Jennifer Duguay is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services, LLC and National Financial Services prior to her current role. Jennifer is based in Smithfield, Rhode Island. Fidelity’s Strategic Advisers LLC 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Christopher Dandeneau is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Prudential Advisors. He also spent time with the Pittsburgh Pirates and the University of Connecticut. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Ryan Kosh is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions with several organizations outside the investment industry, such as Eventide Audio and 80/20 Records. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

William Kisseberth is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual needs and financial objectives. He has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Workplace Planning Consultant I, II, and III before becoming a Planning Consultant in 2026. William holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys a range of personal interests including spending time at the beach, engaging in family activities, watching football and movies, skiing, and traveling.

Brooke Messier is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Brooke held roles at Arous Studio and Legal Sea Foods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios.

Liam Downing is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Triumvirate Environmental. Fidelity’s 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 adviser to multiple registered investment companies.

Raul Guzman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at LendSure Mortgage Corp and Santander Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering discretionary management, fund advisory, and model portfolios through systematic methodologies.

Zachary Essex is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His work history includes roles at Fidelity Investments and experience in media and service industries prior to entering finance. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Alina Okulovska is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Ukrainian Construction Investment Bank, PINbank, and Sberbank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathryn Zimmerman is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors, Asset Strategy Advisors, TIAA-CREF, and Merrill. Outside of her advisory roles, Zimmerman serves as head track coach at Gallagher Middle School in Smithfield, RI. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Isaiah Farrar is an Investment Solutions Representative III at Fidelity Investments, where he has been building his expertise since 2023. In this role, he partners with clients to understand their short and long-term financial goals and helps develop customized financial plans tailored to their unique needs. Isaiah has progressed through multiple levels within Fidelity Investments, starting as a Customer Relationship Advocate before advancing through the ranks of Investment Solutions Representative I and II, culminating in his current position. His professional focus is on forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional role, Isaiah has personal interests in fitness, golf, motorcycles, and music.

Brendan Keenan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Cushman and Wakefield and Northwestern Mutual Life Insurance. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Mary Aggarwal is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Platinum Medical Group, and Banc of America Investment Services. Outside of her advisory role, she serves as a co-trustee of a family trust and is a general partner and managing member of a privately held LLC. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Samuel Garrabrant is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. His background includes a variety of roles outside finance, including a position at Tree House Brewing Company in 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

Philip Mansour is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Imotobank LLC and Gordon College. Philip is currently based in Smithfield, RI. 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 and deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Tuoc Dao is an Investment Solutions Representative III at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies aligned with their specific goals. He holds the Certified Financial Planner (CFP®) designation. Tuoc has a progressive career in the financial services industry, beginning as a Financial Services Professional at New York Life Insurance Company and Annuity Corporation from 2003 to 2012. He then worked as a Financial Specialist at Santander Bank and as an Investment Specialist at Merrill Edge. Since joining Fidelity Investments in 2021, he has advanced through roles from Customer Resource Advocate to his current position. Outside of his professional role, Tuoc is interested in family activities, fitness, parenthood, and traveling.

Martin Lane is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Hingham Institution for Savings and Ohio State University, as well as experience at South Shore Country Club and Killington Resort. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Alexander Beeber is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2014, also working at Bank of America since 2015. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Saywath Luangsidasay is a financial advisor at Fidelity with ChFC®, Series 66, and Series 63 designations and three years of industry experience. Prior to joining Fidelity, he worked at Omnimerce LLC and SCS Financial and has been involved with educational institutions including the University of Rhode Island and Dr. Jorge Alvarez High School. 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 portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting a range of investment products including mutual funds, ETFs, and ETPs.

Matthew Morisset is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Histro Kalkanis and Niko Zarras. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.