Matthew Lee is a financial advisor at Fidelity with Series 63 and Series 66 designations and 10 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill. Outside of his advisory work, he sells trading cards on eBay. 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 employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Phipps is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Inc., Merrill Lynch, and Securian Financial Services. He also has a background in the hospitality industry through a role at Matunuck Oyster Bar. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

David Dubois is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes various roles at the University of Massachusetts Amherst and Granite Telecommunications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Matthew Aspeel is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles including authoring short fiction under the name Short Story Publications. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Langton is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bryan Schmeling is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Stewardship and Education Chair at Good Shepherd Lutheran Church and is a board member of the Scituate Business Association in Rhode Island. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses covering a broad range of planning topics, delivered primarily through non-discretionary planning engagements.

David Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. David works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jennifer Costa is a financial advisor at Fidelity with credentials including Series 63 and Series 66 and four years of industry experience. Her background includes roles at Fidelity Investments and Amazon.com Services Inc, as well as nearly a decade at Mass Audubon. She also contributes to Harvard Business Review Advisory, providing feedback and input on content and research. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Alex Rampone is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at the University of Rhode Island and held positions in the hospitality and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Gregg Cook Jr. is a financial advisor with Ameriprise in Cranston, RI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at DoorDash and owned a hospitality business, Roccos Pub and Grub. He also spent four years at La Salle Academy High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s approach incorporates investment research, third-party data, and proprietary tools within a framework influenced by affiliated product partnerships.

Lucas Maloney is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Before joining Fidelity, his background includes roles in the restaurant industry and a position at the University of Massachusetts Lowell. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Robert Bekerian is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His previous work includes roles at Northwestern Mutual and Alku, as well as various positions in education and hospitality. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative and algorithmic strategies and holds registrations uncommon among large institutional peers.

Elijah Cave is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Target, The Italian Home for Children, Dedham Ophthalmic Consultants and Surgeons, and Attleboro High School. 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 utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

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.

Mario Cipollini is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, along with account administration and custody support.

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.

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.