Jesse Desrosiers is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity in 2021, he worked at Visiting Angels and Orangetheory Fitness and held a position at Southern New Hampshire University. 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. The firm serves a diverse client base and holds formal advisory roles with multiple registered investment companies.

Marianne Zawacki is a financial advisor with LPL Financial in Groton, MA, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009 and also works with First Technology Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing discretionary and non-discretionary management along with model portfolios and third-party research.

Kevin Crawford is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He partners with clients to help them grow, protect, and transfer their wealth with the goal of pursuing financial fulfillment. Kevin has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. This extensive experience has provided him with a comprehensive understanding of wealth management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Benjamin Collin is a Planning Consultant at Fidelity Investments. He works closely with clients and their families to develop comprehensive financial plans designed to address their needs and goals across various life circumstances. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant in 2022 before transitioning to his current role in 2024. He holds an Arkansas Insurance License, supporting his capacity to advise clients on insurance-related matters. Outside of his professional work, Benjamin is engaged in family activities and enjoys fitness, golf, parenthood, and traveling.

Michael Artura is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at CitiGroup Global Markets and several real estate firms. His recent career includes roles at Premier Sotheby's International Realty and Berkshire Hathaway HomeServices NE. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jack Swords is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at various organizations including Dartmouth College and Holy Cross Campion House. Outside of finance, he has worked in supervisory and service positions at Dartmouth Skiway and several local businesses. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across a broad investable universe while maintaining oversight of sub-advisers and focusing on conflict management.

Mary Metro is a CFP® with 27 years of experience, currently serving at Raymond James Financial. She has held roles at Lincoln Life and Annuity since 2018 and operates her own practice, Metro Financial Strategies, since 2010. Mary is also a Certified Divorce Financial Analyst and has been involved in non-variable insurance activities for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting and supports municipal and public finance work through an affiliation with a municipal advisor.

Kelly Fagan is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 63, 65, and 66 designations. Her prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she has been involved with Belladonna Corp., also known as Vinbin Wine Shop, since 2013. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and financial planning, supported by an integrated platform that combines adviser programs with sales of various financial products.

Thomas Manning is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI-driven research in developing model portfolios.

Jason Arcelay is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses and has worked at various Fidelity divisions since 2016. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves notable roles such as commodity pool operator registration and advisory responsibilities for multiple funds.

James Ripley is a financial advisor with Fidelity Investments, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held positions in various industries including retail and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its role in managing model portfolios, its use of AI and systematic methods, and its formal advisory capacity to multiple registered investment companies.

Aaron Wilson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles in both mortgage companies and investment firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios utilizing advanced methodologies.

Patrick McGillicuddy is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1996. He focuses on supporting clients in their wealth planning and financial goal achievement. Patrick emphasizes Fidelity's role as a trusted provider in the financial services industry, offering a range of investment options. Throughout his tenure at Fidelity, Patrick has concentrated on delivering personalized financial consulting services. His approach centers on client-focused strategies to address various investment needs. Outside of his professional work, Patrick's personal interests include spending time at the beach, playing golf, caring for pets, and traveling.

Colin Mulligan is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at On Call International, the University of Pittsburgh, Canobie Lake Park, Pierce Camp Birchmont, and Phillips Exeter Academy. 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 manages a variety of portfolios, including multi-manager and fund-of-funds structures, and incorporates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Christopher Lemay is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Northwestern Mutual, Uber, and NW Pest, as well as experience in sports and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable gift funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Andres Onoa Aguirre 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, following roles at St Marys Bank and Members First Credit Union. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered investment companies.

Gino Martignetti is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Fidelity Investments, Key Investment Services, KeyBank, Citizens Securities, Citizens Bank, Eversource Energy, Dunkin' Donuts, and Stetson University. 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 build model portfolios from mutual funds, ETFs, and ETPs.

Kelly White is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has held roles at Fidelity Brokerage Services LLC since 2018. Her prior work experience includes positions at Benchmark Office Systems, Southern New Hampshire University, and Walgreens. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Eric Driscoll is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic approaches and oversight controls in its investment process.

Jonathan Merrigan is a CFP® professional at Edelman Financial Engines with 21 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2018 and previously worked at Edelman Financial Services, LLC and EF Legacy Securities, LLC from 2016 to 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management across a wide range of accounts.