Adora Graves is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Prior to her career in finance, she worked at Instacart and White Rhino Capital. Outside of her advisory role, she is employed in manual labor for a painting business in Maine. She 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund advisory.

Alexis Dunphy is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020 and joined Fidelity Investments in 2025. Outside of finance, she is licensed as a cosmetologist. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary investment solutions.

Peter Mclaughlin is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Outside of his advisory role, he is employed in retail positions including at an off-price department store, a shoe store, and a flooring chain. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage funds and model portfolios.

Austin Baker is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Before joining Fidelity, he held various roles primarily outside the financial sector, including positions at Souhegan Woods Golf Club and McNulty and Foley Express & Catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory role to multiple registered investment companies.

David Tardiff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2012. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Katie Heimbach is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 credential and previously worked at Janney Montgomery Scott, LLC from 2012 to 2018 and at Athleta in 2018. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Dan Tynan is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2005. In his role, he partners with executives and their families on wealth planning, working to build personalized plans based on clients' goals and needs, aligning investment strategies, and monitoring these plans on an ongoing basis. Dan's experience at Fidelity Investments spans over two decades, including positions as Retirement Income Planner from 2004 to 2005 and Financial Consultant from 2000 to 2003. He holds a California Insurance License. Outside of his professional work, Dan participates in activities such as biking, golf, hiking, kayaking, and skiing.

Richard Abbott is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. He has been with Fidelity Investments since 2008, progressing through various roles including PAS Sales, Portfolio Specialist, Senior Portfolio Specialist, and Investment Management Consultant before assuming his current position in 2024. This extensive experience has provided him with a comprehensive understanding of investment management and client service within the wealth management sector.

Alexander Tsetsilas is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2023. His prior work experience includes roles at Benson's Hardware, Xcel Fire Protection, Inc., and Morins Landscaping. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles with registered investment companies and its use of AI and systematic methodologies.

Mikhail Gonsalves is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments, Brandeis University, My Financial Therapist Inc, and Finomenal Techserve LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advisory mandates. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of algorithmic methods and AI in research.

Jason Nero is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a decade at Edward Jones prior to joining Raymond James in 2022. Outside of his advisory role, Nero is involved in several business ventures, including ownership interests in storage facilities, an HVAC company, and multiple short-term rental properties managed primarily by family members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutional and charitable organizations. The firm emphasizes non-discretionary planning and risk profiling, offering tailored recommendations supported by analytical modeling and a broad array of advisory programs.

Austin Carr is an Investment Management Consultant IV at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2015, progressing through roles including Workplace Planning Consultant and various levels of Investment Management Consultant. Austin focuses on developing trust and investment strategies tailored to individual client circumstances. He integrates financial planning insights with a commitment to transparency to assist clients in navigating market dynamics and portfolio construction, aiming to provide clear and balanced support aligned with their values. His professional experience encompasses investment management and workplace planning within Fidelity Investments. No additional information about education, credentials, personal interests, or community involvement has been provided.

Patrick Fogarty is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in the automotive sector, including positions at Amesbury Chevrolet Inc and Key Auto Center of Portsmouth. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Michael Mead is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity and its affiliated entities since 2015. 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 also acts as a commodity pool operator and advises multiple registered investment companies and fund-of-funds, incorporating systematic methodologies and long-term asset allocation benchmarks in its investment process.

Alexander Macina is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments in various roles since 2002. Outside of his advisory work, he is the head coach of New England Prospects, a softball organization based in Manchester, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Micheal Kertyzak III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple Raymond James entities since 2000 and has operated his own tax planning and preparation business since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Andres Lopez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Santander Bank, Barton Associates, and multiple other firms. Outside of his advisory role, he has been involved with Intricate LLC for three years. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Rebecca Moody is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She is committed to building trust-based relationships with clients to help them pursue their financial goals, address challenges, and implement financial plans effectively. Rebecca has experience in various positions at Fidelity Investments, including Investment Solutions Representative II - Fixed Income, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2021 to 2023. She holds a California Insurance License. Outside of her professional work, Rebecca's personal interests include golf, hiking, parenthood, pilates, snowboarding, and volunteering.

Maya Wakim is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior roles include a position at the Abu Dhabi Investment Authority and involvement with Real Meal LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Kassandra Marin is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at the Massachusetts Port Authority. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.