Josh Perillo is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients develop financial plans and ensuring they have the resources to pursue their goals. Josh has been with Fidelity Investments since 2020, progressing from a Customer Relationship Advocate to an Onboarding Team Leader before becoming a Planning Consultant. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Josh enjoys activities such as biking, fitness, hiking, outdoor adventures, snowboarding, and spending time with his pets.

Kevin Losty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at several firms, including Commonwealth Financial Network and Mass Mutual Investors Services, and operates Losty Wealth Management, where he also serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Christine Rauser is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at RBC Capital Markets for six years before joining Ameriprise in 2022. Outside of her advisory role, she manages her business activities through an LLC. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Greg Abate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2011, progressing through roles including Investment Management Consultant III, Senior Portfolio Specialist, and Portfolio Specialist. His professional experience encompasses various aspects of financial consulting and portfolio management. Greg holds insurance licenses in Arkansas and California. He emphasizes building collaborative and open relationships with his clients to understand their financial goals and provide tailored planning support. Outside of his professional work, Greg engages in family activities, enjoys movies, reading, traveling, and writing.

Andrew Hernandez is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity Investments since 2020 and previously worked at Staples Inc. from 2016 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and it is noted for its use of systematic methodologies and its role in managing registered investment companies and fund-of-funds.

Christopher Brown is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2016. Fidelity’s 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 algorithmic portfolio construction to manage and advise on a broad range of investment products.

John Spindler is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2007. Outside of his advisory work, he is an owner involved in the rental of a single property. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting a range of discretionary and non-discretionary advisory services.

Cameron Gilroy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at Johnson Lumber, Beowulf Security Consultants, and The Deck LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Marc Charles is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Comcast Business for seven years and Mattress Firm for three years. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Edward Cotton is a Series 66-licensed financial advisor with Equitable Advisors in Nashua, NH, where he has worked since 2003. He has 23 years of industry experience, including 17 years with Axa Advisors, LLC. Outside of his advisory role, he serves as co-trustee of his parents' living trust and holds power of attorney responsibilities related to that trust. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party sponsors for advisory models and emphasizes a risk-based approach to matching clients with suitable investment solutions.

Joe Fucci is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with individuals, families, and business owners to develop customized financial plans aimed at achieving their financial goals. Joe collaborates closely with clients to create strategies that promote financial peace of mind. Joe has been with Fidelity Investments since 2016, holding several roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Investment Solution Representative, and Premium Relationship Associate. His experience spans various aspects of financial consulting and client relationship management. He holds a California Insurance License, which supports his professional practice in the financial services industry.

Amanda Edgerly is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. 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 employs a systematic investment process using proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a notable role in delivering model portfolios and serving as a registered commodity pool operator.

David Weisberg is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Outside of his advisory role, he holds a minority ownership in a family LLC and assists with property management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary services, fund advisory, and model portfolios.

Peter Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at various Fidelity entities since 2012, 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 investors, as well as charitable and registered investment funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and maintains regulatory registrations and governance procedures that distinguish it within the institutional advisory space.

James Rose IV is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding a Series 63 designation and 16 years of industry experience. He has been with MML Investors Services, LLC since 2017 and has also worked with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations in collaborative annual engagements.

Cory Jon Murray is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to his current role, he held positions at Raytheon, Instacart, and Planet Fitness. Outside of his advisory work, he sells collectibles on the TCGPlayer auction site. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brandon Goudreau is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Advantage Surveillance and Capital Investigating. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kyle Archambault is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Black Diamond Networks and College Bound Movers. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and provides model portfolios through intermediary platforms.

Benjamin Evans is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles in various service and hospitality positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Blake O Neal is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Valic Financial Advisors and Corebridge Financial/AIG. Outside of his advisory role, he occasionally works as a rideshare driver. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.