Patrick Heffernan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity in 2019, he worked at United Parcel Service and Compass Retirement Consulting. Outside of advising, he works as an independent contractor delivering food for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Stephen Wise is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. Prior to this, he was associated with Southern New Hampshire University and Duffley Development. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers formal advisory services to multiple registered funds.

Thomas Baker is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity, including Fidelity Brokerage Services, LLC since 2002 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, 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.

John Skillings is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with various divisions within Fidelity since 2008, including Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Alexander Merrill is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 8 years of industry experience. He has worked at various entities within Citizens Bank and Fidelity Investments since 2015. 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 combines proprietary fundamental research with quantitative and algorithmic methods, and serves in advisory roles to multiple registered investment companies and funds.

Steven Turpin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Santander Bank, Santander Securities, and Citizens Bank, as well as four years at Gordon College. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a variety of investment strategies and model portfolios.

Michael Mancino is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans. His approach involves understanding clients' financial goals, investment comfort levels, and overcoming any challenges to help them focus on what matters most. He emphasizes transparency and builds client relationships based on trust and mutual understanding. Before his current role, Michael served as a Workplace Planning & Advice Consultant at Fidelity Investments from 2023 to 2025. He holds an Arkansas Insurance License, which complements his financial planning expertise. Outside of his professional work, Michael has personal interests that include cooking and baking, fishing, fitness, golf, parenthood, and soccer.

Neelam Farooq is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2010. She focuses on helping clients grow, preserve, and manage their wealth, assisting them in achieving their financial goals and well-being. Her professional experience at Fidelity Investments spans over two decades, beginning in 1999 as a TEMPWORKS employee. She progressed through roles including Service Representative from 2000 to 2005, Premium Services Representative and Income Planning Consultant from 2005 to 2007, before assuming her current role. Neelam holds insurance licenses in Arkansas and California.

Michael Roberson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. His role involves partnering with clients to work towards their financial success, emphasizing personalized collaboration to understand each client's vision and goals. Prior to this, he held several roles at Fidelity, including Regional Center Planning Consultant - Premium (2022-2023), Workplace Planning Consultant III (2021-2022), Workplace Planning Consultant II (2020-2021), Workplace Planning Consultant I (2020), and Workplace Planning Associate (2019-2020). Michael holds insurance licenses in Arkansas and California. Outside of his professional career, he enjoys baseball, comedy, family activities, football, outdoor adventures, and reading.

Trevor Eisley is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he operated The Wobbly Sawhorse, a custom home decor business, and currently engages as a meditation teacher and wellness coach focusing on emotional and spiritual support. 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 across a broad range of investment products.

Nick Boucher is a Planning Consultant at Fidelity Investments, where he partners with local clients to co-create and maintain financial plans while building long-term relationships. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before his current position starting in 2024. Prior to joining Fidelity, Nick worked as an Investor Solutions Representative at Putnam Investments in 2020. Nick's professional experience encompasses various aspects of financial planning and client support within the investment industry. His career path reflects a steady advancement in responsibilities and expertise. Outside of his professional work, Nick has interests in baseball, fishing, fitness, food, golf, and outdoor adventures.

Michael Cunningham is a financial advisor at Raymond James Financial with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Fidelity Investments, and First Tech Federal Credit Union. He has been involved in digital investment services related to his previous role at LPL. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using analytical tools and non-discretionary advisory programs.

Jonathan Allen is a Series 66 licensed financial advisor at Fidelity with six years of industry experience. His previous roles include positions at Comcast Corporation and Jayme's Fund. He has been with Fidelity and its related entities since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Dylan Driscoll is a Planning Consultant at Fidelity Investments. He has held multiple roles within the company since 2021, including positions such as Workplace Planning Consultant I, II, and III, High Net Worth Service Associate, and Customer Relationship Advocate. Dylan focuses on creating customized financial plans by understanding clients and their families, assessing their financial situations, and providing tailored recommendations to help them progress toward their goals. He emphasizes collaboration with clients to co-create plans that align with their objectives. Outside of his professional work, Dylan's personal interests include board games, fishing, fitness, puzzles, and table tennis.

Michael Zangri is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Allegro Microsystems and Dakota Systems Inc. His background includes roles outside of the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds a distinctive role in managing registered investment companies and delivering model portfolios using systematic methodologies.

Brian Kelly is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2007. Prior to joining LPL, he worked at A. G. Edwards & Sons, Inc. from 2004 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Steven Andrews is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. Prior to this, he was with Voya Financial Advisors and Commonwealth Financial Network, and earlier in his career, he worked at Edward Jones. Outside of his advisory role, Andrews is involved as an assistant with Rockingham Contracting & Therapy Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Christopher Bell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1998, where he has gained extensive experience in various roles including Private Access Relationship Manager, Premium Services Representative, and Financial Representative. Christopher specializes in developing customized financial strategies that are flexible and tailored to meet the unique needs of each client. He holds insurance licenses for Arkansas and California. Christopher emphasizes understanding each client's individual goals and works collaboratively to develop and maintain financial plans that align with their investment strategies. Outside of his professional responsibilities, Christopher enjoys boating, golf, kayaking, and traveling.

James Normington is a financial advisor at Edward Jones in Westford, MA, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of advising, he co-owns and operates a family farm in West Townsend, MA, and is a member of the Discipline Panel for Snowsport England, serving on an ad hoc basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Kotkowski is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. His background includes roles at Edward Jones from 2016 to 2019 and Fidelity Brokerage Services LLC since 2019. Nicholas is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of model portfolios and advisory solutions.