Shelley Zicolell is a financial advisor with LPL Financial, holding seven years of industry experience. She has been with LPL Financial since 2018 and is also affiliated with Abodeely Insurance Co, where she has been involved for over four decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Steve Liss is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Investment Solutions Representative. His professional experience centers on working with high net worth families to understand and address their diverse financial goals. Steve emphasizes the importance of in-depth financial planning tailored to each client's unique situation to provide clarity for their financial future. Outside of his professional responsibilities, he enjoys golf, skiing, and traveling.

Ryan Nulty is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Renewal by Andersen, South County Physical Therapy, Assumption University, and West End Creamery. Fidelity’s Strategic Advisers LLC 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 research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe, applying oversight and systematic methodologies in its advisory process.

Michael DeMeo is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has progressed through several roles within the company, including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and Customer Relationship Advocate from 2023 to 2024. In his role, Michael partners with clients to understand their short and long-term goals and helps build customized financial plans. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional responsibilities, Michael enjoys activities such as spending time at the beach, family activities, social events with friends, golf, outdoor adventures, and traveling.

Michael Hannon is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at John M. Corcoran & Company and teaching appointments at the University of Massachusetts Boston and the University of New Hampshire. Fidelity’s Strategic Advisers LLC, where he is employed, 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 manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Charles Casassa is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2001. Casassa also acts in a fiduciary capacity for two irrevocable trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Conor Duffy is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2018 in various capacities. He began his career as a Financial Representative Intern at AXA Advisors LLC in 2017 before joining Fidelity Investments as a Workplace Planning Associate in 2018. Since then, he has progressed through roles including Workplace Planning Consultant, Financial Representative, Relationship Manager, and Planning Consultant, culminating in his current position starting in 2025. Throughout his tenure at Fidelity Investments, Conor has focused on developing individualized financial plans tailored to clients' specific needs, preferences, and goals. His experience spans private wealth management and client relationship management, emphasizing personalized financial planning strategies. Outside of his professional work, Conor enjoys baseball, fishing, kayaking, spending time with friends at social events, and caring for his pets.

Brendon Loranger is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC, Pizzico, MAS Medical Staffing, and K & M Tire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, offering both discretionary and non-discretionary portfolio management. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Fernando Poe IV is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and its affiliates since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-based research, and its advisory role to multiple registered investment companies.

Lauren Dreyer is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations. Dreyer has been with Fidelity and its affiliates since 2006 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’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with roles in managing model portfolios and providing oversight to sub-advisers.

Jena Ness is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at First Command in multiple roles. Ness served in the United States Marine Corps from 2013 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is known for its use of algorithmic methods and its advisory role to multiple registered investment companies and fund-of-funds.

Kristen Heller is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2021, following prior roles at Mass Mutual Investors Services and Baystate Financial. Outside of her advisory work, she is involved with the Libre Advisor Network, which provides education and resources to financial professionals. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a range of portfolio management options and proprietary as well as third-party model strategies.

Ivi Nwosu is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Nwosu worked at Citizens Bank and Santander Bank, and has a background in real estate sales. Outside of advisory work, Nwosu serves as Financial Secretary for the Abia American Association, President of Nzuko Aro Okeigbo Massachusetts, and Treasurer on the board of the hi Beta Sigma Fraternity Inc. – New England State Board. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Timothy Burgess is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory work, he owns a single-family real estate property in Little Compton, Rhode Island. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver tailored retirement income advice.

Richard Nardella is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work history includes roles at Citizens Securities and Nardella Excavating. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Ryan Macdonald is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at IDG Communications and Robert Half. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Sara Gendron is a Planning Consultant at Fidelity Investments, where she partners with clients to provide holistic financial planning. She focuses on understanding clients' needs to assist them in pursuing their financial goals and aims to create an environment where every client feels heard and valued throughout their conversations. Sara has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before transitioning to her current role in 2025. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Sara's personal interests include family activities, fitness, gardening, running, swimming, and exploring food-related experiences.

Madhusudan Nair is a financial advisor at LPL Financial based in Whitinsville, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at UniBank, First Citizens Bank, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party investment models across various strategies.

Eric Lepine is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the specialty coffee industry with roles at Fazenda Coffee, Medici Roasting, and Downeast Coffee. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Kevin Skagerlind is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Alku, Ocean Edge Resort & Golf Club, Cornerstone Bank, and University of Massachusetts Amherst. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management and model portfolios constructed through proprietary fundamental research combined with quantitative analysis and algorithmic methods.