Andres Onoa Aguirre is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following roles at St Marys Bank and Members First Credit Union. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered investment companies.

Gino Martignetti is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Fidelity Investments, Key Investment Services, KeyBank, Citizens Securities, Citizens Bank, Eversource Energy, Dunkin' Donuts, and Stetson University. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Kelly White is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has held roles at Fidelity Brokerage Services LLC since 2018. Her prior work experience includes positions at Benchmark Office Systems, Southern New Hampshire University, and Walgreens. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Eric Driscoll is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic approaches and oversight controls in its investment process.

Noah Jefferson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at TD Bank for three years. Outside of advisory work, he is a commissioned notary public in Massachusetts. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Dumais is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through roles including Workplace Planning Consultant I and II, Planning Consultant, and Financial Consultant before his current position. In his role, he works with individuals and families to develop financial plans aimed at achieving their financial goals. Andrew holds a California Insurance License, supporting his ability to offer comprehensive financial advice. His experience encompasses financial consulting and workplace planning within Fidelity Investments, focusing on helping clients navigate their financial futures. Outside of his professional responsibilities, Andrew has interests in food, music, reading, and traveling.

Mark Marandola is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. He serves as a volunteer board member for Lamprey Health Care, a community health center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and funds.

Nataly Miguel is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation and has previously worked at Liberty Mutual, HCS, and SOVOS Compliance. Outside of finance, she has been involved with Atmosphere Salon since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Tonya Lessard is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent 19 years at UBS Painewebber Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Francesco Maggi is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His career includes prior roles at Banco de Credito del Peru and Network Capital Funding, as well as academic appointments at Hult International Business School and Universidad del Pacifico. Fidelity’s Strategic Advisers LLC 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 portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic methods and AI in research.

Rick Chouinard is a CFP® with four years of industry experience, currently advising at Ameriprise in Bedford, NH. He previously worked at Fidelity Investments for 24 years and has spent one year at Rise Private Wealth Management. Outside of his advisory role, he serves as a financial advisor for RPWM Partners, LLC, a legal entity established for payroll. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, using proprietary research and algorithmic tools.

Elizabeth Bowen is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials. She has 40 years of industry experience and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Bowen also serves as a trustee and co-trustee for investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Eric Snodgrass is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Investments since 1999, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs, incorporating algorithmic methodologies and long-term asset allocation benchmarks.

Skyler Freitas is currently an Investment Solutions Representative III at Fidelity Investments, a role held since 2023. In this position, Skyler collaborates with clients to develop personalized financial plans aimed at helping them achieve their financial goals. The role focuses on investment solutions and client advisory services. Further details about Skyler's educational background, credentials, or additional professional experience have not been provided.

Keith Potvin is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI-driven methods, and its role in constructing model portfolios for Fidelity Institutional Wealth Adviser.

Clayton Boothroyd is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2010. He works alongside his Wealth Management Team to assist clients in protecting, growing, and distributing their wealth, aiming to support them in achieving financial prosperity and peace of mind. Clayton has been with Fidelity Investments since 1997, progressing through various positions including Relationship Officer, Relationship Manager, Premium Service Representative, and Mutual Fund Service Representative. His extensive experience at Fidelity has provided him with a comprehensive understanding of financial consulting and client relationship management. He holds insurance licenses in Arkansas and California.

Adam Stone is a financial advisor at Ameriprise in Manchester, NH, holding a Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2020, he held various positions including roles at Loon Mountain NH and Plymouth State University. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team in partnership with its advisors.

Gabriel Weeden is a financial advisor with Fidelity who holds a Series 66 designation and has four years of industry experience. Prior to joining Fidelity, he worked at Amica Mutual Insurance Company and had brief roles with Irwin Automotive Group and Associated Grocers of New England. Outside of his advisory work, he operates a small business selling tangible items through purchases from stores, flea markets, and yard sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, serves registered investment companies, and employs systematic methodologies including AI tools in its investment process.

Michael Fulchino is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014. He has built a career focused on wealth management and financial planning, working closely with clients to develop customized plans that align with their priorities. His professional experience spans over two decades in the financial services industry. Prior to his current role, Michael held several positions at Fidelity Investments, including Senior Account Executive, Income Planning Consultant, Investments Representative, and Financial Representative. His career began in banking, with roles at Fleet Bank and Bank of America as a Sales and Service Representative and Bank Teller. Michael emphasizes building genuine partnerships with clients to concentrate on their most important financial goals. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

Jack Philbin is a Series 66-registered financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at Dick's Sporting Goods, Rollstone Bank & Trust, and Brady Associates Asset Management. Outside his advisory role, he has held various positions across retail, education, and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing multi-manager and fund-of-funds portfolios. The firm employs a systematic investment process combining fundamental research with quantitative analysis and algorithmic portfolio construction.