Thomas Sileo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Commonwealth since 2018 and owns Geodesic Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options, while enabling advisors to construct client portfolios from diverse securities and insurance products.

John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles with TD Private Client Wealth LLC, TD Bank N.A., New York Life Insurance Company, and NYLIFE Securities LLC. Prior to entering financial services, she worked at Massachusetts General Hospital for five years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

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 two years of industry experience. His background includes roles at Orca Security, Zycada, Inc., and Fastly, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a blend of proprietary research, quantitative analysis, and systematic methodologies.

Jeffrey Becker is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held positions at VF Corporation (Timberland), Akcel Partners, and worked in consulting and entrepreneurial ventures including Becker Consulting and Becker Carpet and Flooring. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Bryce Haynes is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial plans tailored to their unique situations and goals. He began his career at Fidelity Investments as a Customer Relationship Advocate in 2021 and has held multiple roles within the company, including Retirements Representative, Financial Representative, and Relationship Manager before his current position. Prior to joining Fidelity, Bryce worked as an Insurance Representative at Mutual of Omaha from 2020 to 2021. His professional experience includes assisting clients with retirement planning, relationship management, and financial decision-making to help them move toward their financial objectives. Outside of his professional role, Bryce has interests in comedy, cooking and baking, football, golf, movies, and traveling.

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 66 and Series 63 licenses and has worked in several firms, including Ameriprise, TD Ameritrade, and Charles Schwab. Outside of advisory work, he is a partner in Saloon TCG LLC, a collectibles and trading card business. 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 customized investment solutions.

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.

Dennis Demuth is a CFP® professional with 30 years of industry experience. He is currently with OSAIC, having joined in 2023 after nine years at SagePoint Financial and three years at Ameriprise. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization, and it is notable for its large scale and recent consolidation activity.

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.

Kelsey Barton is a financial advisor with Fidelity Investments, holding the Series 66 and Series 63 designations and bringing five years of industry experience. She has worked at Fidelity since 2020 and previously held roles at 360 Intel and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic methods to manage portfolios and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

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 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Boston Partners Financial Group LLC, Franklin Templeton, and BrightView Senior Living LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk assessment.