Brendan Sheehan is a Vice President, Financial Consultant with Fidelity Investments in Littleton. He works with individuals and households to create, execute, and review customized financial plans aimed at achieving their financial goals. Brendan serves high net worth clients, along with their family and friends throughout Central Massachusetts, providing investment guidance, income planning, and distribution planning. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative - Phones, Financial Representative - Branch Office, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Brendan's professional experience is centered on financial consulting and investment services. Outside of work, Brendan's personal interests include baseball, beach activities, family activities, golf, pets, and traveling.

Miles Kerrigan is a financial advisor at Fidelity with seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously at Jewish Family & Children's Services. Kerrigan holds Series 63 and Series 66 designations. 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 and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its role as a commodity pool operator.

Eric Nelson is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jonathan Wolanyk is a CFP® with six years of industry experience, currently serving as a financial advisor at Fidelity Investments. His prior roles include positions at Northstar Financial Planning and Northwestern Mutual, as well as time spent as a self-employed advisor. He is licensed as an independent insurance agent but has primarily held support roles rather than direct sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Laurie Bouthillette is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, working in both Fidelity Investment and Fidelity Personal and Workplace Advisors divisions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on multi-manager and model portfolios.

John Aubertin is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. He has worked at various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes systematic methodologies alongside AI-driven research tools in its investment process.

Andrew Carbone is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans using Fidelity's advanced planning tools. He joined Fidelity in 2018 and has held multiple roles including Investment Solutions Representative, Investment Consultant, and Planning Consultant before his current position. Andrew holds insurance licenses in Arkansas and California. His professional experience spans various aspects of financial planning and investment consulting within Fidelity Investments. Outside of his professional work, Andrew has personal interests in baseball, bowling, cars, fishing, fitness, and golf.

Claire Sonnenberg is a financial advisor at Fidelity with seven years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Liora Partners and the MGH Institute of Health Professions. Sonnenberg holds the Series 63 and Series 66 credentials. 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 and advisory solutions.

Jonathan Penoyer is a financial advisor at Fidelity with four years of industry experience and a Series 66 designation. His prior roles include positions at Empower Retirement, Digital Federal Credit Union, and credit unions affiliated with Boeing and Honda. Outside of his advisory work, he is also a self-employed content creator. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, its use of systematic methodologies incorporating AI, and its advisory role in fund-of-funds structures.

Richard Hendricks is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at Metropolitan Life Insurance Company and MetLife Securities Inc. Hendricks also works as an independent insurance agent, selling various life, health, and property insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.

Nathaniel Taylor is a financial advisor at Fidelity with seven years of industry experience. He has been with Fidelity Investments since 2018 and previously worked at Rocky Mountain Express Global Logistics. Taylor holds Series 63 and Series 66 designations. 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, offering services such as discretionary portfolio management and fund advisory.

Hailey Siverhus is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2020. Outside of finance, Hailey has managed guest services at Cassandra Salon and Spa, where she worked for ten years. 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 across mutual funds, ETFs, and ETPs.

Oliver Collette is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at companies including Rescue One Financial, Oracle, and ToolsGroup. 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 across a range of mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies, using systematic methodologies and AI-driven research in its investment process.

Chad Bureau is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC, where Chad is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage a broad range of portfolios and model strategies.

Christopher Sullivan is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2014. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprising mutual funds, ETFs, and ETPs.

Jessica Guo is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Guo serves as a member of the board of directors for the Winsor School and is a trustee at the Boston Children’s Museum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Michael Blasi is the Director and Executive Services Officer at Fidelity Investments. In this role, he serves as the dedicated point of contact for senior executives of Stock Plan Services companies, providing service aimed at deepening both stock plan relationships and Fidelity personal relationships. Michael has been with Fidelity Investments since 2007, serving as an Executive Services Officer throughout his tenure. His experience centers on executive services within the stock plan sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Jonathan McLellan is a Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2004, serving in various roles including Investment Consultant, Financial Planning Consultant, Senior Investment Representative, Investment Representative, and Financial Representative. Prior to joining Fidelity, Jonathan worked as a 401(k) Plan Administrator at Putnam Investments from 1997 to 2004. With 29 years of experience in the financial services industry, Jonathan has developed extensive expertise in helping families plan, invest, and manage their wealth. He emphasizes creating customized financial plans that address each client's unique situation and preferences. Jonathan holds insurance licenses for Arkansas and California. Outside of his professional career, Jonathan's personal interests include baseball, football, fitness, traveling, and spending time with family.

Sonya Knowlton is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs, and is notable for its roles in commodity pool operations and advisory services to multiple registered investment companies.

Rebecca Chakarian is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of her advisory work, she teaches fitness classes at Pure Barre Portsmouth and serves as an officer for the Sewall Meadows Subdivision Homeowners Association. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary management, fund advisory, and model portfolio delivery.