James Gignac is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2014. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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.

Steven Vargo is a Vice President and Financial Consultant who partners with individuals and families to create comprehensive wealth plans. He emphasizes the importance of having a relationship with a trusted advisor as a key to financial comfort. Steven has been with Fidelity Investments since 2013, progressing through roles including Customer Service Advocate, Financial Representative, Senior Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Throughout his tenure at Fidelity, Steven has developed expertise in wealth planning and client relationship management. His experience encompasses various aspects of financial consulting, supporting clients in achieving their financial goals through tailored strategies. Steven lives in Southern New Hampshire with his wife and two children. Outside of work, he engages in family activities, fitness, hiking, outdoor adventures, and skiing. He also participates in various endurance races.

Patrick Ngangyou Tchounchui is a financial advisor with Merrill in Chelmsford, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at One Life America/Legacy Life Solution and American Income Life. He is involved in managing an investment-related LLC established for family real estate legal protection. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on asset allocation and tax-aware options.

Marten Vandervelde is a financial advisor at LPL Enterprise with a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also served at Tufts University for eleven years. Vandervelde is a Notary Public in the State of New Hampshire. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm’s platform integrates advisory programs with brokerage and insurance products, leveraging co-investment and referral relationships for portfolio management.

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 with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. His prior roles include work at CGI Business Solutions and involvement with the University of New Hampshire Student Philanthropy Center. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Samuel Nadeau is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Putnam Investments and G&C Concrete Construction. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as a registered commodity pool operator with various advisory roles to registered investment companies.

Laura Vilas Boas Oliveira is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2025. Prior to joining Fidelity, her work background includes roles in various service and educational settings. 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 employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

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.

Inna Raneri is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. 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. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Frederick Snell is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing fund advisory services, its use of AI-driven research methods, and its formal advisory positions with registered investment companies.

Alexandra Overton is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations. Alexandra serves as a trustee for The Awesome Foundation-Hamilton & Wenham, where she participates in selecting grant recipients. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and utilizes systematic methodologies in managing model portfolios.

Jared Rose is a financial advisor with Mass Mutual Investors Services in Nashua, NH, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. In addition to his advisory role, he is involved in sales of individual life, health, group life, group health insurance, and fixed annuities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using structured, collaborative approaches and firm-approved analytical tools to support client goal setting and recommendations.

Matthew Cloutier is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to work with individuals, families, and business owners by understanding their goals and collaborating on comprehensive wealth plans designed to work towards financial peace of mind. His approach focuses on tailoring financial plans that are easy to understand and aligned with the needs of clients and their loved ones. Matthew has held various positions at Fidelity Investments since 2014, progressing from Customer Service Advocate to his current Vice President, Financial Consultant role. His experience covers financial consulting, investment consulting, relationship management, and workplace planning and advice, contributing to his expertise in wealth management. Outside of his professional work, Matthew's personal interests include beach activities, comedy, fitness, and reading.