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.

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.

Gregory Costa is affiliated with Cambridge Investment Research Advisors and has been with the firm since 2026. He has over 20 years of experience at Turner & Costa PC, where he has worked since 2002. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and platform solutions.

Alexandra Terista is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Suffolk University and Eversource Energy, and she currently serves in the US Navy Reserves. 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, third-party asset management, and institutional platforms.

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.

Tyler Colby is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Desert Cove Recovery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Travis Stewart is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Stewart is based in Merrimack, NH. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles for multiple investment funds.

John Paul Barry is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Fidelity Investments since 1999 in various roles, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is also associated with Strategic Advisors Inc., where he has worked since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Robert Kliskey is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Alexander Technology Company. In addition to his advisory role, he has worked as an independent contractor delivering food for DoorDash in the Manchester area. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including model portfolios.

Tabitha Egnet is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads a team of financial advisors and professionals dedicated to helping clients make educated and confident financial decisions for themselves and their families. Tabitha has been with Fidelity Investments since 2019, holding several leadership positions including Branch Leader from 2022 to 2023, Team Leader of Workplace Planning and Advice from 2020 to 2022, Talent Champion in 2020, and Team Leader of Client Services from 2019 to 2020.

Morgan Smiddy is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 credential and has held roles at Fidelity Investments since 2021. Prior to his career in finance, he worked in the automotive sales industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing multi-manager and fund-of-funds portfolios. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Moira Moran is a financial advisor at Fidelity with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2020, joining Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Austin Denison is a financial advisor at Fidelity with four years of industry experience. His career includes roles at Batteries Plus Bulbs and service in the United States Marine Corps Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment strategies.

Brian Conway is a CFP® with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Axiom Advisors, LLC, and Cambridge Investment Research entities since 2005. Outside of advisory services, he operates as an independent insurance agent and holds partnerships in several related business entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Paul Stacy is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He has worked at Fidelity in various capacities since 2021 and has prior experience with Equitable Advisors and AXA Advisors. Outside of financial services, he is employed at B&P Pavement Marking Services LLC, where he is involved in parking lot striping and floor epoxy work. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates AI-driven methods in its investment process.