Dennis Cipriano is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity in various capacities since 1998. Fidelity’s affiliate 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. The firm manages model portfolios, oversees sub-advisers, and serves multiple registered investment companies while incorporating systematic methodologies and governance procedures.

Gary Pearson is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, Inc. since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and advisor to multiple funds.

James Gignac is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including funds and model portfolios for intermediary platforms.

Cameron Avila is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Cambridge Savings Bank and Automation Anywhere, alongside entrepreneurial experience with Executive Auto Detail LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and acts as a formal advisor to multiple registered investment companies.

Marten Vandervelde is a Series 66 licensed financial advisor at LPL Enterprise with seven years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Vandervelde is also a commissioned Notary Public in the state of New Hampshire. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to third-party asset managers, and various non-securities services through affiliated entities.

Shawn Fisher is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various roles since 2021. Prior to joining Fidelity, he spent nine years with Century 21 Cardinal and 29 years at Hewlett Packard Enterprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory services and model portfolio delivery.

Girard Mcspiritt is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Travelers Insurance Indemnity and Fidelity Brokerage Services. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing sub-advisers and algorithmic methods in its investment process.

Matthew Stanieich is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at CGI Business Solutions and was involved with the University of New Hampshire Student Philanthropy Center. 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 portfolios across various asset classes and serves as an advisor to multiple registered investment companies.

Samuel Nadeau is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Putnam Investments and has a background that includes roles outside finance in construction and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies, uses systematic methodologies for model portfolios, and maintains oversight of affiliated and unaffiliated sub-advisers.

Laura Vilas Boas Oliveira is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her work history includes roles at IC Credit Union and the University of Connecticut. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Daniel Zuber is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Before joining Fidelity, he worked for six years at J.M. Carr Landscaping. Fidelity's Strategic Advisers LLC 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 discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Frederick Snell is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 1998, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage multi-manager fund structures.

Alexandra Overton is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2008. Outside of her advisory role, she serves as a trustee for The Awesome Foundation-Hamilton & Wenham, where she helps decide on grant funding projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Tucker Dunbar is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked in various roles within Fidelity since 2015, including at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company. 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. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Jeremy Markland is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. His prior roles include positions at Covelo Direct, Barton Associates Inc., and Margaritas Management Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable use of model portfolios and delegated sub-advisers.

Luke Roy is a financial advisor at Fidelity with 9 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity in various capacities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic methods and AI in its research process.

Steven Williams 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 Investments in various capacities since 2007. His career includes seven years at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Jared Rose is a financial advisor with Mass Mutual Investors Services in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Rose also works in sales of individual and group life and health insurance as well as fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kory Mount is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors. 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 portfolios. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and maintaining oversight through affiliated and unaffiliated sub-advisers.

Danny Nguyen is an Investment Management Consultant II at Fidelity Investments. In his role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients based on trust, reliability, and competency. Danny has accumulated extensive experience in the financial services industry, holding various positions at Fidelity Investments since 2014, including Financial Consultant, Investment Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, Retirement Solutions Representative, and Financial Representative. He also served as a Senior Financial Consultant at TD Ameritrade from 2019 to 2020. Outside of his professional work, Danny has personal interests in fitness, football, golf, and spending time at the lake.