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 Sanderson is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Andrew Whigham is a financial advisor at Edward Jones in Nashua, NH, holding a Series 66 designation with 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 serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

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 with seven years of industry experience. She holds the Series 63 and Series 66 credentials and has held roles at several firms, including Essex Securities and Commonwealth Financial Network. Dixon serves on the Board of Directors for Incompass Human Services, a nonprofit organization. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs advanced portfolio construction tools and provides access to a wide range of investment products and third-party management solutions.

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.

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.

Yu Fu is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also a financial professional at Great Wall Financial Group, Inc., where he provides financial services and insurance. Additionally, Fu works as an insurance agent specializing in life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Jordan Collette is a financial advisor with Fidelity in Merrimack, NH, holding Series 63 and Series 66 licenses and having four years of industry experience. Prior to his current role at Fidelity Investments, he held various positions including multiple terms at Fidelity Brokerage Services LLC. Outside of his advisory work, he engages in converting PDF files into specialized MOD files sold on digital marketplaces. 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 portfolios built through proprietary fundamental research combined with quantitative analysis and algorithmic construction.

Jackson Lewis is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. His prior work history includes roles at Citizens Bank, Apple Inc., Integra Biosciences, and Timberland. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Gregory Giard is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Dunkin Donuts and Sodexo before joining Fidelity Brokerage Services in 2018. He is currently based in Merrimack, NH. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jack Falvey is a Planning Consultant who partners with clients to provide financial planning services along with customer service. He has experience working with Fidelity Investments, where he served as an Investment Solutions Representative from 2021 to 2022 and as a Customer Relationship Advocate from 2020 to 2021. Outside of his professional work, Jack has interests in cars, comedy, fitness, football, social events with friends, and skiing.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked with Fidelity in various capacities since 2005, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he spent two years at Ameriprise. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that leverage a wide range of mutual funds, ETFs, and ETPs.

Neelabh Trivedi is a financial advisor with Fidelity in Merrimack, NH, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments, New York Life Insurance Company, and prior positions outside finance, such as at Bubbakoo's Burritos and Rutgers University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, model portfolio delivery, and use of algorithmic methods and AI in its investment process.