Thomas Kraemer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at State Street Corporation. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight of affiliated and unaffiliated sub-advisers.

Jeffrey Dewolfe is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities LLC and Great West. Dewolfe has been with Fidelity since 2021. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

John Nolan IV is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has held positions at Edward Jones, Commonwealth Financial Network, and the University of Massachusetts Lowell before joining Raymond James Financial Services Advisors Inc. in 2026. Nolan is also involved with Sammons as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Meagan Glancy is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has prior work history at United Parcel Service and the United States Air Force. 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 across mutual funds, ETFs, and ETPs.

Mark Lefebvre is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 63 designation and over 35 years of industry experience. He has worked with Crosspoint Financial Advisors since 2015 and Bay Financial Advisors, Inc. from 2004 to 2021. Lefebvre is a half owner of Crosspoint Financial Advisors, where he has managerial duties alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

Lisa LaPierre is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2018. She has worked with Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Retirement Solutions Representative, and Senior Investment Representative. Her career at Fidelity reflects extensive experience in financial planning and wealth management. Throughout her career, Lisa has focused on assisting families in diverse situations by developing customized wealth plans that address their unique goals. She emphasizes building trusted advisor relationships through a family-focused approach. Lisa holds insurance licenses for Arkansas and California, supporting her comprehensive financial services. Her professional background demonstrates a long-standing commitment to financial planning and client service within Fidelity Investments, spanning over a decade in multiple advisory and relationship management roles.

Jennifer Slowikowski is a CFP® professional with over 21 years of industry experience. She is currently with Fidelity, where she has worked in various roles since 2004. Her credentials also include the Series 63 designation. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios across various asset classes, and it has a notable role in managing registered investment companies and developing algorithmic investment strategies.

Sheldon Jones is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Santander Securities, LLC, Santander Bank, NA, GWFS Equities, Inc., and OneMain Financial Group, LLC. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies.

Jonathan Lloyd is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop personalized wealth management plans aimed at accomplishing important goals and achieving long-term financial flexibility. Prior to his current position, Jonathan served as a Planning Consultant at Fidelity Investments from 2021 to 2023. He also has experience as a Wealth Management Advisor at UBS Financial Services between 2018 and 2021. Earlier in his career, he worked at State Street Global Advisors as a SPDR Product Analyst from 2017 to 2018 and as a Business Development Consultant from 2010 to 2017.

Bryson Geary is a Financial Consultant at Fidelity Investments, where he partners with individuals, families, and businesses to develop and manage financial plans aimed at achieving financial peace of mind. He serves as a primary and trusted advisor, ensuring clients' plans are clear, comprehensive, and adaptable to changing goals and life events. Bryson has been with Fidelity Investments since 2016, progressing through roles including Financial Associate, Workplace Planning & Advice Consultant I through III, Client Management Representative, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position in 2023. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Bryson enjoys activities such as spending time at the beach, family activities, fitness, and skiing.

Michael Madigan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Esler Companies and IMS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Kevin Barbosa is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Citizens Bank from 2014 to 2018 before joining Fidelity Brokerage Services LLC and Fidelity Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios, including model portfolios delivered to intermediary platforms.

Steven Finocchiaro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and Winchester Financial since 2007. In addition to advisory services, he is involved as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Douglas Beaudoin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and Personal Investment Advisor (PIA) credential. Douglas earned an Associate's Degree from Manchester Community College and a Bachelor's Degree from Southern New Hampshire University. His professional approach focuses on building trust-based relationships through genuine connections and understanding clients' needs. His expertise includes risk management, financial planning, investments, tax management, insurance, estate planning considerations, and retirement savings and income planning. Douglas emphasizes simplifying complex financial concepts and guiding clients toward achieving their financial goals through sound strategies and education. Outside of his professional role, Douglas is a father of three and resides in Massachusetts. He enjoys spending time with his family, watching movies, and engaging in activities such as football, golfing, ice hockey, table tennis, and traveling.

Benjamin Lafleur is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his current role, he was involved with Sounds Good Corporation and Ascent Talent Agency. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

John Krieg is a Series 66-licensed financial advisor at Fidelity with eight years of industry experience. He has worked at several firms including Wells Fargo Advisors and Argonautica Private Wealth Management before joining Fidelity. His background also includes a brief tenure at CHECKMARX, Inc. 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 to manage model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator, its advisory services to registered investment companies, and its use of algorithmic methods and AI in research.

Nicholas Fazio is a financial advisor with LPL Financial in Woburn, MA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, Fazio serves as a high school football coach for Winchester Public Schools and is a commissioned notary public in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using various investment approaches.

Brian Dinnigan is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at DoorDash and Everbridge, Inc. Strategic Advisers LLC, a Fidelity Investments company, offers 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 supports model portfolio delivery and manages advised funds with oversight controls and systematic methodologies.

Angelique Cavallero is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her career at Fidelity includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including those for registered investment companies and model portfolios for intermediary platforms.

Timothy Sugrue is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is registered with the CFTC as a commodity pool operator.