Mark Ramsey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior firms include Sanford C. Bernstein & Co., LLC, and Bofa Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hayden Cassidy is a Financial Consultant at Fidelity Investments, where he works closely with clients to help them achieve their retirement, income, and legacy goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Hayden's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2023, Planning Consultant - Premium at Fidelity Investments from 2022 to 2023, and Investment Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity, he served as a Wealth Management Advisor at The Bulfinch Group from 2017 to 2021. He holds insurance licenses in Arkansas and California.

Gerard Verbeek is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for over 30 years. Besides his advisory role, he is involved in property management through ownership of TVF Properties LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage, advisory, and retirement consulting services. The firm utilizes proprietary asset-allocation tools and supports various investment platforms to manage portfolios with discretionary and non-discretionary options.

Douglas Williams is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including at Zen Habitats and North American Entertainment Group. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with systematic investment approaches.

Sydney Bissonette is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Bissonette has worked in various roles including at Merrimack YMCA and Oleary Hoop Camp. Outside of finance, Bissonette operates a babysitting service as a sole proprietor. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Nicholas Salcito is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Investment Solutions Representative I & II, High Net Worth Service Associate, and Customer Relationship Advocate. Nicholas holds insurance licenses in Arkansas and California. He approaches client service as a long-term partnership, focusing on understanding clients' goals, values, and concerns to develop personalized financial strategies through proactive guidance and consistent communication. Outside of his professional work, Nicholas has interests in baseball, football, and golf.

Neil Bishop is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity Investments in 2023, he worked for nine years at Quest Diagnostics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Tyler Kayo is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles at firms including TD Bank and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using a diverse range of mutual funds, ETFs, and ETPs.

Mark Monahan is a Series 66-licensed financial advisor with LPL Financial and over 10 years of industry experience. He has worked at Crosspoint Financial Advisors, LLC and Advent Benefit Consultants. Outside of his advisory role, he is also a licensed notary and involved with an insurance agency. 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 portfolios, third-party asset management, and institutional platforms.

Lauren Misiaszek is an Investment Consultant at Fidelity Investments, where she works with clients to develop financial plans tailored to their individual goals and priorities. She aims to create strategies that provide structure and confidence, helping clients achieve clarity and peace of mind in their financial decisions. Lauren's experience includes roles at Fidelity Investments as a Financial Representative and Customer Relationship Advocate, as well as a position in Financial Reporting & Analysis at Family Office Management Services. Her professional background has provided her with a foundation in both client relations and financial analysis. Outside of her professional work, Lauren engages in activities such as family time, fitness, golf, lake outings, skiing, and softball.

Christopher Koufos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously was employed by North Andover Public Schools and Chapin's Bayside. Outside of his advisory role, Koufos coaches a 12U local baseball team with the Middlesex Reds Baseball Organization. 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 combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it acts as an advisor to multiple registered investment companies and fund-of-funds.

Todd Montwill is a CFP® credentialed financial advisor associated with Fidelity, with 21 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2004 and joined Fidelity Investments in 2025. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael Carson is a Financial Consultant who collaborates closely with clients to develop personalized financial plans that align with their goals, values, and priorities. He aims to help clients gain confidence in their financial futures through tailored strategies. He has held several roles at Fidelity Investments, including Regional Center Planning Consultant from 2022 to 2024, Workplace Planning Consultant from 2020 to 2022, and Defined Contributions Service Representative from 2019 to 2020. Michael holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys spending time at the beach, participating in family activities, maintaining fitness, playing golf, and caring for pets.

Martin Mwongela is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He brings extensive experience in financial services, having served in multiple roles within Fidelity Investments since 2011, including Branch Leader in Burlington, MA from 2023 to 2025, FILI Investment Solutions Consultant from 2021 to 2023, Annuity Planning Consultant from 2015 to 2021, and Annuity Service Representative from 2011 to 2015. Throughout his career, Martin has focused on building strong client relationships based on communication, reliability, and trust. He works closely with clients to understand their priorities and co-create financial plans that aim for long-term comfort and stability. Outside of his professional role, Martin is interested in fitness, football, hiking, snowboarding, traveling, and volunteering.

Teresa Zoda is a financial advisor at Fidelity with Series 63 and Series 66 designations and seven years of industry experience. She previously worked at Suss Sweets and was involved with Immaculate Conception Church for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and advanced technologies in its investment process.

Tabatha Chapman is Vice President and Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2025. In her capacity as a Wealth Management Advisor, she assists multiple generations of families in developing personalized wealth strategies focused on the growth, preservation, and transfer of their assets. She emphasizes simplicity and encourages curiosity and candid communication in her client interactions. Chapman coordinates the efforts of a dedicated team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to deliver comprehensive wealth planning services. Her collaborative approach ensures that clients receive tailored advice encompassing various aspects of wealth management. Outside of her professional responsibilities, Chapman engages in activities such as art, gardening, painting, traveling, and spending time with family and friends.

Rebekah Howard is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Trupanion for five years and held positions at Uxbridge Animal Hospital and Letter Perfect Farm. Fidelity’s Strategic Advisers LLC provides 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Alexander Bires is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Outlier and various non-investment-related activities across education, government, and hospitality sectors. 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 and manage registered investment companies.

Mitch Mastromatteo is currently a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to build managed strategies tailored to individual and family needs. He provides timely insights on market conditions and acts as a liaison to other investment professionals to enhance the partner and client experience. Mitch has extensive experience at Fidelity Investments, having held various roles since 2007. His career progression includes positions such as Investment Management Consultant III, Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Service Trading Representative. This progression reflects his deepening expertise in investment management and client service. No information on Mitch's education, credentials, personal interests, or community involvement has been provided.

Jill Drago Lamarche is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and GOBI Library Solutions from EBSCO. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its advisory role to multiple registered investment companies, and its formal governance procedures for the funds it advises.