Mark Carroll is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has worked across multiple Fidelity entities since 2004. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe, applying systematic methodologies and long-term asset allocation benchmarks.

Kurt Stieper is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a successor co-trustee for an estate in Sun City Center, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies to support client goals.

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.

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.

Andrew Githmark is a financial advisor at Morgan Stanley in Manchester, NH, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and other related firms. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Eric Nelson is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Philip Vidic is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, 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 to manage discretionary and non-discretionary portfolios, often incorporating sub-advisers and model portfolios based on mutual funds, ETFs, and ETPs.

Lauri Lacourse is a financial advisor at Merrill with 16 years of industry experience and has been with Merrill for 22 years. She holds Series 63 and Series 65 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

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 licenses and has been with Fidelity Investments since 2011, working in both Fidelity Investment and Fidelity Personal and Workplace Advisors divisions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on multi-manager and model portfolios.

John Aubertin is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. He has worked at various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes systematic methodologies alongside AI-driven research tools in its investment process.

Nicholas Dolle is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he has worked in various positions including with automotive groups and served in the U.S. Army National Guard and U.S. Army Reserve. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Trevor Harris is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at Primerica Financial Services since 2017 and with Primerica Advisors since 2019. Outside of advisory work, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately $15.5 billion in assets under management.

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 and a Series 66 designation. His prior roles include positions at Empower Retirement, Digital Federal Credit Union, and credit unions affiliated with Boeing and Honda. Outside of his advisory work, he is also a self-employed content creator. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, its use of systematic methodologies incorporating AI, and its advisory role in fund-of-funds structures.

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 with Fidelity Investments and holds Series 63 and Series 66 designations. She has five years of industry experience, including roles at Fidelity Brokerage Services LLC since 2020. Outside of her financial career, she has worked as a Guest Services Manager at Cassandra Salon and Spa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Paul Dattoli is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has military experience serving in the U.S. Navy and U.S. Navy Reserves from 2016 to the present. His work history also includes roles at Bank of America Private Bank and Merrill since 2025. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries through the Select Portfolio Solutions program. The firm is integrated with Bank of America’s broader platform, enabling access to various products and services beyond typical managed account offerings.