Michael Mead is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity and its affiliated entities since 2015. 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 also acts as a commodity pool operator and advises multiple registered investment companies and fund-of-funds, incorporating systematic methodologies and long-term asset allocation benchmarks in its investment process.

Bryant Gauthier is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Alexander Macina is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments in various roles since 2002. Outside of his advisory work, he is the head coach of New England Prospects, a softball organization based in Manchester, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jon Bernasconi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 27 years of industry experience. He has held various roles within Fidelity since 1998, most recently with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Micheal Kertyzak III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple Raymond James entities since 2000 and has operated his own tax planning and preparation business since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Andres Lopez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Santander Bank, Barton Associates, and multiple other firms. Outside of his advisory role, he has been involved with Intricate LLC for three years. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Rebecca Moody is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She is committed to building trust-based relationships with clients to help them pursue their financial goals, address challenges, and implement financial plans effectively. Rebecca has experience in various positions at Fidelity Investments, including Investment Solutions Representative II - Fixed Income, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2021 to 2023. She holds a California Insurance License. Outside of her professional work, Rebecca's personal interests include golf, hiking, parenthood, pilates, snowboarding, and volunteering.

Michael Murphy Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked for St. Ann's Home and School Inc. from 2010 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maya Wakim is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior roles include a position at the Abu Dhabi Investment Authority and involvement with Real Meal LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Kassandra Marin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Her prior work includes roles at Fidelity Brokerage Services and the Massachusetts Port Authority. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted focus on model portfolios and the application of AI technologies in research.

Jeremy Brannen is a Financial Consultant at Fidelity Investments, where he provides financial planning and investment counsel to clients, ensuring they receive a high level of service. He has been with Fidelity since 2004, holding various roles including FILI Planning Consultant, Account Executive, Investment Representative, and other positions that have contributed to his comprehensive experience in the financial services industry. Jeremy holds insurance licenses in Arkansas and California. Outside of his professional work, he is interested in beach activities, family activities, movies, parenthood, pets, and reading.

Bruce Williamson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Cetera, Voya Financial Advisors, and H.D. Vest Advisory Services. Outside of his advisory work, he owns Williamson's Tax & Financial Services, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Corbin Decker is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Outside of finance, he has served as head wrestling coach for the Windham School District. 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.

Kyle Moroney is a financial advisor with Fidelity Investments in Merrimack, NH. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Fidelity, he worked at Siena Engineering Group and held various roles in education and small business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Ferenc Vasady Kovacs is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including Fund advisory and model portfolio construction that integrates proprietary research, quantitative analysis, and systematic methodologies.

Mark Romagna is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, he worked at IBM Corporation from 2010 to 2024. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Shultz Pierre Louis is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He has accumulated extensive experience in the financial services industry, with previous positions at Fidelity Investments including Workplace Planning Consultant III and II, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative Full Trader. Prior to his tenure at Fidelity, he worked as a Senior Specialist II at JP Morgan Chase from 2013 to 2015. Mr. Pierre Louis holds the designations of Certified Private Wealth Advisor Certificant, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER™ professional. He is licensed to provide insurance services in Arkansas and California. He is fluent in Creole, French, and Spanish. Outside of his professional work, Mr. Pierre Louis has interests in reading and soccer.

Ian Vasquez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity in 2021, he worked in various roles including positions at Enterprise Rent-a-Car and GourmetGiftBaskets.com, and was affiliated with Franciscan University of Steubenville for several years. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with a focus on systematic investment methodologies.

Kevser Cengel Sazak is a financial advisor at Fidelity with 10 years of industry experience and a Series 66 designation. She has previously worked at TD Wealth Management, Wells Fargo Advisors, JP Morgan Chase & Co, and Merrill Edge Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory roles to registered investment companies, use of AI and algorithmic methods, and its proxy-voting and governance procedures.

Eric Lesage is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors Incorporated. Outside of his advisory role, Lesage is a partner in an insurance brokerage and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage customized portfolios.