David Schultz is a Financial Consultant at Fidelity Investments. With over 16 years of experience, he focuses on building personal relationships to understand clients' needs and goals, working closely to create customized strategies that support their financial objectives over time. His career at Fidelity Investments includes roles such as Investment Management Consultant III, Portfolio Specialist, Client Management Representative, Relationship Manager, Premium Service Representative, and Financial Representative, spanning from 2010 to the present. David holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in beach activities, bowling, fitness, golf, skiing, and traveling.

Andriana Nyzio is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. Her prior work includes roles at TD Bank and Carlson Wagonlit Travel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of investment products, including multi-manager and fund-of-funds structures.

Christopher O'Brien is a Series 66 licensed financial advisor at Fidelity with 16 years of industry experience. He has been with Fidelity Investments and its affiliates since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Matthew Emmons is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various divisions of Fidelity Investments since 2007. He is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors.

Danielle Reimer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her background includes roles in education and retail prior to joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory work, fund advisory, and model portfolios, and is noted for its use of systematic methodologies and AI-driven research.

Morgan Liphardt is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Aflac, CID Consulting LLC, and worked in various positions including teaching at St John Fisher College. 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 to develop model portfolios across various asset classes.

Mark Collier is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Conor Kirby is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. He works with Strategic Advisers LLC, a Fidelity Investments company that 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 model portfolios and oversee affiliated sub-advisers.

Craig Hogan is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Investments and its affiliate Fidelity Personal and Workplace Advisors since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies and AI-driven research tools.

Jennifer Aube is a financial advisor with LPL Financial and holds the CFP® and ChFC® designations, as well as a Series 66 license. She has 13 years of experience in the industry, previously working nine years at Edward Jones before joining LPL Financial in 2021. Outside of her advisory work, she hosts the Naked Wealth Podcast, is an author of "The Naked Wealth," and teaches a non-credit community college course at Mount Wachusett Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services with access to model portfolios, research, and various investment strategies.

Cody Spicer is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Adecco USA Inc and Robert Half. 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 to manage a wide range of portfolios including multi-manager and fund-of-funds structures.

Patrick Forrestall is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role at Fidelity, he held positions at The Cheesecake Factory, City Tap House, and SimpliSafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Brian Artus is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2000. He began his career in investments at Fidelity in 2000, progressed to a proactive role from 2001 to 2006, and has served as a Financial Consultant from 2006 to the present. In his work, Brian collaborates with clients and their families to develop financial plans tailored to their objectives and preferences. He holds insurance licenses in Arkansas and California.

Slater Sullivan 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, Slater worked in various roles across media and production companies. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Dakota O’Malley is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of AI in research, and formal governance procedures.

Jonathan Reheuser is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He has held various roles within Fidelity, including Retirement Relationship Manager from 2014 to 2015, Retirement Solutions Representative from 2011 to 2014, and Retirement Representative from 2007 to 2011. Prior to his tenure at Fidelity, he worked as a Financial Adviser at Commonwealth Financial Network from 2003 to 2004, Morgan Stanley DW Inc. from 1998 to 2002, and Commonwealth Equity Services Inc. in 1998. Jonathan holds insurance licenses for Arkansas and California. His professional experience encompasses financial consulting and retirement planning, supporting clients in achieving their financial goals. Outside of his professional work, Jonathan is interested in biking, fitness, pets, reading, running, and skiing.

Mary Heline is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage various investment products and model portfolios.

Janath Desilva is a financial advisor with Osaic Wealth, Inc. based in Westford, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Signator Investors, Inc. for 26 years before joining Osaic in 2018. Outside of her advisory role, she is involved with Innovative Financial Group, LLC, where she engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Benjamin Forleo is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Forleo serves as a Board Member at Large for the Lake Naticook Conservation Association, where he helps make decisions to preserve the water quality and overall well-being of Lake Naticook. He is also a partner at Sunset Property Management & Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios comprised of mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Ananth Krishna Shankar is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Core Connection, Beacon Capital Partners, and the World Resources Institute, with additional experience in academic and sustainability-related organizations. 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 develop model portfolios. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.