Matthew Blake is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018. Prior to joining Fidelity, he was employed at Toyota of Nashua. 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 develop model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Steven Kucklick is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Fidelity, he worked at Fiveable and held teaching positions at Salem High School and Westwood High School. He is also involved with Dublin School as an employee, assisting with study hall and evening activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Arthur Meconi III is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages Compass Holding Group LLC, an entity established to protect his financial planning practice. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Colantuoni is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2005. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies while employing systematic methodologies and oversight controls.

Lisa Grasso is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Outside of her advisory role, she serves as president of the Chelmsford Dog Association, an organization focused on local community education. 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 systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Brittany Taccone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior roles include work at Cornerstone at Hampton and Arizona State University-Online. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Kevin Cook is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, while also serving as a commodity pool operator and advisor to multiple registered funds.

Karen Pearl is a financial advisor with MassMutual Investors Services in Bedford, NH, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 41 years of industry experience and has been with Massachusetts Mutual Life Insurance Company and its subsidiary, MML Investors Services, since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Michael Driscoll is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held various roles including positions at Fusion On Main and St. Bonaventure University. Strategic Advisers LLC, a Fidelity Investments company, provides 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 algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elizabeth Sullivan is a Financial Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans tailored to their individual needs. She focuses on building strong relationships and providing ongoing support as clients' financial situations and goals change. Elizabeth has been with Fidelity Investments since 2015, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant. She holds the CERTIFIED FINANCIAL PLANNER™ designation and maintains insurance licenses in Arkansas and California.

Joseph Lemire is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. 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 serves a diverse client base and is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to registered investment companies.

Matthew Carpenter is a financial advisor with Fidelity, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Fidelity, he worked in various roles including party rentals and the food service industry. He attended Westfield State University from 2021 to 2025. 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 systematic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes algorithmic methods and AI for research and portfolio management.

Zach Glantz is a Planning Consultant at Fidelity Investments. In his role, he works closely with clients to assist them in achieving financial well-being for themselves and their families. Zach emphasizes building long-term relationships and providing a supportive environment for his clients. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before transitioning to his current position in 2025. Zach holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Zach is interested in baseball, golf, movies, spending time with friends and attending social events, and caring for pets.

Randolph Santana Martinez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles in food service and material handling. He operated a home baking business for one year before beginning his career in financial advising. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Rocco Laurano is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he spent 11 years at T-Mobile. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Henriquez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and formal advisory roles to multiple registered investment companies.

Elisabeth Larson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. She previously worked at Fidelity Investments, where she was employed for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various affiliated investment products and fiduciary advisory services.

Rebecca Gearty is a Planning Consultant at Fidelity Investments, where she partners with clients as part of their dedicated Wealth Management Team to create and maintain personalized financial plans. She has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate and Central Relationship Manager before her current position. Rebecca holds insurance licenses in Arkansas and California, supporting her role in financial planning. Outside of her professional work, she engages in personal interests such as beach activities, cooking and baking, family activities, social events with friends, parenthood, and scuba diving.

Alexander Archetti is a financial advisor at Fidelity with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, Archetti worked at The Market at Tuscan Kitchen, LLC and gained experience at Methuen High School and Demoulas Super Markets, Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

David Lavallee is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and long-term asset allocation benchmarks in its model portfolios.