Jonathan Rudy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Raytheon and Rivier University. Outside of his advisory work, he is a member of Ripfinity LLC, a business involved in buying and selling sports cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering solutions such as discretionary portfolio management and fund advisory. The firm combines fundamental research and quantitative analysis to construct model portfolios, and it holds a distinctive regulatory and advisory presence within the industry.

Samuel Fitzpatrick is a Series 66-licensed financial advisor with Fidelity, bringing two years of industry experience. His background includes positions at Fidelity Investments and the University of Rhode Island, as well as prior engagement with Bob Lobster LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable use of AI and systematic methodologies in managing model portfolios.

Derik Paquette is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. His prior work includes roles at SemiGen, Inc and Vishay Ultrasource, as well as multiple positions associated with Northeastern University and Rogers Corporation. He is also an associate with Paquette & Shaw Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through unique affiliations.

Nabil Bou Mitri is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles for multiple registered investment companies and fund-of-funds.

Todd Sweeney is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains oversight of sub-advisers and share class allocations.

Benjamin O’Connell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at the Boys and Girls Club of Souhegan Valley and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios driven by proprietary research and quantitative analysis.

Sheridan Marinelli is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Sheridan held various roles including at Celebrity Cheer and The Grill at Clemson Marina. 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 model portfolios across mutual funds, ETFs, and ETPs.

Khadija Ouldsahraouia is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work history includes roles at Putnam Investments and various positions in retail and customer service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Frank Oliver is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at various Fidelity entities since 2012, including 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive use of systematic methodologies and formal advisory roles to registered investment companies sets it apart within the institutional investment space.

Paul Jobin is a CFP® with 25 years of experience in the financial services industry, currently associated with MassMutual Investors Services. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2011 and has prior experience with Colonial Life starting in 2009. Outside of his advisory role, he also works as an independent cycling coach, designing training plans for cyclists. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements and a range of investment and educational programs.

Kimberly Arnum is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1994. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

David Towle is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Fidelity Investments since 2006. Outside of his advisory role, he works part-time at Black Forest Nursery and participates in community events such as selling lemonade at the Hopkinton state fair. 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 variety of portfolios, including multi-manager and fund-of-funds strategies, and supports Fidelity Institutional Wealth Adviser through model portfolio delivery.

Adam Marshall is the Director, Executive Services Officer at Fidelity Investments, a position he has held since 2023. He focuses on building relationships with clients and understanding their families and Equity Compensation needs to help them work towards their vision of financial success. Adam has been with Fidelity Investments since 2014, serving in various roles including Benefits & Planning Consultant, Executive Service Specialist, and Relationship Retirement Manager. His experience encompasses executive services and retirement planning, providing him with comprehensive expertise in these areas.

Daniel Simard is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He joined the firm in 2025 and previously worked at Liguori Accounting and various nonprofit and public sector organizations. Outside of advising, he serves as Treasurer for the Exeter Area Chamber of Commerce, where he assists with financial oversight and staff education. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Michael Proulx is a Series 66-licensed advisor at Fidelity with one year of industry experience. His prior work includes leadership roles in real estate and small business operations, such as Proulx Realty Group and SNH Shuttle LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio services, and is known for its use of systematic methodologies and oversight of affiliated sub-advisers.

Michael Young is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2015, as well as a brief tenure at Empower Retirement. Outside of finance, he operates Michael Young Photography as a sole proprietor. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad clientele including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Stephen Hett is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes longstanding roles within Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and more recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and engages in activities such as fund advisory and managing registered investment companies.

Charles Redmond is a financial advisor at Fidelity with Series 66 credentials and over two years of experience. His prior work includes roles at Davenport's Bar and Grille and Boards & Brews. 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 systematic, model-based investment solutions.

Cameron Bourbeau is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has developed extensive experience within Fidelity, having progressed through various positions including Investment Management Consultant II, Investment Solutions Representative III and II, High Net Worth Advisor, and Customer Relationship Advocate from 2021 to 2026. Prior to joining Fidelity, Cameron worked as a Bank Teller at St. Mary's Bank in 2021. He holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial guidance. Cameron's approach focuses on partnering with clients to help them build confidence in their financial futures through thoughtful guidance and strategic planning. Outside of his professional commitments, Cameron's personal interests include boating, family activities, fishing, football, golf, and skiing.

Scott Manship is a financial advisor at Fidelity with one year of industry experience. He previously worked at T-Mobile for nine years before joining Fidelity in 2025. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI technologies in its investment process.