John Mahan is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked within various divisions of Fidelity since 2010, including Fidelity Personal and Workplace Advisors and Fidelity Investments. 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. The firm manages a range of discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and AI-driven research.

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.

Casey Creamer is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Edward Jones since 2021. Prior to Edward Jones, he worked at Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he is an owner and member of Creamer Solutions LLC, a leasing company for long-haul trucks in Bedford, NH. 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 a nationwide network of financial advisors and branch offices.

Joseph Dinaso is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Wells Fargo Funds Distributor, LLC, Dunham & Associates Investment Counsel, Inc., and Prudential Insurance Company of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Lorens Jorgensen is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has been with various Fidelity affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Thomas Scribner II is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity entities since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity 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 proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Jennifer Seaton is a financial advisor with Equitable Advisors in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Morgan Stanley, Charles Schwab, and Axa Advisors. She serves as a committee member of Women in Sales, a New Hampshire organization focused on connecting and inspiring women in sales through presentations, sponsorship sourcing, and networking. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering advisory and brokerage channels through partnerships with LPL and various third-party asset managers.

Zachary Kirby is a financial advisor at Fidelity with Series 63 and Series 66 credentials 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 a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Eugene Cindrich is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including StoneX Securities Inc and Trust Advisory Group Ltd. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of investment solutions, including proprietary models and access to third-party strategists, with customizable discretionary and non-discretionary management options.

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 at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities LLC and Great West. Dewolfe has been with Fidelity since 2021. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Meagan Glancy is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations and has prior work history including service in the United States Air Force and various roles at Fidelity Brokerage Services LLC. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios using mutual funds, ETFs, and ETPs.

Guy Angiuoni Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is actively involved as a high school ice hockey coach. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

Jennifer Slowikowski is a CFP® with 21 years of industry experience, currently affiliated with Fidelity. She has held roles within various Fidelity entities since 2004, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and utilizes algorithmic methods and AI in its investment process.

Sheldon Jones is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Santander Securities, LLC, Santander Bank, NA, GWFS Equities, Inc., and OneMain Financial Group, LLC. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies.

Bryson Geary is a Financial Consultant at Fidelity Investments, where he partners with individuals, families, and businesses to develop and manage financial plans aimed at achieving financial peace of mind. He serves as a primary and trusted advisor, ensuring clients' plans are clear, comprehensive, and adaptable to changing goals and life events. Bryson has been with Fidelity Investments since 2016, progressing through roles including Financial Associate, Workplace Planning & Advice Consultant I through III, Client Management Representative, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position in 2023. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Bryson enjoys activities such as spending time at the beach, family activities, fitness, and skiing.

Michael Madigan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Esler Companies and IMS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Adam Gourley is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2009. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Kevin Barbosa is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Citizens Bank from 2014 to 2018 before joining Fidelity Brokerage Services LLC 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 an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios, including model portfolios delivered to intermediary platforms.