Timothy Sugrue is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is registered with the CFTC as a commodity pool operator.

Marshall Bordeau is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Netcracker Technology, Labster, and Total Quality Logistics, among others. Outside of finance, he was involved with Craft Roots Brewing from 2021 to 2023. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a range of asset classes.

Justin Bain is a financial advisor with Fidelity and holds Series 66 and Series 63 designations. He has five years of industry experience, including positions at Fidelity Investors and Fidelity Investments. His background also includes roles outside finance, such as work at Chicago Marketing Inc. and involvement with Sharper Edge Skating School. 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 mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services that include discretionary portfolio management and multi-manager fund advisory.

Roger Duval is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers model portfolios built from mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and intermediary platforms.

Kevin Mcwilliams is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments since 2019 and previously held roles at Amazon Logistics and Saint Joseph's College of Maine. Fidelity Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also provides discretionary and non-discretionary advisory services and serves as a registered commodity pool operator, with a noted use of AI and systematic methodologies in portfolio management.

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 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2013, including time at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

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.

Thomas Mullin is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity and JPMorgan Chase Bank. Outside of finance, he was involved with Stay Positive Apparel LLC for eight years. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory work and fund advisory services.

Dominic Caputo is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Lincoln Financial Securities Corporation and Fidelity, among others. Outside of his advisory work, he is involved with Caputo Financial Group, LLC and has a co-ownership interest in a real estate rental venture in New Hampshire. 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 financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

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 19 years of experience in the financial services industry. He has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and currently at Strategic Advisers LLC. 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 utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

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.