Savannah Harrington Greenough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has been with Fidelity since 2022 and previously worked in roles including at Dean College Phonathon and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable gift funds, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Zackery Duclos is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to help co-create personalized plans aimed at pursuing their financial goals. He joined Fidelity Investments in 2023, initially serving as a Customer Relationship Advocate before advancing to his current position in 2024. Zackery holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. His professional focus includes client relationship management and investment solutions within the financial services sector.

Andrew Pineau is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2018, with additional experience at Veritude and Coach. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of AI and systematic methodologies, its role as a commodity pool operator, and its formal advisory responsibilities to multiple registered investment companies.

Mariah Elkins is a Financial Consultant at Fidelity Investments, where she has been employed since 2020. She has held several roles within Fidelity, including Planning Consultant, Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience covers various aspects of financial consulting and client relationship management, providing her with a comprehensive understanding of investment and financial planning. Mariah holds insurance licenses for Arkansas and California. Outside of her professional work, Mariah enjoys activities such as biking, golf, reading, skiing, tennis, and traveling.

Keaton Miller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at 110 Grill, FedEx Ground, Merrimack Ten Pin Bowling Alley, and Merrimack High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies alongside established proxy-voting and governance procedures.

Peter Milillo is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with MML Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is also an insurance agent specializing in individual life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Trevor Black is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within Fidelity and its affiliated firms since 2007. 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 utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its role in managing model portfolios and serving as a commodity pool operator.

Christopher Lewis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Atkinson Resort & Country Club and Proeducation Solutions. He also has a background with Southern New Hampshire University spanning several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, serving a broad range of investors with systematic, model-based investment strategies.

Kimberly Papik is a financial advisor at Fidelity with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2001. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Brenda Farmer is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for IBM Global Business Services for sixteen years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Micah White is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has a progressive background within Fidelity, having served in several positions including Workplace Managed Account Consultant, Workplace Planning Consultant II, Workplace Planning Consultant I, and Workplace Planning Associate from 2023 through 2026. Prior to joining Fidelity, Micah worked as a Bookkeeper at Nadema Gemmell, CPA from 2022 to 2024. Micah's professional approach emphasizes clear and straightforward communication to build personal connections with clients. He focuses on explaining financial concepts plainly and tailoring strategies to meet individual client goals and preferences. He holds an Arkansas Insurance License. Outside of his professional work, Micah's personal interests include football, golf, movies, and music.

Dennielle McLeod is the Director, Executive Services Officer at Fidelity Investments, a position she has held since 2012. In this role, she focuses on providing financial education and guidance on equity compensation to her clients. Dennielle adopts a personalized approach to understand her clients' goals and objectives, aiming to offer tailored financial solutions. Her experience at Fidelity Investments spans over a decade, during which she has developed expertise in executive services and equity compensation. No additional information on education, credentials, personal interests, or community involvement has been provided.

Douglas Mitchell is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2005. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative and algorithmic methods to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves in advisory roles for various registered investment companies.

Reilly O'Brien is a Series 66-credentialed financial advisor with one year of industry experience, currently with Fidelity. His prior roles include positions at Indian Ride Country Club and Eastern Shore Capital Management, as well as work outside the industry. Fidelity’s Strategic Advisers LLC serves both retail and institutional clients with investment management and advisory services, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Christopher Moore is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including LPL Financial, Fidelity Brokerage Services, and St. Mary's Bank. Outside of his advisory role, he is a Notary Public in Milford, NH. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

William Fantasia is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at Stonewall Solutions and multiple positions with the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to create model portfolios.

Timothy O'Dowd is a financial advisor with Fidelity who holds the Series 66 designation and has five years of industry experience. His work history includes roles at Fidelity Investments since 2020 and previous experience at Veritude and Southern New Hampshire University. Outside of finance, he has operated O'Dowd Photography and managed The Cookhouse. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment vehicles, including model portfolios delivered to intermediary platforms.

Ryan Sharby is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with individuals, families, and business owners to understand their short and long-term goals and collaborates with them on comprehensive wealth plans. His approach involves meaningful conversations and prudent planning to provide a thoughtfully laid out strategy aimed at helping clients grow, preserve, and live off their wealth. Prior to his current role, Ryan held several positions at Fidelity Investments, including Investment Management Consultant II (2022-2023), Client Management Representative (2021-2022), and Investment Solutions Representative (2019-2021). Before joining Fidelity, he worked as a Licensed Paraplanner at MacWilliam Financial Group from 2017 to 2019. He holds insurance licenses in Arkansas and California.

Marilynn Larkin is a financial advisor at Fidelity with 12 years of experience, having worked at Fidelity Brokerage Services LLC since 2014. She holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC 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 proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary portfolio management and model portfolios.

Mike Rubin is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at several firms including Prudential Insurance Company of America and Fidelity Brokerage Services LLC. Rubin's background also includes roles outside finance, such as his time with the Craft Beer Guild of New Hampshire. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities relative to many institutional advisory programs.