Elijah Cave is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Fidelity Investments and prior experience at Target, The Italian Home for Children, Dedham Ophthalmic Consultants and Surgeons, and Attleboro High School. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.

Susan Beagle is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Merrill and Citizens Bank prior to joining Fidelity. 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, including registered investment companies and charitable funds, and employs systematic methodologies alongside oversight of sub-advisers and share class selection.

Stephen Doucette is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including 20 years at Edward Jones and currently serves as president of Doucette Capital, a support company related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Benjamin Bloss is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Chick-fil-A for seven years and spent time in full-time education. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

David Woolf is a financial advisor at Fidelity with Series 63 and Series 66 designations and 31 years of industry experience. He has been with Fidelity Investments since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative, algorithm-driven portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Nathaniel Morrissey is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. His work history includes roles outside finance such as positions at Morrissey Construction and Pizzaville, as well as time spent at Lafayette College and Hopkinton High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies and its use of advanced methodologies including AI in research.

Ward Ewalt is a financial advisor at Fidelity with a Series 66 credential and experience starting in 2024. Prior to joining Fidelity, he worked at Hands on Hartford and Charter Oak Environmental and has a background that includes time at the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Ryan Mcconnell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. Prior to his advisory career, he was employed in various roles including at Quincy College and Quirk Auto Dealers. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Samuel Kenary is a Series 66 licensed financial advisor with Morgan Stanley in Worcester, MA, with 16 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney, Inc. since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Chang Hyo Yoon is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Fidelity Investments and Muy Hamburger Partners, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.

Peter Mahoney is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes positions at Fidelity Brokerage Services, Inc. since 1996 and Fidelity Personal and Workplace Advisors since 2018. He is currently based in Dover, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and multi-manager fund structures. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Jason Camuti is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Tammy Breault is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Justin Wojcik is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Rhode Island College and La Familia Restaurant. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, relying on a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Casey Connor is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Casey worked in various roles including as a deckhand for Helen H Deep Sea Fishing, where he assisted customers with fishing and maintained boats. Strategic Advisers LLC, a Fidelity Investments company, 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 model portfolios across a wide range of investment vehicles.

Peter Darling is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Bournewood Hospital and academic positions at the University of Massachusetts Boston and Massasoit Community College. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it is noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

William Florio is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in mortgage lending and various roles in media and audio production. Outside of advising, he works as a freelance audio engineer specializing in music and voice-over recording, mixing, and sound design. 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 employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelly Clougherty is a financial advisor at Fidelity with two years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work experience includes roles at Diamond Cove Wealth Management and several small businesses, including Morning Glories Bakery & Cafe and Pour Coffee and Bagel Company. Kelly is affiliated with 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios.

Hayden Curley is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he held positions at Bryant University, TJ Maxx, and the Mendon-Upton School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their retirement income service integrates investment research and third-party data to provide tailored planning within a defined investment framework.

Kyle Lothrop is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through various positions including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, Kyle worked as a Loan Officer Assistant at Radius Financial Group Inc. from 2020 to 2022. In his current role, Kyle partners with clients to understand their short and long-term financial goals and helps build customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional work, Kyle's personal interests include fitness, football, golf, snowboarding, soccer, and traveling.