Aron O'Grady is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Catholic Medical Center and CPIN. Outside of his advisory role, he personally creates and sells handmade leather products through his small business, Aron's Leatherwork. Fidelity Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Han Lee is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds the Series 66, Series 65, and Series 63 licenses. His prior work includes roles at Merrill and Symmetry Financial Group, as well as leadership of Chicken Squadron LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

Asa Fiske is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Alku, Digital Federal Credit Union, and Granite State Credit Union. 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 to manage diversified model portfolios.

David Eaton is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fidelity and its affiliates since 2006, including seven years at Fidelity Personal and Workplace Advisors. 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 portfolio delivery. The firm utilizes fundamental research combined with quantitative analysis and algorithmic portfolio construction.

John Zhao is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity since 2021. Outside his advisory role, he has worked as an independent contractor for Prolific Academic Ltd, an academic research firm. Fidelity’s affiliate, 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2015, following prior roles at Santander Securities LLC and Citizens Securities, Inc. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

John Mahan is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Paul Landry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes positions at Rockland Trust Company and Mlm Financial Group, as well as Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.

Adam Gabryjelski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Strategic Advisers LLC. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Lorens Jorgensen is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2007, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to Fidelity, he was with Ameriprise for three years. 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. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Thomas Scribner II is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple sub-advisers while serving distinct roles such as commodity pool operator and formal advisor to various funds.

Zachary Kirby is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Home Depot and Southern New Hampshire 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 across mutual funds, ETFs, and ETPs. The firm serves a variety of clients including registered investment companies and offers distinctive features such as commodity pool operator registration and the use of AI-driven research methods.

Eugene Cindrich is a financial advisor with Cambridge Investment Research Advisors in Haverhill, MA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Granite State Wealth Management, and Commonwealth Financial Network. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating multiple platforms and providing access to proprietary and third-party model strategies.

Thomas Kraemer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at State Street Corporation. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight of affiliated and unaffiliated sub-advisers.

Jeffrey Dewolfe is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He previously worked at Great West for seven years and had brief tenures at Pruco Securities LLC and periods of unemployment prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers model portfolios and serves as an advisor to multiple funds, integrating systematic methodologies and oversight controls in its investment process.

Meagan Glancy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and United Parcel Service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Joseph Peppe is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he manages family rental properties. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ advisors.

Guy Angiuoni Jr. is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2003, accumulating 26 years of industry experience. Prior to and alongside his advisory role, he has practiced as an attorney. Outside of his financial career, he coaches high school ice hockey in the Massachusetts area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by proprietary research and technology.

Mark Lefebvre is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 63 designation and over 35 years of industry experience. He has worked with Crosspoint Financial Advisors since 2015 and Bay Financial Advisors, Inc. from 2004 to 2021. Lefebvre is a half owner of Crosspoint Financial Advisors, where he has managerial duties alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

Lisa LaPierre is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2018. She has worked with Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Retirement Solutions Representative, and Senior Investment Representative. Her career at Fidelity reflects extensive experience in financial planning and wealth management. Throughout her career, Lisa has focused on assisting families in diverse situations by developing customized wealth plans that address their unique goals. She emphasizes building trusted advisor relationships through a family-focused approach. Lisa holds insurance licenses for Arkansas and California, supporting her comprehensive financial services. Her professional background demonstrates a long-standing commitment to financial planning and client service within Fidelity Investments, spanning over a decade in multiple advisory and relationship management roles.