Michael Driscoll is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held various roles including positions at Fusion On Main and St. Bonaventure University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elizabeth Sullivan is a Financial Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans tailored to their individual needs. She focuses on building strong relationships and providing ongoing support as clients' financial situations and goals change. Elizabeth has been with Fidelity Investments since 2015, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant. She holds the CERTIFIED FINANCIAL PLANNER™ designation and maintains insurance licenses in Arkansas and California.

Joseph Lemire is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to registered investment companies.

Andrew York is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Bedford, NH. Outside of advisory services, he oversees delegated management and construction financing for a rental property through Henderson Hill, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Matthew Carpenter is a financial advisor with Fidelity, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Fidelity, he worked in various roles including party rentals and the food service industry. He attended Westfield State University from 2021 to 2025. 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 systematic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes algorithmic methods and AI for research and portfolio management.

Douglas Daigle is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, having worked with Prudential Insurance Company of America since 1983 and Pruco Securities, LLC from 1983 to 2024. Daigle is also licensed for property and casualty insurance with Liberty Mutual for service work. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable focus on non-securities products and affiliated insurance and trust services.

Jeffrey Space is a financial advisor with Charles Schwab who holds the Series 66 designation and has 24 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services before joining Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, multi-asset model portfolios, and centralized operational support.

Zach Glantz is a Planning Consultant at Fidelity Investments. In his role, he works closely with clients to assist them in achieving financial well-being for themselves and their families. Zach emphasizes building long-term relationships and providing a supportive environment for his clients. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before transitioning to his current position in 2025. Zach holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Zach is interested in baseball, golf, movies, spending time with friends and attending social events, and caring for pets.

Randolph Santana Martinez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles in food service and material handling. He operated a home baking business for one year before beginning his career in financial advising. 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 deliver discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Rocco Laurano is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he spent 11 years at T-Mobile. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Henriquez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and formal advisory roles to multiple registered investment companies.

Elisabeth Larson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. She previously worked at Fidelity Investments, where she was employed for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various affiliated investment products and fiduciary advisory services.

Eugene Engholm Jr. is a financial advisor at Charles Schwab with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, TD Ameritrade, Scottrade, and Fidelity. Outside of his advisory role, he works part-time as a driving range associate at Hidden Creek Golf Course. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large client base and centralized operational infrastructure.

Rebecca Gearty is a Planning Consultant at Fidelity Investments, where she partners with clients as part of their dedicated Wealth Management Team to create and maintain personalized financial plans. She has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate and Central Relationship Manager before her current position. Rebecca holds insurance licenses in Arkansas and California, supporting her role in financial planning. Outside of her professional work, she engages in personal interests such as beach activities, cooking and baking, family activities, social events with friends, parenthood, and scuba diving.

Alexander Archetti is a financial advisor at Fidelity with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, Archetti worked at The Market at Tuscan Kitchen, LLC and gained experience at Methuen High School and Demoulas Super Markets, Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

David Lavallee is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and long-term asset allocation benchmarks in its model portfolios.

Spencer Mc Cormick is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Richard Hendl is a CFP® professional associated with Wells Fargo Clearing with 34 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent five years at Alps Fund Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Vylette Leone is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2018. Prior to joining Fidelity Investments in 2025, her background includes roles in education and community work. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory services for multiple registered investment companies.

Michael Flynn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Digital Federal Credit Union, United Parcel Service, and Marist College. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory functions to registered investment companies, and use of AI-driven methodologies.