Aaron Schulz is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Northwestern Mutual and FedEx Ground, as well as running his own business, Schulz Detailing, from 2016 to 2020. Fidelity, through its Strategic Advisers LLC division, 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 using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Paul Teixeira is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, he is involved with Teixeira Financial Group, where he offers fixed and indexed annuities, traditional life insurance, long-term care, and life settlements. OSAIC 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 asset-allocation tools and risk-assessment methods to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Emily Egan is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes positions at Fidelity Investments, Market Basket, The Collegiate Lineup, and the College of William & Mary. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

Leah Allen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Domino's, Eric's Landscaping and Tree Service LLC, and Blount Small Ship Adventures. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating daily management to sub-advisers while maintaining oversight.

Ryan O'Connor is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments since 2022. Outside his advisory role, he has worked part-time at a diner called JR Shack in Waterford, Connecticut. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it also serves in advisory roles for multiple registered investment companies.

Royce Winsten is a Financial Consultant I at Fidelity Investments, where he works directly with clients to develop personalized retirement, investment, and gifting plans. He emphasizes understanding each client's individual goals and perspectives to craft flexible strategies tailored to their needs. With over two decades of experience in the financial advisory field, Royce has previously held advisory roles at several firms including IC Advisory Services Inc., The Investment Center, UBS Financial Services, Salomon Smith Barney Inc., and Merrill Lynch. His professional background covers a wide range of financial planning and investment services. Royce holds insurance licenses in Arkansas and California. Outside of his professional life, he engages in family activities, movies, reading, traveling, and writing.

Ryan Balon is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets products and research to tailor investment strategies to clients’ goals.

Rachael Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Aden Schwartz is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Ignition Consultants, Juno Journey, and several other companies. 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 diversified portfolios and deliver model portfolios to intermediary platforms.

Andrew Bermani Mc Cann is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience at Cambridge Investment Research Advisors and Enterprise Holdings Inc. Outside of his advisory role, he has interests in insurance and benefits through employment at Streetlight Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

Paul Couture is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and at H. Beck, Inc. for ten years. He is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

Andrew Ong is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has held positions at Bank Newport and in the beverage distribution sector prior to joining Fidelity. He also worked in the restaurant industry and at the University of Rhode Island. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory and fund management roles. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from mutual funds, ETFs, and ETPs.

Mark Condon is a financial advisor at MassMutual Investors Services with eight years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. In addition to his advisory role, Condon is involved in several entrepreneurial ventures, including founding a company that sells dog training devices and running a podcast focused on promoting local businesses in Massachusetts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of investment and planning solutions, including specialized programs for divorce planning, estate settlement, and employer-sponsored plans.

Maria Parfenova is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has worked with Fidelity Investments since 2021. Her prior work includes roles at Bryant University and Cambridge Savings Bank. 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 discretionary and non-discretionary investment solutions.

Thomas Wickham is a CFP®-certified financial advisor with 11 years of industry experience, currently working at Fidelity Investments. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI in its research processes.

Victor de Medeiros is a Financial Consultant currently working at Fidelity Investments since 2024. He has a history of roles in financial consulting and brokerage services, including positions at E*TRADE and Morgan Stanley from 2013 through 2024, and experience as a Bank Manager at Santander Bank-Sovereign from 2011 to 2013. His professional approach emphasizes building genuine relationships with clients and their families to develop financial strategies that are tailored to their specific goals and values. Victor holds insurance licenses in Arkansas and California. Outside of his professional work, Victor has personal interests that include art, cars, family activities, football, gardening, and traveling.

Constantine Menadue is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Paul E Saperstein Auction Company and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

James Branca currently serves as an Investment Management Consultant I. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II and III. In these positions, he has supported clients and their families in developing personalized financial strategies tailored to their goals. James holds insurance licenses in Arkansas and California, reflecting his qualifications in insurance-related financial services. Outside of his professional responsibilities, James enjoys baseball, family activities, golf, traveling, and exploring food.

Edward Yeomans is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at UBS Financial Services and Alpha Advisors. Outside of finance, he was involved with Bad Martha Beer for three years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.