Mary Pitard is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to her current role, she held positions at Southern New Hampshire University, Yankee Candle Co., and Hanover Hill Healthcare Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive involvement in commodity pool operations and advisory roles to registered investment companies.

Kyle Cocciardi is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to co-create personalized plans aimed at helping them progress toward their financial goals. He has experience in various positions within the financial services industry, including Client Relationship Associate at Fidelity Investments, Retail Banker at NBT Bank, Bank Teller at Gorham Savings Bank, and Customer Service Representative at Jane Bell: All State Insurance. Kyle holds an Arkansas Insurance License.

Aron O'Grady is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Catholic Medical Center and CPIN. Outside of finance, he personally creates and sells handmade leather products through his business, Aron's Leatherwork. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

Scott Minichiello is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leverages a comprehensive approach to managing wealth by understanding each client's financial situation, family, and priorities to develop customized strategies that remain flexible to evolving needs and market conditions. Scott has been providing clients access to Merrill's investment insights alongside the banking services of Bank of America since joining Merrill in 2011. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2021. Scott began his finance career with Bank of America in 2005, working with both personal and business clients. As a member of The Roberts, Minichiello & Associates Wealth Management Group, he employs a holistic and disciplined approach to serving a diverse clientele, including entrepreneurs, professors, physicians, technology executives, business owners, and multi-generational families. His areas of focus include education planning, family wealth management, legacy planning, retirement income, portfolio management, and socially responsible investing. Scott emphasizes understanding clients' goals and coordinating with their trusted advisors to optimize and organize their wealth. A New Hampshire native, Scott graduated from the University of New Hampshire in 2005. Beyond his professional work, he has been involved with community organizations such as Meals on Wheels and the Friends of Norris Cotton Cancer Center.

Michele Vincent is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, Vincent is involved with the Smyth Public Library in Candia, New Hampshire, in a community service capacity. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a range of investment and financial planning offerings.

Han Lee is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds the Series 66, Series 65, and Series 63 licenses. Prior to joining Edelman Financial Engines, he worked at Merrill and Symmetry Financial Group, and was involved with Chicken Squadron LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer diversified portfolios and both discretionary and non-discretionary investment management.

Asa Fiske is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Alku, Digital Federal Credit Union, and Granite State Credit Union. 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 diversified model portfolios.

Matthew Elkin is a financial advisor with Ameriprise in Derry, NH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering non-discretionary recommendations through a centralized consulting team.

David Eaton is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2006. Fidelity’s Strategic Advisers LLC offers 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, formal advisory roles to registered investment companies, and the incorporation of AI in its research processes.

John Zhao is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity since 2021. Outside his advisory role, he has worked as an independent contractor for Prolific Academic Ltd, an academic research firm. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2015. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction using a broad investable universe, and is noted for its use of algorithmic methods and AI in research as well as its advisory role to multiple registered investment companies.

Dominick Riccio is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Pembroke Pines Country Club and the University of New Hampshire. Fidelity, through Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of systematic methodologies, and incorporation of AI in research processes.

John Mahan is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2010. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

Adam Gabryjelski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Strategic Advisers LLC. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Casey Creamer is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Edward Jones since 2021. Prior to Edward Jones, he worked at Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he is an owner and member of Creamer Solutions LLC, a leasing company for long-haul trucks in Bedford, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Lorens Jorgensen is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has been with various Fidelity affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Thomas Scribner II is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity entities since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity 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 uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Jennifer Seaton is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Charles Schwab. Outside of her advisory role, she serves as a committee member for Women in Sales, a New Hampshire organization focused on connecting and supporting women in sales roles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm’s approach involves assessing client risk tolerance and aligning clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Zachary Kirby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Home Depot and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Thomas Kraemer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at State Street Corporation. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight of affiliated and unaffiliated sub-advisers.