David Olsen is a CFP® and ChFC® with 33 years of industry experience. He is currently an advisor at Fidelity and has held various roles within the company since 1998. Outside of his advisory work, Olsen serves as an elder at Rockingham Christian Church, providing leadership and oversight. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Mary Laase is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Bankers Life Securities Inc and Bankers Life & Casualty Company. Outside of her advisory work, she serves as secretary for the East Alton Meeting House Society, an organization focused on building preservation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail investors, institutions, charitable funds, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model-based solutions delivered to intermediary platforms.

Erick De Castro is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Robert Martin is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services and Citizens Securities. In addition to his advisory role, he is involved in independent insurance brokering. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles supported by affiliated research and model managers.

Sarah Fitzwater is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has progressed through various roles within the company, starting as an Investment Solutions Representative I in 2021 and advancing to her current position. Her experience encompasses multiple levels of investment solutions representation, providing her with a comprehensive understanding of financial planning and client relations. Sarah holds insurance licenses in Arkansas and California, supporting her ability to address diverse client needs. Outside of her professional work, Sarah enjoys outdoor activities such as camping, gardening, hiking, kayaking, and traveling.

James Basiliere is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2017 and previously spent one year at Elon University. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, algorithmic tools, and tax-aware withdrawal strategies to provide tailored recommendations.

Andie King is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and previously worked at Macy’s and several retail companies. Strategic Advisers LLC, a Fidelity Investments company, offers 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 provides advisory services that include discretionary management and fund consulting.

Thomas Donahue 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 Techtronic Industries Ltd. and teaching positions at Providence College and Ithaca College. Fidelity’s Strategic Advisers LLC offers 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 also serves multiple registered investment companies and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Katelyn Fondaco is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2015. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services that include oversight of sub-advisers and evaluation of share classes to address conflicts of interest.

Andrew Whigham is a financial advisor with Edward Jones in Nashua, NH, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Whigham serves on the Board of Directors for the YMCA of Greater Nashua. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of segments. The firm offers various advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Michael Rosen is a Planning Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, progressing from Workplace Planning Associate to Workplace Planning Consultant ll, and most recently to Workplace Planning Consultant lll. His role involves partnering with local clients to co-create and maintain financial plans while building long-term relationships. Michael's experience at Fidelity Investments has provided him with a solid foundation in workplace planning and client consultation. He focuses on developing tailored financial strategies that meet the specific needs of his clients. Outside of his professional work, Michael enjoys engaging in family activities, football, golf, tennis, and social events with friends.

Drew Fetzner is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 66 designation and has worked across various Fidelity business units since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. His prior experience includes a position at Valic Financial Advisors. 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 blend of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and systematic methodologies to deliver managed portfolios and advisory solutions.

Kerri Dixon is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Essex Securities and Retirement Fiduciary Group, LLC. Dixon serves on the Board of Directors for Incompass Human Services. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of financial services and employs asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Pasquale Russo is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of his advisory role, he serves as a trustee for a realty trust and is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Joe Rogers is the Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to determine their financial goals and help build plans to move toward these objectives. He has been with Fidelity Investments since 1999, holding various positions including Financial Analyst, Trading Representative, Premium Services Financial Representative, Private Access Relationship Manager, Income Planning Consultant, Financial Planning Representative, and currently Vice President, Financial Consultant. This extensive experience reflects a deep engagement with financial services over more than two decades. Outside of his professional responsibilities, Joe enjoys boating, fitness, hiking, kayaking, running, and traveling.

John Egan is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His background includes positions in public schools and recreation departments prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary portfolio management, fund advisory, and delivers model portfolios through systematic methodologies.

Alexandre Daccord is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience at The Greatness Labs and Daccer Designs. Outside of finance, he was involved with Stop It Goaltending, a youth sports training organization, for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios delivered to intermediary platforms.

Chase O'Connor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at LPM Advisory Group, Venture Solar, and US Health Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse range of clients, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Marie Sullivan is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2001. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a range of investment products.

Andrew Kazanowski is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, 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 diversified portfolios. The firm is noted for its role as a commodity pool operator, its advisory work for multiple registered investment companies, and its use of advanced technologies such as AI in research.