Kevin Small is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at HCS Services and CPTE, as well as a long tenure at Property Innovations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Susan Stitham is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1997. Outside of her advisory role, she teaches yoga, spin, and strength classes on an occasional basis at Hampshire Hills Athletic Club in New Hampshire. Fidelity’s Strategic Advisers LLC provides 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 manages a range of portfolios including model portfolios for intermediary platforms and serves as an adviser to registered investment companies and fund-of-funds.

Tyler Stevens is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity since 2020. Prior to joining Fidelity, he was employed at Miller Brothers LLC and The York River Landing. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and a charitable gift fund.

Richard Dworsky is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been affiliated with Ameriprise and its predecessors since 2005. Outside of his advisory role, he has participated as an election judge for the City of Saint Louis Park and provided traffic assistance at the Minnesota State Fair. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. Their approach combines research, modeling, and tax-efficient strategies to deliver tailored recommendation reports in partnership with financial advisors.

Scott Tracy is a financial advisor with Fidelity Investments based in Merrimack, NH. He holds Series 63 and Series 66 certifications and has four years of industry experience. Prior to joining Fidelity, he worked at Elliot Hospital and held a long tenure with the New Hampshire State Police. Fidelity’s Strategic Advisers LLC, where Tracy is affiliated, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary research with quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

John Darbyshire is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he is part of a team that focuses on delivering personalized service and building lifelong client relationships. The team assists families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. John has been with Fidelity Investments since 2015, holding various roles including Financial Service Associate, High Net Worth Service Associate, High Net Worth Service Associate II, and currently as a Wealth Management Planning Consultant. His experience at Fidelity spans several years, providing him with a background in serving high net worth clients and wealth management planning.

Thomas Sweeney Jr. is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity divisions since 2011. 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 also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Daniel Raskiewicz is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2001. His career includes positions at Fidelity Brokerage Services LLC, 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 utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often leveraging affiliated and unaffiliated sub-advisers.

Peter Anthony is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2008. He has been with Fidelity Investments since 2004, progressing through positions including Financial Planning Consultant, Senior Investment Consultant, Investment Representative, and Financial Representative. Peter holds insurance licenses in Arkansas and California. His professional approach focuses on building partnerships with clients based on trust, emphasizing attentive listening and clear communication to tailor financial guidance to individual needs. Outside of his professional work, Peter enjoys boating, fishing, hiking, fitness activities, and spending time with family, particularly at the lake.

Alora Gates is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, she held roles at Macy's, Bath and Body Works, and worked as a self-employed individual and at iD Tech Camps. 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 across a broad investable universe including mutual funds, ETFs, and ETPs.

Bradley Wallace is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at several organizations such as Purdy Powers & Co., TD Bank, and various school departments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of investment products including multi-manager funds and model portfolios, and is notable for its use of advanced technologies and its role as a registered commodity pool operator.

Amy Norander is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior work includes roles at Amherst Financial Group, LPL Financial, and over two decades at Northeast Planning Associates. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diversified range of portfolios and model strategies.

Brenna Andrews is a financial advisor affiliated with Fidelity, holding a Series 66 designation and with two years of industry experience. Her prior roles include positions at Knopman Marks and work experience outside finance at DoorDash and San Carlos Restaurant. She works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Kyle Friedrich is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Chanel, Restoration Hardware, and Gucci. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Samuel Mcgrath is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions in various sectors, including technology and education. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, and it holds registrations and advisory roles that differentiate it within the institutional investment space.

Marcus Haynes is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with LPL Enterprise and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is typically model-driven and includes access to third-party asset managers, financial planning, and participation in wrap programs.

Noah Roffman is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his current roles, he was a self-employed trader and has experience with the Massachusetts Technology Leadership Council. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers and financial planning services through a wide network of investment adviser representatives.

Ryan Callahan is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Nashua, NH. His prior experience includes roles at LPL Financial, Northeast Planning Associates, Lincoln Financial Distributors, and Fidelity Investments. Outside of his advisory work, he serves on the Board of Directors for The Geoff Higginbotham Memorial Foundation and hosts a podcast focused on Bryant University football, his alma mater. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Nathan Post is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including several positions in the hospitality sector and at Nashua Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Stephanie Wilkinson is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles with registered investment companies, use of AI and systematic methodologies, and formal advisory responsibilities including model portfolio delivery.