Jesse Desrosiers is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity in 2021, he worked at Visiting Angels and Orangetheory Fitness and held a position at Southern New Hampshire University. Fidelity’s 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 across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and holds formal advisory roles with multiple registered investment companies.

Benjamin Collin is a Planning Consultant at Fidelity Investments. He works closely with clients and their families to develop comprehensive financial plans designed to address their needs and goals across various life circumstances. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant in 2022 before transitioning to his current role in 2024. He holds an Arkansas Insurance License, supporting his capacity to advise clients on insurance-related matters. Outside of his professional work, Benjamin is engaged in family activities and enjoys fitness, golf, parenthood, and traveling.

Michael Artura is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at CitiGroup Global Markets and several real estate firms. His recent career includes roles at Premier Sotheby's International Realty and Berkshire Hathaway HomeServices NE. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jack Swords is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at various organizations including Dartmouth College and Holy Cross Campion House. Outside of finance, he has worked in supervisory and service positions at Dartmouth Skiway and several local businesses. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across a broad investable universe while maintaining oversight of sub-advisers and focusing on conflict management.

Nicole Groskreutz is a financial advisor with Edward Jones in Fitchburg, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked with Peak Behavioral Services LLC and held a position at the University of Saint Joseph. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, trust services, and a fiduciary standard in its advisory services.

Thomas Manning is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI-driven research in developing model portfolios.

Jason Arcelay is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses and has worked at various Fidelity divisions since 2016. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides 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 portfolios, and it serves notable roles such as commodity pool operator registration and advisory responsibilities for multiple funds.

James Ripley is a financial advisor with Fidelity Investments, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held positions in various industries including retail and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its role in managing model portfolios, its use of AI and systematic methods, and its formal advisory capacity to multiple registered investment companies.

Aaron Wilson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles in both mortgage companies and investment firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios utilizing advanced methodologies.

Colin Mulligan is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at On Call International, the University of Pittsburgh, Canobie Lake Park, Pierce Camp Birchmont, and Phillips Exeter Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including multi-manager and fund-of-funds structures, and incorporates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Ryan Leblanc is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2025 and concurrently serves Workers Credit Union, where he has been active since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with a focus on both discretionary and non-discretionary management.

Christopher Lemay is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Northwestern Mutual, Uber, and NW Pest, as well as experience in sports and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable gift funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Andres Onoa Aguirre is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following roles at St Marys Bank and Members First Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered investment companies.

Gino Martignetti is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Fidelity Investments, Key Investment Services, KeyBank, Citizens Securities, Citizens Bank, Eversource Energy, Dunkin' Donuts, and Stetson University. Fidelity’s Strategic Advisers LLC 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Kelly White is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has held roles at Fidelity Brokerage Services LLC since 2018. Her prior work experience includes positions at Benchmark Office Systems, Southern New Hampshire University, and Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Eric Driscoll is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic approaches and oversight controls in its investment process.

Noah Jefferson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at TD Bank for three years. Outside of advisory work, he is a commissioned notary public in Massachusetts. 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 to manage discretionary and non-discretionary portfolios.

Andrew Dumais is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through roles including Workplace Planning Consultant I and II, Planning Consultant, and Financial Consultant before his current position. In his role, he works with individuals and families to develop financial plans aimed at achieving their financial goals. Andrew holds a California Insurance License, supporting his ability to offer comprehensive financial advice. His experience encompasses financial consulting and workplace planning within Fidelity Investments, focusing on helping clients navigate their financial futures. Outside of his professional responsibilities, Andrew has interests in food, music, reading, and traveling.

Mark Marandola is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. He serves as a volunteer board member for Lamprey Health Care, a community health center. 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 to manage a range of portfolios and funds.

Francesco Maggi is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His career includes prior roles at Banco de Credito del Peru and Network Capital Funding, as well as academic appointments at Hult International Business School and Universidad del Pacifico. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic methods and AI in research.