Imad Moussaddak is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where Moussaddak is affiliated, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, and has notable roles including registration with the CFTC and formal advisory responsibilities to multiple registered investment companies.

Troy Bigwood is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc., Goldstein-Milano LLC, and Venture Forward Partners, LLC. OSAIC serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging asset-allocation tools and third-party platforms to offer customized portfolio management across multiple investment types.

Dylan Unger is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on developing investment and retirement strategies tailored to individual clients' goals. Prior to this, Dylan worked as a Financial Planner at Barnum Financial Group from 2019 to 2023 and began his career as an intern at Ameriprise Financial from 2018 to 2019. Dylan's approach centers on providing clients with the necessary tools to work towards their financial aspirations, emphasizing personal service throughout the process. His experience spans various aspects of financial planning and investment consulting, supporting clients through significant life events such as retirement and major purchases. Outside of his professional work, Dylan enjoys golf, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Steve Tremblay is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity Investments in various capacities since 2005. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gavin Grant is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Best Buy, Trinity Logistics, and Bedford School District. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Whelan is a financial advisor with Fidelity Investments in Merrimack, NH, holding a Series 66 designation. He has been with Fidelity since 2026 and has prior experience at Integrated Financial Partners and Argent Wealth Management. Outside of finance, he has been involved with Bellevue Golf Club and Melrose Public Schools. 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 to manage multi-manager funds and model portfolios.

Alexander Smith is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America, N.A. since 2015. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, leveraging its integration with Bank of America and its capital-markets platform.

Joseph Murphy is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as John Hancock Life Insurance Company. Outside of his advisory work, he is involved in insurance brokerage and operates a sole proprietorship focused on fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs advanced portfolio construction tools and offers both discretionary and non-discretionary account management.

Surafeal Wolday is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families build, protect, and preserve their wealth through personalized financial strategies tailored to each client's goals. His expertise includes college education planning, employee benefits planning, equity compensation services, family wealth management strategies, institutional investment consulting, and tax minimization among other areas. Surafeal uses the investment insights of Merrill Lynch and the banking services of Bank of America to provide comprehensive wealth management solutions. Surafeal holds a Bachelor's Degree from the University of Massachusetts System and has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, he is involved in community volunteering and has personal interests in fishing and running marathons.

Dylan Lafond is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has developed his expertise through various roles at Fidelity, including Investor Center Planning Consultant, Investor Center Relationship Manager, Workplace Planning Consultant II, and Workplace Planning Consultant I, spanning from 2020 to the present. Dylan works with individuals, families, and business owners to create holistic financial plans tailored to their needs. His approach involves a personalized planning process centered on clients and their loved ones, aiming to provide confidence and peace of mind. Dylan supports clients through changes in their goals or circumstances, fostering long-lasting relationships. He holds a California Insurance License, which complements his financial advisory services. Outside of his professional life, Dylan enjoys camping, fishing, movies, running, and traveling.

Bill Bereszniewicz is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served in various capacities at Fidelity, including Financial Consultant from 2022 to 2023, Investment Consultant from 2021 to 2022, and Wealth Management Planning Consultant from 2019 to 2021. Before joining Fidelity, he worked as a Relationship Manager at North American Management from 2015 to 2019. Bill is a Certified Financial Planner™ who transitioned from being a professional athlete within the Los Angeles Dodgers organization to financial consulting. His approach focuses on collaborating with clients and their families to develop financial plans that are both optimal and comfortable. Outside of his professional work, Bill enjoys baseball, beach activities, family time, fitness, social events with friends, and outdoor adventures.

Peter Heltzel is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he spent 16 years at New York Theological Seminary. Strategic Advisers LLC, a Fidelity Investments company, offers 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 deliver systematic, long-term asset allocation strategies.

Aidan Mckernan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles with Sanford Mainers, CIISCO Brewers Portsmouth, and the University of New Hampshire's Memorial Union Building. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery.

Joseph Potvin is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2001 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments in various roles since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing fund-of-funds and delivering model portfolios. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI-driven methods and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Jordan Leibovici is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Hatherly Country Club and Qualitas Dental Partners. 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 systematic portfolio construction across mutual funds, ETFs, and ETPs.

Andrew Petralia is a financial advisor at Osaic Wealth Inc. with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Fidelity Investments, Putnam Investments, and rideshare services Lyft and Uber, where he also worked as an independent contractor providing transportation. Osaic Wealth Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Alessandro Sinfonico is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliated entities since 2007. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Samuel Kasten is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked for the Manchester Police Department for four years and has held positions in various other organizations including WordStream and Toast, Inc. 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 utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies across an investable universe of mutual funds, ETFs, and ETPs.

Samuel Sylvain is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he was employed at Castleton University and O'Keefe Landscaping. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and serves a broad client base with both discretionary and non-discretionary advisory solutions.

Stacy Martel is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, Stacy worked at the British Beer Company for eight years and spent time as a homemaker. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.