Reid Delanois is a Series 66 credentialed financial advisor at Fidelity with four years of industry experience. His prior work includes roles at DePuy Synthes and Aloha Tournaments, as well as academic positions at Bucknell University and Loyola Blakefield. 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 combines fundamental research with quantitative and algorithmic methods, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Emilo Espinoza Argueta is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, he worked in global finance and SAP solutions at Bloomberg L.P. and has experience in various roles, including involvement with the Hamptons International Film Festival. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Andrew Dittrich is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Triten Real Estate Partners and EDENS, as well as academic and development-related work at Babson College and Diplacido Development Corporation. He is also involved with 1776 Financial, a supporting company based in Franklin, Massachusetts. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Garshae Mowatt Mckenzie is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Fidelity, he has been involved in various organizations including the Boston Debate League and the Office of Youth Employment and Opportunity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, management of fund-of-funds structures, and advisory role for multiple registered investment companies.

Alexis Hamada is a financial advisor at Merrill with one year of industry experience. Holding a Series 66 designation, Alexis has also worked at Bank of America and has prior experience in various roles including positions at DoorDash, Instacart, and Bernie and Phyl's Furniture. Merrill, together 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, pensions, corporations, and charitable organizations.

Clinton Mchoul is a Certified Financial Planner® (CFP®) with 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held positions at Bank of America, Merrill, Banc of America Investment Services, and Edward Jones. Outside of advising, he serves as a vice president and board member at Charles River Bank. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, pension funds, and charitable organizations. The firm offers both discretionary and non-discretionary management and supports multiple account platforms and third-party advisers.

Kevin Dowling is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Investments since 2021, with prior roles at Citizens Bank and Citizens Securities, Inc., and Cco Investment Services Corp. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios from a broad investment universe.

John Cahill is an Investment Consultant currently working with Fidelity Investments since 2023. He partners with clients to create customized financial plans tailored to their unique needs, aiming to bring confidence to their financial futures. John's professional experience includes roles as a Financial Advisor at Capitol Securities Management from 2022 to 2023 and as a Financial Professional at Equitable Advisors from 2020 to 2022. Throughout his career, he has focused on understanding clients' short, intermediate, and long-term goals to provide a beneficial experience throughout their financial journeys. Outside of his professional work, John enjoys cooking and baking, fitness activities, exploring food, social events with friends, golf, and snowboarding.

Andrew Medina is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Suburban Home Health Care and various positions spanning consulting engineering, hospitality, and retail. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Stephen Dunne is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with UBS since 2016. Dunne serves as Treasurer and Investment Committee member for the University of Massachusetts Foundation, which supports higher education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and diverse capital markets solutions.

Robert Mullins is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Fidelity Investments, where he has worked since 1998. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Ian Goldberg is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at MJT Transportation, BetterTrader, Camp Young Judaea, Amazon, and Young Entrepreneurs Across America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Charles Rego is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at several companies including Trinity Solar and Sunrun Inc. He also has experience in energy-related ventures such as Rooftop Power Co and Venture Home Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Smith is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles in the financial services industry, including Financial Consultant Partner and Investment Consultant at Charles Schwab from 2021 to 2023, as well as positions at Merrill Edge from 2018 to 2021, progressing from Investment Specialist to Premium Elite Relationship Manager. Matthew holds insurance licenses for Arkansas and California. His professional approach involves partnering with clients and their families to understand their personal situations and priorities. He focuses on building relationships through meaningful conversations and personalized financial planning to help clients make informed decisions and achieve their financial goals. Outside of his professional work, Matthew enjoys boating, family activities, fitness, football, golf, and spending time at the lake.

Simon Clarke is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Credit Suisse Securities (USA) LLC and Pershing LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Mark Vilensky is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and joined LPL Enterprise in 2024. Vilensky is licensed for property and casualty insurance but is not currently active in that area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, consulting, and access to outside asset managers through its network of investment adviser representatives.

Alexander Gagnier is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Nylife Securities LLC, New York Life, and The Hartford Insurance Group. Fidelity's 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 composed of mutual funds, ETFs, and ETPs.

Henri Guerin is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Ameriprise Financial and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that utilize mutual funds, ETFs, and ETPs.

Brady Haraden is a financial advisor at Fidelity with one year of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked at Charles Schwab & Co. and has held various positions including roles in education and retail. 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 develop model portfolios and manage funds.

Mark Ramjatan is a financial advisor with Fidelity, holding a Series 66 designation and having recently begun his career in the industry. Prior to joining Fidelity, he held various roles including at BMW of West Springfield and Cornerstone Bank. Outside of his advisory work, he is involved as a gas station manager and bookkeeper at a family-owned business. 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 portfolios across mutual funds, ETFs, and ETPs.