Kerri Dixon is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Essex Securities and Retirement Fiduciary Group, LLC. Dixon serves on the board of directors for Incompass Human Services, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

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 advising, Russo serves as a trustee for a realty trust and is a notary public. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

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.

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.

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 at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 credentials and has worked at Fidelity Investments since 2020, with prior experience at New York Life Insurance Company. Outside of finance, he has experience working in the food service industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory roles for multiple funds.

Taylor Marcoux is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Taylor worked at O'Halloran Group - Keller Williams Coastal Lakes & Mountains and held roles in the automotive and mortgage sectors. 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 across a broad investable universe. The firm serves registered investment companies and offers model portfolios built with systematic methodologies and long-term asset allocation benchmarks.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Bradford Leblanc is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 38 years of industry experience. His career includes positions at Securities America Advisors, Investacorp Advisory Services, Cetera Advisors, and Commonwealth Financial Network. He also operates BHL Financial Services, where he provides financial consulting and insurance services. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and flexible strategy implementation through multiple advisor-managed and third-party programs.

Michael Perkins is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services and Foresters Advisory Services. He operates under the DBA Peak Path Retirement Advisors within Cetera. Cetera Investment Advisers LLC is an SEC‑registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Christopher Roberge is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, serving in various roles including Planning Consultant, Relationship Manager, Financial Representative, and Investment Solution Representative. His professional experience encompasses comprehensive financial planning and client relationship management. Christopher holds insurance licenses for Arkansas and California. Outside of his professional work, Christopher enjoys baseball, football, golf, traveling, and family activities.

Mark Mavropoulos is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has been with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Mark is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 and advisory services.

Nicholas Owens is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at New York Life Insurance Company, Nylife Securities LLC, and Core Physicians. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and employs systematic methodologies including AI-driven research.

Oliver Thibault is a Planning Consultant at Fidelity Investments. He has held several roles within Fidelity, including Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Operations Specialist at Supporting Strategies. Oliver holds insurance licenses in Arkansas and California. His professional experience spans client relationship management and financial planning support. Outside of his professional work, Oliver has interests in cars, hiking, outdoor adventures, reading, volunteering, and writing.