Kyle Frank 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 FanTrax, Dick's Sporting Goods, and Pitcher List. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and offers services such as discretionary portfolio management and fund advisory.

Camille Sweet is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Camille held roles at Macleod Enterprises, Quinnipiac University, Seadog Brewing Company, and Guac N' Roll. Fidelity’s Strategic Advisers LLC, where Camille works, provides investment management and advisory services to a wide range of clients including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is notable for its use of systematic methodologies and AI-driven approaches in portfolio management.

Jennifer Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has held roles at Fidelity Brokerage Services since 2017 and currently works at Fidelity Investments. Prior to her finance career, she was self-employed in the salon industry and briefly owned a local beauty barre. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Gonzalez is a financial advisor at Fidelity with four years of industry experience and a Series 66 designation. He has been with Fidelity Investments since 2022 and has held several roles prior, including positions at the University of Rhode Island and various other organizations. 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 model portfolios.

Timothy Quinn is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, Timothy worked at Relay Power and has experience in various roles including positions at Westfield State University and Pomodori's. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Scott Doucet is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms, including Merrill and Citizens Securities, Inc., before joining Fidelity in 2012. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios through intermediary platforms.

Gabriel Najim is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Progress Software Corp. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Andrew VanDerslice is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on helping clients develop financial plans and access resources to work toward their financial goals. Prior to his current role, Andrew served as an Investment Advisor Representative at Estate Planners of New England from 2017 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew enjoys activities such as fishing, hiking, sailing, and participating in outdoor adventures. He is also involved in social events with friends and volunteers in his community.

Leonard Izsak is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered investment companies and its use of AI-driven methodologies.

Robyn Bouchard is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.

Ryan Murphy is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Sea-Hare Inc. from 2020 to 2022. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Bruce Madore is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Bank N.A. before joining Fidelity Brokerage Services LLC and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers services such as discretionary portfolio management and fund advisory.

Erin Sailor is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Erin worked at Eduscape Partners, LLC for five years and spent six years with the NYC Department of Education at Frederick Douglass Academy II. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Slupecki is a financial advisor with Charles Schwab and Co., Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior experience includes 13 years at TD Ameritrade, followed by his current role at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

Benjamin Trotter is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes various roles in the hospitality and service sectors as well as time at Trinity College. 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. The firm manages model portfolios across mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Edward Marsi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2012 and serves as a family wealth advisor who works with clients and their families to achieve financial goals, solve complex financial problems, and make informed decisions with their wealth. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Ed focuses on a comprehensive approach to managing wealth by addressing the key variables surrounding investments, including the relationship between income and expenses, tax efficiency, drawdown planning, and estate planning services. Edward holds a High School Diploma from Lynn Vocational Technical Institute and has earned several professional designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, basketball, boxing, camping, cooking, fishing, football, music, watching movies, and spending time with his family.

Nicholas Guarente is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held roles across several industries including healthcare and energy, and has been involved in youth sports as a lacrosse coach for 4 Leaf Lacrosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and uses advanced methods including AI in its research.

Jeff Leclerc is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its related entities since 2010. 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. The firm offers a range of services including discretionary portfolio management and fund advisory, and is recognized for its use of systematic methodologies and its role in constructing model portfolios for Fidelity Institutional Wealth Adviser.

John Vaillancourt is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Voya Financial Advisors, Inc. He maintains a business called Vaillancourt Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management programs.