Nathan Potvin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at PillPack by Amazon Pharmacy and the University of New England. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI technology in research, and a formal advisory role to multiple registered investment companies.

Riley Belleau is an Investment Solutions Representative III at Fidelity Investments. In this role, Riley collaborates with clients to develop personalized financial plans tailored to their short and long-term objectives. By understanding each client's unique circumstances, Riley works with them to design strategies aimed at providing peace of mind and confidence in pursuing their financial goals. Riley has progressed through multiple roles within Fidelity Investments, beginning as a Customer Relationship Advocate in 2022. Subsequently, Riley held positions as a High Net Worth Service Associate and Investment Solutions Representative I and II before assuming the current role of Investment Solutions Representative III in 2026. This experience has provided Riley with a comprehensive understanding of client service and investment solutions. No information regarding education, credentials, personal interests, or community involvement was provided.

Kevin Buttkus is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked within various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, its use of systematic methodologies, and its registration with the CFTC as a commodity pool operator.

Stephen Lungo is a financial advisor at Fidelity with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Fidelity Investments since 2020. Prior to that, he spent a decade at Horace Mann Investors, Inc. and Horace Mann Insurance. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and model portfolio platforms.

Ryan Stephens is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his advisory role, he worked at Trader Joe's and Amazon LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Gabriel Gonzalez is a financial advisor with Raymond James Financial and holds a Series 66 credential. He has seven years of industry experience, including previous roles at LPL Financial LLC and Bank of America. Gonzalez is based in Chelmsford, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages client implementation through various advisory programs.

Michael Burns is a Private Wealth Management (PWM) Investment Management Consultant. In his role, he collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Michael has been with Fidelity Investments since 2013, holding positions as an Investment Management Consultant III from 2019 to 2023 and as a Portfolio Specialist from 2013 to 2019.

Liam Fee is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, he worked at the International Association of Privacy Professionals and Robert Half, and has experience at the University of New Hampshire in various roles. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Julian Reyes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America N.A., Home Depot, PetSmart, and The Ohio State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronan McCall is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on assisting clients with their financial planning needs and aims to improve financial literacy among those he works with. Ronan emphasizes the importance of balancing health, wealth, and relationships, and collaborates with clients to understand their stories, goals, and challenges to help them achieve their financial objectives. He holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial advice. Outside of his professional career, Ronan enjoys cooking and baking, fitness activities, spending time at the lake, watching movies, skiing, and traveling.

Thomas Norton III is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with several Fidelity entities since 1998, including Strategic Advisers, Inc. since 2003. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Brian Metro is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their short and long-term financial goals and assist in building sustainable financial plans. He prioritizes establishing strong trust and relationships with clients to gain a deeper understanding of their priorities. Brian has progressed through various roles at Fidelity Investments since 2022, starting as a Customer Relationship Advocate, advancing through Investment Solutions Representative I, II, and III positions, and currently serving as a Planning Consultant. He holds an Arkansas Insurance License. Outside of his professional work, Brian has interests in cooking and baking, fitness, football, golf, and spending time at the lake.

Sandhya Chhetri is the Director and Executive Services Officer at Fidelity Investments. In this role, she serves as the primary point of contact for Senior Executives regarding all matters related to equity compensation plans. She partners with companies and leverages Fidelity's resources to educate clients, review strategies, and assist with complex equity award transactions within regulatory guidelines. Sandhya has been with Fidelity Investments since 2013 and has held multiple positions, including Equity Compensation Strategist, Benefits and Planning Consultant, Equity Compensation Analyst, and Senior Stock Plan Services Representative. Her experience spans various aspects of equity compensation and benefits planning, providing her with comprehensive expertise in this field.

Scott Ferreira is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments, Massachusetts Financial Services, DoorDash, and community involvement with Chatham Parks and Recreation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Samuel Howe is a Financial Consultant at Fidelity Investments, where he has been employed since 1999. In his role, he assists clients with comprehensive financial planning tailored to every stage of their lives. His professional experience spans over two decades in the financial services industry. He holds an insurance license in Arkansas, which supports his ability to provide clients with a range of financial solutions. Further details about his education or personal interests have not been provided.

Danielle Cassidy is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and totaling 13 years of industry experience. She has been with Fidelity Investments in various roles since 2012, including her current position at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of advanced technologies such as AI in investment processes.

Michael Carbone is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes a position at Wells Fargo Clearing Services LLC. Outside of his advisory role, he is owner of EduWisely and a partner at Eppolito, Carbone & Co., where he manages client relationships, discretionary portfolio management, and business development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Mark Borak Jr. is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research Advisors and Aggregate Advisors. Outside of his advisory role, he is also active in insurance sales as an agent and broker, focusing on life, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Brock Riley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he has been involved in various baseball-related roles, including serving as an assistant pitching coach for the Great Britain National Baseball Team. He also plays professionally for the Brockton Rox. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.

Dean Ebbert is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at MFS Fund Distributors, Inc. and The Vanguard Group, Inc., and attended Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.