Solomon Sanchez is a Planning Consultant at Fidelity Investments, where he develops tailored financial plans that align with clients' individual goals and values. He works closely with clients to understand their unique objectives and motivations, creating personalized investment strategies aimed at supporting long-term financial stability. Solomon has progressed through various roles at Fidelity Investments since 2024, including Investment Solutions Representative levels I through III and Customer Relationship Advocate. He holds an Arkansas Insurance License. Outside of his professional work, Solomon engages in family activities and enjoys interests such as football, lake outings, outdoor adventures, snowboarding, and traveling.

Mark Carroll is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has worked across various Fidelity entities since 2004. Strategic Advisers LLC, a Fidelity Investments company, 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 manage model portfolios and offers advisory and consulting services with oversight controls and a focus on addressing conflicts of interest.

Maggan Arbasetti is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Pressed Cafe Commissary LLC and The Cheesecake Factory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brendan Sheehan is a Vice President, Financial Consultant with Fidelity Investments in Littleton. He works with individuals and households to create, execute, and review customized financial plans aimed at achieving their financial goals. Brendan serves high net worth clients, along with their family and friends throughout Central Massachusetts, providing investment guidance, income planning, and distribution planning. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative - Phones, Financial Representative - Branch Office, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Brendan's professional experience is centered on financial consulting and investment services. Outside of work, Brendan's personal interests include baseball, beach activities, family activities, golf, pets, and traveling.

Miles Kerrigan is a financial advisor at Fidelity with seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously at Jewish Family & Children's Services. Kerrigan holds Series 63 and Series 66 designations. 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 employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its role as a commodity pool operator.

Richard Biagiotti is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Cetera Advisors LLC for seven years and operated Personal Financial Management Plus Inc for nearly three decades. Biagiotti also serves on the City of Lynn Retirement Board, where he contributes to managing retirement applications and overseeing the Massachusetts retirement systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a large network of advisors with diverse investment strategies and offers a range of financial planning and asset management solutions.

Eric Nelson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. He works at Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios for intermediary platforms.

Philip Vidic is a financial advisor with Fidelity Investments in Methuen, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Fidelity since 2008, including roles at 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 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 manage discretionary and non-discretionary portfolios and offers specialized services such as model portfolio delivery and fund advisory.

Elaine Stansfield is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and 26 years of industry experience. She previously worked for Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies over a 21-year period. Outside of LPL, she is involved with Crump as an investment representative handling non-variable insurance trails. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Jonathan Wolanyk is a CFP® with six years of industry experience, currently serving as a financial advisor at Fidelity Investments. His prior roles include positions at Northstar Financial Planning and Northwestern Mutual, as well as time spent as a self-employed advisor. He is licensed as an independent insurance agent but has primarily held support roles rather than direct sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Laurie Bouthillette is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity and its related entities since 2011, including six years with Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is also noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

John Aubertin is a Series 66 registered financial advisor with Fidelity, based in Merrimack, NH, and has 18 years of industry experience. He has worked with Fidelity Investments and its affiliated entities since 2012, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, offering investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Trevor Harris is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 65 and Series 63 licenses and having seven years of industry experience. He has worked with Primerica Advisors since 2019 and with Primerica Financial Services since 2017. In addition to advisory services, he receives compensation for referrals related to home security and automation products as well as loan product sales through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.

Andrew Carbone is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans using Fidelity's advanced planning tools. He joined Fidelity in 2018 and has held multiple roles including Investment Solutions Representative, Investment Consultant, and Planning Consultant before his current position. Andrew holds insurance licenses in Arkansas and California. His professional experience spans various aspects of financial planning and investment consulting within Fidelity Investments. Outside of his professional work, Andrew has personal interests in baseball, bowling, cars, fishing, fitness, and golf.

Claire Sonnenberg is a financial advisor at Fidelity with seven years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Liora Partners and the MGH Institute of Health Professions. Sonnenberg holds the Series 63 and Series 66 credentials. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jonathan Penoyer 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, with prior experience at Empower Retirement, Digital Federal Credit Union, Boeing Employees Credit Union, and Honda of Seattle. Outside of advising, he is a self-employed content creator. 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 manage portfolios and delivers model portfolios through intermediary platforms.

Richard Hendricks is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at Metropolitan Life Insurance Company and MetLife Securities Inc. Hendricks also works as an independent insurance agent, selling various life, health, and property insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.

Nathaniel Taylor is a financial advisor at Fidelity with seven years of industry experience. He has been with Fidelity Investments since 2018 and previously worked at Rocky Mountain Express Global Logistics. Taylor holds Series 63 and Series 66 designations. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Hailey Siverhus is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her advisory role, she worked as a Guest Services Manager at Cassandra Salon and Spa for ten years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Oliver Collette is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments, FedEx Ground, ToolsGroup, Oracle, and Rescue One Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients, including retail and institutional investors and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.