Javier Jackson Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Fidelity Investments and prior experience in education and various other sectors. 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 manage diversified portfolios including mutual funds, ETFs, and ETPs.

Ryan O’Neill is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Fidelity, he worked at CVS Health and was employed at Garden Hills Fruit & Deli. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed using proprietary research, quantitative analysis, and algorithmic methods.

Michael O'Connor is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America N.A. since 2020. Merrill, in conjunction 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Vincent is a CFP® with 18 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Alfred Drouin is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Joseph Duffey is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, he worked for Environmental Solutions Inc. for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds roles that include commodity pool operator registration and advisory responsibilities for multiple funds.

Gregory Houghton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at The Goose Hummock, Stonewood Products, and the University of Rhode Island. Fidelity’s Strategic Advisers LLC offers 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 systematic portfolio construction, employing algorithmic methodologies and maintaining oversight of delegated sub-advisers.

Thomas Lionetti is an Investment Solutions Representative III at Fidelity Investments, where he works with clients to develop comprehensive financial plans tailored to their individual goals. He emphasizes building trust-based relationships to support clients in making financial decisions with confidence and comfort. Since joining Fidelity Investments in 2023, Thomas has progressed through various roles including Customer Relationship Advocate and Investment Solutions Representative I and II. His approach centers on understanding each client's specific circumstances and concerns to ensure they feel heard and understood throughout the financial planning process. Outside of his professional role, Thomas has interests in baseball, comedy, family activities, golf, movies, and reading.

Joseph Gizzarelli is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Fidelity. Outside of his advisory role, he owns and operates an online arts and crafts store specializing in drawing and printmaking. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a variety of portfolios including fund-of-funds and model portfolios for intermediary platforms.

Brendan Mccafferty is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work experience includes positions at Morgan Stanley and various roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and employs systematic methodologies and oversight controls across its offerings.

Tyler Alexanian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Siena and several hospitality-related businesses such as Tavolo Wine Bar and Tumblesalts Cafe. 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 algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Charles Steele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously served in the United States Army for four years. Outside of his advisory work, he operates a self-produced YouTube channel where he creates content on a regular basis. Fidelity’s Strategic Advisers LLC, where Steele practices, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Dennis Marchalonis Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked within various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Connor Sirot is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2022, as well as positions in higher education and community organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm’s approach integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction with emphasis on model portfolios using mutual funds, ETFs, and ETPs.

Victoria Rego is a Planning Consultant at Fidelity Investments. In her role, she partners with advisors and individuals to develop and maintain financial plans aimed at helping clients understand the consequences of their financial decisions and providing clarity to their financial futures. Victoria has held several positions within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Retirement Brokerage Services, and Financial Associate II in Defined Contributions and Defined Benefits. This experience has provided her with a solid foundation in financial planning and client relationship management.

Nicholas Strumar is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Uber and Topgolf, as well as ownership of a deli and catering business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios including mutual funds, ETFs, and fund-of-funds, and is noted for its use of AI and systematic methodologies in investment decision-making.

Kai Knudsen 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 Northwestern Mutual Life Insurance Company, as well as positions outside the financial sector, such as with the University of Rhode Island and Baystate Delivery. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Brian Smith is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member and director for girls' youth basketball teams with the Foxboro Youth Basketball Association. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Robichaud is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at R K Baker & Associates and Northeast Family Services. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Nicholas Dubois is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, his background includes roles in retail and service sectors, as well as a brief position at Trinity Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of model portfolios that combine fundamental research with quantitative analysis and algorithmic portfolio construction.