Brian Coneeny is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Coneeny Investment Management and Axial Financial. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while offering multiple program structures and discretionary model portfolios.

Macgregor Maitland is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, Commonwealth Financial Network, and Signator Investors, Inc. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through personalized and third-party managed portfolio solutions.

Kaitlyn Stathopoulos is a financial advisor at TD Private Client Wealth LLC with 5 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC since 2020. Prior to this, she has worked at TD Bank N.A. since 2007. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a mix of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Thomas Sileo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Commonwealth since 2018 and owns Geodesic Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options, while enabling advisors to construct client portfolios from diverse securities and insurance products.

Kevin Smith is a CFP® with four years of industry experience, currently serving at Mass Mutual Investors Services. He previously worked at Commonwealth Financial Network for six years and has experience at MassMutual Life Insurance Company. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and also provides programs such as wrap accounts and educational seminars.

Kyle Karamanoogian is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at Orca Security, Zycada, Inc., and Fastly, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a blend of proprietary research, quantitative analysis, and systematic methodologies.

Bryce Haynes is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial plans tailored to their unique situations and goals. He began his career at Fidelity Investments as a Customer Relationship Advocate in 2021 and has held multiple roles within the company, including Retirements Representative, Financial Representative, and Relationship Manager before his current position. Prior to joining Fidelity, Bryce worked as an Insurance Representative at Mutual of Omaha from 2020 to 2021. His professional experience includes assisting clients with retirement planning, relationship management, and financial decision-making to help them move toward their financial objectives. Outside of his professional role, Bryce has interests in comedy, cooking and baking, football, golf, movies, and traveling.

Chandler Hall is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Aria Cybersecurity and tenure at John Hall, Inc., as well as time spent at The Pennsylvania State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using a broad range of mutual funds, ETFs, and ETPs.

Diana Erickson is a Financial Consultant at Fidelity Investments, where she currently provides financial advisory services. She has been with Fidelity Investments since 2018, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Client Management Representative, and Portfolio Specialist before assuming her current position in 2023. Her experience at Fidelity Investments spans several aspects of financial services, focusing on client management and investment solutions. Diana holds insurance licenses in Arkansas and California, supporting her ability to assist clients in those states. Diana's professional focus is on helping clients build and grow their wealth.

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

Adam Anastasoff is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and use of AI in research.

Tyler Flecke is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity, he worked at The Local and held various roles including food service positions. Outside of his advisory work, he is employed at a restaurant where he prepares drinks and serves food. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Matthew Smith is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Ameriprise, TD Ameritrade, Charles Schwab, and New York Life. Outside of his advisory role, he is a partner in Saloon TCG LLC, a collectibles and trading card business. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with multi-manager fund structures, registered investment companies, and the use of advanced methodologies including AI in portfolio management.

Grant Denniston is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and previously worked at Steward Partners and Wells Fargo Clearing, as well as Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and advanced operational tools.

Eric Mattison is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Jordan Dean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Hitchiner Manufacturing Co. Inc. and served six years in the New Hampshire Air National Guard. He also held the role of president on the board of directors for the Maisons De La Monuments Condominium association. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing an investable universe of mutual funds, ETFs, and ETPs to deliver model portfolios supported by advanced algorithmic methods and AI.

Todd Leo is a financial advisor with Ameriprise in Milford, NH, holding a Series 63 license and 31 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he is a past president of the Rotary Club of Milford and serves as a SCUBA assistant instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Kelsey Barton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity in 2020, Barton worked at 360 Intel and held roles in marketing and education. 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 range of investment products including mutual funds, ETFs, and fund-of-funds.

Nicholas Delosa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and EBI Consulting. Outside of his advisory work, he is involved with Anthony DeLosa LLC, managing apartment building rent deposits. 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 deliver model portfolios and advisory solutions.

Brian Robinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at DraftKings, Eversource Energy, and the University of Massachusetts Lowell. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with distinctive features such as CFTC registration and formal advisory roles.