Rebecca Milanesi is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that include mutual funds, ETFs, and ETPs.

Samuel Darbey is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2019. Prior to his finance career, he held roles at United Parcel Service and Imprivata. He 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Troy Morris is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity and its related entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its formal advisory role to multiple registered investment companies and use of systematic methodologies and AI-driven research tools.

Matthew Ros is a financial advisor at OSAIC with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Active Directions. He also serves as a financial paraplanner for GenX Financial LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs.

Joseph Dickerson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previous work experience across multiple firms including TechTarget, Cochrane Global, and Elon University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary portfolio management and fund advisory services among other capabilities.

Jason Vallee is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions outside the financial sector, including work with Two Men and a Truck and various food service establishments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Daniel Regan is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at NEXT Financial Group, Inc. and Enel North America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Nicholas Sangermano is a financial advisor with MassMutual Investors Services in Salem, NH, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2016. Outside of advisory services, he is licensed to provide indexed annuities and sales of life, health, disability, long-term care, fixed annuities, and equity fixed life insurance products. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars, delivering collaborative annual planning engagements that utilize firm-approved software and tools.

Stella Shen is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. Prior to joining OSAIC, she worked at Holistic Financial and Retirement Group and held positions in education at Tufts University, Andover High School, and Doherty Middle School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party money managers. The firm employs multiple asset-allocation tools and offers both discretionary and non-discretionary management, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alexander Brewster is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Santander Bank, NA, Santander Securities, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. He also spent time at George Mason University early in his career. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 manage portfolios and advises multiple registered investment companies and fund-of-funds.

Nancy Libardoni is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2025, she operated Libardoni Financial for several years and previously worked at Gilbane Building Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

George Lefavour is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2006. Strategic Advisers LLC, a Fidelity Investments company where he works, 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 to manage and deliver model portfolios across various investment platforms.

Ceara Herget is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021, and previously was employed with Equitable Advisors. Outside of advisory work, she is the owner of Sunshine Ready Rentals LLC, a short-term rental business based in Miami, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

John Purcell is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity in various roles since 2013. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including charitable funds and registered investment companies, and it utilizes advanced technologies such as AI in its research and portfolio management activities.

Jessica Skelton is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Michael Mclaughlin is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Morgan Stanley and Independent Service Network, as well as work at Saint Anselm College and New Hampshire Institute of Politics. Outside of finance, he has experience as a retail employee at Walgreens. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those using multi-manager and fund-of-funds structures.

Nathan Campbell is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Fidelity Investments since 2012 and is currently associated with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he participates as a presenter in a Catholic youth ministry, delivering inspirational talks to young people. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

William Donovan is the Director and Executive Services Officer at Fidelity Investments, a position he has held since 2016. In this role, he partners with corporate leaders to analyze the value of their equity compensation plans and provide insight into how these plans affect their overall financial situations. Prior to his current role, William served as a Portfolio Specialist at Fidelity Investments from 2014 to 2016 and as a Client Service Manager from 2013 to 2014. His experience centers on executive compensation, equity awards, and financial planning for corporate clients.

Patrick Rauseo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Before joining Fidelity Investments, he held various roles, including positions at Best Buy and Saint Joseph's College of Maine. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios delivered to intermediary platforms.

Ian Clarke Pounder is a financial advisor with Raymond James Financial in Nashua, NH, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Raymond James Financial and its related entity since 2009. Outside of his advisory role, he serves on the finance and investment committee of Bishop Guertin High School, a nonprofit private school, where he reviews the school budget and investment programs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, 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 affiliation with a municipal advisor.