Lawrence Velarde is a financial advisor with Fisher Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at Fisher Investments since 2017 and previously spent three years at TIAA-CREF. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Vaness Dosedel is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2014, with a two-year period at Morgan Stanley from 2023 to 2025 before returning to Merrill. Merrill, alongside its affiliate Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Parker McMinn is a Financial Consultant at Fidelity Investments, where he works with clients to develop personalized financial strategies. He focuses on understanding each client's unique circumstances to co-create tailored financial plans aimed at achieving their financial goals. Prior to his current role, Parker served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023 and gained experience as a Financial Planning Intern at Primerica in 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Parker engages in activities such as cooking and baking, spending time with family, playing football and golf, running, and traveling.

Alex Burgjohann is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, Diversified Resources, LLC, and Corrigan Financial. Outside of his advisory role, he has worked as a server at Tavern In The Square. 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 strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lawrence Ashong Katai is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Merrill since 2013 and also has a background at Bank of America, where he has worked since 2015. Outside of his advisory role, he is involved in a separate investment-related business based in Providence. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Julian Murcia is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citizens Securities, Bank of America, Merrill, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services such as discretionary and non-discretionary advisory, fund advisory, and model portfolio delivery, with distinctive features including registration as a commodity pool operator and use of AI-driven research methodologies.

Lauren Peloquin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Florence Bank and various positions in retail and service sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that combines fundamental and quantitative analysis with algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves multiple registered investment companies, utilizing systematic methodologies and oversight controls.

Andrew Plympton is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. His prior work includes roles at Driscoll Management and Bentley University, among others. 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. The firm is noted for its advisory role to registered investment companies and for employing systematic methods, including AI, in its investment processes.

Andrew Schneider is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Unibank for Savings and Polyvinyl Films, Inc., among others. Outside of finance, he has worked in various sectors including education and food service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Christopher Koons is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in various roles including educational consultancy and media production. Outside of finance, he is involved as a singer in a band. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Ashley Brown is a financial advisor at Merrill with a Series 66 license and four years of industry experience. She has been with Merrill since 2021 and has been affiliated with Bank of America since 2015. Outside of her advisory role, she works as an independent consultant for Rodan + Fields, providing skincare consultations and product sales. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Samantha Ireland is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. She has worked at Fidelity Investments since 2025. Outside of her advisory role, she is employed as a caretaker for a disabled client on weekends through The Fogarty Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Wesley Witcher is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has no prior industry experience but has worked in various roles including at IRA Green Inc, W.B. Mason Company Headquarters, and Johnson and Wales University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with discretionary authority granted to portfolio managers and offers access to third-party asset managers and financial planning services.

Quinlan Matthews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Delaware North, Education First, General Dynamics, and the University of Massachusetts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes AI-driven methods and established governance procedures in its management approach.

Michael Gaulin is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients to develop personalized financial strategies that align with their values and focus on helping them make steady progress toward their goals. Michael has been with Fidelity Investments since 2019, gaining experience across various roles including Planning Consultant, Investment Solutions Help Desk, Investment Solutions Representative, and Brokerage Operations Representative. His career path reflects a comprehensive understanding of investment consulting and client service within the financial industry. Outside of his professional work, Michael's personal interests include beach activities, biking, boating, golf, skiing, and traveling.

Derek Razza is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Pioneer Financial and management of a retail business, High Spirits Liquors, where he worked as a manager. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Michael Brown is a Series 66–licensed financial advisor with Fidelity, bringing 26 years of industry experience. He has worked across multiple Fidelity affiliates, including Fidelity Management and Research Company and Fidelity Personal and Workplace Advisors. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage various fund structures.

Todd Smith is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. 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 to manage diversified model portfolios. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies.

Vaughn Smith Spruill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and has held roles outside the financial sector, including digital content creation as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Steve Wolfe is currently serving as a Branch Leader at Fidelity, a position he has held since 2025. In this role, he leads and inspires a team of Financial Professionals who guide clients through various stages of their financial journeys. His approach emphasizes collaborative planning, co-creation, trust, and fostering long-term relationships to address clients' personal financial needs. Steve has extensive experience in the financial services industry. Since 2020, he has worked as a Financial Consultant at Fidelity Investments. Prior to that, he was a Wealth Management Advisor at TIAA from 2016 to 2020 and a Financial Solutions Advisor at Merrill Lynch from 2014 to 2016. He also held the role of VP and Financial Consultant at Fidelity Investments in 2025.