Benjamin Moy is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and five years of industry experience. He has been with Fidelity since 2021 and previously worked with Blackstone National Golf Club and Worcester Country Club. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as a registered commodity pool operator with advisory roles for multiple registered investment companies.

Julie Sparrow is a financial advisor with Cetera and holds the Series 63 and Series 65 licenses. She has 11 years of industry experience, including roles at LPL Financial and Guided Financial Strategies, where she is a partner. She also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Ross Yager is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments and Merrill, as well as Bank of America, N.A. prior to his current role. 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 manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

John Turchetta is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Tyler Duquette is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work experience includes roles at DoorDash and Academy Physical Therapy, as well as academic involvement at the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies along with delivering model portfolios to intermediary platforms.

Brian Campanelli is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked in sales independently on an occasional basis. He 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Jon Reagan is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He partners with clients and their families to help them achieve their financial goals, taking the time to understand their priorities and circumstances before building personalized plans aimed at providing greater peace of mind. Jon has a progressive career with Fidelity Investments, having held roles such as Financial Consultant I (2025-2026), Team Leader in Client Services and Client Services Help Desk (2021-2025), Planning Consultant (2020-2021), Relationship Manager (2018-2020), Financial Representative (2017-2018), and High Net Worth Service Associate (2015-2017), among others. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jon enjoys various physical activities including biking, fitness training, running, swimming, and tennis. He is also engaged in parenthood.

Roger Morrissette is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Fidelity, having held roles at Fidelity Brokerage Services since 2004 and Fidelity Personal and Workplace Advisors since 2018. Morrissette joined Fidelity Investments in 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios, including the use of model portfolios delivered to intermediary platforms.

Krisana Voss is a financial advisor at Fidelity with nine years of industry experience and holds Series 63 and Series 65 designations. Her prior roles include multiple positions at Citizens Bank and Citizens Securities, as well as a brief period at Southern New Hampshire University. Fidelity’s Strategic Advisers LLC, where she is affiliated, 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 develop model portfolios and manages day-to-day operations with oversight controls and evaluations to address conflicts of interest.

Williamjacob Lerman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Franklin Templeton, Putnam Investments, and Clearbridge Technology Group. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Caleb Daly is an Investment Solutions Representative III at Fidelity Investments, where he partners with individuals and families to develop trust and transparency in order to co-create personalized financial strategies aligned with specific goals and preferences. He has been with Fidelity Investments since 2023, advancing from Customer Relationship Advocate Intern to his current role. His experience includes roles as Investment Solutions Representative I and II, and Customer Relationship Advocate, giving him a comprehensive background in client relationship management and investment solutions. This progression reflects his involvement in developing tailored financial strategies for clients. No additional information about his education, credentials, personal interests, or community involvement is available.

Jean Germain is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2025. Prior to that, he spent 16 years with Avantax Investment Services and seven years with Avantax Insurance Agency. Outside of his advisory work, Germain is the owner and sole proprietor of City Globe Real Estate & Tax Services, where he provides tax preparation services and acts as a real estate broker. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with model portfolios, third-party managers, and bespoke strategies across multiple program structures and custodial relationships.

Emily Claire is a financial advisor at LPL Financial with 10 years of industry experience. She previously worked at Edward Jones for 10 years before joining LPL Financial in 2025. She holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and technology solutions.

Caryn McGrath is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Baystate Financial. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning and asset management services. The firm uses firm-approved software and collaborative annual planning engagements to analyze client goals and deliver recommendations.

Brandon Kelley is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at New York Life Insurance Company and has also held positions outside the financial sector. 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. The firm manages a range of portfolios including fund-of-funds and employs systematic methodologies alongside oversight controls and sub-adviser delegation.

Christopher Lepine is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America, Inc., and McAdam Financial. Outside of his advisory role, Lepine is a commissioned notary in Rhode Island. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Joshua Favret is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their individual goals. He emphasizes understanding each client's unique situation to tailor investment strategies that align with their envisioned future. Joshua has been with Fidelity Investments since 2022, progressing through roles including Financial Planning Associate and various levels of Workplace Planning Consultant before becoming a Financial Consultant in 2024. He holds an Arkansas Insurance License. Outside of his professional role, Joshua enjoys activities such as beach outings, snowboarding, surfing, social events with friends, and exploring culinary experiences.

Jennifer Lightman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously spent ten years at Hebrew Senior Life. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a wide range of mutual funds, ETFs, and ETPs.

Brendan Hall is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His background includes various roles at Fidelity Investments and prior positions in education and logistics. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple investment platforms.

Sarah Morrow is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Robert Frieling for eight years before joining Fidelity in 2022. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.