Lawrence Camerlin is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2013, including time at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Ricardo Rincon is a Series 66-licensed financial advisor with Equitable Advisors in Windham, NH, where he has worked since 2005. He has 20 years of industry experience, including 15 years with Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and uses third-party asset managers alongside proprietary solutions.

Thomas Mullin is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity and JPMorgan Chase Bank. Outside of finance, he was involved with Stay Positive Apparel LLC for eight years. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory work and fund advisory services.

Eric Gould is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior work includes three years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Emily Smith Lafemina is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at various service and property management companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Michelle Boisvert is a financial advisor at Charles Schwab with a Series 66 designation and five years of industry experience. She has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, and previously held positions at TD Ameritrade, TD Ameritrade Investment Management, Citizens Bank, and Hannaford. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios with strategic asset allocation and periodic reviews.

Tyler Houghton is a CFP® with 19 years of experience in the financial services industry. He has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and currently at Strategic Advisers LLC. 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 utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Chelsea Mayfield is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Gaglione is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2016. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and AI technologies in research.

Austin Stutz is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has built his career in financial services with a focus on developing customized wealth plans in partnership with his clients to help them achieve their financial goals. His experience spans several roles within Fidelity Investments, including Financial Consultant from 2015 to 2018, PAS Investment Consultant from 2014 to 2015, and PAS Client Management Representative from 2013 to 2014. Prior to joining Fidelity, Austin worked as a Financial Planner at Vanguard Group from 2011 to 2013. Throughout his career, Austin has concentrated on building lasting relationships with clients and working collaboratively to define and pursue their financial success.

Nicholas Palumbo is a Planning Consultant at Fidelity Investments, where he collaborates with clients to assess their financial needs and develop tailored planning strategies aimed at helping them achieve their goals. He has held this role since 2025. Prior to this, Nicholas worked in various positions within Fidelity Investments, including Relationship Manager at the Regional Center from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Nicholas holds insurance licenses in Arkansas and California. Further details about his educational background and personal interests are not provided.

Connor Butts is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Candela Medical and Cohen Closing and Title. Outside of his advisory role, he serves as a basketball official for the Bedford Basketball League. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios to intermediary platforms.

Zebulon Brooks is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Lonza Biologics, Amazon Web Services, and Kelly Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies, using systematic methodologies and established governance procedures.

Joshua Weiss is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to his financial career, he held various roles including positions in retail and at the University of Vermont. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and engages in activities such as commodity pool operation and advisory roles to multiple registered investment companies.

Jesse Desrosiers is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2021. His prior roles include positions at Southern New Hampshire University, Orangetheory Fitness, and Visiting Angels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and employs systematic methodologies and AI-driven tools in portfolio management.

Kristen Coyne is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her role, she focuses on helping executives develop personalized financial strategies by utilizing the full range of tools and resources available at Fidelity. Kristen is committed to building trustworthy and loyal relationships with her clients. She has been with Fidelity Investments since 2011, progressing through roles including Relationship Manager and Central Relationship Manager before assuming her current position in 2019. Prior to joining Fidelity, Kristen worked as a Financial Consultant at MetLife from 2008 to 2010. Details regarding her education, credentials, personal interests, or community involvement have not been provided.

Benjamin Collin is a Planning Consultant at Fidelity Investments. He works closely with clients and their families to develop comprehensive financial plans designed to address their needs and goals across various life circumstances. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant in 2022 before transitioning to his current role in 2024. He holds an Arkansas Insurance License, supporting his capacity to advise clients on insurance-related matters. Outside of his professional work, Benjamin is engaged in family activities and enjoys fitness, golf, parenthood, and traveling.

Michael Artura is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and 24 years of industry experience. His prior work includes roles at CitiGroup Global Markets and several real estate firms. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Jack Swords is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in various sectors including collegiate development, hospitality, and education. He has experience working with Dartmouth Skiway and Dartmouth College, as well as with the Chaplain’s Office at Holy Cross Campion House. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, managing model portfolios that incorporate mutual funds, ETFs, and ETPs through both discretionary and non-discretionary approaches.

David Drouin is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of finance, he coaches youth baseball at Concord Sports Center, providing team coaching and private lessons. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.