Alexandre Daccord is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience at The Greatness Labs and Daccer Designs. Outside of finance, he was involved with Stop It Goaltending, a youth sports training organization, for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios delivered to intermediary platforms.

Kevin Jordan is a CFP®-designated financial advisor with Ameriprise in Bedford, NH, having four years of industry experience. He previously worked at Rise Private Wealth Management and Ameriprise Financial Services, LLC, and has a background that includes positions at Saint Anselm College, Northeast Nursery, and Danvers Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Marie Sullivan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked across several Fidelity entities since 2001, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. She is affiliated with Strategic Advisers LLC, a Fidelity company that offers 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Andrew Kazanowski is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2010, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is notable for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered funds.

Jordan Collette is a financial advisor with Fidelity in Merrimack, NH, holding Series 63 and Series 66 licenses and having four years of industry experience. Prior to his current role at Fidelity Investments, he held various positions including multiple terms at Fidelity Brokerage Services LLC. Outside of his advisory work, he engages in converting PDF files into specialized MOD files sold on digital marketplaces. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios built through proprietary fundamental research combined with quantitative analysis and algorithmic construction.

Rhonda Manning is a financial advisor with Morgan Stanley Smith Barney LLC in Manchester, NH, holding a Series 66 designation and having 4 years of industry experience. She has been with Morgan Stanley since 2008. Outside of her advisory role, she serves as president of the Stonegate IV Condo Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Gregory Giard is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Dunkin Donuts and Sodexo before joining Fidelity Brokerage Services in 2018. He is currently based in Merrimack, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Barbara Letvinchuk is a CFP® professional with 39 years of experience, currently affiliated with RBC Capital Markets. She has worked at City National Bank since 2019 and has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the Board of Trustees for The Palace Theatre, a community theatre in Manchester, NH, and is a school board member at St. Catherine’s School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs. The firm offers tailored investment strategies utilizing both in-house and third-party managers, with a range of portfolio management and financial planning services.

Jack Falvey is a Planning Consultant who partners with clients to provide financial planning services along with customer service. He has experience working with Fidelity Investments, where he served as an Investment Solutions Representative from 2021 to 2022 and as a Customer Relationship Advocate from 2020 to 2021. Outside of his professional work, Jack has interests in cars, comedy, fitness, football, social events with friends, and skiing.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He has worked with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. 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. The firm is noted for its role as a commodity pool operator, its advisory services to registered investment companies, and its use of AI-driven methodologies in portfolio management.

Neelabh Trivedi is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at New York Life Insurance Company. Trivedi’s background also includes employment outside the financial sector at Bubbakoo's Burritos and Bed Bath & Beyond. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, offering model portfolios and discretionary management with oversight and evaluation of share classes to address conflicts of interest.

Taylor Marcoux is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Taylor worked at O'Halloran Group - Keller Williams Coastal Lakes & Mountains and held roles in the automotive and mortgage sectors. 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 across a broad investable universe. The firm serves registered investment companies and offers model portfolios built with systematic methodologies and long-term asset allocation benchmarks.

Eesa Hafeez is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2023. Prior to joining Fidelity, his experience spans various roles in retail and employment services. Fidelity's 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 manage model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Bradford Leblanc is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at several firms, including Securities America, Investacorp, Cetera Advisors, and Investors Capital Corporation. Leblanc also operates BHL Financial Services, a business involved in insurance and advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs comprehensive asset-allocation tools and supports various managed-account solutions.

Christopher Roberge is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, serving in various roles including Planning Consultant, Relationship Manager, Financial Representative, and Investment Solution Representative. His professional experience encompasses comprehensive financial planning and client relationship management. Christopher holds insurance licenses for Arkansas and California. Outside of his professional work, Christopher enjoys baseball, football, golf, traveling, and family activities.

Mark Mavropoulos is a financial advisor at Fidelity with nine years of industry experience. He has held roles at Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Prior to his career in finance, he worked at Verizon Wireless for one year. Fidelity’s Strategic Advisers LLC, a company within Fidelity Investments, 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it supports these with formal governance and proxy-voting procedures.

Nicholas Owens is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, Nylife Securities LLC, New York Life Insurance Company, and TD Bank. 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, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

Oliver Thibault is a Planning Consultant at Fidelity Investments. He has held several roles within Fidelity, including Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Operations Specialist at Supporting Strategies. Oliver holds insurance licenses in Arkansas and California. His professional experience spans client relationship management and financial planning support. Outside of his professional work, Oliver has interests in cars, hiking, outdoor adventures, reading, volunteering, and writing.

George Sanderson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work history includes roles at TD Bank, St. Mary’s Bank, Albertsons, Plymouth State University, and the Conval School System. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a distinctive role as a registered commodity pool operator and advisor to multiple registered investment companies.