Jaden Stefanski is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Jaden advanced through several positions within Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, demonstrating a progressive career within the firm since 2022. In his role, Jaden focuses on collaborating with clients to understand their unique financial needs and goals, developing personalized strategies aimed at pursuing lifetime financial objectives. He holds insurance licenses in Arkansas and California, supporting his professional capacity to serve clients in these states. Outside of his professional work, Jaden enjoys boating, fishing, golf, and skiing.

Harry Shuman is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is an associate financial advisor managing a separate advisory business in Hopkinton, MA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kristen Kauffman is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2021 and previously spent nine years at Bank of America and Merrill. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered funds and model portfolio platforms.

Connor Deehan is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Mass Control Center Inc., Vassar College, and Westwood Public Schools. He also worked at the Paramount Men's Lacrosse Camp. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Ivan Colon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience with organizations including the Rhode Island Philharmonic Orchestra and Music School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Constantine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he serves as a paid football coach with KP Gridiron. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Davis is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior firms include Sagepoint Financial, Investors Capital Corp., SII Investments, and Legacy Advisory Services. He is also involved in insurance sales, focusing on fixed annuities and life insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and investment management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various discretionary and third-party managed strategies.

Dylan McSparren is an Investment Solutions Representative III at Fidelity Investments. He collaborates with individuals and families to develop trust and transparency, aiming to create personalized financial strategies that align with their specific goals and preferences. Dylan has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2022 and subsequently advancing through three levels of Investment Solutions Representative from 2023 to the present. Outside of his professional work, Dylan has interests in beach activities, food, golf, music, snowboarding, and traveling.

Jack Ouellette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021 and prior positions at Providence College and Metacomet Country Club. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves a broad client base including registered investment companies and charitable funds.

Nicholas Lamoureux is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Fidelity Investments, Rhode Island College, Brooks Brothers, Community College of Rhode Island, and US Valet. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Joan Costa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Before joining Fidelity, Costa worked at IBM for over two decades and held positions at several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven and quantitative investment approach that includes model portfolios built from mutual funds, ETFs, and ETPs.

Matthew Corbett is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2005. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that incorporate mutual funds, ETFs, and ETPs.

Michael Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at A-Pro Builders Inc, Stallion Express LLC, Fitzy's Pub, the University of Rhode Island, and Boneyard Bar and Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Their investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Aaliyah Dias is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Citizens Bank, Taco Bell, Tjmaxx, and Cunningham Elementary School. Fidelity, through its affiliate 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Thomas Ambrosone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual and employment unrelated to finance, alongside education at Wheaton College. 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 deliver model portfolios.

Thomas Johnson is a financial advisor at Fidelity with a Series 66 credential. He began his advisory career in 2024. Prior to joining Fidelity, he has held roles in various industries including telecommunications, real estate, sports and entertainment, and hospitality. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Colby Barker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he held roles at Johnson & Wales University, Community College of Rhode Island, and Coastal1 Credit Union. Barker also worked at Revival Brewing Company and Lasalle Bakery earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, with capabilities in discretionary and non-discretionary advisory services.

Rachael Linnehan is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with LPL Financial and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Beckman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including work at Rhode Island College, Northern Virginia Community College, and American University. He has also been involved with community organizations such as Re-Member and Historic Blenheim and the Civil War Interpretive Center. 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, fund advisory, and model portfolio delivery, with notable use of systematic methodologies and oversight mechanisms.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources, supported by a centralized service team and proprietary research.