Kerri Murray is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 24 years of industry experience. She has been with Fidelity intermittently since 1999 and is currently based in Lincoln, Rhode Island. 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 to manage investments across mutual funds, ETFs, and ETPs.

Sean Sullivan is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with individuals and families to assist them in making informed financial decisions and achieving their financial objectives through personalized planning and ongoing guidance. Sean has extensive experience in the financial services industry, having served in various roles including Vice President and Regional Account Executive at Fidelity Investments from 2016 to 2022, Senior Regional Retirement Consultant from 2013 to 2016, and Senior Regional Investment Consultant from 2011 to 2013. Prior to his tenure at Fidelity, he worked as a Regional Sales Representative for MFS Investment Management between 2010 and 2011, and as a Financial Advisor at Morgan Stanley Smith Barney from 2007 to 2010.