Kassandra Marin is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and six years of industry experience. She has worked at Fidelity Investments since 2025 and previously at Fidelity Brokerage Services, LLC from 2019. Before entering the financial sector, Marin was employed at the Massachusetts Port Authority for three years. Fidelity's Strategic Advisers LLC offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs with a focus on systematic methodologies and long-term asset allocation.

Jeremy Brannen is a Financial Consultant at Fidelity Investments, where he provides financial planning and investment counsel to clients, ensuring they receive a high level of service. He has been with Fidelity since 2004, holding various roles including FILI Planning Consultant, Account Executive, Investment Representative, and other positions that have contributed to his comprehensive experience in the financial services industry. Jeremy holds insurance licenses in Arkansas and California. Outside of his professional work, he is interested in beach activities, family activities, movies, parenthood, pets, and reading.

Corbin Decker is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Outside of finance, he has served as head wrestling coach for the Windham School District. 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 across mutual funds, ETFs, and ETPs.

Kyle Moroney is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in engineering and education, including positions at Siena Engineering Group and Bridgewater State University. 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 manage a diverse range of portfolios.

Ferenc Vasady Kovacs is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 to manage portfolios across mutual funds, ETFs, and ETPs. The firm is also noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and integration of algorithmic methods and AI in its research.

Mark Romagna is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, he worked at IBM Corporation from 2010 to 2024. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Shultz Pierre Louis is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He has accumulated extensive experience in the financial services industry, with previous positions at Fidelity Investments including Workplace Planning Consultant III and II, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative Full Trader. Prior to his tenure at Fidelity, he worked as a Senior Specialist II at JP Morgan Chase from 2013 to 2015. Mr. Pierre Louis holds the designations of Certified Private Wealth Advisor Certificant, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER™ professional. He is licensed to provide insurance services in Arkansas and California. He is fluent in Creole, French, and Spanish. Outside of his professional work, Mr. Pierre Louis has interests in reading and soccer.

Ian Vasquez is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity Investments since 2021. Prior to his current role, he held positions in various fields, including property maintenance, retail, and education. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios built from mutual funds, ETFs, and ETPs, and serves both retail and institutional investors with an emphasis on systematic methodologies and asset allocation benchmarks.

Timothy Dodge is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and other firms including TD Ameritrade and Scottrade. Outside of his advisory role, he serves as a member at large on the board of directors for the Londonderry Athletic Field Association, a nonprofit youth sports organization. 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 advisory roles to registered investment companies and use of AI-driven research methodologies.

Justin Fannion is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019, following five years at Loomis Armored US. Fidelity 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 process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Lori Lambert is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She has worked at LPL Financial since 2004 and has been with Broad Street Planning, LLC since 2019. In addition to her advisory work, she is involved in selling fixed annuities and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Austin Schwartz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments and prior experience in other business ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund-of-funds and model portfolios, and operates with oversight of affiliated and unaffiliated sub-advisers.

Kevin Garnick is a financial advisor at Primerica Advisors with 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. His credentials include Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Andy Teodorescu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2023. His prior work includes roles at Citizens Bank and TD Bank, as well as entrepreneurial experience running Lotus Mind Body Inc. from 2007 to 2020. 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 diversified model portfolios.

Steven Mongelli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at Citizens Investment Service and Edward Jones Investments and served nine years in the U.S. Army National Guard. Outside of his advisory role, he works as a call firefighter for Townsend Fire-EMS in Massachusetts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund advisory and model portfolios, and is noted for its use of algorithmic methods and its role as a commodity pool operator.

Jonathan Kokosa is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015, transitioning to Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles less common among large institutional peers.

Kristy Koehler is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked at UnitedHealth Group for nine years. 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 across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services, including advisory roles for registered investment companies and model portfolio delivery for intermediary platforms.

Brendan Jones currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of advisors dedicated to assisting clients in planning for their financial futures by developing personalized savings, income, and investment plans tailored to individual needs. Prior to this, he held several positions within Fidelity Investments, including Vice President, Client Services Leader from 2022 to 2024, and Regional Coaching Consultant from 2020 to 2022. Brendan's experience at Fidelity spans various roles since 2011, encompassing responsibilities in client services, planning, and team leadership. Throughout his career, Brendan has developed expertise in financial planning and client service leadership, focusing on supporting clients throughout their decision-making processes. Outside of his professional work, Brendan's personal interests include board games, cooking and baking, fitness, and soccer.

Michael Dalton is a CFP®-certified financial advisor with 13 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has held positions at several firms including MassMutual Life Insurance Co, Hightower Advisors, LPL Financial, and Fidelity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary advice and supports its clients through advisory programs and partnerships.

Robert Normandin Jr. is a financial advisor with Ameriprise in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and Flatiron Financial Group. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.