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 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of advanced technologies in its research processes.

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.

Brady Rodgers is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arcadia Financial Group and Arcadia Wealth Management. He has also held roles with the YMCA of Greater Boston and Hannaford Supermarkets. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary strategies.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked in automotive sales and service roles over several years. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Bradley Wallace is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at various school departments and financial institutions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

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.

Joel Stein is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses, with 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MetLife Securities, and Prudential Insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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.

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 holds over two decades of experience through his work at Turner & Costa PC since 2002. He has been with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. since 2026. Cambridge Investment Research Advisors, Inc. serves a wide array of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management services, along with proprietary and third-party model strategies.

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 Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and was previously employed at Desert Cove Recovery for six years. 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. The firm also serves as an advisor to registered investment companies and utilizes algorithmic methods and AI in its investment process.

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.