Megan Tan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Blue Bottle Coffee and participated in various community and educational activities including work with Bowdoin Organic Garden and Bowdoin College. 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. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Cole Cidade is a financial advisor with Fidelity, holding a Series 66 designation and entering the industry in 2024. Prior to joining Fidelity, he held roles at New York Life and various other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its formal advisory role to multiple registered investment companies and fund-of-funds.

Michael Orlowski is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Bank of America, Merrill, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services and model portfolios.

Robert Dennis is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves a broad range of clients through discretionary and non-discretionary advisory services.

Janet Frye is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has 38 years of industry experience. Since 2010, she has operated Janet H. Frye Financial and has served as an independent contractor with 1776 Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized consulting services.

Tracy Johnson is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, she owns a business selling vintage and upcycled furniture through a booth at an antique mall and serves as secretary for the North Cumberland Middle School Parent Teacher 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pieter Vanvredenburch is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Market Alpha Advisors, Tullett Prebon Americas Holdings Inc., and HSBC Securities (USA) Inc. He is also associated with 1776 Financial as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, ranging from individuals and high-net-worth clients to corporations and institutional clients. The firm employs a tailored, non-discretionary approach to planning and investment consulting, utilizing analytical tools and risk profiling to guide client decisions.

Xavier Diaz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at DCU, F and P Realty Trust, Charter, New England Distribution, and CSS. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles. The firm also serves as a commodity pool operator and provides advisory services to registered investment companies and fund-of-funds.

Jack Michaud is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior roles include positions at One Energy, Loomis, Leadership Logistics LLC, and H&R Block. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles and delivers model portfolios while maintaining oversight controls and addressing conflicts of interest.

Brandon Walsh is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Fuse Builds and McCourt Construction Company, as well as involvement with Concannon Fitness Center. Fidelity’s Strategic Advisers LLC provides 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 deliver model portfolios and discretionary management across various investment vehicles.

Cooper Swift is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Swift worked in various roles including positions at Lynch's Furniture and involvement with hockey organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and maintains advisory roles for several registered investment companies and fund-of-funds.

Ryan Reed is a financial advisor with Fidelity in Smithfield, Rhode Island, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at BayCoast Bank and experience with Affordable Awnings/WHR Painting and teaching positions at High Point University and Barrington High School. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Cody Kirschbaum is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2024, he worked at Genesys Diagnostics Inc. for four years. 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 discretionary and non-discretionary portfolios.

Andrew Dunn is an Investment Consultant at Fidelity Investments, where he assists clients and their families in creating customized financial plans designed to provide confidence, clarity, and stability throughout retirement. He has held several roles at Fidelity Investments since 2020, progressing from Investor Center Intern to Financial Representative, Relationship Manager, Planning Consultant, and currently serving as Investment Consultant. Throughout his tenure at Fidelity Investments, Andrew has developed expertise in investment consulting and financial planning. His career progression within the company reflects a deepening understanding of client needs and financial strategies. Outside of his professional responsibilities, Andrew is interested in football, golf, traveling, and social events with friends.

Vanessa Lorden is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Nasuni and the Boston University School of Medicine. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Paul Tavarez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 4 years of industry experience. His prior work includes roles at several gig economy companies in 2021 and involvement with the Racial and Environmental Justice Committee from 2019 to 2020. He also worked with the Providence Student Union from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic portfolio construction and its advisory role to multiple registered investment companies and fund-of-funds.

Benjamin Krikorian is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2006. His prior work includes roles at First Allied Securities, Inc. and First Financial Advisory Services Inc. He has involvement with Seven Point Financial in Walpole, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

William Biemer is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Milton Hill Sport and Spa and Cambridge College. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as model portfolios for intermediary platforms.

Pavel Prihodko is a financial advisor at Merrill with Series 63 and Series 66 registrations and four years of industry experience. He has worked at Bank of America and JPMorgan Chase prior to his current role. 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 both model-based and discretionary investment strategies to a range of individual and institutional clients.

Ryan Gordon is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios and funds.