Kimberly Papik is a financial advisor at Fidelity with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2001. 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 is noted for its use of systematic methodologies, involvement in commodity pool operations, and advisory roles with multiple registered investment companies.

Brenda Farmer is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She worked at IBM Global Business Services for 16 years before joining Fidelity in 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Connor Bassett is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop comprehensive financial plans tailored to their specific needs. Connor emphasizes active listening and collaboration to help clients pursue their financial goals based on their top priorities. He has held multiple positions at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This range of experience within the company has contributed to his understanding of various aspects of financial planning and client relationship management. Outside of his professional work, Connor engages in activities such as family events, fitness, football, social gatherings with friends, golf, and traveling.

Molly McKenna is a Planning Consultant at Fidelity Investments. She has progressed through various roles within the company, including Workplace Planning Consultant I, II, and III between 2023 and 2024. Molly focuses on collaborating with individuals, families, and business owners to develop financial plans tailored to their evolving goals and circumstances. Her approach emphasizes creating and maintaining strategies aimed at providing clients with confidence and peace of mind regarding both their short- and long-term financial objectives. Outside of her professional responsibilities, Molly has interests in fitness, hiking, parenthood, Pilates, scuba diving, and traveling.

Micah White is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has a progressive background within Fidelity, having served in several positions including Workplace Managed Account Consultant, Workplace Planning Consultant II, Workplace Planning Consultant I, and Workplace Planning Associate from 2023 through 2026. Prior to joining Fidelity, Micah worked as a Bookkeeper at Nadema Gemmell, CPA from 2022 to 2024. Micah's professional approach emphasizes clear and straightforward communication to build personal connections with clients. He focuses on explaining financial concepts plainly and tailoring strategies to meet individual client goals and preferences. He holds an Arkansas Insurance License. Outside of his professional work, Micah's personal interests include football, golf, movies, and music.

Reed Thompson is a CFP® and ChFC® affiliated with Raymond James Financial, with 31 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Thompson also serves as president of Touchpoint Financial, a support company, and manages annuities through Touchpoint Financial as a licensed agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation, along with specialized retirement plan advisory programs.

Dennielle McLeod is the Director, Executive Services Officer at Fidelity Investments, a position she has held since 2012. In this role, she focuses on providing financial education and guidance on equity compensation to her clients. Dennielle adopts a personalized approach to understand her clients' goals and objectives, aiming to offer tailored financial solutions. Her experience at Fidelity Investments spans over a decade, during which she has developed expertise in executive services and equity compensation. No additional information on education, credentials, personal interests, or community involvement has been provided.

Douglas Mitchell is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers model portfolios that incorporate mutual funds, ETFs, and ETPs.

Reilly O’Brien is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Indian Ride Country Club and Eastern Shore Capital Management, among other positions. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Liana Bekelian is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2022, she worked at Bay State Pest Control and as a private nanny. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Katie Soule is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 2002 and joined Merrill in 2015. Prior to becoming a financial advisor, Katie served as a Certified Public Accountant in several major accounting firms and corporations. This background provides her with insight into the key decision points that clients encounter in their personal and professional finances. She focuses on areas such as retirement planning, family wealth management, legacy planning, and investment strategy, working closely with clients and their other professional advisors to develop tailored, tax-efficient strategies. Katie does not provide tax, accounting, or legal advice in her role at Merrill. Katie earned a Bachelor of Science degree in Accounting from the University of Delaware and an MBA from the University of Southern Maine. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA). She is active in her profession and community, serving on the board of the Massachusetts Society of CPA's.

Louis Santos is a financial advisor at Merrill with 7 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathalie Kallab Racimo is a financial advisor at MML Investors Services, LLC, a subsidiary of MassMutual, with one year of industry experience. She holds the Series 66 designation and has previous work experience with Tessi Consulting and Hult International Business School. Outside of her advisory role, she provides pet care services, including dog sitting. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm uses firm-approved software and collaborative annual plans to analyze client goals, recommending investment strategies without direct investment discretion.

James Connors is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Parametric Portfolios and with the New Orleans Saints and Pelicans LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm-provided tools and automated portfolio management techniques.

Bridget Grella is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 20 years of industry experience. She has been with LPL Financial since 2004 and also operates Grella Financial Services, which she has run since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.

William Fantasia is a financial advisor at Fidelity with the Series 66 designation and two years of industry experience. His prior roles include positions at Stonewall Solutions and the University of Massachusetts Amherst. 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 model portfolios across mutual funds, ETFs, and ETPs.

Timothy O'Dowd is a financial advisor with Fidelity who holds the Series 66 designation and has five years of industry experience. His work history includes roles at Fidelity Investments since 2020 and previous experience at Veritude and Southern New Hampshire University. Outside of finance, he has operated O'Dowd Photography and managed The Cookhouse. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment vehicles, including model portfolios delivered to intermediary platforms.

Ryan Sharby is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with individuals, families, and business owners to understand their short and long-term goals and collaborates with them on comprehensive wealth plans. His approach involves meaningful conversations and prudent planning to provide a thoughtfully laid out strategy aimed at helping clients grow, preserve, and live off their wealth. Prior to his current role, Ryan held several positions at Fidelity Investments, including Investment Management Consultant II (2022-2023), Client Management Representative (2021-2022), and Investment Solutions Representative (2019-2021). Before joining Fidelity, he worked as a Licensed Paraplanner at MacWilliam Financial Group from 2017 to 2019. He holds insurance licenses in Arkansas and California.

Jesse Sherwood is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63, 65, and 66 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform.

Marilynn Larkin is a financial advisor at Fidelity with 12 years of experience, having worked at Fidelity Brokerage Services LLC since 2014. She holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC 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 proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary portfolio management and model portfolios.