Tyler Houghton is a CFP® with 19 years of experience in the financial services industry. He has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and currently at Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

James Gaglione is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2016. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and AI technologies in research.

Ronald Troie is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial career, he spent ten years at Mechanical Management, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Palumbo is a Planning Consultant at Fidelity Investments, where he collaborates with clients to assess their financial needs and develop tailored planning strategies aimed at helping them achieve their goals. He has held this role since 2025. Prior to this, Nicholas worked in various positions within Fidelity Investments, including Relationship Manager at the Regional Center from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Nicholas holds insurance licenses in Arkansas and California. Further details about his educational background and personal interests are not provided.

Connor Butts 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 various roles including at Candela Medical and Cohen Closing and Title. Outside of his advisory role, he serves as a basketball official for the Bedford Basketball League. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios to intermediary platforms.

Zebulon Brooks is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Lonza Biologics, Amazon Web Services, and Kelly Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies, using systematic methodologies and established governance procedures.

Joshua Weiss is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to his financial career, he held various roles including positions in retail and at the University of Vermont. Strategic Advisers LLC, a Fidelity Investments company, offers 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and engages in activities such as commodity pool operation and advisory roles to multiple registered investment companies.

Jesse Desrosiers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, Southern New Hampshire University, Orangetheory Fitness, and Visiting Angels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Benjamin Collin is a Planning Consultant at Fidelity Investments. He works closely with clients and their families to develop comprehensive financial plans designed to address their needs and goals across various life circumstances. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant in 2022 before transitioning to his current role in 2024. He holds an Arkansas Insurance License, supporting his capacity to advise clients on insurance-related matters. Outside of his professional work, Benjamin is engaged in family activities and enjoys fitness, golf, parenthood, and traveling.

Michael Artura is a financial advisor at Fidelity with 24 years of industry experience. His background includes roles at CitiGroup Global Markets and multiple real estate firms prior to joining Fidelity. He holds the Series 63 and Series 66 designations. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and model portfolios.

Jack Swords is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Dartmouth College and Holy Cross Campion House. Outside of finance, his background includes supervisory work at Dartmouth Skiway and involvement in community and service roles. 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 systematic portfolio construction methods, and employs delegated management and oversight to address conflicts of interest.

Michael Tenore is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Baystate Financial, Modern Auto Sales, DMB Financial, Telefluent, and LGCY Power. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Thomas Manning is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2015, including roles at Fidelity Personal and Workplace Advisors. Prior to that, he was with Ameriprise from 2007 to 2009. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and systematic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of algorithmic methods and AI in research, as well as its role in constructing model portfolios for Fidelity Institutional Wealth Adviser.

Jason Arcelay is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked in various capacities within Fidelity-affiliated entities since 1997. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a diverse range of investment vehicles.

James Ripley is a financial advisor with Fidelity Investments, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held positions in various industries including retail and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its role in managing model portfolios, its use of AI and systematic methods, and its formal advisory capacity to multiple registered investment companies.

Aaron Wilson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles in both mortgage companies and investment firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios utilizing advanced methodologies.

Colin Mulligan is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at On Call International, the University of Pittsburgh, Canobie Lake Park, Pierce Camp Birchmont, and Phillips Exeter Academy. 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 manages a variety of portfolios, including multi-manager and fund-of-funds structures, and incorporates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Andres Onoa Aguirre is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following roles at St Marys Bank and Members First Credit Union. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered investment companies.

Kelly White is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has held roles at Fidelity Brokerage Services LLC since 2018. Her prior work experience includes positions at Benchmark Office Systems, Southern New Hampshire University, and Walgreens. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Eric Driscoll is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 1998. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.