Olivia Coco is a Planning Consultant at Fidelity Investments, where she serves as a trusted point of contact for Financial Consultants, providing proactive support and guiding clients through their financial journeys with confidence and clarity. She has been with Fidelity Investments since 2023 and has held roles including Financial Representative and Relationship Manager prior to her current position. Her professional experience encompasses various aspects of financial consulting and client relationship management within Fidelity Investments. Olivia's work focuses on supporting financial consultants and ensuring clients receive comprehensive assistance in their financial planning. Outside of her professional responsibilities, Olivia enjoys fitness, hiking, music, outdoor adventures, reading, and running.

Mathew Silvagnoli Martinez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Bank of America, N.A. and LGA, LLP CPAs & Business. Outside of his advisory role, he works part-time as a bartender at Four Oaks Country Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Melissa Maddocks is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Fidelity Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

George Hanscom is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been affiliated with Cetera and its related entities since 2016. Outside of his advisory role, Hanscom manages tax preparation and consulting services through George Hanscom & Associates and owns GJH Processing, a business focused on e-filing tax returns. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Curtis Petri Jr. is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity affiliated entities since 2004. Outside of his advisory role, he participates in marketing focus groups for Fieldwork Boston. 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 integrates proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs while maintaining oversight of sub-advisers and share class allocations.

Brian Murphy is an Investment Consultant currently working at Fidelity Investments since 2024. He focuses on collaborating with clients to develop holistic financial plans tailored to their specific goals, with an emphasis on fostering client confidence and comfort in their financial strategies. His professional experience includes roles at Fidelity Investments as a Financial Representative from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2022. Prior to that, he worked at Putnam Investments as an Investor Services Associate from 2020 to 2021 and served as a College Financial Representative at Northwestern Mutual in 2020.

Matthew Ditullio is a financial advisor with Fidelity, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Solidscape Inc and Contour Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Dillon Bigl is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Burndy LLC and Hannaford Bros. Dillon has been with Fidelity since 2019. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Beth Shaw is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2015. Outside of her advisory work, she creates handmade crocheted items through a personal craft business. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across diverse asset classes.

Frank Posluszny Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, he is president and chief accountant of Wyze Business Centers Inc., which provides tax preparation, bookkeeping, auditing, payroll, and business consulting services. He also serves on the boards of the Methuen Municipal Employees Federal Credit Union and the South Shore Charter Education Foundation Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial wellness services. The firm provides a variety of investment implementation options through multiple custody and platform arrangements, combining proprietary strategies and access to unaffiliated managers tailored to client objectives.

William Kindle is a financial advisor at Edelman Financial Engines with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Homestead Advisers Corp., Windham Capital Management, and Wellesley Asset Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including discretionary management and online advice, using a committee-driven modeling process combined with planner delivery and online tools.

Jon Bicknell is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Cetera. His career includes roles at Cetera Advisors LLC, Investors Capital Corp., and Osaic FA, Inc. In addition to his advisory work, he is involved in fixed insurance sales, operates a financial services DBA, and is engaged in life settlements. Cetera Investment Advisers LLC distributes advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with discretionary and non-discretionary options.

Jeffrey Kilbourne is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory role, he is the lead guitarist in a live rock band called Dayz Gone. Fidelity provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios based on systematic methodologies and long-term asset allocation benchmarks.

Nicholas Bella is the Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative - Full Trader. Throughout his tenure at Fidelity Investments, Nicholas has developed expertise in financial planning, investment strategy, and income planning tailored to meet the unique needs of clients and their families. He emphasizes advocacy, consistent communication, and clarity in working with clients to achieve their financial goals. No information regarding his education, credentials, personal interests, or community involvement was provided.

Tyler Wacker is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His background includes service in the United States Air Force and roles with the Department of Defense, as well as self-employment in the mobile oil sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

John Ronan is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of advisory work, he is involved in axe throwing as an instructor and crafts custom axe handles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting various advisory and fund management roles.

Jared Miller is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021. His prior roles include positions at Advantage Resourcing LLC and Crescent Group LLC. Fidelity’s Strategic Advisers LLC, a part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction to manage a variety of fund structures and model portfolios.

William Consavage is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to navigate the financial landscape by understanding their priorities and collaborating to build personalized plans aimed at achieving their financial goals. He utilizes Fidelity's platform to provide guidance and support tailored to each client's definition of financial success. William has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative, Investment Management Consultant I and II, before assuming his current position in 2023. He holds insurance licenses in Arkansas and California. Outside of his professional duties, William has interests in fishing, golf, military service, traveling, and volunteering.

Preston Mattson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at the University of Massachusetts Amherst and worked in the food service industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. Their investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic methodologies.

Nick Aspromonti is currently serving as an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to co-create personalized plans aimed at helping them work toward their financial goals. Nick has progressively developed his expertise through various roles at Fidelity Investments, including positions as Investment Solutions Representative II and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. This experience has provided him with a broad understanding of client service and investment solutions. Additional information regarding Nick's education, credentials, personal interests, or community involvement has not been provided.