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.

Paul Tiernan is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Life Insurance Company, Merrill, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a network of representatives utilizing various advisory platforms and tools.

Stephen Clough is currently the Branch Leader at the Orland Park Investor Center with Fidelity Investments, a role he has held since 2021. In this position, he supports the financial professionals who assist clients with their financial needs. His professional experience is focused on leadership within the financial services sector. Stephen's personal interests include baseball, comedy, and traveling.

Eric Snodgrass is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 1999 in various roles, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

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 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2005. There are no additional notable outside activities reported. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of fund advisory and consulting services.

Gary Geraci is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior roles include positions at Citizens Securities, Santander Securities, Santander Bank, Merrill, and managing his own firm, Geraci Capital Management, LLC. He also holds a role as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

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.

Stephen Raymond is a financial advisor with Cetera in Woburn, MA, holding Series 63, 65, and 66 credentials and possessing 27 years of industry experience. He has previously worked at PlanMember Securities Corporation and currently serves as president of Raymond Wealth Management, LLC. His outside activities include acting as an insurance agent selling annuities and long-term care products. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Michelle Reid is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Her career includes positions at Banc of America Investment Services and Quick & Reilly, alongside long-term involvement with Legacy Wealth Management since 2006. Outside of her advisory work, she serves as a vice president on the board of The Chris Thomas Memorial Fund and participates in community committees, including a planned giving committee for North Reading Union Congregational Church and a veterans events committee for the town of North Reading. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party investment strategies across discretionary and non-discretionary programs.

Gabriel Weeden is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His career includes roles at Amica Mutual Insurance Company and positions within Fidelity Investments since 2021. Outside of advisory work, he operates a business selling tangible items through buying and reselling inventory. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios delivered to intermediary platforms.

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.

Aaron Rago is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Uber, Micronics Filtration, and the University of New Hampshire. He volunteers as a financial officer for a local chapter of Toastmasters International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

James Zidar is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at FedEx and entrepreneurial experience at Stealz, Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

James Buckley is a CFP® professional with 14 years of industry experience. He is currently with LPL Enterprise and previously worked at Northwestern Mutual and New York Life. Buckley serves as a non-profit board member for the East Boston YMCA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Simon Wells 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 positions at Northway Bank and Michael Timothy's. He has also worked in the hospitality sector at several establishments including Margarita's Nashua and Wildcat Tavern. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Joseph Surace is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Equitable Advisors, AXA Advisors, LLC, and Curry College. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Catherine Diodati is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2002. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Zackery Duclos is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to help co-create personalized plans aimed at pursuing their financial goals. He joined Fidelity Investments in 2023, initially serving as a Customer Relationship Advocate before advancing to his current position in 2024. Zackery holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. His professional focus includes client relationship management and investment solutions within the financial services sector.

Andrew Pineau is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2018, with additional experience at Veritude and Coach. 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 to create model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of AI and systematic methodologies, its role as a commodity pool operator, and its formal advisory responsibilities to multiple registered investment companies.