Michael Segreve is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortis Investors, Inc. for over three decades before joining OSAIC in 2024. Outside of his advisory role, he serves as president of Segreve & Hall Insurance Associates, a property and casualty insurance agency, and Compass Financial Service Group Inc., which provides life and disability insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and offers a broad range of advisory and brokerage services through an extensive multi-advisor platform.

Samuel Paiton is a financial advisor at Fidelity with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions within multiple Fidelity entities spanning over two decades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Lawrence Faretta is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, with prior roles at StoneX Securities Inc, Trust Advisory Group Ltd, and AGES Financial Services, Ltd. Faretta is also involved with Summer Street Financial, a non-variable insurance business. 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 offers a range of financial planning and investment management services, including model portfolios and institutional platforms, supported by extensive advisory resources and technology tools.

Jonathan Pilla is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work experience includes roles at Bj's Wholesale Club, Kroll Becker & Wing LLC, and the University of Massachusetts Lowell, among others. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Tyler Manning is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has been associated with various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, with a distinctive approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Shauna Rooksberry serves as Vice President and Financial Consultant at Fidelity Investments. In this role, she leverages over a decade of experience to assist clients in building wealth, navigating life changes, and preparing for their financial futures. Shauna emphasizes the importance of financial planning and is committed to Fidelity's values of integrity and client-first service. Her tenure at Fidelity includes positions such as Relationship Manager, Financial Consultant, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Licensed Financial Representative, spanning from 2012 to the present. Shauna holds insurance licenses in Arkansas and California.

Sean Reid is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Schwab, Reid worked at TD Ameritrade from 2021 to 2024. Outside of his advisory role, he is the owner of Reid Limited LLC, where he manages his personal brokerage account. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach and centralized operational infrastructure.

Ryan Leland is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2005. Outside of his advisory career, he serves as an assistant pastor of marketplace ministries at Orchard Christian Fellowship in Londonderry, NH, where he occasionally preaches and assists in weekly worship services. 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 to manage diversified portfolios.

Sean Chartier is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in roles outside the financial sector, including at Atlantic Family Dental and Beacon Funding. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios and oversight controls.

Erin Blanchard is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America N.A. since 2009. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Murphy is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has been with various Fidelity entities since 2011. 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. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI and algorithmic methods in its investment process.

Brian Sim is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, charitable funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Brian Kenny is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Fidelity, he worked at Somerset Hills YMCA. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while addressing potential conflicts of interest.

Connor Jensen is an advisor at Fidelity with Series 66 and Series 63 credentials and no prior industry experience before joining Fidelity Investments in 2025. His background includes five years at Zone Nation Sports and experience working in education at Shelton High School and Shelton Intermediate School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Todd Micklovich is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2015, serving initially as a Financial Consultant before his current role. Prior to Fidelity, Todd worked at Cantella & Co., Inc. from 2005 to 2015, advancing from Registered Representative to Registered Principal. With over 20 years of experience in financial consulting, Todd focuses on helping clients manage their financial resources to create purposeful and fulfilling lives. His career reflects extensive experience in financial advising and consulting. Outside of his professional work, Todd engages in activities such as family activities, social events with friends, golf, parenthood, soccer, and traveling.

Kimberly Peterson is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2022, initially serving as a Financial Representative before advancing to her current position. Prior to joining Fidelity, Kimberly worked as a Financial Advisor trainee at First Command from 2021 to 2022. Throughout her career, Kimberly has emphasized building lasting relationships with clients, focusing on understanding their unique goals to develop customized financial plans and personalized portfolios. Her professional experience spans financial advising and planning consultancy within the investment sector. Outside of her professional work, Kimberly's personal interests include beach activities, parenthood, skiing, and tennis.

Kate Tanguay is Vice President and Executive Services Regional Leader at Fidelity Investments. In this role, she leads a team of Benefits & Planning Consultants and Executive Planning Consultants, focusing on aligning clients' financial goals with personalized benefits strategies. She aims to empower her team and clients through strategic insight, collaborative leadership, and a commitment to financial well-being. Kate has extensive experience at Fidelity Investments, having served in multiple leadership positions including Regional Director of Executive Services since 2023, Team Leader in Stock Plan Services (2021-2023), and Team Leader roles in Workplace Planning & Advice, Client Services, and Fixed Income disciplines spanning from 2013 to 2021. Earlier in her career, she was a Financial Advisor with Edward Jones from 2009 to 2012. Outside of her professional responsibilities, Kate enjoys family activities, fitness, social events with friends, gardening, running, and traveling.

Jason Diosa is a Financial Consultant at Fidelity, a position he has held since 2025. He collaborates with families to develop, implement, and maintain financial strategies tailored to their individual goals, emphasizing trust and personalized investment approaches. Jason has extensive experience at Fidelity Investments, having served in various roles since 2008. His previous positions include Investment Consultant (2024-2025), Benefits and Planning Consultant for Executive Services (2020-2024), Senior Relationship Manager (2017-2020), Relationship Manager (2011-2017), and Financial Representative (2008-2011). Outside of his professional work, Jason's personal interests include beach activities, family time, food, reading, running, and traveling.

Arthur Mcsweeney is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes multiple roles at Fidelity Investments since 2021 and prior positions at Citizens Securities and Citizens Bank. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

Ryan Charette is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Outside of his financial career, he serves as an Emergency Medical Technician for the New Boston Fire Department in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.