Curtis Petri Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with various Fidelity entities since 2004 and participates in marketing focus groups outside his advisory role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using 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.

Brian Murphy is an Investment Consultant currently working at Fidelity Investments since 2024. He focuses on collaborating with clients to develop holistic financial plans tailored to their specific goals, with an emphasis on fostering client confidence and comfort in their financial strategies. His professional experience includes roles at Fidelity Investments as a Financial Representative from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2022. Prior to that, he worked at Putnam Investments as an Investor Services Associate from 2020 to 2021 and served as a College Financial Representative at Northwestern Mutual in 2020.

Matthew Ditullio is a financial advisor with Fidelity, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Solidscape Inc and Contour Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Joshua Chabot is a financial advisor with Ameriprise in Amherst, NH, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Outside of his advisory work, he sublets office space as a secondary business activity. Ameriprise is an institutional firm serving individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ financial situations.

Dillon Bigl is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2019. Prior to that, he held roles at Burndy LLC, Hannaford Bros, and RD Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Jeffrey Kilbourne is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory role, he is the lead guitarist in a live rock band called Dayz Gone. Fidelity provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios based on systematic methodologies and long-term asset allocation benchmarks.

Elizabeth Lincoln is a financial advisor at Ameriprise with 11 years of experience at the firm and holds a Series 66 designation. She has been with Ameriprise since 2015. Outside of her advisory role, she offers pet sitting services for friends and family. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-efficient withdrawal strategies and Social Security options.

Caitlyn Miano is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services Inc. and Boston Private Bank and Trust Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, custody, and brokerage services using a combination of in-house and third-party investment managers.

John Ronan is a financial advisor with Fidelity, holding a Series 66 credential and five years of industry experience. His background includes roles at Fidelity Investments and community organizations such as The Arc of Opportunity and the North Central Massachusetts Chamber of Commerce. Outside of his advisory work, he is involved in an axe throwing venue and crafts custom axe handles. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis and provides services including discretionary portfolio management and fund advisory.

Jared Miller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes positions at Fidelity Investments since 2021, as well as prior roles at Advantage Resourcing LLC and Crescent Group LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered investment companies.

William Consavage is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to navigate the financial landscape by understanding their priorities and collaborating to build personalized plans aimed at achieving their financial goals. He utilizes Fidelity's platform to provide guidance and support tailored to each client's definition of financial success. William has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative, Investment Management Consultant I and II, before assuming his current position in 2023. He holds insurance licenses in Arkansas and California. Outside of his professional duties, William has interests in fishing, golf, military service, traveling, and volunteering.

Preston Mattson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at the University of Massachusetts Amherst and several food service establishments. He has also worked in academic and dining environments, including a position at UMass Amherst’s Department of ECGS. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and uses systematic methodologies, including algorithmic portfolio construction, to manage portfolios across a broad investable universe.

Nick Aspromonti is currently serving as an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to co-create personalized plans aimed at helping them work toward their financial goals. Nick has progressively developed his expertise through various roles at Fidelity Investments, including positions as Investment Solutions Representative II and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. This experience has provided him with a broad understanding of client service and investment solutions. Additional information regarding Nick's education, credentials, personal interests, or community involvement has not been provided.

Valerie McClendon is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. Her career includes roles at Financial Strategies Retirement Partners and Commonwealth Financial Network, as well as over two decades at Qualified Benefits, Inc. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, and public sector entities. The firm offers specialized services such as the SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains capabilities in municipal and public finance advisory.

Blake Thomas is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has advanced through several roles at Fidelity, including Investment Solutions Representative, Investment Management Consultant I and II, before attaining his current position in 2022. Blake partners with clients to understand their financial goals and implements strategies to develop comprehensive lifetime financial plans. He holds insurance licenses in Arkansas and California, supporting his ability to provide tailored financial advice. Outside of his professional work, Blake enjoys cars, fishing, golf, outdoor adventures, parenthood, and photography.

Jillian Allaire is a financial advisor at Fidelity with 11 years of industry experience. She has worked at Fidelity Brokerage Services since 2018 and previously at Sullivan and Cogliano and Fidelity Investments. Outside of her advisory role, she serves as a board member of the Putney Pond Neighborhood Association, participating in annual meetings to support community decisions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Joseph Rockwell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021. Outside of his advisory role, he has been involved with UMass Men's Rugby from 2019 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Taylor Mailloux is a financial advisor at Fidelity with seven years of industry experience. Their background includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as experience outside finance at Woodpellets.com/Nagler Group and Massage Envy. 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 portfolios composed of mutual funds, ETFs, and ETPs.

Brooke Spicer is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015. Outside of her advisory work, she maintains a travel blog called Travel Babble Repeat where she shares her travel experiences. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including discretionary and non-discretionary accounts, fund advisory services, and model portfolios, with oversight controls aimed at addressing conflicts of interest.

Ethan Keyes is a financial advisor at Fidelity Investments with a Series 66 designation and less than one year of industry experience. His prior work history includes various roles at Gordon College and Wheaton College, as well as a position at the Danvers Community YMCA. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage investments, and it is noted for its roles as a commodity pool operator, advisory services to registered investment companies, and use of AI in research.