Jack Philbin is a Series 66-registered financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at Dick's Sporting Goods, Rollstone Bank & Trust, and Brady Associates Asset Management. Outside his advisory role, he has held various positions across retail, education, and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing multi-manager and fund-of-funds portfolios. The firm employs a systematic investment process combining fundamental research with quantitative analysis and algorithmic portfolio construction.

Aaron Rago is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Uber, Micronics Filtration, and Robert Half Technology. Outside of his advisory duties, he volunteers as a financial officer for a local chapter of Toastmasters International. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Brian Callahan is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at firms including Camarda Wealth Advisory Group, Fisher Investments, and Charles Schwab. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a range of advisory programs supported by a firm Investment Committee.

James Zidar is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at FedEx and entrepreneurial experience at Stealz, Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

James Buckley is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Northwestern Mutual and New York Life, where he worked for several years. Buckley is also a board member of the East Boston YMCA, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, providing financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance offerings and third-party asset management.

Simon Wells is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and two years of industry experience. His work history includes roles at Northway Bank and Michael Timothy's prior to joining Fidelity. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brendan Jackson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes multiple roles at The Deck and a position at Roger Williams University. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios assembled from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Joseph Surace is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Equitable Advisors, AXA Advisors, LLC, and Curry College. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Catherine Diodati is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2002. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees sub-advisers while maintaining governance and proxy-voting responsibilities.

Savannah Harrington Greenough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has been with Fidelity since 2022 and previously worked in roles including at Dean College Phonathon and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable gift funds, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Zackery Duclos is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to help co-create personalized plans aimed at pursuing their financial goals. He joined Fidelity Investments in 2023, initially serving as a Customer Relationship Advocate before advancing to his current position in 2024. Zackery holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. His professional focus includes client relationship management and investment solutions within the financial services sector.

Jesse Kroger is a Planning Consultant at Fidelity Investments, where he assists individuals and families in designing and implementing personalized financial plans. He collaborates with clients to clarify their goals, address their concerns, and develop strategies that provide confidence in their financial future. Jesse has been with Fidelity Investments since 2023, where he has held several roles including Customer Relationship Advocate, Workplace Planning Consultant, Financial Representative, and Relationship Manager before assuming his current position. This progression reflects his experience in client relationship management and financial planning. Outside of his professional work, Jesse enjoys family activities, football, movies, and volunteering.

Kyle Davidson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and several service-oriented positions. Kyle's professional experience focuses on developing personalized financial plans and identifying investment strategies to improve those plans. He emphasizes building strong client relationships through regular, ongoing communication. Outside of his professional work, Kyle's personal interests include golf, parenthood, scuba diving, skiing, soccer, and traveling.

Andrew Pineau is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2018, with additional experience at Veritude and Coach. 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 create model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of AI and systematic methodologies, its role as a commodity pool operator, and its formal advisory responsibilities to multiple registered investment companies.

Mariah Elkins is a Financial Consultant at Fidelity Investments, where she has been employed since 2020. She has held several roles within Fidelity, including Planning Consultant, Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience covers various aspects of financial consulting and client relationship management, providing her with a comprehensive understanding of investment and financial planning. Mariah holds insurance licenses for Arkansas and California. Outside of her professional work, Mariah enjoys activities such as biking, golf, reading, skiing, tennis, and traveling.

Keaton Miller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at 110 Grill, FedEx Ground, Merrimack Ten Pin Bowling Alley, and Merrimack High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies alongside established proxy-voting and governance procedures.

Trevor Black is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment portfolios and offers a formal advisory role to multiple funds.

Brian Amper is a CFP® professional with 24 years of industry experience, currently serving at Edelman Financial Engines in Burlington, MA. His prior roles include positions at Financial Engines Advisors L.L.C. and Edelman Financial Services LLC, spanning over a decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, providing both discretionary management and non-discretionary online advice with a focus on diversified portfolios, periodic rebalancing, and long-term strategies.

Robert Gurman is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. prior to that. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved tools to analyze client goals.

Christopher Lewis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Atkinson Resort & Country Club and Proeducation Solutions. He also has a background with Southern New Hampshire University spanning several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, serving a broad range of investors with systematic, model-based investment strategies.