Elizabeth Sullivan is a Financial Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans tailored to their individual needs. She focuses on building strong relationships and providing ongoing support as clients' financial situations and goals change. Elizabeth has been with Fidelity Investments since 2015, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant. She holds the CERTIFIED FINANCIAL PLANNER™ designation and maintains insurance licenses in Arkansas and California.

Joseph Lemire is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Matthew Carpenter is a financial advisor with Fidelity, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Fidelity, he worked in various roles including party rentals and the food service industry. He attended Westfield State University from 2021 to 2025. 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 systematic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes algorithmic methods and AI for research and portfolio management.

Gerard Mattaliano is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab Bank, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional entities, and municipal organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Zach Glantz is a Planning Consultant at Fidelity Investments. In his role, he works closely with clients to assist them in achieving financial well-being for themselves and their families. Zach emphasizes building long-term relationships and providing a supportive environment for his clients. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before transitioning to his current position in 2025. Zach holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Zach is interested in baseball, golf, movies, spending time with friends and attending social events, and caring for pets.

Randolph Santana Martinez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles in food service and material handling. He operated a home baking business for one year before beginning his career in financial advising. 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 discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Elizabeth Sampson is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial. Her career includes over three decades at Waddell & Reed, Inc., and she also leads her own firm, Sampson West & Associates, Inc. She maintains active roles in multiple investment-related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment strategies.

Rocco Laurano is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he spent 11 years at T-Mobile. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Henriquez is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been affiliated with various Fidelity entities since 2015, including Fidelity Investments and Fidelity Personal and Workplace Advisors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple funds.

William Toomey is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Putnam Investments/Franklin Templeton Investments and Financial Engines Advisors, L.L.C. Before entering the financial services industry, he worked at Gentle Giant Moving Inc and Green Oak Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Rebecca Gearty is a Planning Consultant at Fidelity Investments, where she partners with clients as part of their dedicated Wealth Management Team to create and maintain personalized financial plans. She has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate and Central Relationship Manager before her current position. Rebecca holds insurance licenses in Arkansas and California, supporting her role in financial planning. Outside of her professional work, she engages in personal interests such as beach activities, cooking and baking, family activities, social events with friends, parenthood, and scuba diving.

Alexander Archetti is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, he was involved in entrepreneurial and community-oriented roles, including five years at The Market at Tuscan Kitchen, LLC, and a year at Methuen High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

David Lavallee is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has been with Fidelity Investments since 2010 and currently works within Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in formal advisory roles for multiple registered investment companies and fund-of-funds.

Samuel Grant is a financial advisor with LPL Financial based in Haverhill, MA, holding Series 63 and Series 65 designations and ten years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Atlassian, Opsgenie, and Fidelity Brokerage Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network, providing both discretionary and non-discretionary management supported by model portfolios and research.

Ian Stauder is a Senior Financial Advisor with the Caputo Group at Merrill Lynch Wealth Management. He has over a decade of financial experience, including prior work at Fidelity, where he developed an understanding of the complexities of wealth management, emphasizing the importance of professional guidance in preventing emotional decision-making. Ian works closely with a diverse group of clients, ranging from biotech entrepreneurs and executives to young professionals and families beginning to accumulate wealth. He employs a disciplined, planning-based approach and manages the firm's wealth analyses, tailoring strategies to each client's goals, risk tolerance, timeline, and liquidity needs. Ian focuses on helping clients articulate the purpose of their money and aligns financial plans accordingly, covering areas such as college planning, retirement planning, exit planning, and legacy planning. He encourages discussions with both spouses to understand their values and visions. Ian finds value in meeting with clients to assess progress toward their financial goals and to explain recommendations as needed. His expertise includes divorce transition planning, executive and equity compensation, family wealth management, philanthropic planning, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Economics from Wheaton College in Massachusetts and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Ian resides in Sudbury with his wife and three children. He is involved in community organizations such as Big Brother Big Sister and Habitat for Humanity. His personal interests include fishing, football, golfing, reading, skiing, spending time with family, and traveling.

Erika Tsetsilas is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, Financial Representative, and Customer Relationship Advocate, accumulating experience in various aspects of financial services since 2021. Erika focuses on creating a collaborative financial planning process that centers on her clients' goals, drivers, and preferences. Her approach emphasizes compassion and integrity, aiming to make complex financial matters accessible and understandable. Outside of her professional work, Erika engages in personal interests such as golf, spending time at the lake, and skiing.

Jason Sigman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2004. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing its model portfolios.

Vylette Leone is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2018. Prior to joining Fidelity Investments in 2025, her background includes roles in education and community work. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory services for multiple registered investment companies.

Michael Flynn is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Digital Federal Credit Union, Marist College, and United Parcel Service. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jill Carroll is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a position she has held since 2023. In her role, she collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at meeting long-term investment goals. Jill's professional experience is centered on investment management consulting within the private wealth management sector. Outside of her professional activities, she engages in personal interests including biking, fitness, hiking, kayaking, visiting museums, and caring for pets.