Matthew Harbinson is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services LLC since 2019, following prior roles at Citizens Bank and Benchmark Electronics Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and supports various registered investment companies, utilizing systematic methodologies and long-term asset allocation benchmarks.

Michael Burns is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Best Buy and New Hampshire Technical Institute. Outside of his advisory role, he works as an independent contractor for Door Dash, delivering orders to customers. 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 offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a notable role in managing registered investment companies and employing systematic methodologies.

Cameron Fillion is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. He has held multiple roles within Fidelity Investments since 2023 and previously worked at Whole Foods and in local community sports organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Daniel Morong is a CFP® professional with 29 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Londonderry, NH office. Ameriprise offers a retirement-income planning service geared toward individuals near or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement income plans.

Travis Dalton is a financial advisor at Fidelity with five years of industry experience. He previously worked at National Quality Review, Inc. for five years before joining Fidelity. He holds a Series 66 designation. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, with oversight of affiliated and unaffiliated sub-advisers.

John Runnals is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His career includes roles at Edward Jones, Carbonite, and a period of self-employment prior to joining Fidelity, where he has worked since 2020. Strategic Advisers LLC, a Fidelity Investments company where he is also affiliated, offers 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 model portfolios across mutual funds, ETFs, and ETPs.

Brendan Gaffney is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2024, he worked at Sky Meadow Country Club and IMSYS Security. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a mix of discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Steven Strand is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and GWFS Equities, Inc. Outside of finance, he performs general labor and construction work on weekends. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base with discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Emily Ferrin is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2011. 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 discretionary and non-discretionary advisory services, manages fund portfolios, and integrates AI technologies in its investment approach.

Julia Hirsch is a financial advisor at Fidelity Investments with six years of industry experience and holds the Series 66 designation. She has worked at Fidelity since 2020 and has experience outside finance as Marketing Director at the New England Complex Systems Institute, a nonprofit focused on research related to current events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cole Gillette is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he held positions at Target, Virginia Tech, and Kohl’s. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that utilize mutual funds, ETFs, and ETPs.

Nicholas Fulgione is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at various organizations including New England Twisters, Emerson College, and Raytheon Technologies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in its investment processes.

Elisha Goeman is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity Investments, Elisha worked at Bottomline Technologies for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Alice Volkmar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked with InsideJapan Tours and taught English online through VIPKid. Outside of her advisory role, she operates a custom illustration business under the name Alice Bradford Art. Fidelity, through its affiliate 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 a broad range of investment products and model portfolios.

Kelly Davies is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Fidelity Investments, Davies worked at the State of New Hampshire Department of Administrative Services in the Office of Cost Containment for three years. Kelly is based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC, where Davies is affiliated, offers 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

John Munro is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Comcast for 11 years. Outside of his advisory role, he owns and operates Hall of Fame Sports Cards, a business involved in listing, sales, and distribution of sports cards via eBay. Fidelity, through its Strategic Advisers LLC division, 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, offering solutions such as discretionary portfolio management and fund advisory.

Joshua Wilson is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes five years at Group 1 Automotive before joining Fidelity Investments. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Nicolas Cunha is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously spent ten years with Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Daneau is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with several firms, including Linsco/Private Ledger Corp. for 24 years and more recently Securities America Advisors and The Patriot Financial Group. In addition to advisory services, he is involved in insurance sales as part of his business. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of managed account programs supported by a complex affiliate network.

Mathew Silvagnoli Martinez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Bank of America, N.A. and LGA, LLP CPAs & Business. Outside of his advisory role, he works part-time as a bartender at Four Oaks Country Club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.