Isabelle Smith is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight.

Nicholas Tierno is a CFP® with Series 66 and Series 63 licenses, currently affiliated with Fidelity. He has three years of experience in the financial industry, including roles at Fidelity Investments and Putnam Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

John Golis is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Fidelity Investments. Outside of his advisory role, he creates video game-related content as a YouTuber. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term strategies.

Christopher Pucko is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. He utilizes the resources of Fidelity alongside his understanding of clients' unique situations to assist in building financial plans aimed at meeting family goals. Christopher's experience at Fidelity spans multiple roles since 2007, including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Service Representative/Full Trader. This progression reflects his extensive background in various aspects of financial services. He holds insurance licenses in Arkansas and California.

Anthony Parise is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has progressed through various positions within Fidelity Investments since 2022, including Workplace Planning Associate and several levels of Workplace Planning Consultant. His work centers on understanding clients' personal stories and goals to define what success means for them and to incorporate their past experiences into future financial planning. Anthony holds an AR Insurance License. Outside of his professional responsibilities, he engages in social events with friends and has interests that include visiting museums, reading, and writing.

Jonata Ferreira is a financial advisor at Fidelity with three years of industry experience. Before joining Fidelity Investments, Jonata worked at CPA Enterprises LLC and has entrepreneurial experience owning Lyn Ferreira LLC, which provides online virtual fitness services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Belinda Tripp is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been associated with Fidelity Investments since 1997, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various types of portfolios, including discretionary and non-discretionary accounts, and serves both retail and institutional investors.

Eric Benker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual priorities and family needs, ensuring clients understand and are comfortable with the planning approach. He emphasizes providing exceptional service throughout the client relationship. Eric has been with Fidelity Investments since 2012, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Review Team Leader, Regional Account Delegate, and Senior Financial Specialist. This experience has provided him with a broad understanding of financial consulting and investment strategies. No information about Eric's education, credentials, personal interests, or community involvement has been provided.

Martin Sferrazza is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and has worked within Fidelity Investments since 2011. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction, supporting its advisory roles with established oversight and governance procedures.

Rose O'connor is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior work includes roles at Southern New Hampshire University and positions in the food and hospitality sector. Strategic Advisers LLC, a Fidelity Investments company, 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.

John Preston is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various roles at Fidelity Brokerage Services, LLC since 2020. His background also includes positions at Aston Carter and CMC Training and Consulting. Fidelity's Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research and quantitative analysis to construct model portfolios that incorporate mutual funds, ETFs, and ETPs.

Matthew Harbinson is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services LLC since 2019, following prior roles at Citizens Bank and Benchmark Electronics Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and supports various registered investment companies, utilizing systematic methodologies and long-term asset allocation benchmarks.

Michael Burns is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Best Buy and New Hampshire Technical Institute. Outside of his advisory role, he works as an independent contractor for Door Dash, delivering orders to customers. 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 offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a notable role in managing registered investment companies and employing systematic methodologies.

Cameron Fillion is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Whole Foods and involvement with the Bedford Basketball League. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a blend of fundamental research, quantitative analysis, and systematic methodologies.

Daniel Mccullough 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 in education and various other roles, including positions at Saugus middle school and involvement with youth recreation and wrestling programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Travis Dalton is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at National Quality Review, Inc. for five years prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm serves a diverse client base, including charitable gift funds and registered investment companies, and is notable for its use of algorithmic methods and formal advisory roles to multiple funds.

John Runnals is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His career includes roles at Edward Jones, Carbonite, and a period of self-employment prior to joining Fidelity, where he has worked since 2020. Strategic Advisers LLC, a Fidelity Investments company where he is also affiliated, offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brendan Gaffney is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he worked at Sky Meadow Country Club and IMSYS Security. 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 offers discretionary and non-discretionary services along with model portfolios constructed from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Steven Strand is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and GWFS Equities, Inc. Outside of finance, he performs general labor and construction work on weekends. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base with discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

John Maliska is a financial advisor with Edward Jones in Westminster, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Keller Williams and GSF Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.