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.

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.

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.

Jack London is a financial advisor at Edelman Financial Engines with 33 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. In addition to his financial career, he serves as an on-call firefighter-EMT and director of emergency management for the Town of Dover, and as a special police officer for the Town of Wellesley. He is also a trustee of the Louis Wolfson Foundation and assists with financial management at London Medical Group, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified portfolios and long-term investment strategies across workplace solutions, wealth management, and retirement income services.

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.

Stephen Doucette is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including 20 years at Edward Jones and currently serves as president of Doucette Capital, a support company related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Gabriel Goodhope is a CFP® and ChFC® with 25 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2016, including eight years at Financial Engines Advisors L.L.C. prior to the firm's merger. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

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.

Ryan Mcconnell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. Prior to his advisory career, he was employed in various roles including at Quincy College and Quirk Auto Dealers. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

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.

Sean Flaherty is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has previously worked with Cambridge Investment Research and Cantella & Co., Inc. Flaherty also operates Flaherty Wealth Management as a business entity related to his LPL activities. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Peter Mahoney is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes positions at Fidelity Brokerage Services, Inc. since 1996 and Fidelity Personal and Workplace Advisors since 2018. He is currently based in Dover, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and multi-manager fund structures. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.