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.

Amar Zornic is currently a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Relationship Manager, Investment Solutions Representative 1, and Customer Relationship Advocate. Prior to joining Fidelity, Amar worked at Citizens Bank from 2016 to 2022, where he held positions as Teller, Personal Banker, and Loan Officer. Throughout his career, Amar has partnered with individuals, families, and business owners to develop and maintain financial plans that address both short and long-term goals. His approach emphasizes building relationships that adapt to clients' changing goals and circumstances, aiming to provide confidence and peace of mind in their financial planning.

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 63 and Series 66 designations and two years of industry experience. He previously worked at Black Diamond Networks and has experience in various roles outside finance, including education and logistics. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Valic Financial Advisors, Inc. and Corebridge Financial/AIG from 2019 to 2025. Outside of his advisory role, Blake occasionally works as a rideshare driver for Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Michael Soleau is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. He has worked at Fidelity Investments since 2010, including seven years with Fidelity Personal and Workplace Advisors. Prior to that, he was with Edward Jones for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm employs systematic methodologies and incorporates algorithmic portfolio construction and AI in its investment process.

Jason Farrow is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over 18 years, working in various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, and 401k Service Associate. Jason specializes in wealth planning and partners with clients to create individualized financial roadmaps. His experience spans multiple facets of financial consulting, and he holds insurance licenses in Arkansas and California. Outside of his professional work, Jason enjoys camping, fishing, hiking, outdoor adventures, skiing, and traveling.

Gregory Pennini is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at LPL Financial for 13 years and held roles at Carrthaxton Financial Group, LLC. Pennini is also involved in fixed insurance sales and owns Carrthaxton Realty Trust, LLC, an entity that owns property where his sales branch is located. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a broad range of investment strategies and manages over $256 billion in assets with more than 10,000 advisors nationwide.

Jack Ciccariello is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to assist in creating and maintaining customized financial plans for clients. He has held various roles at Fidelity Investments since 2021, including Relationship Manager from 2022 to 2024 and Financial Representative from 2021 to 2022. Jack's professional experience encompasses financial planning and client relationship management within the investment sector. He focuses on supporting Financial Consultants to deliver tailored financial solutions. Outside of his professional responsibilities, Jack has personal interests in food, football, movies, pets, running, and traveling.

Taylor Dow is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Alku. Outside of his advisory role, he coaches tumbling classes at a dance studio. Fidelity’s affiliate, 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 manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves registered investment companies and intermediary platforms.

Daniel Wagner is a financial advisor with Ameriprise who holds the Series 66 designation and has 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Wagner also manages an independent advisory business through OC&C Inc. 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 tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Derek Cyr is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Investment Service Representative, Full Trader, and Defined Contribution and Benefit Representative. Throughout his tenure at Fidelity, Derek has developed expertise in financial consulting and portfolio management. He focuses on partnering with clients to help them make educated decisions about their financial goals, aiming to personalize interactions to assist individuals in growing, protecting, and distributing their wealth. Derek is committed to providing an educational and welcoming experience that fosters trust between Fidelity and its clients, including their extended families. No information about his education or personal interests has been provided.

Juan Diaz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC, NYLIFE Securities LLC, and New York Life Insurance Co., as well as positions outside finance such as at Lawrence Public Schools and Merrimack Valley YMCA. 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 is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Noah Johnson is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. Prior to his current role, he held various positions across different industries. 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 deliver diversified model portfolios and consultative management.

Brent Smith is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to joining Fidelity, he spent a year at Ameriprise. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, 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 across mutual funds, ETFs, and ETPs, and is noted for its advisory roles and use of systematic methodologies.

Chase Maceachern is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Martingale Wharf and various non-financial employers. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.