Carrie Sivigny is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been associated with various divisions of Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Sarah Melendez is a Certified Financial Planner (CFP®) at Fidelity with 19 years of industry experience. She has been with Fidelity Investments and its affiliates since 2006. Outside of her advisory role, she is involved with the Prospects Athletic Foundation’s event planning committee and creates content for a personal TikTok account. Strategic Advisers LLC, a Fidelity Investments company, offers 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Amara Mohan is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise, Mohan worked in various roles at Seakay Construction Corp, Miami Perfume Junction, Stone Medical Group, and Nova Southeastern University. Mohan holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kyle Cocciardi is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to co-create personalized plans aimed at helping them progress toward their financial goals. He has experience in various positions within the financial services industry, including Client Relationship Associate at Fidelity Investments, Retail Banker at NBT Bank, Bank Teller at Gorham Savings Bank, and Customer Service Representative at Jane Bell: All State Insurance. Kyle holds an Arkansas Insurance License.

Aron O'Grady is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Catholic Medical Center and CPIN. Outside of finance, he personally creates and sells handmade leather products through his business, Aron's Leatherwork. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

Han Lee is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds the Series 66, Series 65, and Series 63 licenses. Prior to joining Edelman Financial Engines, he worked at Merrill and Symmetry Financial Group, and was involved with Chicken Squadron LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer diversified portfolios and both discretionary and non-discretionary investment management.

Asa Fiske is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Alku, Digital Federal Credit Union, and Granite State Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

David Eaton is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2006. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and the incorporation of AI in its research processes.

John Zhao is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity since 2021. Outside his advisory role, he has worked as an independent contractor for Prolific Academic Ltd, an academic research firm. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2015. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction using a broad investable universe, and is noted for its use of algorithmic methods and AI in research as well as its advisory role to multiple registered investment companies.

Dominick Riccio is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Pembroke Pines Country Club and the University of New Hampshire. Fidelity, through Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of systematic methodologies, and incorporation of AI in research processes.

John Mahan is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

Paul Landry is a financial advisor with LPL Financial based in Lowell, MA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His previous roles include nearly two decades at Mlm Financial Group and Commonwealth Financial Network. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Adam Gabryjelski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Lorens Jorgensen is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has been with various Fidelity affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Thomas Scribner II is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity entities since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity 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 uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Zachary Kirby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Home Depot and Southern New Hampshire University. 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 to deliver model portfolios across various investment vehicles.

Thomas Kraemer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at State Street Corporation. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight of affiliated and unaffiliated sub-advisers.

Jeffrey Dewolfe is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities LLC and Great West. Dewolfe has been with Fidelity since 2021. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Meagan Glancy is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has prior work history at United Parcel Service and the United States Air Force. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.