James Sargavakian is a financial advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. Prior to joining Fidelity, his background includes various roles primarily in education and short-term entrepreneurial activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates, including fund advisory and model portfolio delivery.

Christopher Hayes is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. Its investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios developed through systematic methodologies.

Andrew Madi is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and Chase Bank. 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 algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and holds registrations and advisory roles that distinguish it among large institutional peers.

Katherine Cushing is a financial advisor with Fidelity Investments who holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Fidelity, she worked at Anthropologie and held various positions in retail. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Jim Akatyszewski is the Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop personalized wealth plans aligned with their financial goals, building adaptable financial plans that meet evolving family needs. Jim has been with Fidelity Investments since 2012, progressing through roles including Financial Representative II, Workplace Planning And Guidance I and II, Investment Consultant, and Financial Consultant before assuming his current position in 2023. His experience spans a range of financial planning and consulting services within the firm. Outside of his professional work, Jim enjoys outdoor activities such as biking, camping, fishing, hiking, and spending time at the lake.

Adam Murphy is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at TIAA for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Schultz is a Financial Consultant at Fidelity Investments. With over 16 years of experience, he focuses on building personal relationships to understand clients' needs and goals, working closely to create customized strategies that support their financial objectives over time. His career at Fidelity Investments includes roles such as Investment Management Consultant III, Portfolio Specialist, Client Management Representative, Relationship Manager, Premium Service Representative, and Financial Representative, spanning from 2010 to the present. David holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in beach activities, bowling, fitness, golf, skiing, and traveling.

Andriana Nyzio is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. Her prior work includes roles at TD Bank and Carlson Wagonlit Travel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of investment products, including multi-manager and fund-of-funds structures.

Christopher O'Brien is a financial advisor at Fidelity with 16 years of industry experience and holds the Series 66 designation. He has worked with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Matthew Emmons is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fidelity Investments since 2007, including seven years with Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services including fund management and model portfolio delivery.

Danielle Reimer is a financial advisor at Fidelity Investments with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she held various positions including roles at the College of Charleston and Stono Park Elementary School. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and involvement in commodity pool operations and fund advisory services.

Morgan Liphardt is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Aflac, CID Consulting LLC, and worked in various positions including teaching at St John Fisher College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Conor Kirby is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. He works with Strategic Advisers LLC, a Fidelity Investments company that 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 model portfolios and oversee affiliated sub-advisers.

Craig Hogan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked within various divisions of Fidelity since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Steven Balloch is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at S.I.I. for 15 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in the sale of fixed insurance products and general office administration. Additionally, he is a Notary Public in the state of New Hampshire. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and advisory, financial planning, and managed accounts, utilizing various asset-allocation tools and third-party platforms to support investment strategies.

Cody Spicer is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Adecco USA Inc and Robert Half. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a wide range of portfolios including multi-manager and fund-of-funds structures.

Patrick Forrestall is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role at Fidelity, he held positions at The Cheesecake Factory, City Tap House, and SimpliSafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Brian Artus is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2000. He began his career in investments at Fidelity in 2000, progressed to a proactive role from 2001 to 2006, and has served as a Financial Consultant from 2006 to the present. In his work, Brian collaborates with clients and their families to develop financial plans tailored to their objectives and preferences. He holds insurance licenses in Arkansas and California.

David Lafferty is a CFA® charterholder with 28 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent 16 years at Cdc Ixis Asset Management Distributors, Lp. He holds a Series 63 license and is based in Windham, NH. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment offerings.

Slater Sullivan is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles in both the financial sector and creative industries, such as working with FrameForge Storyboard Studio and film production companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.