Stephen Davis is a financial advisor with LPL Financial in Mansfield, MA, holding a Series 63 license and 33 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1992. Outside of advisory services, he is involved in insurance sales through his agency, Robert W. Davis Insurance Agency, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and advanced research.

Eric Shepherd is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Personal Trust Company and Shepherd Tax Services, as well as legal experience at his own law office. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Cole Spathakis is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Morgan Stanley, Mystic Market, and Coastal Gourmet Catering. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Patrick Ciummo is a financial advisor with Charles Schwab in Glendale, RI, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Brian Kallenberg is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citizens Bank, Citizens Securities Inc., and CCO Investment Services. Outside of his advisory role, he serves as Vice President of Football for Abington Youth Football and Cheer, where he handles equipment, registration, and compliance matters. 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 systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Joseph Robichaud is an Investment Solutions Representative III at Fidelity Investments. In his role, he partners with clients to co-create comprehensive financial plans that align with their financial goals. Joseph emphasizes building strong, trust-based relationships to empower clients in making financial decisions they are comfortable and confident in. Joseph has progressive experience at Fidelity Investments, having advanced through several roles since 2022, including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. His approach focuses on understanding each client's specific situation, goals, and concerns to ensure clients feel heard and understood in every appointment. He holds an Arkansas Insurance License. Outside of his professional work, Joseph enjoys family activities and a variety of outdoor pursuits, including fishing, fitness, golf, kayaking, and snowboarding.

Mark Iafrate is a Series 66 licensed financial advisor with Fidelity, based in Smithfield, Rhode Island, and has one year of industry experience. He previously worked at Farmers Insurance for 12 years before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides 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 manage discretionary and non-discretionary portfolios and model-based investment solutions.

Stephanie Burdett is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citizens Securities Inc., Citizens Bank NA, Bank of America, Merrill, and Santander Securities LLC. Outside of finance, she was involved with Night Nurse Pediatric Triage from 2012 to 2018. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and maintains oversight of sub-advisers and share class allocations.

Kyle Forsley is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Merchants Fleet, Bryant University, and several other organizations. 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 develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and uses systematic methodologies supported by AI and formal governance procedures.

William Dittrich is a CFP® credentialed financial advisor with five years of industry experience. He is associated with Raymond James Financial in Franklin, MA, and has worked at firms including Merrill Lynch and 1776 Financial. Outside of his advisory role, he is involved as an independent contractor with 1776 Financial, providing financial advice and administrative support. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm provides tailored, risk-based financial planning and consulting, with notable expertise in serving state and municipal clients.

Wylan Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Moore worked in various roles including at Starbucks and as a delivery driver for a local pizza place. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across multiple investment vehicles.

Edward Yee is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has worked at Fidelity Investments since 2022 and has prior work experience including a coaching role with the New England Huskies baseball program, where he provided private lessons and team instruction. 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 deliver model portfolios.

Aidan Harding is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of his advisory role, he serves as a baseball umpire for the Little North Attleboro League. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified Charitable Gift Funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios utilizing mutual funds, ETFs, and ETPs.

Patrick Hogan Jr. is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at ENE Systems Inc. from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Sean McGuigan is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Amazon-Guardian Logistics and American Income Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies alongside oversight controls in its portfolio management.

John Driscoll is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at GFD Construction, the Nashville Predators, and Providence College. Strategic Advisers LLC, a Fidelity Investments company, provides 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 model portfolios composed of mutual funds, ETFs, and ETPs.

Eduards Andersons is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments, he worked at Greenfield Savings Bank and held various positions in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Peter Mulholland is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jeffrey Atwood is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Merrill, Bank of America, First Republic Investment Management, and currently J.P. Morgan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a comprehensive range of advisory and brokerage services.

Chase Freiman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Fixed Income Specialist, and Investment Solution Representative I. Chase holds insurance licenses in Arkansas and California. He works collaboratively with families and individuals to develop customized financial plans aimed at achieving their goals. Outside of his professional work, Chase enjoys boating, cars, fishing, hiking, outdoor adventures, and sailing.