Ryan Peterson is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis in its investment process. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and registration as a commodity pool operator.

Samuel Siegal is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes multiple roles at Fidelity Investments and positions at the University of New Hampshire and The Matterhorn. Strategic Advisers LLC, a Fidelity Investments company, 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 model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Peasley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Cco Investment Services Corp from 2009 to 2022, followed by positions at MassMutual and Mass Mutual Investors Services since 2022. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analytical tools and delivers written recommendations while allowing clients to decide on implementation separately.

Charlie Matos is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in real estate and telecommunications, including roles at Premier Realty Group and AT&T. He is also a licensed realtor in Rhode Island, working as an independent contractor guiding clients through property transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Colby Leighton is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes roles in the hospitality and food service industries, including positions at The Voyage Irish Pub & Restaurant and The Blacksmith Tavern. He has experience across several small businesses in Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research with quantitative and algorithmic portfolio construction. The firm is involved in managing model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Yvonne Beaudreau is a financial advisor at Edelman Financial Engines with eight years of industry experience. She holds Series 66 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor firms since 2018, with prior experience at Watermark Wealth Strategies and Freedom Trail Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Paul Merlino is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their short- and long-term financial goals. He focuses on developing personalized plans that address the unique needs of each client. Paul has held several roles at Fidelity Investments since 2022, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His experience spans client relationship management and service within the financial sector. He holds insurance licenses for Arkansas and California.

Melissa Ducie is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Blackpoint Wealth Management for two years and has a background that includes roles in the hospitality industry. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s model portfolios draw on a broad universe of mutual funds, ETFs, and ETPs and include oversight of delegated sub-advisers and systematic evaluation of share classes and allocations.

Daniel Defeo is a financial advisor with Primerica Advisors in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home-related services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure and maintaining oversight of model offerings.

Sam Hetu is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans focused on their life goals. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, and various levels of Investment Solutions Representative before assuming his current position in 2025. Sam holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys attending concerts, watching football and movies, golfing, and engaging in outdoor activities such as skiing.

Christopher Lavalley is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at CFS Inc. and involvement with New England Sports Village and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic methods in research.

Dejvid Shala is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in technology at Busy Dog Basement Technologies and was employed in education with Quincy Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also acts as a registered commodity pool operator and advises multiple registered investment companies.

Charles Shank is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at T. Rowe Price for one year and spent nine years at The Machine Shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains formal advisory roles to multiple registered investment companies.

Paul Economou is a CFP® with 19 years of industry experience, currently working at Fidelity Investments. His prior roles include positions at infinex Investments, Calton & Associates, and independent advisory work. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Juan Reynoso is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Uber, Staples, Amazon, and Pine Manor College. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mitchel Mcgonagle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include multiple positions at Fidelity Investments, as well as work at Yawgoog Scout Reservation and several retail businesses. 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 from a broad investable universe.

Jack Brusso is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience at the DaVinci Center for Community Progress and Wheaton College. Outside of advisory work, he was involved with Stingrays Soccer Camps for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios drawn from mutual funds, ETFs, and ETPs.

Mark Choate is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

John Mccarthy III is a financial advisor with LPL Financial in Westwood, MA, holding CFP®, Series 63, and Series 65 credentials and bringing 32 years of industry experience. He previously spent 15 years with Bay Financial Advisors, Inc. and has been with LPL Financial since 2004. He also serves as a notary public in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

James Falvey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Citizens Bank and Santander Bank. Falvey has been with Fidelity Investments since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad range of investment vehicles.