Emily Coleman is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.

Connor Slein is a financial advisor at Edward Jones with 12 years of industry experience. He previously worked at American Funds and American Funds Distributors, Inc. Outside of his advisory role, he manages operational and financial aspects of a family real estate business in Salem, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Maddy Aslansan is a Financial Consultant at Fidelity Investments. She collaborates with clients to develop and implement personalized financial plans aimed at building, preserving, and transferring wealth. Maddy supports individuals and their families through each stage of their financial journey. She has been with Fidelity Investments since 2019, holding various roles including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. This progression reflects her experience in financial planning and client relationship management. Further educational background and personal interests have not been provided.

Kyle Vallee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at GW & Wade Wealth Management LLC and Stoneham Municipal Employees Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios based on proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its investment approach.

Raj Patel is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked at T-Mobile for seven years before joining Fidelity. His earlier roles include work at 2020 Companies and the University of Massachusetts Lowell. Fidelity’s Strategic Advisers LLC, where Patel is based, 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 diversified model portfolios.

Philip Chu is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at UST Securities Corp and Bank of America for 17 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Ruger is a Series 66-licensed financial advisor with Fidelity, based in Nashua, NH, with 18 years of industry experience. He has been with Fidelity Investments since 2008. 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 create model portfolios, and it serves as an advisor to multiple registered funds and institutional platforms.

Shane Crayton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior work experience includes roles in healthcare, fitness, and education sectors. 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 research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services that include discretionary and non-discretionary management.

Christine Patane is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, with additional experience at Premier Mortgage Lending. Outside of her advisory role, she serves as a property manager for a multi-family real estate business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Amy Locke is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across several Fidelity divisions since 2014. 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 offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with notable involvement in commodity pool operations and the use of AI-driven research methods.

James Savarino is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at SII / Boston Partners for 14 years. Outside of his advisory role, he serves on the finance committee of the Danvers Fish and Game Club, a 501(c)(4) organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a range of investment vehicles.

Ryan Kerr is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2006, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. His prior experience includes positions at Edward Jones, Charles Schwab, Citizens Securities, and UBS Financial Services. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Genny Rizzotti is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent seven years as a homemaker. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Mitchell Monette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes multiple roles at Fidelity Investments since 2022 and previous positions in education and municipal services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Irina Biley is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 2009, serving in various roles including Investment Consultant, Financial Representative, Retirement Solutions Representative, Active Trader Services, Premium Services Representative, and Service Trading. Prior to joining Fidelity, she worked at TD Bank as a Customer Service Representative and as an Administrative Assistant at TD Wealth Management. Her professional experience covers a range of financial services, focusing on retirement planning, education savings, and investment growth. As a Certified Financial Planner, she emphasizes building meaningful relationships with clients, helping them navigate their financial goals and challenges. Details about her education, credentials beyond Certified Financial Planner, and personal interests or community involvement have not been provided.

Vitaliy Biley is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Kami Maker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, Maker worked at Moorecenter Services and Nashua Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies and management of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long‑term asset allocation benchmarks.

Patrick Hammond is a CFP®-certified financial advisor with seven years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has prior experience at Edward Jones, Putnam Investments, and Fidelity Investments. Outside of his advisory role, he co-owns a consulting business focused on coaching newer financial advisors on career development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work alongside specialized employer advisory programs.

Camden Clark is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles outside of finance, such as positions at Texas Roadhouse, Kitty Hawk Surf Co., Shaw's Supermarkets, and Target. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeffrey Peterson is a financial advisor at Fidelity with 20 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 from 2018 to 2025. Outside of his advisory work, Peterson serves as a professor at Suffolk University, instructing CFP-level courses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers services such as discretionary management and fund advisory.