Matthew Belanger is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously served in the US Army and worked at Teledyne DGO. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers advisory services that include oversight of sub-advisers and fund governance.

Christopher Principe is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with various Fidelity entities since 2002, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it holds unique roles such as registration with the CFTC and advisory responsibilities for multiple registered investment companies.

Taylor French is a Series 66 licensed financial advisor with Fidelity Investments, based in Merrimack, NH, and has one year of industry experience. Prior to joining Fidelity, Taylor held various roles in small businesses including Heads Up Irrigation and The Goat Restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios consisting of mutual funds, ETFs, and ETPs, and is notable for its use of AI and systematic methodologies in portfolio management.

Jacob Alger is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including positions at Tractor Supply Co. and multiple educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles with registered investment companies, and integration of AI and algorithmic research techniques.

Benjamin Copp is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2013. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Matthew Blake is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018. Prior to joining Fidelity, he worked at Toyota of Nashua from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift 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.

Steven Kucklick is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His background includes roles in education and community organizations, and he currently volunteers one night a week assisting with study hall and evening activities at Dublin School. 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 across mutual funds, ETFs, and ETPs.

Arthur Meconi III is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages Compass Holding Group LLC, an entity established to protect his financial planning practice. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Colantuoni is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2005, currently working within Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio methods, and maintains roles such as commodity pool operator and advisor to registered investment companies.

Lisa Grasso is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Outside of her advisory role, she serves as president of the Chelmsford Dog Association, an organization focused on local community education. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jeffrey Horton is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Squam Lakes Financial Advisors LLC. 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 offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Brittany Taccone is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Cornerstone at Hampton and Arizona State University-Online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a broad range of portfolios and advisory strategies.

Kevin Cook is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Fidelity Brokerage Services Inc since 1999 and has also worked with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while maintaining governance and proxy-voting procedures.

Karen Pearl is a financial advisor with MassMutual Investors Services in Bedford, NH, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 41 years of industry experience and has been with Massachusetts Mutual Life Insurance Company and its subsidiary, MML Investors Services, since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Michael Driscoll is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held various roles including positions at Fusion On Main and St. Bonaventure University. 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 analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elizabeth Sullivan is a Financial Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans tailored to their individual needs. She focuses on building strong relationships and providing ongoing support as clients' financial situations and goals change. Elizabeth has been with Fidelity Investments since 2015, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant. She holds the CERTIFIED FINANCIAL PLANNER™ designation and maintains insurance licenses in Arkansas and California.

Joseph Lemire is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Andrew York is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Bedford, NH. Outside of his advisory role, York oversees the delegation and finance aspects of a real estate rental business through Henderson Hill, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branch offices, as well as for offering affiliated capabilities such as a trust company, mutual funds, and securities-based lending.

Douglas Daigle is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1983. Additionally, he holds a property and casualty license with Liberty Mutual for service work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Jeffrey Space is a financial advisor with Charles Schwab, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. He is currently based in Bedford, New Hampshire. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and cash-sweep services to a large client base, primarily high- and ultra-high-net-worth individuals. The firm offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and affiliated managed accounts.