Jonathan Rudy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Raytheon and Rivier University. Outside of his advisory work, he is a member of Ripfinity LLC, a business involved in buying and selling sports cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering solutions such as discretionary portfolio management and fund advisory. The firm combines fundamental research and quantitative analysis to construct model portfolios, and it holds a distinctive regulatory and advisory presence within the industry.

David Marcou III is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Dav El/Boston Coach, and Granite Telecommunications. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analysis tools.

Brian Mclaughlin is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America from 2016 to 2023 and completed an MBA program at Southern New Hampshire University in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Samuel Fitzpatrick is a Series 66-licensed financial advisor with Fidelity, bringing two years of industry experience. His background includes positions at Fidelity Investments and the University of Rhode Island, as well as prior engagement with Bob Lobster LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable use of AI and systematic methodologies in managing model portfolios.

Derik Paquette is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Advisors Services, Inc. since 2022 and previously held roles at SemiGen, Inc. and Vishay Ultrasource. Outside of his primary advisory role, he is associated with Paquette & Shaw Financial Group, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and engages in municipal and public finance through its affiliate network.

Nabil Bou Mitri is a financial advisor with Fidelity in Boston, MA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2014 and has worked at Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients, offering products such as discretionary portfolio management and multi-manager fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Todd Sweeney is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Fidelity Brokerage Services, Inc. since 1997 and has worked with Fidelity Personal and Workplace Advisors since 2018. 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. The firm is noted for its use of systematic methodologies, model portfolio delivery, and formal advisory roles to multiple registered investment companies.

Benjamin O’Connell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at the Boys and Girls Club of Souhegan Valley and various educational institutions. 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 portfolios driven by proprietary research and quantitative analysis.

Matthew Schwartz is a financial advisor with LPL Financial in Chelmsford, MA, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at LPL Financial since 1999 and previously at The Patriot Financial Group, LLC from 2014 to 2018. Schwartz is also involved in the sale of property and casualty insurance through Sullivan Insurance and engages in non-variable insurance sales under Schwartz Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, with discretionary and non-discretionary management options supported by research and model portfolios.

Matthew Tylus is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment, Travis Terry & Co, HD Vest Investment Services, Clemons University, and Ameriprise Financial Services Inc. since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Sheridan Marinelli is a financial advisor at Fidelity with Series 63 and Series 66 credentials. Marinelli joined Fidelity in 2025 and has previous work experience in various roles, including positions at Celebrity Cheer, The Grill at Clemson Marina, and Abraham Financial Group. 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 across a range of mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, model portfolio delivery, and formal advisory roles to multiple registered investment companies.

Anthony Picca is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Planning Consultant and various levels of Workplace Planning Consultant. Prior to joining Fidelity, he worked in insurance production at State Farm Insurance from 2021 to 2022. In his role, Anthony focuses on helping clients strengthen their financial wellbeing by building robust financial plans. He prioritizes understanding his clients' values and goals before discussing options, working collaboratively to analyze accounts and share Fidelity's best ideas. His approach emphasizes transparency and fostering trusted relationships. Outside of his professional work, Anthony enjoys camping, fitness, and hiking.

Khadija Ouldsahraouia is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Putnam Investments and Sephora. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies with a focus on systematic methodologies and oversight.

Frank Oliver is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 13 years of industry experience. He has been associated with Fidelity and its affiliates since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight of sub-advisers and share class allocations.

Alex Tanguay is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been applying over 20 years of experience in the financial services industry since joining in 2008. His team focuses on helping affluent individuals, families, and institutions pursue their financial goals by providing customized solutions based on clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Alex's advice is tailored to support clients' current lifestyle, retirement income needs, and legacy goals with an emphasis on simplicity, transparency, and a disciplined process. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alex is a graduate of Boston University's Questrom School of Business. He is a member of the Financial Planning Association and serves on the Board of Advisors for Big Brothers Big Sisters, where he has been an active mentor for over sixteen years. Originally from Cape Cod, Massachusetts, Alex resides in Salem, New Hampshire with his wife Nacole and their son Jack. In his spare time, he is an avid runner and cyclist who has completed numerous marathons. Alex is also involved with the Knights of Columbus in his community.

Jonathon Salo is a financial advisor at Raymond James Financial with one year of industry experience and holds a Series 66 designation. His prior experience includes roles at MML Investors Services LLC, Capstone Partners Financial & Insurance Services, Northwestern Mutual Investment Services LLC, and self-employment. He is also involved with METRO Financial Strategies, a non-investment related business based in Chelmsford, Massachusetts. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and has specialized programs for small businesses and municipal clients, supported by its broad affiliate network.

Kimberly Arnum is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1994, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC 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 systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered investment companies and use of AI in research.

John Shaffer is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Primerica Financial Services since 2002 and has been with Primerica Advisors since 2018. Outside of advisory duties, he is involved in sales of investment-related and loan products, as well as referrals for home security and automation services through affiliated companies. Primerica Advisors manages 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 accounts. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by unaffiliated asset managers.

David Towle is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity in various roles since 2006. Outside of his advisory work, Towle assists at a garden center and participates in community events such as local fairs. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Adam Marshall is the Director, Executive Services Officer at Fidelity Investments, a position he has held since 2023. He focuses on building relationships with clients and understanding their families and Equity Compensation needs to help them work towards their vision of financial success. Adam has been with Fidelity Investments since 2014, serving in various roles including Benefits & Planning Consultant, Executive Service Specialist, and Relationship Retirement Manager. His experience encompasses executive services and retirement planning, providing him with comprehensive expertise in these areas.