Todd Sweeney is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains oversight of sub-advisers and share class allocations.

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 with 29 years of industry experience. He has been with LPL Financial since 1999 and previously worked at The Patriot Financial Group, LLC from 2014 to 2018. Outside of his advisory role, he is involved in property and casualty insurance sales through Sullivan Insurance and non-variable insurance through Schwartz Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies that combine discretionary and non-discretionary management supported by various research and technology tools.

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 and one year of industry experience. Prior to joining Fidelity, Sheridan held various roles including at Celebrity Cheer and The Grill at Clemson Marina. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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 63 and Series 66 credentials and one year of industry experience. Her prior work history includes roles at Putnam Investments and various positions in retail and customer service. 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.

Olympia Wheeler is a Financial Consultant currently working at Fidelity Investments since 2023. She assists clients in pursuing their short- and long-term financial goals by developing customized financial plans that align with their individual hopes and dreams. Her approach focuses on client-centered financial wellness and aims to maintain clarity and trust throughout the advisory relationship. With 30 years of industry experience, Ms. Wheeler has held various roles including Private Client Financial Advisor and Assistant Vice President at Citizens Securities, Inc., Financial Advisor at Prudential Advisors, Senior Product Marketing Manager and Assistant Vice President at MFS Investments, and positions in sales and marketing at Eaton Vance. This breadth of experience encompasses financial advising, client relations, product marketing, and sales within the investment sector. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Frank Oliver is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive use of systematic methodologies and formal advisory roles to registered investment companies sets it apart within the institutional investment space.

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 Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing one year of industry experience. His prior roles include positions at MML Investors Services LLC, Capstone Partners Financial & Insurance Services, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he operates METRO Financial Strategies, a non-investment-related business based in Chelmsford, Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Kimberly Arnum is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1994. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

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 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Fidelity Investments since 2006. Outside of his advisory role, he works part-time at Black Forest Nursery and participates in community events such as selling lemonade at the Hopkinton state fair. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including multi-manager and fund-of-funds strategies, and supports Fidelity Institutional Wealth Adviser through model portfolio delivery.

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.

Joe Miller is a Financial Consultant at Fidelity, where he works with clients to help them understand their unique paths to financial wellness. He focuses on assisting individuals in achieving their retirement and investing goals through personalized planning. Joe has professional experience as a Financial Consultant at Fidelity since 2024. Prior to this, he worked as a Financial Planner at Prudential from 2016 to 2024. Outside of his professional work, Joe enjoys board games, cooking and baking, movies, music, parenthood, and theater.

Michael Proulx is a Series 66-licensed advisor at Fidelity with one year of industry experience. His prior work includes leadership roles in real estate and small business operations, such as Proulx Realty Group and SNH Shuttle LLC. 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. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio services, and is known for its use of systematic methodologies and oversight of affiliated sub-advisers.

Michael Young is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2015, as well as a brief tenure at Empower Retirement. Outside of finance, he operates Michael Young Photography as a sole proprietor. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad clientele including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Stephen Hett is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes longstanding roles within Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and more recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and engages in activities such as fund advisory and managing registered investment companies.

Charles Redmond is a financial advisor at Fidelity with Series 66 credentials and over two years of experience. His prior work includes roles at Davenport's Bar and Grille and Boards & Brews. 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 deliver systematic, model-based investment solutions.