Sushma Rani Shetty is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including prior work at TD Bank and Gap Inc. 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 manage diversified model portfolios.

Matthew Jenkins is a Financial Consultant at Fidelity Investments, where he is dedicated to developing personalized financial strategies tailored to his clients' individual circumstances. His approach focuses on building confidence and supporting clients' goals while helping them navigate the changing financial landscape. Matthew has held various roles at Fidelity Investments since 2019, progressing through positions including Investment Management Consultant, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Customer Relations Advocate. He holds insurance licenses in Arkansas and California, which complement his expertise in financial consulting. Outside of his professional work, Matthew's personal interests include cars, comedy, concerts, golf, motorcycles, and snowboarding.

Mary Tobbi is a Planning Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. In her work, Mary focuses on building trust-based relationships with clients to collaboratively address their financial goals and challenges. Mary holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, she has interests in cooking and baking, fitness, hiking, kayaking, reading, and snowboarding.

Stephen Lynn serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads a team of financial professionals focused on providing planning, guidance, and support to clients. He emphasizes creating personalized financial plans tailored to individual client needs and preferences. Stephen has extensive experience within Fidelity Investments, having held various roles since 2006. His previous positions include National Leader of Managed Accounts, Assistant Branch Manager, Regional Planning Consultant, and Financial Planning Consultant, among others. This progression reflects his deep involvement in financial planning and client advisory services. The information provided does not include details on his education, credentials, personal interests, or community involvement.

Jenifer Hamel is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her career includes multiple roles at Fidelity Investments and a brief tenure at Morgan Stanley. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Ryan Maney is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Black Diamond Networks LLC and The Moody Street Group, as well as time at the University of Massachusetts Lowell and United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of AI-driven methods in portfolio management.

Stanley Greene is a Series 66-licensed financial advisor with Edward Jones in Milford, NH, where he has worked since 2016. He has 10 years of industry experience. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Cory Sullivan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at Fidelity since 2022 and prior experience at Lincoln Christian University and SHARE. He also spent 15 years with the Souhegan Valley Boys & Girls Club. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Frank Firicano Jr. is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Monmouth University, Vail Resorts, and Spencer's Gifts LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and systematic methodologies.

Lisa Madsen is a financial advisor with Edward Jones in Milford, NH, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she maintains a Shaklee distributorship primarily for personal product purchases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates nationally with over 23,700 financial advisors.

Alexander George is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Cardinal Capital Group and Northeast Planning Associates, Inc. from 2022 to 2024. 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 a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

John Schaefer is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and emphasizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory roles for registered investment companies and employs advanced methodologies such as AI in its research and portfolio management.

Peter Simpson is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including CUSO Financial Services, CUNA Mutual Group, and Santander Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Edwin Bonilla is a financial advisor with Fidelity in Merrimack, NH. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining the firm, his background includes roles in retail and education sectors. Strategic Advisers LLC, a Fidelity Investments company, 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 across mutual funds, ETFs, and ETPs.

Jacob Grant is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations and has prior work experience at Instacart and Ferncroft Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and its application of systematic methodologies and long-term asset allocation benchmarks.

Daniel Mc Carthy is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Edward Jones, LPL Financial, and First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses various analytical tools to support client goals, while also offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Morin is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a wide range of clients through discretionary and non-discretionary advisory services.

Shi Fu is a Financial Consultant at Fidelity Investments, a role held since 2023. Since joining the company in 2019, Shi has held various positions including Planning Consultant, Relationship Manager, Investment Solution Representative, and Customer Relationship Advocate. This progression reflects a broad experience across client relationship management and financial planning within the firm. Shi holds insurance licenses in Arkansas and California, supporting professional capabilities in providing insurance-related financial advice. Shi's approach to financial advising emphasizes understanding clients' individual stories and goals to deliver tailored strategies for wealth growth, protection, and transfer. Outside of work, Shi has interests in art, fitness, hiking, outdoor adventures, parenthood, and volunteering.

James Knowles is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. His career includes roles at Fidelity Brokerage Services LLC and multiple positions outside finance, such as at Dick's Sporting Goods and Lifetime Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Elizabeth Furfari is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at UBS and Brown Brothers Harriman. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including mutual funds, ETFs, and model portfolios.