Travis Dalton is a financial advisor at Fidelity with five years of industry experience. He previously worked at National Quality Review, Inc. for five years before joining Fidelity. He holds a Series 66 designation. 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 develop model portfolios, with oversight of affiliated and unaffiliated sub-advisers.

John Runnals is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His career includes roles at Edward Jones, Carbonite, and a period of self-employment prior to joining Fidelity, where he has worked since 2020. Strategic Advisers LLC, a Fidelity Investments company where he is also affiliated, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brendan Gaffney is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Sky Meadow Country Club and IMSYS Security. Fidelity’s Strategic Advisers LLC provides 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 notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of algorithmic and AI tools in its investment process.

Joshua Franklin is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. He is also involved with David's World Famous, a business outside the financial industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Steven Strand is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and GWFS Equities, Inc. Outside of finance, he performs general labor and construction work on weekends. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base with discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Barry Debany is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and owns Debany Financial Group, LLC, which provides financial services. Outside of finance, he is the executive producer of a musical performance scheduled for Carnegie Hall in 2027. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment advisory services through a multi-manager platform, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Emily Ferrin is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2011. 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 offers discretionary and non-discretionary advisory services, manages fund portfolios, and integrates AI technologies in its investment approach.

Julia Hirsch is a financial advisor at Fidelity Investments with six years of industry experience and holds the Series 66 designation. She has worked at Fidelity since 2020 and has experience outside finance as Marketing Director at the New England Complex Systems Institute, a nonprofit focused on research related to current events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Eric Hobin is a financial advisor with Raymond James & Associates in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Banc of America Investment Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Cole Gillette is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he held positions at Target, Virginia Tech, and Kohl’s. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that utilize mutual funds, ETFs, and ETPs.

Nicholas Fulgione is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at various organizations including New England Twisters, Emerson College, and Raytheon Technologies. Strategic Advisers LLC, a Fidelity Investments company, 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 is noted for its use of model portfolios, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in its investment processes.

Gerald D'Apice is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with individuals and families to develop personalized financial plans that address long-term risks and adapt to changing market conditions, aiming to align clients' portfolios with their personal financial goals. Gerald has been with Fidelity Investments since 2013 in various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to that, he worked as a Client Services Representative at Empower from 2011 to 2013.

Ralph Merheb is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company and has held a service position at Puttshack Boston. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment portfolios.

Elisha Goeman is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity Investments, Elisha worked at Bottomline Technologies for four years. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Alice Volkmar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked with InsideJapan Tours and taught English online through VIPKid. Outside of her advisory role, she operates a custom illustration business under the name Alice Bradford Art. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products and model portfolios.

Kelly Davies is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Fidelity Investments, Davies worked at the State of New Hampshire Department of Administrative Services in the Office of Cost Containment for three years. Kelly is based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC, where Davies is affiliated, offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

John Munro is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Comcast for 11 years. Outside of his advisory role, he owns and operates Hall of Fame Sports Cards, a business involved in listing, sales, and distribution of sports cards via eBay. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and fund advisory.

Joshua Wilson is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes five years at Group 1 Automotive before joining Fidelity Investments. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Timothy Terhune is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held roles at Comcast and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including oversight of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm maintains roles in commodity pool operations and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Arsenault is a Wealth Management Advisor with The Battaglia McCauley Group at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and joined Merrill Lynch in 2019. Ryan provides investment and wealth management strategies tailored to entrepreneurs, corporate executives, retirees, and their families. His approach emphasizes clear communication, disciplined planning, and aligning investment decisions with clients' broader financial goals as their lives and priorities change. He collaborates regularly with clients' attorneys, accountants, and other trusted advisors to coordinate strategies effectively. Ryan holds a Bachelor's Degree from the University of New Hampshire and is a CERTIFIED FINANCIAL PLANNER® (CFP) certificant. He is also a Personal Investment Advisor (PIA) and participates in the UNH Alumni Boston Chapter. Outside of his professional work, Ryan is involved with the Greater Boston Food Bank and enjoys bowling, cooking, football, golfing, ice hockey, skiing, tennis, traveling, watching movies, and spending time with his family.