Anthony Paolo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Fay Law Associates, NYLIFE Securities LLC, and New York Life Insurance Co. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios using systematic methodologies and long-term asset allocation benchmarks.

Alexander Abatecola is a financial advisor at Fidelity with five years of industry experience. He previously worked at First Command for five years and served with Rhode Island Military Funeral Honors for five years. He holds Series 63 and Series 66 licenses. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it engages in advisory roles that include management of fund-of-funds and multi-manager structures.

Quan Ma is a financial advisor at Fidelity with a Series 66 designation and recent experience beginning in 2024. Prior to joining Fidelity, Quan worked at K-ZAO and has held positions in various industries including design and retail. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Puja Gowda is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she was with Equitable Advisors, LLC and has an educational background from Case Western Reserve University. 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 to manage discretionary and non-discretionary portfolios.

Janet Mullaney is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at several firms including Merrill and Bank of America before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Conor Clifford is a financial advisor at Fidelity with four years of industry experience and holds Series 63 and Series 66 designations. His prior work includes roles at Day Kimbell Hospital and Burrillville Extended Care, as well as academic involvement at the University of New Hampshire. 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Stephen Benevento is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Equitable Advisors with 25 years of industry experience. He previously worked at LPL Financial for 13 years and American Portfolios Advisors, Inc. for one year. Outside of his advisory role, he is associated with The Ronald M & Beverlie Benevento Revocable Trust. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm employs a range of advisory models, many implemented by third-party managers, and provides ERISA fiduciary services through credentialed representatives.

Jennifer Duguay is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services, LLC and National Financial Services prior to her current role. Jennifer is based in Smithfield, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Christopher Dandeneau is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. His prior work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Prudential Advisors. Outside of finance, he has experience with the Pittsburgh Pirates and spent five years affiliated with the University of Connecticut. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Ryan Kosh is a financial advisor at Fidelity with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in various roles outside the financial industry, including positions related to music and event venues. 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. The firm manages multiple registered investment companies and delivers model portfolios to intermediary platforms.

Gregg Catsoulis is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Securities America Advisors, The Patriot Financial Group, and LPL Financial. Outside of advising, he is involved as managing partner of Patriot Benefit Services, a firm focused on fixed group insurance sales and service. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios across multiple asset classes.

William Kisseberth is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual needs and financial objectives. He has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Workplace Planning Consultant I, II, and III before becoming a Planning Consultant in 2026. William holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys a range of personal interests including spending time at the beach, engaging in family activities, watching football and movies, skiing, and traveling.

Brooke Messier is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her background includes roles at Legal Sea Foods and Arous Studio prior to joining Fidelity. 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 manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is notable for its registered commodity pool operator status and use of AI-driven research methodologies.

Raul Guzman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 credential and has previously worked at LendSure Mortgage Corp and Santander Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds and ETFs.

Zachary Essex is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at DevvMedia and held several other roles during and shortly after his undergraduate studies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Kathryn Zimmerman is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked with Cambridge Investment Research Advisors and Asset Strategy Advisors, LLC. In addition to her advisory role, she serves as head track coach at Gallagher Middle School in Smithfield, Rhode Island. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Isaiah Farrar is an Investment Solutions Representative III at Fidelity Investments, where he has been building his expertise since 2023. In this role, he partners with clients to understand their short and long-term financial goals and helps develop customized financial plans tailored to their unique needs. Isaiah has progressed through multiple levels within Fidelity Investments, starting as a Customer Relationship Advocate before advancing through the ranks of Investment Solutions Representative I and II, culminating in his current position. His professional focus is on forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional role, Isaiah has personal interests in fitness, golf, motorcycles, and music.

Francis Randall is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Edward Jones, Principal Securities, and Newport Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Joseph Murphy is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2025. His prior experience includes roles at Millbury Federal Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Brendan Keenan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Cushman and Wakefield and Northwestern Mutual Life Insurance. He works at 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, managing portfolios that include mutual funds, ETFs, and ETPs.