Jacob Galvin is a Planning Consultant at Fidelity Investments, where he works closely with clients to build personalized financial plans aimed at helping them identify and work towards their goals. He has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Customer Relationship Advocate. Before joining Fidelity, Jacob gained experience as a Financial Administrator at Raymond James, METRO Financial Strategies from 2020 to 2021. His professional background reflects a focus on client service and financial planning within the investment industry.

Kenneth Zahn is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Granite State Race Services and as a furniture maker with his own woodworking business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm is registered with the CFTC as a commodity pool operator and serves multiple registered investment companies and fund‑of‑funds.

Kyle Gendreau is a financial advisor at Fidelity with a Series 66 designation. He has one year of industry experience, including prior work at Morgan Stanley and various roles outside the financial sector, such as involvement with Jaygees Ice Cream and Lizzy's Homemade Ice Cream. 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 serves a diverse client base and manages multiple registered investment companies and model portfolios using systematic methodologies and oversight controls.

Brad Woolridge is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following a prior 13-year tenure at Walgreens. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and supports various advisory structures and model portfolios using systematic methodologies.

Brian Mccarthy is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has held various roles within Fidelity since 2013, including positions at Fidelity Investments Institutional Operations Company Inc and Fidelity Brokerage Services LLC. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often utilizing affiliated and unaffiliated sub-advisers.

Ryan Hines is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Investments and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that integrates proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

David Roberson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Mack Wilson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fidelity Investments and its affiliated entities since 2006. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery.

Amanda Davison is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, she held positions at American Campus Communities, Chipotle Mexican Grill, and Whole Foods Market, as well as various roles associated with educational institutions from 2015 to 2023. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Bill Hybsch is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He helps clients develop financial plans aimed at navigating various stages of life and building a financial future for themselves and their families. Bill has extensive experience within Fidelity Investments, having held several positions since 2011 including Managed Solutions Consultant, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His background encompasses client management and retirement and investment solutions. He holds insurance licenses in Arkansas and California.

Stephen Freedman is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines in Burlington, MA. He has been with Financial Engines Advisors L.L.C. since 2018 and previously worked at Edelman Financial Services, LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, rebalancing, and long-term investment strategies.

Solomon Sanchez is a Planning Consultant at Fidelity Investments, where he develops tailored financial plans that align with clients' individual goals and values. He works closely with clients to understand their unique objectives and motivations, creating personalized investment strategies aimed at supporting long-term financial stability. Solomon has progressed through various roles at Fidelity Investments since 2024, including Investment Solutions Representative levels I through III and Customer Relationship Advocate. He holds an Arkansas Insurance License. Outside of his professional work, Solomon engages in family activities and enjoys interests such as football, lake outings, outdoor adventures, snowboarding, and traveling.

Mark Carroll is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has worked across multiple Fidelity entities since 2004. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe, applying systematic methodologies and long-term asset allocation benchmarks.

Maggan Arbasetti is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Pressed Cafe Commissary LLC and The Cheesecake Factory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brendan Sheehan is a Vice President, Financial Consultant with Fidelity Investments in Littleton. He works with individuals and households to create, execute, and review customized financial plans aimed at achieving their financial goals. Brendan serves high net worth clients, along with their family and friends throughout Central Massachusetts, providing investment guidance, income planning, and distribution planning. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative - Phones, Financial Representative - Branch Office, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Brendan's professional experience is centered on financial consulting and investment services. Outside of work, Brendan's personal interests include baseball, beach activities, family activities, golf, pets, and traveling.

Miles Kerrigan is a financial advisor at Fidelity with seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously at Jewish Family & Children's Services. Kerrigan holds Series 63 and Series 66 designations. 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 employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its role as a commodity pool operator.

Joseph D'Alelio is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 1998, initially serving as a Vice President Financial Planning Consultant until 2015, and currently holds his position as Vice President Wealth Management Advisor. Throughout his tenure at Fidelity, Joseph has worked closely with clients to understand their priorities and provide tailored financial guidance. His professional experience spans financial planning and wealth management advisory roles, focusing on helping clients work toward their financial goals. Joseph emphasizes gaining a clear understanding of what is important to clients and their families to offer insight-driven advice aligned with their objectives.

Richard Biagiotti is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. He serves on the City of Lynn Retirement Board, a nonprofit entity involved in processing retirement applications for Massachusetts retirement systems. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Eric Nelson is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, 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 research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Philip Vidic is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating sub-advisers and model portfolios based on mutual funds, ETFs, and ETPs.