Gregory Houghton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at The Goose Hummock, Stonewood Products, and the University of Rhode Island. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methodologies and maintaining oversight of delegated sub-advisers.

Thomas Lionetti is an Investment Solutions Representative III at Fidelity Investments, where he works with clients to develop comprehensive financial plans tailored to their individual goals. He emphasizes building trust-based relationships to support clients in making financial decisions with confidence and comfort. Since joining Fidelity Investments in 2023, Thomas has progressed through various roles including Customer Relationship Advocate and Investment Solutions Representative I and II. His approach centers on understanding each client's specific circumstances and concerns to ensure they feel heard and understood throughout the financial planning process. Outside of his professional role, Thomas has interests in baseball, comedy, family activities, golf, movies, and reading.

Joseph Gizzarelli is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Fidelity. Outside of his advisory role, he owns and operates an online arts and crafts store specializing in drawing and printmaking. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a variety of portfolios including fund-of-funds and model portfolios for intermediary platforms.

Brendan Mccafferty is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes a brief tenure at Morgan Stanley and various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios and serves as an advisor to multiple registered investment companies.

Tyler Alexanian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Siena and several hospitality-related businesses such as Tavolo Wine Bar and Tumblesalts Cafe. 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. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Dennis Marchalonis Jr. is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 1999. His background includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of registered investment companies and employing formal governance and proxy-voting procedures.

Connor Sirot is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2022, as well as positions in higher education and community organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm’s approach integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction with emphasis on model portfolios using mutual funds, ETFs, and ETPs.

Nicholas Strumar is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Uber and Topgolf, as well as ownership of a deli and catering business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios including mutual funds, ETFs, and fund-of-funds, and is noted for its use of AI and systematic methodologies in investment decision-making.

Kai Knudsen is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual Life Insurance Company, as well as positions outside the financial sector, such as with the University of Rhode Island and Baystate Delivery. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Jonathan Olson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to organize, manage, and achieve their financial goals, taking the time to understand their priorities and develop strategies that align with their short-, mid-, and long-term objectives. Jonathan's areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He serves as a resource for general investing, retirement planning, and financial preparedness, providing ongoing advice and guidance tailored to clients' evolving needs. He holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Nashwauk High School, an Associate's Degree from Vermilion Community College, completion of an Accredited Certificate Program at Hibbing Technical College, and attendance at the University of Minnesota System without degree conferral. Outside of his professional work, Jonathan enjoys baseball, boating, camping, fishing, ice hockey, reading, softball, spending time with his family, volleyball, and woodworking.

James Robichaud is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at R K Baker & Associates and Northeast Family Services. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Nicholas Dubois is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, his background includes roles in retail and service sectors, as well as a brief position at Trinity Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of model portfolios that combine fundamental research with quantitative analysis and algorithmic portfolio construction.

Becky Berman is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she was involved with B Berman Homes LLC for five years. In addition to her advisory work, she serves as direct support staff at the Fogarty Center, assisting adults with disabilities in developing and maintaining independence and community involvement. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of services from discretionary portfolio management to fund advisory and model portfolio delivery.

David Smith is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Merrill and Bank of America for over 15 years each. He serves as co-trustee of a family investment trust established for himself and his wife. 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 strategies for a range of individual and institutional investors.

William Slaney is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing a real estate holding company and serves as Assistant Chief Investment Officer at SNE Operations, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Goganian is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes six years at John Hancock Distributors LLC before joining Fidelity Brokerage Services in 2023. 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 quantitative and fundamental research process to construct model portfolios and manages multiple registered investment companies with oversight of affiliated and unaffiliated sub-advisers.

Sean Mcsweeney is a financial advisor with Fidelity who holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked in several service and hospitality positions, including at Davio's Northern Italian Steakhouse. Outside of his advisory career, he has experience working in the restaurant industry as a server. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Bianco is a financial advisor at Fidelity Investments with four years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at the University of Rhode Island, Turf Technologies, Newport Elementary School, and Burrillville School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and the use of AI and algorithmic methods in portfolio management.

Jude Hage is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments, Robert Half, Northwestern Mutual, and several other organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios.

Thomas Richardson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Navigant Credit Union and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs.