Thomas Richardson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Navigant Credit Union and Workspott/Host Family Stay, as well as several jobs during his academic years. 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 to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Nicholas Stanton is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Charles Schwab. He previously worked for TD Ameritrade for 10 years before joining Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment research.

Christopher Casey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Rucker Investments and Dell EMC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Robert Andreola Jr. is a CFP® with 33 years of industry experience, currently serving at Edelman Financial Engines. He has been with the firm or its predecessors since 2016 and has operated Teachers Driving Academy since 2009. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Alexander Morse is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at several firms and was involved in selling and streaming on the WhatNot platform. Outside of his advisory role, he operates Morse LLC, a business focused on marketing and selling sports cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, offering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Alexander Zimmerman is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Investcloud and multiple positions associated with the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Medeiros is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Moore Agencies, Cellular Sales, and self-employment in a sole proprietorship. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 manage discretionary and non-discretionary portfolios, and it is notable for its use of AI and formal advisory roles with multiple registered funds.

Chad Bearce is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Edward Jones and Northwestern Mutual Investment Services, LLC. Outside of finance, he has been involved in restaurant management and operated a property maintenance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Andrew Kofman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Cetera in 2025, he spent five years with Avantax Advisory Services and has operated his own CPA practice since 2014, providing tax preparation services for individuals and businesses. He is also a licensed attorney, though he does not actively practice law. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program options, including model portfolios, third-party managers, and customized strategies.

Ross Gobeille is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Pavel Malyuta is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Fidelity Investments and Citizens Securities, Inc. His career includes multiple roles within Fidelity and Citizens Bank. 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. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Rupsa Maity is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to this, she was employed at H & R Block and Lincoln Technical Institute. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinctive activities such as commodity pool operation and advisory roles to multiple registered funds.

Kari Lin Blackwell is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. She worked at Bally's Twin River Casino for seven years before joining Fidelity Investments in 2023. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Eamon Connolly is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Vinfen, Tosca, and several positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Patrick Frieary Jr. is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at The Aquidneck Club and the National Park Service, as well as positions in education and corporate settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jonathan Fasoli is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Hatherly Country Club, The Home Depot, and various other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Devan Gould is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

John Camirand is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses, and has three years of industry experience. His prior roles include positions at All Style Tile and Merrimack College, as well as community involvement with Habitat for Humanity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its roles in commodity pool operations, advisory responsibilities for registered investment companies, and the use of AI-driven methodologies.

Ann Irons is a financial advisor with Ameriprise in Hopkinton, MA, holding Series 65 and Series 66 licenses and two years of industry experience. She has operated her own CPA firm, Ann M Irons, CPA LLC, since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.