Joan Costa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Before joining Fidelity, Costa worked at IBM for over two decades and held positions at several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven and quantitative investment approach that includes model portfolios built from mutual funds, ETFs, and ETPs.

Matthew Corbett is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that incorporate mutual funds, ETFs, and ETPs.

Alexander Kroot is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Fidelity Investments since 2021. His background includes positions outside finance at Crooker Construction, DICK's Sporting Goods, MaineHealth, Mason's Brewing Company, and as a student at the University of Maine, Orono. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on a broad investable universe.

Michael Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at A-Pro Builders Inc, Stallion Express LLC, Fitzy's Pub, the University of Rhode Island, and Boneyard Bar and Grill. 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, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Zoe Ganglani is a Financial Consultant at Fidelity Investments, where she has worked since 2006. She has been with Fidelity for over 20 years, serving in various roles including Investments Consultant and Financial Representative prior to her current position. Zoe specializes in working with families to navigate the complexities of financial planning. She focuses on wealth planning, helping clients create and execute strategies to grow, protect, and maintain their wealth. Her role involves educating clients and supporting them in working towards their financial goals. She holds a California Insurance License. Additional details regarding her education or personal interests were not provided.

Aaliyah Dias is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Citizens Bank, Taco Bell, Tjmaxx, and Cunningham Elementary School. Fidelity, through its 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 manage model portfolios across mutual funds, ETFs, and ETPs.

Thomas Ambrosone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual and employment unrelated to finance, alongside education at Wheaton College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Crystal Tiffany is a financial advisor at Edward Jones in Walpole, MA, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Northwestern Mutual, State Street Bank, and KPMG Advisory Services. Outside of her advisory work, she operates Lolo & Huck Publishing, a self-publishing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Laura Bradeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been associated with Primerica Advisors since 2007 and has also worked with affiliated companies including Primerica Financial Services. In addition to her advisory role, she provides bookkeeping services for Telcohelp Communications. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale, with thousands of advisors and billions in assets under management.

Thomas Johnson is a financial advisor at Fidelity with a Series 66 credential. He began his advisory career in 2024. Prior to joining Fidelity, he has held roles in various industries including telecommunications, real estate, sports and entertainment, and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Colby Barker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he held roles at Johnson & Wales University, Community College of Rhode Island, and Coastal1 Credit Union. Barker also worked at Revival Brewing Company and Lasalle Bakery earlier in his career. Fidelity’s Strategic Advisers LLC provides 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’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, with capabilities in discretionary and non-discretionary advisory services.

Rachael Linnehan is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with LPL Financial and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Saraiva is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Linsco/Private Ledger Corp. for 30 years and has been associated with Prudential Insurance Company for over 46 years. In addition to his advisory role, he conducts insurance sales to personal clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology tools while maintaining oversight of over $819 billion in discretionary assets and a large network of more than 22,800 advisors.

John Beckman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles in education and retail, as well as involvement with community organizations such as Re-Member and Historic Blenheim and the Civil War Interpretive Center. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources, supported by a centralized service team and proprietary research.

Stephen Acerra Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc., among other firms. Outside of his advisory role, he serves as a FINRA national arbitration panel chairman and operates professional practices providing legal and tax services as well as trust and probate accounting support. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party money manager programs.

Michael O Keefe is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. He also has experience outside finance, including a two-year period with the International Tennis Hall of Fame. 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, and institutional investors.

Peter Sprayregen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at various real estate firms prior to joining Fidelity. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary management and fund advisory services.

Sarah Groleau is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Dedham, MA, with 18 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2008. Outside of her advisory role, she serves as Vice President of Cynthia's Challenge, a nonprofit supporting families with special needs, is a board member at large for Friends of the Library and chairs the Freedom, NH School Board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple topics and integrates planning with managed-account services while maintaining separate planning and implementation functions.

Casey Poirier is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Casey was involved with the Lil' Shooters Toddler Soccer Program and has worked in various roles including at Skytop Liquors and Chenard & Son's Landscaping. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.