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.

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.

Paul Jobin is a CFP® professional with 24 years of industry experience, currently affiliated with MassMutual Investors Services in Bedford, NH. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2011 and Colonial Life since 2009. Outside of financial services, he works as an independent cycling coach, designing training plans for cyclists. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved tools.

Paul Hesse is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Ameriprise Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond investment management.

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.

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.

Daniel Simard is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He joined the firm in 2025 and previously worked at Liguori Accounting and various nonprofit and public sector organizations. Outside of advising, he serves as Treasurer for the Exeter Area Chamber of Commerce, where he assists with financial oversight and staff education. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Michael Young is a financial advisor with Fidelity who holds a Series 66 designation and has nine years of industry experience. He has worked at Fidelity Brokerage Services since 2015, with a combined tenure across related Fidelity entities since then. Outside of his advisory work, he operates a sole proprietorship in photography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios used on intermediary platforms.

Stephen Hett is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Cameron Bourbeau is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has developed extensive experience within Fidelity, having progressed through various positions including Investment Management Consultant II, Investment Solutions Representative III and II, High Net Worth Advisor, and Customer Relationship Advocate from 2021 to 2026. Prior to joining Fidelity, Cameron worked as a Bank Teller at St. Mary's Bank in 2021. He holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial guidance. Cameron's approach focuses on partnering with clients to help them build confidence in their financial futures through thoughtful guidance and strategic planning. Outside of his professional commitments, Cameron's personal interests include boating, family activities, fishing, football, golf, and skiing.

Scott Manship is a financial advisor at Fidelity with one year of industry experience. He previously worked at T-Mobile for nine years before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI technologies in its investment process.