Bryan Herrera Burgos is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Thrivent, he was with Fidelity Investments for two years and has held positions at TD Bank and other firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics, with options to integrate planning and managed-account services under a consolidated billing platform called “WealthPlan.”

Glen Hamel is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Valic Financial Advisors, Eagle Point Investment Advisors, and LPL Financial. He has been with Fidelity Investments since 2019. 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 portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves multiple registered investment companies with oversight and governance procedures.

Steven Leclerc is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 certifications and three years of industry experience. Prior to his current role, he worked as a server at Firefly American Bistro and Bar. 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 to manage a broad range of investment products.

Judy Carryl Young is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its predecessor entity since 2005 and holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Pankil Shah is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. His work history includes roles at Fidelity Investments and SalemFive Bank, as well as prior experience at YES BANK, IndusInd Bank, and Axis Bank. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

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.

Andrew Fabrizio is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 credentials. Fabrizio has been with Fidelity Investment High Net Worth since 2000 and has worked at various Fidelity divisions, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity's Strategic Advisers LLC, where Fabrizio is based, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

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.