Roger Duval is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 19 years of industry experience. He has held roles within various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, a subsidiary, provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using a systematic approach and serves multiple registered investment companies and fund-of-funds.

Kevin Mcwilliams is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Amazon Logistics and served as a cadet in the Reserve Officers' Training Corps while attending Saint Joseph's College of Maine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Hans Schneider is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021. Prior to this, he held roles at LaValley Building Supply and Arrowhead Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ben Sowders is a Planning Consultant at Fidelity Investments, where he supports clients as part of a broader Wealth Management team. He began his career at Fidelity in 2023, initially focusing on Workplace Planning and Advice before advancing to his current role in 2025. Ben holds insurance licenses in Arkansas and California, enabling him to provide specialized advice and planning services to clients in these states. His professional experience centers on financial planning and wealth management within the framework of Fidelity's offerings. Outside of his professional work, Ben has personal interests in baseball, golf, movies, and culinary activities.

Lawrence Camerlin is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm’s investment process integrates proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Ricardo Rincon is a Series 66-licensed financial advisor with Equitable Advisors in Windham, NH, where he has worked since 2005. He has 20 years of industry experience, including 15 years with Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and uses third-party asset managers alongside proprietary solutions.

David Tremblay is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to develop, implement, and maintain financial plans that align with their individual needs and goals, adapting strategies as those needs evolve over time. He has extensive experience in the financial services industry, having held various roles including Managed Solutions Consultant and Portfolio Specialist at Fidelity Investments, Financial Consultant at Santander Investments, Financial Services Professional at New York Life, Product Manager at Fidelity Investments, Consultant at Watson Wyatt Worldwide, and Sales Support Consultant positions at MetLife, Allmerica Financial, and Aetna Life Insurance. His career spans from 1993 to the present. Outside of his professional work, David enjoys activities such as baseball, beach outings, biking, family activities, parenthood, and skiing.

Thomas Mullin is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions and J.P. Morgan entities. Outside of finance, he was involved with Stay Positive Apparel LLC for eight years. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dominic Caputo is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® designation and has worked previously at Lincoln Financial Securities Corporation for 16 years. Outside of his advisory role, he is involved with Caputo Financial Group LLC and participates in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management supported by model portfolios and third-party research.

Emily Smith Lafemina is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at various service and property management companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Tyler Houghton is a CFP® with 18 years of experience in the financial industry, currently serving at Fidelity. He has been associated with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies in managing model portfolios and its advisory role to multiple registered investment companies.

James Gaglione is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2016. 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 fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and AI technologies in research.

Ronald Troie is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial career, he spent ten years at Mechanical Management, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Austin Stutz is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has built his career in financial services with a focus on developing customized wealth plans in partnership with his clients to help them achieve their financial goals. His experience spans several roles within Fidelity Investments, including Financial Consultant from 2015 to 2018, PAS Investment Consultant from 2014 to 2015, and PAS Client Management Representative from 2013 to 2014. Prior to joining Fidelity, Austin worked as a Financial Planner at Vanguard Group from 2011 to 2013. Throughout his career, Austin has concentrated on building lasting relationships with clients and working collaboratively to define and pursue their financial success.

Nicholas Palumbo is a Planning Consultant at Fidelity Investments, where he collaborates with clients to assess their financial needs and develop tailored planning strategies aimed at helping them achieve their goals. He has held this role since 2025. Prior to this, Nicholas worked in various positions within Fidelity Investments, including Relationship Manager at the Regional Center from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Nicholas holds insurance licenses in Arkansas and California. Further details about his educational background and personal interests are not provided.

Connor Butts is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Candela Medical and Cohen Closing and Title. Outside of his advisory role, he serves as a basketball official for the Bedford Basketball League. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios to intermediary platforms.

Zebulon Brooks is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Lonza Biologics, Amazon Web Services, and Kelly Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies, using systematic methodologies and established governance procedures.

Joshua Weiss is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to his financial career, he held various roles including positions in retail and at the University of Vermont. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and engages in activities such as commodity pool operation and advisory roles to multiple registered investment companies.

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.

Kristen Coyne is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her role, she focuses on helping executives develop personalized financial strategies by utilizing the full range of tools and resources available at Fidelity. Kristen is committed to building trustworthy and loyal relationships with her clients. She has been with Fidelity Investments since 2011, progressing through roles including Relationship Manager and Central Relationship Manager before assuming her current position in 2019. Prior to joining Fidelity, Kristen worked as a Financial Consultant at MetLife from 2008 to 2010. Details regarding her education, credentials, personal interests, or community involvement have not been provided.