensive financial guidance aimed at ensuring clients experience peace of mind and confidence throughout their financial journey. Her career in financial services spans over a decade, beginning with roles at Morgan Stanley from 2011 to 2017, including positions as Client Service Associate, Senior Client Service Associate, and Complex Manager Assistant. Since 2017, she has held various roles at Fidelity Investments, progressing from Relationship Manager to Senior Relationship Manager, then Planning Consultant, and currently Investment Consultant. Dani holds a California Insurance License. Outside of her professional work, she enjoys beach activities, kayaking, scuba diving, traveling, and volunteering.

Mariam Shehata Mikhail is a Series 66 credentialed financial advisor with three years of industry experience. She is currently with Fidelity and has previously worked at Merrill Lynch, Citizens Securities, Fifth Third Bank, and HSBC Bank Egypt. She is part of Strategic Advisers LLC, a Fidelity Investments company that 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 model portfolios utilizing mutual funds, ETFs, and ETPs.

Jasmine Vincent is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at Open Sky Community Services and ARC of South Norfolk. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model strategies.

Reina King is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at MetLife and Farmers Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Brianna Serapiglia is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in various service roles, including as a server at Tavern in the Square. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Maxwell Alarie is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Maxwell has worked in various positions including at Bruno's Pizza and Freedom Boat Club. 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 and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Joshua Kane is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has interests in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm’s approach combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations that support retirement income planning.

Keith Reardon is a financial advisor with LPL Financial in Worcester, MA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2016. Outside of his advisory work, he is the owner and manager of Commonwealth Consulting Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Calise II is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Before joining Fidelity in 2021, he worked at Buffalo Wild Wings and studied at the University of Rhode Island. 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. The firm offers discretionary and non-discretionary advisory services and manages multi-manager and fund-of-funds structures, with notable use of systematic methodologies and AI in its investment process.

Hunter Kasarjian is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Nasuni, Subway, and Holliston Superette. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios.

Rodrigo Tejada is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Think Tomorrow, Uber, DoorDash, Lyft, Buffalo Wild Wings, Polo Ralph Lauren, and the Community College of Rhode Island. 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 manage portfolios across mutual funds, ETFs, and ETPs.

Angel Hall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Angel held roles at Richemont North America and Christopher Trainor & Associates. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Kristen Drost currently serves as an Investment Solutions Representative III at Fidelity Investments, where she partners with clients to develop personalized financial strategies that align with their values and support steady progress toward their financial goals. She has been with Fidelity Investments since 2022, advancing through roles from Customer Relationship Advocate to her current position. Her experience at Fidelity includes positions as an Investment Solutions Representative I and II, providing a solid foundation in investment solutions and client relationship management. Kristen's professional focus is on helping clients navigate their financial journeys with tailored planning and support. Outside of her professional role, Kristen enjoys attending concerts, cooking and baking, engaging in family activities, parenting, reading, and traveling.

Cory Clark is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at DALBAR, Inc. for eight years and operated the Law Office of Cory Clark for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Murray is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at the University of Rhode Island and positions with Prospect CharterCARE, DoorDash, and Instacart. Fidelity's Strategic Advisers LLC 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 manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains regulatory registrations including as a commodity pool operator.

Dylan Eleoff Edwards is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and its affiliated entities. 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 deliver diversified model portfolios and manage registered investment companies.

Kyle Couture is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he held roles at DoorDash, BankNewport, and Johnson & Wales University, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

John Mazzone is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at multiple firms, including SagePoint Financial, Citizens Securities, Wells Fargo Clearing Services, and Santander Securities. Outside of his advisory role, he owns a sole proprietorship called John’s Cord Wood, which provides tree removal and arborist services. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.