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.

Beth Shaw is a financial advisor at Fidelity with Series 66 and Series 63 credentials and 10 years of industry experience. She has worked within various divisions of Fidelity since 2015. Outside of her advisory role, she creates handmade crocheted items through her small business, BLiS Crochet. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

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 Raymond James & Associates with four years of industry experience. She previously worked at Ameriprise for eleven years. Outside of her advisory role, she engages in pet sitting for friends and family. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Caitlyn Miano is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services 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 plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

John Ronan is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of advisory work, he is involved in axe throwing as an instructor and crafts custom axe handles. 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 employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting various advisory and fund management roles.

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 two years of industry experience. Prior to joining Fidelity, he worked in various roles including at UMass Amherst and in the food service sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base including registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

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 Mc Clendon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Financial Strategies Retirement Partners and Boston Wealth Strategies. She has also worked extensively at Qualified Benefits, Inc. from 1998 to 2022. 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, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

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 with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, his background includes roles at Market Basket and involvement with UMass Men's Rugby. 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 to manage diversified portfolios.

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 with a Series 66 credential and one year of industry experience. His prior work includes various roles at Gordon College and Retirement Resources Investment Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios utilizing mutual funds, ETFs, and ETPs, and has regulatory registrations and advisory roles that distinguish it among large institutional firms.

William Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services such as discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.