John Beckman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including work at Rhode Island College, Northern Virginia Community College, and American University. He has also been involved with community organizations such as Re-Member and Historic Blenheim and the Civil War Interpretive Center. 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 offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with notable use of systematic methodologies and oversight mechanisms.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources, supported by a centralized service team and proprietary research.

Stephen Acerra Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc., among other firms. Outside of his advisory role, he serves as a FINRA national arbitration panel chairman and operates professional practices providing legal and tax services as well as trust and probate accounting support. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party money manager programs.

Peter Sprayregen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at various real estate firms prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary management and fund advisory services.

Sarah Groleau is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Dedham, MA, with 18 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2008. Outside of her advisory role, she serves as Vice President of Cynthia's Challenge, a nonprofit supporting families with special needs, is a board member at large for Friends of the Library and chairs the Freedom, NH School Board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple topics and integrates planning with managed-account services while maintaining separate planning and implementation functions.

Casey Poirier is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Casey was involved with the Lil' Shooters Toddler Soccer Program and has worked in various roles including at Skytop Liquors and Chenard & Son's Landscaping. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Brendan Nolty is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in real estate services with Key Real Estate Services and Keller Williams Realty. He also has experience assisting buyers and sellers as an independent contractor in real estate transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Paul Burns is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021, following roles in staffing and retail sectors as well as studies at Stonehill College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Dani Stadelmann is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop long-term financial plans. She works with a team of business partners to enhance client relationships and provide comprehensive financial guidance aimed at ensuring clients experience peace of mind and confidence throughout their financial journey. Her career in financial services spans over a decade, beginning with roles at Morgan Stanley from 2011 to 2017, including positions as Client Service Associate, Senior Client Service Associate, and Complex Manager Assistant. Since 2017, she has held various roles at Fidelity Investments, progressing from Relationship Manager to Senior Relationship Manager, then Planning Consultant, and currently Investment Consultant. Dani holds a California Insurance License. Outside of her professional work, she enjoys beach activities, kayaking, scuba diving, traveling, and volunteering.

Mariam Shehata Mikhail is a Series 66 credentialed financial advisor with three years of industry experience. She is currently with Fidelity and has previously worked at Merrill Lynch, Citizens Securities, Fifth Third Bank, and HSBC Bank Egypt. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios utilizing mutual funds, ETFs, and ETPs.

Jasmine Vincent is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at Open Sky Community Services and ARC of South Norfolk. 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 to manage discretionary and non-discretionary portfolios and model strategies.

Craig Constantino is a Series 66-licensed financial advisor with Raymond James Financial in Braintree, MA, where he has worked since 2010. He has 16 years of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, employing tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Henry Dembowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Invest Financial Corp, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Outside of his advisory work, he is involved in football operations as a director and coaches football at Milton High School. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Michael Calise II is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, he worked at Buffalo Wild Wings and attended the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, incorporating algorithmic methods and long-term asset allocation benchmarks.

Hunter Kasarjian is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Nasuni, Subway, and Holliston Superette. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios.

Angel Hall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Angel held roles at Richemont North America and Christopher Trainor & Associates. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006, 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, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with distinctive roles in the industry.

David Murray is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at the University of Rhode Island and positions in various service and retail companies. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Dylan Eleoff Edwards is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Fidelity since 2022 and previously held positions with Citizens Bank and Citizens Securities. Strategic Advisers LLC, a Fidelity Investments company, 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 manage diverse investment strategies, including model portfolios delivered to intermediary platforms.

William Mattey is a Financial Consultant currently working at Fidelity Investments since 2016. In this role, he partners with individuals to guide them through the complexities of financial planning aimed at growing, protecting, and maintaining their wealth. He has accrued extensive experience in financial services, having held various positions including Investment Consultant at Fidelity Investments from 2014 to 2016, Director of Fixed Income Sales at Oppenheimer & Co, Inc from 2011 to 2012, Director of Fixed Income Sales at Susquehanna International Group from 2010 to 2011, Fixed Income Sales at JP Morgan from 2000 to 2010, and Product Specialist at John Hancock from 1998 to 1999.