Eric Nelson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. He works at Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios for intermediary platforms.

John Beaudet is a financial advisor with MassMutual Investors Services. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Vacasa, Silent Falcon UAS Technologies, and Babson College. MassMutual 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, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements supported by firm-approved analytical tools.

Lauri Lacourse is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2004. 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 plans, corporations, and charitable organizations.

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 designations and has worked at Fidelity and its related entities since 2011, including six years with Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is also noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

John Aubertin is a Series 66 registered financial advisor with Fidelity, based in Merrimack, NH, and has 18 years of industry experience. He has worked with Fidelity Investments and its affiliated entities since 2012, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, offering investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Nicholas Dolle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles in the automotive and telecommunications sectors, as well as service in the U.S. Army Reserve and National Guard. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by third parties and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Empower Retirement, Digital Federal Credit Union, Boeing Employees Credit Union, and Honda of Seattle. Outside of advising, he is a self-employed content creator. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios through intermediary platforms.

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.

Paul Dattoli is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2026, he served in the U.S. Navy from 2016 to 2023 and currently serves in the U.S. Navy Reserves. He has also held academic positions at the University of New Hampshire and Arizona State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model‑based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Oliver Collette is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments, FedEx Ground, ToolsGroup, Oracle, and Rescue One Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients, including retail and institutional investors and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Chad Bureau is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated entities since 2009. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Sullivan is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Fidelity in various capacities since 2010, including roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including 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 to manage model portfolios and offers oversight through affiliated and unaffiliated sub-advisers.

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 Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to registered investment companies and its use of algorithmic and AI-driven methods in portfolio management.

Rebecca Chakarian is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Fidelity since 2007, including seven years at Fidelity Personal and Workplace Advisors. Outside of her advisory role, she teaches fitness classes at a local studio and serves as an officer for a homeowners association. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients, employing a systematic approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Rachael Cronin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Fidelity Investments, RBC Capital Markets, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both non-discretionary and discretionary options tailored to plan objectives and demographics.