Steven Clayton Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Harbour One Bank, the Bureau of Labor Statistics, and service in the United States Marine Corps. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Andrea Williams is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2009. Williams is also affiliated with Bank of America, where she has worked since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Egan is a Financial Consultant I at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans. He focuses on understanding clients' goals and collaboratively providing comprehensive financial planning throughout various stages of life. Thomas has held multiple roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to his current position. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. He holds insurance licenses in Arkansas and California.

Julia Jimenez is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has previously worked at the Isenberg School of Management. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Jessica Taverni is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and engages in activities such as proxy voting and governance oversight.

Allison Forte is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Sunrun Inc for seven years. She serves as a volunteer board member for Petersham Montessori School, participating in monthly meetings and fundraising activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Griffin Hevey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has held positions at several academic institutions, including Johnson & Wales University and Rhode Island College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds and model portfolios.

Justin Houle is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity since 2021. Outside of his advisory role, he is involved with Boston House of Pizza. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Richard Callahan is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2007, as well as Kelmoore Investment Company, Inc. from 2005 to 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Their investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, using a broad universe of mutual funds, ETFs, and ETPs.

Dawn Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of advising, she owns a sober house for women in the Massachusetts Metrowest area and serves on the Board of Directors for the Hopkinton Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Ainsley Morisseau Cantoral is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, she was involved with various organizations, including Providence Revolving Fund, Tres Potrancas LLC, and Rhode Island Housing. Outside of finance, she serves as a co-troop leader for the Girl Scouts of Southern New England and manages operations for her own construction contracting and farming businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and employs algorithmic methods and AI in its research and portfolio management processes.

Keith Ninesling is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at Investment Professionals, Inc. for nine years and has experience with the US Census Bureau. He serves as an officer and coordinator of scholarship applications for the Citizens Scholarship Foundation of Mansfield, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory with oversight of affiliated and unaffiliated sub-advisers.

Amir Hossein Tajiki is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Uber, Lyft, and teaching roles at Hult International Business School and the University of Tehran. He also has experience operating an international food market and deli. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jack Tubridy is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at ConnSTEP, Caxton FX, CT Financial Partners, and work at the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of fund-of-funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator as well as an advisor to multiple registered investment companies.

Madelyn Cox is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she held various roles including positions at Castle Hill Inn and Salve Regina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Janet Goglia is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment solutions.

Ryan Pitrus is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his career in 2024. His prior work experience includes roles at Berkshire Hathaway, Locus Robotics, and Century 21. Strategic Advisers LLC, a Fidelity Investments company, provides a range of 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 registration with the CFTC as a commodity pool operator, formal advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its investment process.

Karen O'Kane is a Series 66-licensed financial advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Winters is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Franklin & Marshall College and RxSense. Strategic Advisers LLC, a Fidelity Investments company, 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 offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a distinctive focus on systematic methodologies and oversight.

Farrel Simpson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at UBS Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.