Anthony Paolo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Fay Law Associates, NYLIFE Securities LLC, and New York Life Insurance Co. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios using systematic methodologies and long-term asset allocation benchmarks.

Alexander Abatecola is a financial advisor at Fidelity with five years of industry experience. He previously worked at First Command for five years and served with Rhode Island Military Funeral Honors for five years. He holds Series 63 and Series 66 licenses. 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 deliver model portfolios, and it engages in advisory roles that include management of fund-of-funds and multi-manager structures.

Quan Ma is a financial advisor at Fidelity with a Series 66 designation and recent experience beginning in 2024. Prior to joining Fidelity, Quan worked at K-ZAO and has held positions in various industries including design and retail. 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 discretionary and non-discretionary portfolios.

Nora Yousif is a CFP® with 14 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. She serves on the boards of the Easton Lion’s Club, the Women’s Boston Bar Foundation, and the Women’s Foundation of Boston. These roles involve fundraising, community outreach, and supporting access to justice and empowerment for underserved women and families. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, alongside features such as tax management and responsible investing options.

Puja Gowda is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she was with Equitable Advisors, LLC and has an educational background from Case Western Reserve University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Joel Agus is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and previously worked for Commonwealth Financial Network for 19 years. Agus is also president of Highland Capital, a non-investment-related support company that he manages alongside his advisory work. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains institutional consulting and portfolio management within a large advisor network.

Janet Mullaney is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at several firms including Merrill and Bank of America before joining Fidelity. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Conor Clifford is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Day Kimbell Hospital and Burrillville Extended Care. Conor is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Stephen Benevento is a CFP® with 25 years of industry experience, currently with Equitable Advisors since 2024. He previously worked at LPL Financial for 13 years. Outside of his advisory role, he is involved with the Ronald M & Beverlie Benevento Revocable Trust. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Jennifer Duguay is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services, LLC and National Financial Services prior to her current role. Jennifer is based in Smithfield, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Christopher Dandeneau is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. His prior work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Prudential Advisors. Outside of finance, he has experience with the Pittsburgh Pirates and spent five years affiliated with the University of Connecticut. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Ryan Kosh is a financial advisor at Fidelity with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in various roles outside the financial industry, including positions related to music and event venues. 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. The firm manages multiple registered investment companies and delivers model portfolios to intermediary platforms.

William Kisseberth is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual needs and financial objectives. He has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Workplace Planning Consultant I, II, and III before becoming a Planning Consultant in 2026. William holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys a range of personal interests including spending time at the beach, engaging in family activities, watching football and movies, skiing, and traveling.

Brooke Messier is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her background includes roles at Legal Sea Foods and Arous Studio prior to joining Fidelity. 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 portfolios that include mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is notable for its registered commodity pool operator status and use of AI-driven research methodologies.

Raul Guzman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 credential and has previously worked at LendSure Mortgage Corp and Santander Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds and ETFs.

Zachary Essex is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at DevvMedia and held several other roles during and shortly after his undergraduate studies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Alina Okulovska is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Ukrainian Construction Investment Bank, PINbank, and Sberbank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Isaiah Farrar is an Investment Solutions Representative III at Fidelity Investments, where he has been building his expertise since 2023. In this role, he partners with clients to understand their short and long-term financial goals and helps develop customized financial plans tailored to their unique needs. Isaiah has progressed through multiple levels within Fidelity Investments, starting as a Customer Relationship Advocate before advancing through the ranks of Investment Solutions Representative I and II, culminating in his current position. His professional focus is on forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional role, Isaiah has personal interests in fitness, golf, motorcycles, and music.

Michael Gillette is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of Fidelity since 1994. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and delivery of model portfolios through systematic methodologies.

Guillermo Alberto is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is involved in a non-variable insurance business and operates a financial services DBA connected to LPL Financial. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by various model portfolios and research resources.