Alexander Dibisceglie is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked for Comcast for over 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of algorithmic methods and AI in portfolio management.

Roland Tshiyoyo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles with USAA Financial Advisors, New York Life Insurance, and Bank of America Merrill Lynch. Fidelity’s Strategic Advisers LLC, where he is based, provides 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 to deliver model portfolios and discretionary management.

Blake Pearson is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Citizens Securities Inc., Robert Half, and SoClean Inc. 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 combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios comprised of mutual funds, ETFs, and ETPs.

David DePetrillo is a Financial Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans. He emphasizes understanding clients' values, challenges, and goals to co-create strategies that instill confidence in their financial journeys. David has progressively advanced within Fidelity Investments since 2019, holding roles including Planning Consultant and Workplace Planning Consultant. His experience encompasses various aspects of financial planning and customer relationship management, reflecting a comprehensive understanding of client needs and financial solutions. He holds insurance licenses in Arkansas and California. Outside of his professional work, David's personal interests include beach activities, family time, fitness, foodie experiences, football, and golf.

James Kelble is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Voya Financial Advisors, Investors Capital Corp., and Eastern Point Advisors Inc. based in North Reading, MA. 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 portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment solutions.

Aidan Parzych is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at several companies such as Tommy Hilfiger and various casinos. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Eric Telfer is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Gabriel Perez is a financial advisor at Merrill with Series 63 and Series 66 designations and five years of industry experience. His work history includes roles at Bank of America and Universidad de Puerto Rico. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Buckley is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 1998. 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 in its discretionary and non-discretionary offerings. The firm also serves as an advisor to registered investment companies and employs systematic methodologies including AI and long-term asset allocation benchmarks.

Casey Dumais is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey partners with clients and their families to develop and execute customized financial plans, aiming to be their primary, trusted advisor while delivering an exceptional client experience through the resources available at Fidelity. Casey has been with Fidelity Investments since 2007, holding various positions including Financial Representative, Facilitator, Retirement Investment Services, Portfolio Specialist, Investment Solutions Consultant in Managed Accounts, Senior Investment Operations Analyst, Research Associate, and Financial Consultant. This extensive experience encompasses investment solutions, portfolio management, retirement investment services, and client consultation. Outside of work, Casey enjoys cooking and baking, spending time on family activities, parenthood, and skiing.

Denise Hosey is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, 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 to deliver model portfolios and discretionary management, employing systematic methodologies and oversight controls.

Nicholas Oconnor 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 the University System of New Hampshire and Conifer Health Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios through a blend of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jake McNeely is an Investment Solutions Representative III at Fidelity Investments, where he assists clients in creating customized financial plans tailored to their short- and long-term needs. His role focuses on identifying strategies aligned with clients' financial goals to help guide their investment decisions. Jake has been with Fidelity Investments since 2023, previously serving as a Customer Relationship Advocate and High Net Worth Service Associate before his current position. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Jake engages in personal interests including family activities, fitness, football, golf, music, and traveling.

Connor Buscema is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Embargo and Paradigm Energy Services, as well as academic and conference-related activities during his time at the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of asset classes.

Elizabeth Hall is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation. Prior to her current role, she was involved with Grahall, LLC, a human resources consulting firm, where she served as an officer until recently phasing out her involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves in advisory roles for various registered investment companies and fund-of-funds.

Travis Keeper is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Solutions Consultant from 2021 to 2022 and Investment Solutions Representative from 2019 to 2021. Prior to joining Fidelity, he was a Wealth Advisor at USAA from 2015 to 2019. In his role, Travis works with clients to build financial plans, identify investment strategies to enhance their plans, and establish strong relationships through regular ongoing communication. He holds a California Insurance License. Outside of his professional work, Travis has interests in food, motorcycles, museums, pets, reading, and traveling.

Mary Lambert is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Fidelity, she held roles at Bentley University and Cervello Inc. Outside of finance, she spent several years working at Granite Fields Golf Club. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Roderick Davidson III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Fidelity Brokerage Services LLC since 2015 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management and fund advisory services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael O’Regan is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at DHK Financial Advisors and several companies outside the financial sector such as Swell Oyster Co. and Three Chimneys Inn. He has also been involved with Sagamore Golf Inc. and held positions in education at UNH, Winnicunnet, and North Hampton School. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jon Provost is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.