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.

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.

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.

Carlie Howard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Ledgewood Bay Northbridge Communities, The Common Man, and Songbird Piano Studio. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Jakob Zylak is a CFP® and ChFC® with eight years of experience in financial advising, currently with Ameriprise Financial Services, LLC since 2020. His prior roles include work at Ameriprise Financial Services, Inc. and community involvement with New Hampshire Job Corps, as well as collegiate residential life and soccer refereeing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s retirement income service features a centralized team support model and incorporates proprietary research and third-party data within a defined investment framework.

Matt Ambrosino is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, serving as a Workplace Planning Consultant from 2020 to 2021 and as a Planning Consultant from 2021 to 2023. Throughout his roles, Matt partners with clients to develop and implement strategies aimed at achieving both short-term and long-term financial goals. He collaborates with clients to co-create financial plans that provide control and confidence for their futures and those of their loved ones.