Christopher Casey 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 at Rucker Investments and Dell EMC. 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 a range of portfolios and serves multiple registered investment companies, with distinctive operations including commodity pool operator registration and the use of AI in research.

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 Investments with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, Morse was involved in several roles including as a seller and streamer on the WhatNot platform and as sole proprietor of Morse LLC, where he markets and sells sports cards online. 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 across mutual funds, ETFs, and ETPs.

Alexander Zimmerman is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, his background includes roles at the University of Massachusetts Amherst and Investcloud. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

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.

Daniel O'Neill Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in a non-variable insurance business based in Waltham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services with discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

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.

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.

Frank Deleo Jr. is a financial advisor at LPL Financial with 44 years of industry experience and holds the ChFC® and Series 63 credentials. He has been with LPL Financial since 2004. Outside of his advisory role, he serves as a local basketball official. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

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 licenses and two years of industry experience. Prior to joining Fidelity Investments, she worked for seven years at Bally's Twin River Casino. 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. The firm serves a diverse client base including charitable funds and registered investment companies, and its offerings include discretionary portfolio management, fund advisory, and model portfolio delivery.

Eamon Connolly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at Fidelity Investments, Vinfen, and Tosca, as well as earlier positions in hospitality and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of AI and algorithmic methods in research and its advisory role to multiple registered investment companies.

Patrick Frieary Jr. is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at The Aquidneck Club and held positions with organizations including the National Park Service, Providence College, and Amazon. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include 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. Before joining Fidelity Investments, he held various roles including positions at Hatherly Country Club and The Home Depot. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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.

Trey Glodis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at John Hancock and Alku, as well as various positions at UMASS Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of systematic methodologies, AI in research, and a formal advisory role to multiple registered investment companies.