Aniya Combs is a financial advisor with Fidelity and holds a Series 66 designation. She has been with Fidelity since 2023 and has prior experience at CCRI, Transforce, Western Express, Hampton Inn and Suites - Hilton, and Kohl’s. 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 to manage diversified portfolios.

Carl Lindewall is an Investment Solutions Representative III at Fidelity Investments, where he has progressed through several roles since 2022. His professional experience includes positions as Investment Solutions Representative I and II, as well as Customer Relationship Advocate. Carl focuses on building trust-based client relationships by providing personalized financial guidance and support. He emphasizes understanding clients' unique goals and financial aspirations, aiming to ensure they feel confident and informed in their financial decisions. Carl values transparency, integrity, and clear communication in his planning approach. He holds an Arkansas Insurance License. Outside of his professional work, Carl has interests in cars, golf, motorcycles, outdoor adventures, family activities, and parenthood.

Aidan Vaughn is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work experience includes roles at Citizens Bank, GameStop, and Southern New Hampshire University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Stephanie Pacheco is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. from 2016 to 2021. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage funds and model portfolios.

Dave Castellone is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. He has held various roles at Fidelity Investments since 2021, progressing from Investment Solutions Representative to Fixed Income Specialist, and then to Financial Consultant positions. His professional experience encompasses a range of responsibilities within investment solutions and fixed income, contributing to his expertise in financial consulting. Dave holds insurance licenses in Arkansas and California. Outside of his professional work, Dave enjoys boating, fishing, golf, and playing musical instruments. He is also engaged in family activities and parenthood.

Jack Padden is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Granite Telecommunications and worked in various positions affiliated with Nichols College. 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 portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and employing systematic methodologies in its investment approach.

Thomas Scott is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2022, progressing through roles as Customer Relationship Advocate, Investment Solutions Representative I and II before reaching his current role. In his professional capacity, Thomas focuses on partnering with clients to understand their financial goals and develop customized plans to meet their unique needs. He emphasizes forming strong, trust-based relationships with clients and maintaining a high level of reliability and competency. Outside of his work, Thomas has interests in art, hiking, movies, pets, tennis, and traveling.

Esther Egbeyode is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She has worked at Fidelity since 2021 and previously held positions at CVS Caremark and the Rhode Island Allied Health Institute. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Cody Chapman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity since 2021 and previously held roles outside finance in retail and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

David Whitehouse is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Funds Distributor, Merrill, and Bank of America. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Benjamin Moy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Charles River Medical Associates and University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it engages in formal advisory roles uncommon among large institutional peers.

Dallas Mashburn is a financial advisor with Fidelity and holds Series 66 and Series 63 licenses. He has three years of industry experience, including prior work at Equitable Advisors. His background also includes roles outside finance such as positions at Piezoni's Pizza and YMCA Camp Abnaki. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, and it holds distinctive registrations and advisory roles within the industry.

Nicholas Antunes is a Planning Consultant at Fidelity Investments, where he focuses on developing tailored financial plans to meet the unique needs of clients and their families. He has been in this role since 2022. Prior to his current position, Nicholas worked as a Financial Representative at Equitable Advisors from 2020 to 2022. He also served as a Regional Investment Consultant at Fidelity Investments from 2018 to 2020. Outside of his professional work, Nicholas has personal interests that include boating, concerts, being a foodie, golf, sailing, and skiing.

Benjamin Agostini is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Southern New Hampshire University and Ocean Tides School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of systematic methodologies, and formal governance procedures.

Sean Hogan is a financial advisor with Edward Jones in Sherborn, MA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner and manager of Sherborn North Main LLC, a real estate business based in Sherborn and Chestnut Hill, MA. 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 programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Parent is a financial advisor with Edward Jones in Woonsocket, Rhode Island, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she works as a bartender in Providence, Rhode Island. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

David Barry is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he owns and operates a pressure washing business, Barry's Pressure Washing, which he started in high school and continues to run on weekends. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Cellucci is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Worcester Credit Union and held various roles in public and nonprofit sectors. Outside of his advisory role, he sells collectibles through the online marketplace Mercari. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques to create tailored financial plans.

Eric Nunes is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Cumberland Farms, American Eagle Outfitters, and the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Colin Noonan is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and Bank of America since 2024. His prior experience includes roles at P1 Logistics, Venture Home Solar, and Mass General Brigham. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.