Lorens Jorgensen is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has been with various Fidelity affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Thomas Scribner II is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity entities since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Zachary Kirby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Home Depot and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Thomas Kraemer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at State Street Corporation. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight of affiliated and unaffiliated sub-advisers.

Jeffrey Dewolfe is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities LLC and Great West. Dewolfe has been with Fidelity since 2021. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Meagan Glancy is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has prior work history at United Parcel Service and the United States Air Force. 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.

Mark Lefebvre is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 63 license and 35 years of industry experience. He has worked at LPL Financial since 2004 and has been associated with Bay Financial Advisors, Inc. and Crosspoint Financial Advisors during his career. Lefebvre is a half owner of Crosspoint Financial Advisors, where he has managerial duties in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, financial planning, and consulting services, leveraging both proprietary and third-party research and model portfolios.

Lisa LaPierre is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2018. She has worked with Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Retirement Solutions Representative, and Senior Investment Representative. Her career at Fidelity reflects extensive experience in financial planning and wealth management. Throughout her career, Lisa has focused on assisting families in diverse situations by developing customized wealth plans that address their unique goals. She emphasizes building trusted advisor relationships through a family-focused approach. Lisa holds insurance licenses for Arkansas and California, supporting her comprehensive financial services. Her professional background demonstrates a long-standing commitment to financial planning and client service within Fidelity Investments, spanning over a decade in multiple advisory and relationship management roles.

Jennifer Slowikowski is a CFP® with 21 years of industry experience, currently affiliated with Fidelity. She has held roles within various Fidelity entities since 2004, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and utilizes algorithmic methods and AI in its investment process.

Sheldon Jones is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Santander Securities, LLC, Santander Bank, NA, GWFS Equities, Inc., and OneMain Financial Group, LLC. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies.

Bryson Geary is a Financial Consultant at Fidelity Investments, where he partners with individuals, families, and businesses to develop and manage financial plans aimed at achieving financial peace of mind. He serves as a primary and trusted advisor, ensuring clients' plans are clear, comprehensive, and adaptable to changing goals and life events. Bryson has been with Fidelity Investments since 2016, progressing through roles including Financial Associate, Workplace Planning & Advice Consultant I through III, Client Management Representative, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position in 2023. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Bryson enjoys activities such as spending time at the beach, family activities, fitness, and skiing.

Michael Madigan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Esler Companies and IMS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Kevin Barbosa is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Citizens Bank from 2014 to 2018 before joining Fidelity Brokerage Services LLC and Fidelity Investments. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios, including model portfolios delivered to intermediary platforms.

Benjamin Lafleur is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his current role, he was involved with Sounds Good Corporation and Ascent Talent Agency. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

John Krieg is a Series 66-licensed financial advisor at Fidelity with eight years of industry experience. He has worked at several firms including Wells Fargo Advisors and Argonautica Private Wealth Management before joining Fidelity. His background also includes a brief tenure at CHECKMARX, Inc. 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 model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator, its advisory services to registered investment companies, and its use of algorithmic methods and AI in research.

Brian Dinnigan is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at DoorDash and Everbridge, Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm supports model portfolio delivery and manages advised funds with oversight controls and systematic methodologies.

Angelique Cavallero is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Timothy Sugrue is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and uses algorithmic portfolio construction, supporting its distinctive regulatory registrations and advisory roles.

Marshall Bordeau is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held roles at several companies including Netcracker Technology and Labster. Outside of finance, he has experience in the brewing industry with Craft Roots Brewing. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery.

Justin Bain is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and bringing five years of industry experience. He has worked with Fidelity Investors since 2021 and joined Fidelity in 2025. His prior roles include positions in marketing and education. 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 diversified model portfolios managed through both internal and sub-advisers.