Andres Lopez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Santander Bank, Barton Associates, and multiple other firms. Outside of his advisory role, he has been involved with Intricate LLC for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Rebecca Moody is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She is committed to building trust-based relationships with clients to help them pursue their financial goals, address challenges, and implement financial plans effectively. Rebecca has experience in various positions at Fidelity Investments, including Investment Solutions Representative II - Fixed Income, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2021 to 2023. She holds a California Insurance License. Outside of her professional work, Rebecca's personal interests include golf, hiking, parenthood, pilates, snowboarding, and volunteering.

Michael Murphy Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked for St. Ann's Home and School Inc. from 2010 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maya Wakim is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior roles include a position at the Abu Dhabi Investment Authority and involvement with Real Meal LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Antonio Sordillo is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he has been involved in acting through SAG-AFTRA, though currently inactive. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Kassandra Marin is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and six years of industry experience. She has worked at Fidelity Investments since 2025 and previously at Fidelity Brokerage Services, LLC from 2019. Before entering the financial sector, Marin was employed at the Massachusetts Port Authority for three years. Fidelity's Strategic Advisers LLC offers 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, managing portfolios that include mutual funds, ETFs, and ETPs with a focus on systematic methodologies and long-term asset allocation.

Paul La Greca Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and also operates LaGreca Wealth Management in Lynnfield, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Alexander Chigas is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2009, with a five-year tenure at Morgan Stanley Private Bank from 2017 to 2022. He holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing a systematic approach to managing model portfolios composed of mutual funds, ETFs, and ETPs.

Jeremy Brannen is a Financial Consultant at Fidelity Investments, where he provides financial planning and investment counsel to clients, ensuring they receive a high level of service. He has been with Fidelity since 2004, holding various roles including FILI Planning Consultant, Account Executive, Investment Representative, and other positions that have contributed to his comprehensive experience in the financial services industry. Jeremy holds insurance licenses in Arkansas and California. Outside of his professional work, he is interested in beach activities, family activities, movies, parenthood, pets, and reading.

Kristin Polito is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including Bank of America, Merrill, Morgan Stanley, and Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, and a range of brokerage and insurance products supported by an integrated platform combining advisory programs with active financial product sales.

Swan Shen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Sagepoint Financial, Inc. and Capital Financial Services, Inc. Shen is also the founder and president of Holistic Financial & Retirement Group, which offers fixed insurance products tailored to client needs. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools and supports multiple advisory platforms and third-party managed-account solutions.

Corbin Decker is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Outside of finance, he has served as head wrestling coach for the Windham School District. 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 across mutual funds, ETFs, and ETPs.

Michael Enright is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and MetLife Securities since 2015. Enright is also involved in health and group health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, and charitable organizations. The firm employs firm-approved analytical tools and structures planning as an annual collaborative process.

Kyle Moroney is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in engineering and education, including positions at Siena Engineering Group and Bridgewater State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Ferenc Vasady Kovacs is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is also noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and integration of algorithmic methods and AI in its research.

Justin Jones is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses, bringing 16 years of industry experience. His prior roles include work at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves in a fiduciary capacity for the Gail Norris True Love Ways 66 Irrevocable Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Mark Romagna is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, he worked at IBM Corporation from 2010 to 2024. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Michael Nahill is a Wealth Management Advisor with Merrill Lynch Wealth Management. As the lead investment architect for Nahill, Dunn & Associates, he focuses on designing customized wealth management strategies and investment portfolios tailored to the unique goals of each client. His approach integrates a disciplined investment management process, responsive service, a client-focused team, and transparency regarding fees, risks, and outcomes. With over 30 years of capital markets experience, including more than 20 years advising professional investment managers at leading mutual funds, pension funds, endowments, and hedge funds, Nahill brings extensive expertise to his role. He specializes in areas such as family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Nahill holds a B.A. in Economics from Boston College and an M.B.A. from Columbia University. He is a CERTIFIED FINANCIAL PLANNER® certificant and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Nahill is committed to community involvement and follows the Merrill tradition of volunteering with local organizations. His personal interests include golfing, interior decorating, music, and reading.

Shultz Pierre Louis is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He has accumulated extensive experience in the financial services industry, with previous positions at Fidelity Investments including Workplace Planning Consultant III and II, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative Full Trader. Prior to his tenure at Fidelity, he worked as a Senior Specialist II at JP Morgan Chase from 2013 to 2015. Mr. Pierre Louis holds the designations of Certified Private Wealth Advisor Certificant, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER™ professional. He is licensed to provide insurance services in Arkansas and California. He is fluent in Creole, French, and Spanish. Outside of his professional work, Mr. Pierre Louis has interests in reading and soccer.

Ian Vasquez is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity Investments since 2021. Prior to his current role, he held positions in various fields, including property maintenance, retail, and education. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios built from mutual funds, ETFs, and ETPs, and serves both retail and institutional investors with an emphasis on systematic methodologies and asset allocation benchmarks.