Andrew Medina is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Suburban Home Health Care and various positions spanning consulting engineering, hospitality, and retail. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Stephen Dunne is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with UBS since 2016. Dunne serves as Treasurer and Investment Committee member for the University of Massachusetts Foundation, which supports higher education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and diverse capital markets solutions.

Timothy Moses is a CFP®-designated financial advisor with Edward Jones, based in Walpole, MA, and has 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Mullins is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Fidelity Investments, where he has worked since 1998. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as 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.

Ian Goldberg is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at MJT Transportation, BetterTrader, Camp Young Judaea, Amazon, and Young Entrepreneurs Across America. 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 manage portfolios including mutual funds, ETFs, and ETPs.

Charles Rego is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions in solar energy companies and various organizations in Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Smith is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles in the financial services industry, including Financial Consultant Partner and Investment Consultant at Charles Schwab from 2021 to 2023, as well as positions at Merrill Edge from 2018 to 2021, progressing from Investment Specialist to Premium Elite Relationship Manager. Matthew holds insurance licenses for Arkansas and California. His professional approach involves partnering with clients and their families to understand their personal situations and priorities. He focuses on building relationships through meaningful conversations and personalized financial planning to help clients make informed decisions and achieve their financial goals. Outside of his professional work, Matthew enjoys boating, family activities, fitness, football, golf, and spending time at the lake.

Simon Clarke is a financial advisor with UBS Financial Services, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Credit Suisse Securities (USA) LLC and Pershing LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Alexander Gagnier is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Nylife Securities LLC, New York Life, The Hartford Insurance Group, and Verizon. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Jennifer Riley is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity since 2002, serving in various capacities including Business Analysis Consultant, Client Training Consultant, Client Manager, Client Service Workleader, and Client Service Specialist. Her experience spans client service, training, business analysis, and financial consulting, focusing on assisting individuals, couples, and families with financial planning. Jennifer emphasizes understanding each client's unique values, goals, and preferences, simplifying the financial planning process, and empowering clients to make confident financial decisions. Outside of her professional work, Jennifer's interests include spending time at the beach, music, outdoor adventures, running, traveling, and volunteering.

Henri Guerin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at Ameriprise Financial and various positions held during his time at Bryant University. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Brady Haraden is a financial advisor at Fidelity with one year of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked at Charles Schwab & Co. and has held various positions including roles in education and retail. 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 develop model portfolios and manage funds.

Frantz Bien Aime is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has been affiliated with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Cambridge Community Foundation, a local philanthropic organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Ramjatan is a financial advisor with Fidelity, holding a Series 66 designation and having recently begun his career in the industry. Prior to joining Fidelity, he held various roles including at BMW of West Springfield and Cornerstone Bank. Outside of his advisory work, he is involved as a gas station manager and bookkeeper at a family-owned business. 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 portfolios across mutual funds, ETFs, and ETPs.

John Macdonald is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to joining Fidelity, he spent time at Capuli and has a background that includes several non-financial roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its work with registered investment companies, use of AI in research, and its role in delivering model portfolios to Fidelity Institutional Wealth Adviser.

Aniya Combs is a financial advisor with Fidelity and holds a Series 66 designation. She has been with Fidelity since 2023 and has prior experience at CCRI, Transforce, Western Express, Hampton Inn and Suites - Hilton, and Kohl’s. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Carl Lindewall is an Investment Solutions Representative III at Fidelity Investments, where he has progressed through several roles since 2022. His professional experience includes positions as Investment Solutions Representative I and II, as well as Customer Relationship Advocate. Carl focuses on building trust-based client relationships by providing personalized financial guidance and support. He emphasizes understanding clients' unique goals and financial aspirations, aiming to ensure they feel confident and informed in their financial decisions. Carl values transparency, integrity, and clear communication in his planning approach. He holds an Arkansas Insurance License. Outside of his professional work, Carl has interests in cars, golf, motorcycles, outdoor adventures, family activities, and parenthood.

Aidan Vaughn is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work experience includes roles at Citizens Bank, GameStop, and Southern New Hampshire University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Wells Fargo Advisors Financial Network LLC since 2009 and previously at UBS Financial Services from 2003 to 2006. Outside of her advisory role, she has a significant ownership interest in R & L Financial Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds and integrates advisory services with various financial products and referral channels.

Stephanie Pacheco is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. from 2016 to 2021. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage funds and model portfolios.