Matthew Farmer is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and spent ten years at the Rhode Island Department of Corrections. He holds Series 63 and Series 66 licenses. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, and it is noted for its formal advisory roles and use of advanced technologies such as AI in research.

Michael Garcia is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he was employed at Forest City Trading Group LLC, the Nagler Group, and served in roles connected to the United States Senate. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexander Pirri is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2014. Outside of his advisory role, he serves as a board member and director for the King Philip Little League in Bristol, Rhode Island. 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 for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Olivia Hernandez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and involvement with Bryant University. Outside of her advisory role, she is employed at Bar Louie, a restaurant located in Foxboro, Massachusetts. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Gabriel Wooten is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Thrivemore Brands and held multiple roles associated with Ohio University. 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 systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Eric Murray is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He focuses on developing trust-based relationships with clients and aims to help them work toward long-term financial goals through customized planning, asset and risk analysis, and ongoing support. Prior to his current position, Eric worked as a Financial Professional at Equitable Advisors from 2020 to 2022 and as a Financial Representative at Northwestern Mutual in 2018. These roles have contributed to his experience in financial planning and client relationship management.

Ryan Mongno is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Providence College and Signet Investment Advisory Group, Inc. He has also worked at CVS Health and Crestwood Country Day Camp. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves a diverse clientele and engages in advisory roles uncommon among large institutional peers, including registered investment companies and fund-of-funds.

James Mcnaughton is a financial advisor with Thrivent Investment Management in Dedham, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Thrivent since 2015. Outside of his advisory role, Mcnaughton serves on the board of the Urban Islands Project, an organization focused on developing new churches and faith communities, and works as a leadership coach for church and charitable organization leaders. He is also a pastor at The Link Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Matthew Fritz is an advisor at Thrivent Investment Management with Series 63 and Series 66 licenses. He has been with Thrivent since 2026 and previously worked for Johnson String Instrument for 16 years and operated Fritz Violins, LLC for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning in areas such as retirement, taxes, estate, business continuation, and special needs without portfolio management or discretionary trading authority.

Tyler Shelhart 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 PFG Lending, Lyft, Uber, and Domino's. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios, and it serves notable roles such as commodity pool operator registration and advisory services to multiple registered investment companies.

Dylan Klopfer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Same Day Awards, Black Diamond Networks, and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic methodologies in portfolio management.

John Kopka is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Fidelity Investments from 1997 to 2024 before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm offers these services through a large network of advisors, allowing clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Fearghal O'riain is a CFP® professional with 27 years of industry experience, currently serving at Edelman Financial Engines. He has worked with affiliated firms since 2014, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of advising, he is a co-owner of rental properties. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, focusing on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Joshua Lebson is a financial advisor with Fidelity, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, and USAA Financial Advisors. Outside of his advisory work, he operates an independent travel agency, The Travelling Mouse Company, assisting clients with vacation planning and bookings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a research-driven, algorithmic approach to construct model portfolios composed of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Edward Turnbull is a financial advisor at Merrill in New York, NY, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including positions at Point Judith Country Club and the University of Rhode Island. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and custody services. The firm employs multiple program strategies with both client and advisor discretion, supported by a closely integrated platform with Bank of America affiliates.

Ayah Attal is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in various educational roles at institutions including Wyatt Academy and Rocky Mountain Prep. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Mark Read is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at John Hancock Distributors LLC and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Kerr is a financial advisor at LPL Financial with 52 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. for 36 years. Kerr holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Bryan Sweezy is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity and its affiliates since 2012. Since 2026, he has been with Strategic Advisers, LLC, a Fidelity Investments company. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and offers model portfolios through intermediary platforms.

Max Carchidi is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has held positions at Merrill, Bank of America, and Concord Wealth Management. Outside of finance, he worked at The Pilot House Restaurant and Lounge while attending Bryant 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with involvement in commodity pool operations and formal advisory roles for multiple registered investment companies.