Bryce Haynes is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial plans tailored to their unique situations and goals. He began his career at Fidelity Investments as a Customer Relationship Advocate in 2021 and has held multiple roles within the company, including Retirements Representative, Financial Representative, and Relationship Manager before his current position. Prior to joining Fidelity, Bryce worked as an Insurance Representative at Mutual of Omaha from 2020 to 2021. His professional experience includes assisting clients with retirement planning, relationship management, and financial decision-making to help them move toward their financial objectives. Outside of his professional role, Bryce has interests in comedy, cooking and baking, football, golf, movies, and traveling.

Chandler Hall is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Aria Cybersecurity and tenure at John Hall, Inc., as well as time spent at The Pennsylvania State University. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using a broad range of mutual funds, ETFs, and ETPs.

Diana Erickson is a Financial Consultant at Fidelity Investments, where she currently provides financial advisory services. She has been with Fidelity Investments since 2018, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Client Management Representative, and Portfolio Specialist before assuming her current position in 2023. Her experience at Fidelity Investments spans several aspects of financial services, focusing on client management and investment solutions. Diana holds insurance licenses in Arkansas and California, supporting her ability to assist clients in those states. Diana's professional focus is on helping clients build and grow their wealth.

Adam Anastasoff is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2006. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and use of AI in research.

Tyler Flecke is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity, he worked at The Local and held various roles including food service positions. Outside of his advisory work, he is employed at a restaurant where he prepares drinks and serves food. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Matthew Smith is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked in several firms, including Ameriprise, TD Ameritrade, and Charles Schwab. Outside of advisory work, he is a partner in Saloon TCG LLC, a collectibles and trading card business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and customized investment solutions.

Eric Mattison is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers 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 approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Dennis Demuth is a CFP® professional with 30 years of industry experience. He is currently with OSAIC, having joined in 2023 after nine years at SagePoint Financial and three years at Ameriprise. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization, and it is notable for its large scale and recent consolidation activity.

Donna Denoncourt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with LPL Financial since 2021 and has prior experience with Waddell & Reed, various insurance carriers, and other business activities including Boston Casting and work with the Malden Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individual and institutional clients. The firm offers a wide range of financial planning and investment management solutions supported by a large network of investment adviser representatives.

Sarah Akel is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She has held several roles within Fidelity Investments, including Relationship Manager (2024-2025), Investment Solutions Representative (2023-2024), High Net Worth Service Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Sarah is passionate about partnering with individuals, families, and business owners to develop and maintain financial plans that adapt to changing goals and circumstances. She aims to provide clients with confidence and peace of mind regarding their short- and long-term financial objectives. Sarah holds an Arkansas Insurance License. Outside of work, she enjoys cooking and baking, participating in family activities, fitness, snowboarding, traveling, and yoga.

Paul Mcnulty is a CFP® professional with 35 years of experience in the financial services industry. He has worked at LPL Financial since 2011, following prior roles at Citizens Securities, Banc of America Investment Services, and Quick & Reilly. Mcnulty operates under the DBA Boston Metro Advisor related to his LPL business. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management with options for customized strategies and the use of advisor-facing technology tools for support.

Kelsey Barton is a financial advisor with Fidelity Investments, holding the Series 66 and Series 63 designations and bringing five years of industry experience. She has worked at Fidelity since 2020 and previously held roles at 360 Intel and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic methods to manage portfolios and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Nicholas Delosa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and EBI Consulting. Outside of his advisory work, he is involved with Anthony DeLosa LLC, managing apartment building rent deposits. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

David Reichert is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at OSAIC since 2018 and previously spent nine years at Sii Jhfn. Reichert is also involved as Head of Finance and Operations at GenX Financial, LLC, and serves on the advisory council of MH Retail Holdings LLC, where he provides advice on technology and process improvements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization, supported by various strategies and third-party manager programs.

Michael Balogh is a financial advisor at OSAIC with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Boston Partners Financial Group LLC, Franklin Templeton, and BrightView Senior Living LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk assessment.

Brian Robinson is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at DraftKings, Eversource Energy, and Coca-Cola Bottling Company of Northern New England. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers 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 a range of portfolios, including multi-manager and fund-of-funds structures.

Meghan High is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios, including model portfolios used by intermediary platforms.

Susan Stitham is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1997. Outside of her advisory role, she teaches yoga, spin, and strength classes on an occasional basis at Hampshire Hills Athletic Club in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including model portfolios for intermediary platforms and serves as an adviser to registered investment companies and fund-of-funds.

Tyler Stevens is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. His prior experience includes roles at Southern New Hampshire University, Miller Brothers LLC, and The York River Landing. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and delegates day-to-day management to sub-advisers while maintaining oversight and governance.

Richard Dworsky is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been affiliated with Ameriprise and its predecessors since 2005. Outside of his advisory role, he has participated as an election judge for the City of Saint Louis Park and provided traffic assistance at the Minnesota State Fair. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. Their approach combines research, modeling, and tax-efficient strategies to deliver tailored recommendation reports in partnership with financial advisors.