Inna Raneri is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves notable roles such as commodity pool operator registration and advisory responsibilities for multiple registered investment companies.

Daniel Gallagher is a CFA® charterholder with three years of industry experience. He is currently affiliated with J.P. Morgan Securities, where he has worked since 2023, following a 23-year tenure at BNY Mellon. Gallagher holds the Series 63 license and is based in Billerica, Massachusetts. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Frederick Snell is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 1998, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage multi-manager fund structures.

Alexandra Overton is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2008. Outside of her advisory role, she serves as a trustee for The Awesome Foundation-Hamilton & Wenham, where she helps decide on grant funding projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Tucker Dunbar is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked in various roles within Fidelity since 2015, including at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Jeremy Markland is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. His prior roles include positions at Covelo Direct, Barton Associates Inc., and Margaritas Management Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable use of model portfolios and delegated sub-advisers.

Paul Yannalfo is a financial advisor with LPL Financial in Andover, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he also engages in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Luke Roy is a financial advisor at Fidelity with 9 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity in various capacities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using 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 the use of algorithmic methods and AI in its research process.

Steven Williams is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2007. His career includes seven years at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Jared Rose is a financial advisor with Mass Mutual Investors Services in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Rose also works in sales of individual and group life and health insurance as well as fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Matthew Cloutier is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to work with individuals, families, and business owners by understanding their goals and collaborating on comprehensive wealth plans designed to work towards financial peace of mind. His approach focuses on tailoring financial plans that are easy to understand and aligned with the needs of clients and their loved ones. Matthew has held various positions at Fidelity Investments since 2014, progressing from Customer Service Advocate to his current Vice President, Financial Consultant role. His experience covers financial consulting, investment consulting, relationship management, and workplace planning and advice, contributing to his expertise in wealth management. Outside of his professional work, Matthew's personal interests include beach activities, comedy, fitness, and reading.

Kory Mount is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at various Fidelity entities since 2014, including 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 portfolios. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and maintaining oversight through affiliated and unaffiliated sub-advisers.

Danny Nguyen is an Investment Management Consultant II at Fidelity Investments. In his role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients based on trust, reliability, and competency. Danny has accumulated extensive experience in the financial services industry, holding various positions at Fidelity Investments since 2014, including Financial Consultant, Investment Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, Retirement Solutions Representative, and Financial Representative. He also served as a Senior Financial Consultant at TD Ameritrade from 2019 to 2020. Outside of his professional work, Danny has personal interests in fitness, football, golf, and spending time at the lake.

Eric Benson is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, progressing through roles including Financial Consultant, Workplace Planning Consultant, Retirement Solutions Representative, and Investment Solutions Representative. In his current role since 2022, he partners with clients to develop individualized financial roadmaps and supports them in proactively achieving their financial goals. Eric holds insurance licenses in Arkansas and California. His professional experience centers on financial planning and consulting, with a focus on helping clients strategize for the future. Outside of work, Eric's personal interests include cars, family activities, food, football, and parenthood.

Cierra Wacker is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. She has worked at Fidelity Investments since 2021 and has held roles in several other companies during 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Jonathan Daley is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles at Centient1, T-Mobile, Home Depot, and One Rate Wireless (MetroPCS Franchise). Fidelity’s Strategic Advisers LLC 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 fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Lindsay Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, Smith is self-employed as a bartender at York Golf & Tennis in York, Maine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Pressly Mead is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Mead held roles at National Agents Alliance and operated a personal advisory business. Outside of financial services, Mead has worked as a delivery driver for a regional pizza chain. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative and algorithmic portfolio construction methods. The firm is noted for its role advising multiple registered investment companies and for its use of AI-driven research in portfolio management.

Kathryn Hill is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with various divisions of Fidelity since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she is involved as a bookkeeper for a family startup focused on property development in Boston. 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 noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI in its research.

Yevgeniya Grigorchenko is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Auto Approve, LLC, H&R Block, and Merchant Marketing Services USA. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, and is noted for its use of AI methods and formal advisory roles to multiple registered investment companies.