Philip Pichel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions in education and community organizations such as Kartwheel Kids and Grafton Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and delivery of algorithmically constructed model portfolios. The firm integrates fundamental research with quantitative analysis and manages portfolios using systematic methodologies and long-term asset allocation benchmarks.

Bryan Delaney is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Fidelity Investments since 2020, following prior roles at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory work, he is a notary public for the state of New Hampshire. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Andrew Schiller is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial roadmaps that align with their goals and priorities. He joined Fidelity Investments in 2022, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2025. Andrew holds insurance licenses in both Arkansas and California, which support his professional expertise in financial planning and workplace consulting. Outside of his professional activities, he has an interest in cars, fishing, golf, lake activities, and skiing.

John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.

Braxton Gianino is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Gpac and eXp Realty LLC and has experience in both real estate and hospitality sectors, including operating a café. 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 using mutual funds, ETFs, and ETPs. The firm serves a diverse client base and holds roles such as commodity pool operator and advisor to multiple registered investment companies.

Emily Zimmermann is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to her current role, she owned and taught at Dream Ballet School, which reflects her involvement in dance education alongside her advisory career. Strategic Advisers LLC, a Fidelity Investments company, provides a range of 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 notable for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and algorithmic tools.

Alexandrea Solms is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, she worked at Park Square Executive Search and held various roles at educational institutions including Blair Academy and The Lawrenceville School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivering model portfolios using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies and the use of algorithmic methods and AI in research.

Nicholas Shepard is a financial advisor with Edward Jones in Nashua, NH, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Christopher Stagnone is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors since 2018 and FIDELITY Brokerage Services LLC since 2004. He 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets and deliver model portfolios.

Kyle Frank is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at FanTrax, Dick's Sporting Goods, and Pitcher List. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and offers services such as discretionary portfolio management and fund advisory.

Camille Sweet is a financial advisor at Fidelity with a Series 66 designation and one year of experience. Prior to joining Fidelity, she held roles at Macleod Enterprises, Quinnipiac University, Seadog Brewing Company, and Guac N' Roll. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Jennifer Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has held roles at Fidelity Brokerage Services since 2017 and currently works at Fidelity Investments. Prior to her finance career, she was self-employed in the salon industry and briefly owned a local beauty barre. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Gonzalez is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked in various roles including multiple positions at the University of Rhode Island and service at the Essex County Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs proprietary research combined with quantitative and algorithmic portfolio construction and serves a broad client base through discretionary and non-discretionary advisory services.

Timothy Quinn is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, Timothy worked at Relay Power and has experience in various roles including positions at Westfield State University and Pomodori's. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Scott Doucet is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. His career at Fidelity includes roles with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently, Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with oversight of affiliated sub-advisers and a focus on systematic methodologies.

Gabriel Najim is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Progress Software Corp. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Andrew VanDerslice is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on helping clients develop financial plans and access resources to work toward their financial goals. Prior to his current role, Andrew served as an Investment Advisor Representative at Estate Planners of New England from 2017 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew enjoys activities such as fishing, hiking, sailing, and participating in outdoor adventures. He is also involved in social events with friends and volunteers in his community.

Leonard Izsak is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Robyn Bouchard is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 66 and Series 63 designations and has worked across multiple Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments and serves as an advisor to registered investment companies and fund-of-funds.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.