Christine Patane is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, with additional experience at Premier Mortgage Lending. Outside of her advisory role, she serves as a property manager for a multi-family real estate business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Eryn Whittier is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for six years before joining Raymond James. Outside of her advisory work, she serves as a part-time master's swim coach. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and investment consulting with a range of portfolio strategies.

Robert Cerniglia is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. He serves on the board of the Southern New Hampshire Chamber of Commerce, supporting local business networking and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning that covers a range of topics and may be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Amy Locke is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

James Savarino is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at SII / Boston Partners for 14 years. Outside of his advisory role, he serves on the finance committee of the Danvers Fish and Game Club, a 501(c)(4) organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a range of investment vehicles.

Ryan Kerr is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a broad investable universe.

Genny Rizzotti is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent seven years as a homemaker. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Mitchell Monette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes multiple roles at Fidelity Investments since 2022 and previous positions in education and municipal services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Irina Biley is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 2009, serving in various roles including Investment Consultant, Financial Representative, Retirement Solutions Representative, Active Trader Services, Premium Services Representative, and Service Trading. Prior to joining Fidelity, she worked at TD Bank as a Customer Service Representative and as an Administrative Assistant at TD Wealth Management. Her professional experience covers a range of financial services, focusing on retirement planning, education savings, and investment growth. As a Certified Financial Planner, she emphasizes building meaningful relationships with clients, helping them navigate their financial goals and challenges. Details about her education, credentials beyond Certified Financial Planner, and personal interests or community involvement have not been provided.

Vitaliy Biley is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Investments and its affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic investment solutions and model portfolios.

Kami Maker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Kami worked at Moorecenter Services and Nashua Community College. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Patrick Hammond is a CFP®-certified financial advisor with seven years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has prior experience at Edward Jones, Putnam Investments, and Fidelity Investments. Outside of his advisory role, he co-owns a consulting business focused on coaching newer financial advisors on career development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work alongside specialized employer advisory programs.

Camden Clark 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 positions at Texas Roadhouse, Kitty Hawk Surf Co., Shaw's Supermarkets, TARGET, and West Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with model portfolios, regulatory registrations, and integration of AI methods in research.

Jeffrey Peterson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006. Peterson also teaches CFP-level courses at Suffolk University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Tracey Wiggins is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and previously worked for Market Basket for 21 years. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and engages in advisory roles uncommon among large institutional peers.

John Deyeso is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Michael Cartularo is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he accumulated extensive experience within Fidelity, serving as a Senior Portfolio Specialist from 2021 to 2023, a Portfolio Specialist from 2020 to 2021, and a Planning Consultant from 2018 to 2020. Michael holds insurance licenses in Arkansas and California. His approach centers on collaborating with clients to develop personalized financial plans that align with their unique goals and values, utilizing Fidelity's planning process. Outside of his professional work, Michael enjoys cooking and baking, engaging in family activities, participating in social events with friends, playing golf, parenting, and traveling.

Gregory Meahl is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds Series 63 and 65 licenses and has worked at MassMutual Life Insurance Company and MetLife Securities. Outside of his advisory role, he has been involved in insurance brokerage and is a partner in a financial services LLC. Mass Mutual Investors Services 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 and structured annual planning relationships.

Daniel Buonopane currently serves as Vice President Private Wealth Management Advisor. He partners with clients and their families to develop personalized wealth plans aimed at helping them achieve their financial goals. He values building long-term client relationships. Daniel has been with Fidelity Investments since 2003, progressing through roles including Investment Consultant, Financial Consultant, VP Financial Consultant, and Vice President Wealth Management Advisor before his current position. His experience spans nearly two decades within the wealth management field at Fidelity. Outside of his professional work, Daniel's personal interests include cooking and baking, family activities, tennis, and volunteering.

Kendra Hewitt is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.