Eric Snodgrass is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Investments since 1999, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs, incorporating algorithmic methodologies and long-term asset allocation benchmarks.

Skyler Freitas is currently an Investment Solutions Representative III at Fidelity Investments, a role held since 2023. In this position, Skyler collaborates with clients to develop personalized financial plans aimed at helping them achieve their financial goals. The role focuses on investment solutions and client advisory services. Further details about Skyler's educational background, credentials, or additional professional experience have not been provided.

Keith Potvin is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI-driven methods, and its role in constructing model portfolios for Fidelity Institutional Wealth Adviser.

Clayton Boothroyd is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2010. He works alongside his Wealth Management Team to assist clients in protecting, growing, and distributing their wealth, aiming to support them in achieving financial prosperity and peace of mind. Clayton has been with Fidelity Investments since 1997, progressing through various positions including Relationship Officer, Relationship Manager, Premium Service Representative, and Mutual Fund Service Representative. His extensive experience at Fidelity has provided him with a comprehensive understanding of financial consulting and client relationship management. He holds insurance licenses in Arkansas and California.

Gabriel Weeden is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His career includes roles at Amica Mutual Insurance Company and positions within Fidelity Investments since 2021. Outside of advisory work, he operates a business selling tangible items through buying and reselling inventory. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios delivered to intermediary platforms.

Michael Fulchino is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014. He has built a career focused on wealth management and financial planning, working closely with clients to develop customized plans that align with their priorities. His professional experience spans over two decades in the financial services industry. Prior to his current role, Michael held several positions at Fidelity Investments, including Senior Account Executive, Income Planning Consultant, Investments Representative, and Financial Representative. His career began in banking, with roles at Fleet Bank and Bank of America as a Sales and Service Representative and Bank Teller. Michael emphasizes building genuine partnerships with clients to concentrate on their most important financial goals. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

Jack Philbin is a Series 66-registered financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at Dick's Sporting Goods, Rollstone Bank & Trust, and Brady Associates Asset Management. Outside his advisory role, he has held various positions across retail, education, and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing multi-manager and fund-of-funds portfolios. The firm employs a systematic investment process combining fundamental research with quantitative analysis and algorithmic portfolio construction.

Aaron Rago is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Uber, Micronics Filtration, and Robert Half Technology. Outside of his advisory duties, he volunteers as a financial officer for a local chapter of Toastmasters International. 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 to manage diversified portfolios.

James Zidar is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at FedEx and entrepreneurial experience at Stealz, Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Christopher Bozicas is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at EssilorLuxottica from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Simon Wells is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and two years of industry experience. His work history includes roles at Northway Bank and Michael Timothy's prior to joining Fidelity. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brendan Jackson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes multiple roles at The Deck and a position at Roger Williams University. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios assembled from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

David Earls is a financial advisor with LPL Financial in Lunenburg, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Workers Credit Union since 2001 and was previously affiliated with CUSO Financial Services, L.P. from 2001 to 2025. Outside of his advisory role, Earls engages in tax preparation and accounting services and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Catherine Diodati is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2002. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees sub-advisers while maintaining governance and proxy-voting responsibilities.

Savannah Harrington Greenough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has been with Fidelity since 2022 and previously worked in roles including at Dean College Phonathon and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable gift funds, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Zackery Duclos is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to help co-create personalized plans aimed at pursuing their financial goals. He joined Fidelity Investments in 2023, initially serving as a Customer Relationship Advocate before advancing to his current position in 2024. Zackery holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. His professional focus includes client relationship management and investment solutions within the financial services sector.

Jesse Kroger is a Planning Consultant at Fidelity Investments, where he assists individuals and families in designing and implementing personalized financial plans. He collaborates with clients to clarify their goals, address their concerns, and develop strategies that provide confidence in their financial future. Jesse has been with Fidelity Investments since 2023, where he has held several roles including Customer Relationship Advocate, Workplace Planning Consultant, Financial Representative, and Relationship Manager before assuming his current position. This progression reflects his experience in client relationship management and financial planning. Outside of his professional work, Jesse enjoys family activities, football, movies, and volunteering.

Andrew Pineau is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2018, with additional experience at Veritude and Coach. 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 create model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of AI and systematic methodologies, its role as a commodity pool operator, and its formal advisory responsibilities to multiple registered investment companies.

Mariah Elkins is a Financial Consultant at Fidelity Investments, where she has been employed since 2020. She has held several roles within Fidelity, including Planning Consultant, Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience covers various aspects of financial consulting and client relationship management, providing her with a comprehensive understanding of investment and financial planning. Mariah holds insurance licenses for Arkansas and California. Outside of her professional work, Mariah enjoys activities such as biking, golf, reading, skiing, tennis, and traveling.

Keaton Miller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at 110 Grill, FedEx Ground, Merrimack Ten Pin Bowling Alley, and Merrimack High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies alongside established proxy-voting and governance procedures.