Connor Deehan 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 prior employment at Mass Control Center Inc. and Vassar College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of AI and systematic methodologies in managing multi-manager and fund-of-funds structures, as well as its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Ivan Colon 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 prior experience with organizations including the Rhode Island Philharmonic Orchestra and Music School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Constantine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he serves as a paid football coach with KP Gridiron. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Davis is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Sagepoint Financial, Inc. for over 10 years. In addition to his advisory role, he is involved in insurance sales and serves as a representative for Brayshaw Financial Group LLC, focusing on the sale of fixed annuities and life insurance. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs a variety of investment strategies and platforms, including automated asset allocation tools and unified managed accounts, serving individual investors, corporations, and charitable organizations.

Dylan McSparren is an Investment Solutions Representative III at Fidelity Investments. He collaborates with individuals and families to develop trust and transparency, aiming to create personalized financial strategies that align with their specific goals and preferences. Dylan has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2022 and subsequently advancing through three levels of Investment Solutions Representative from 2023 to the present. Outside of his professional work, Dylan has interests in beach activities, food, golf, music, snowboarding, and traveling.

Jack Ouellette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021 and prior positions at Providence College and Metacomet Country Club. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves a broad client base including registered investment companies and charitable funds.

Nicholas Lamoureux is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 credentials. His work history includes roles at Fidelity Investments, Rhode Island College, Brooks Brothers, Community College of Rhode Island, and US Valet. 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. The firm is notable for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Joan Costa is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for over two decades before transitioning to financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across various asset classes.

Michael Savage is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Matthew Corbett is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked in multiple roles within Fidelity since 2005. 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, and manages model portfolios with oversight of affiliated and unaffiliated sub-advisers.

Jeffrey Ellis is a financial advisor with LPL Financial, holding a Series 66 designation and over 10 years of industry experience. He has been with LPL Financial since 2013 and is also a partner at QRGA, LLP, a CPA affiliate program. Additionally, he serves as a trustee for the Jonathan Kern Supplemental Needs Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various portfolio management strategies.

Alexander Kroot is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience in various industries including healthcare, retail, and construction. Kroot also worked at the University of Maine, Orono, from 2016 to 2020. Strategic Advisers LLC, a Fidelity Investments company, 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 and advisory services, with a focus on systematic methodologies and long-term asset allocation benchmarks.

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.

Patrick Devlin is a financial advisor at Merrill with a Series 66 designation. He joined Merrill in 2024 and has prior work experience outside the financial industry, including nine years at Carrabba's Italian Grill. 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 supported by internal teams and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

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 one year of industry experience. His prior work includes roles at Northwestern Mutual and employment at Amazon, along with several years associated with Wheaton College. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Crystal Tiffany is a financial advisor at Edward Jones in Walpole, MA, with two years of industry experience. She previously worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, State Street Bank, and KPMG Advisory Services. Outside of her advisory role, she is the sole proprietor of Lolo & Huck Publishing, LLC, a self-publishing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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.