Miles Kerrigan is a financial advisor at Fidelity with seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously at Jewish Family & Children's Services. Kerrigan holds Series 63 and Series 66 designations. 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 combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its role as a commodity pool operator.

Eric Nelson is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jonathan Wolanyk is a CFP® with six years of industry experience, currently serving as a financial advisor at Fidelity Investments. His prior roles include positions at Northstar Financial Planning and Northwestern Mutual, as well as time spent as a self-employed advisor. He is licensed as an independent insurance agent but has primarily held support roles rather than direct sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Laurie Bouthillette is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, working in both Fidelity Investment and Fidelity Personal and Workplace Advisors divisions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on multi-manager and model portfolios.

John Aubertin is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. He has worked at various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes systematic methodologies alongside AI-driven research tools in its investment process.

Andrew Carbone is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans using Fidelity's advanced planning tools. He joined Fidelity in 2018 and has held multiple roles including Investment Solutions Representative, Investment Consultant, and Planning Consultant before his current position. Andrew holds insurance licenses in Arkansas and California. His professional experience spans various aspects of financial planning and investment consulting within Fidelity Investments. Outside of his professional work, Andrew has personal interests in baseball, bowling, cars, fishing, fitness, and golf.

Claire Sonnenberg is a financial advisor at Fidelity with seven years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Liora Partners and the MGH Institute of Health Professions. Sonnenberg holds the Series 63 and Series 66 credentials. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jonathan Penoyer is a financial advisor at Fidelity with four years of industry experience and a Series 66 designation. His prior roles include positions at Empower Retirement, Digital Federal Credit Union, and credit unions affiliated with Boeing and Honda. Outside of his advisory work, he is also a self-employed content creator. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, its use of systematic methodologies incorporating AI, and its advisory role in fund-of-funds structures.

Nathaniel Taylor is a financial advisor at Fidelity with seven years of industry experience. He has been with Fidelity Investments since 2018 and previously worked at Rocky Mountain Express Global Logistics. Taylor holds Series 63 and Series 66 designations. 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, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Hailey Siverhus is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2020. Outside of finance, Hailey has managed guest services at Cassandra Salon and Spa, where she worked for ten years. 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 across mutual funds, ETFs, and ETPs.

Oliver Collette is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at companies including Rescue One Financial, Oracle, and ToolsGroup. 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 across a range of mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies, using systematic methodologies and AI-driven research in its investment process.

Christopher Sullivan is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2014. 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 research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprising mutual funds, ETFs, and ETPs.

Michael Blasi is the Director and Executive Services Officer at Fidelity Investments. In this role, he serves as the dedicated point of contact for senior executives of Stock Plan Services companies, providing service aimed at deepening both stock plan relationships and Fidelity personal relationships. Michael has been with Fidelity Investments since 2007, serving as an Executive Services Officer throughout his tenure. His experience centers on executive services within the stock plan sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Jonathan McLellan is a Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2004, serving in various roles including Investment Consultant, Financial Planning Consultant, Senior Investment Representative, Investment Representative, and Financial Representative. Prior to joining Fidelity, Jonathan worked as a 401(k) Plan Administrator at Putnam Investments from 1997 to 2004. With 29 years of experience in the financial services industry, Jonathan has developed extensive expertise in helping families plan, invest, and manage their wealth. He emphasizes creating customized financial plans that address each client's unique situation and preferences. Jonathan holds insurance licenses for Arkansas and California. Outside of his professional career, Jonathan's personal interests include baseball, football, fitness, traveling, and spending time with family.

Sonya Knowlton is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs, and is notable for its roles in commodity pool operations and advisory services to multiple registered investment companies.

Samantha Benoit is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has progressed through various roles at Fidelity Investments, including Investment Solutions 2 (2025), Investment Solutions 1 (2023-2025), and Customer Relationship Advocate (2022-2023). Samantha holds an Arkansas Insurance License. In her role, Samantha focuses on helping clients co-create and maintain financial plans aligned with their goals. She emphasizes understanding what matters most to clients and building clear financial paths to support their objectives. Her approach is collaborative and committed, aiming to help clients move forward with clarity and confidence. Outside of her professional work, Samantha enjoys board games, cooking and baking, family activities, golf, outdoor adventures, and traveling.

Nicolas Towey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Harbour Capital and entrepreneurial activities as an eBay seller and operator of Towey Enterprises L.L.C. He has also worked at the University of New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, offers 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 is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in portfolio development.

John Pallaria is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes positions at Fidelity and a variety of roles connected to High Point University and the Windham School District. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to deliver model portfolios across mutual funds, ETFs, and ETPs.

Matthew Jenkins is a Financial Consultant at Fidelity Investments, where he is dedicated to developing personalized financial strategies tailored to his clients' individual circumstances. His approach focuses on building confidence and supporting clients' goals while helping them navigate the changing financial landscape. Matthew has held various roles at Fidelity Investments since 2019, progressing through positions including Investment Management Consultant, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Customer Relations Advocate. He holds insurance licenses in Arkansas and California, which complement his expertise in financial consulting. Outside of his professional work, Matthew's personal interests include cars, comedy, concerts, golf, motorcycles, and snowboarding.

Mary Tobbi is a Planning Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. In her work, Mary focuses on building trust-based relationships with clients to collaboratively address their financial goals and challenges. Mary holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, she has interests in cooking and baking, fitness, hiking, kayaking, reading, and snowboarding.