Daniel Connelly is a CFP® with 25 years of industry experience, currently serving at Fidelity. His career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Mariner, and New England Securities. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

Sawyer D'Amato is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served in various capacities within Fidelity Investments, including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His career in financial services began at Washington Savings Bank as a Bank Teller from 2017 to 2021. Throughout his career, Sawyer has developed expertise in client relationship management and financial planning, working closely with clients and their families to create comprehensive financial plans. He holds an Arkansas Insurance License, supporting his role in advising clients on financial matters. Outside of his professional endeavors, Sawyer has interests in cooking and baking, social events with friends, spending time by the lake, caring for pets, reading, and traveling.

Alexander Hinckley is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. Hinckley has worked at various Fidelity entities since 2015. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Soucy is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Fidelity, including Fidelity Brokerage Services Inc since 2000 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He has been with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers 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 manage portfolios composed of mutual funds, ETFs, and ETPs, and it is involved in advisory roles for multiple registered investment companies and fund-of-funds.

Ryan Lemire is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors and Raymond James Financial. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and manages these through a combination of in-house oversight and delegated sub-advisers.

Zachary Siegel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include work with the Children's Hospital Cincinnati and entrepreneurial ventures with USA Balloonatics LLC and Totally Lit Events LLC. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Glenn Lewis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Alku and Valpey Financial Services LLC. Outside of advisory work, he is active as a TikTok Shop affiliate, posting videos to promote small products. 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.

Amber Rheaume is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity and its affiliated entities since 2016, with a brief period of unemployment from 2020 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Brian Lak is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at InstaCart and Big Y Foods, Inc. He is currently based in Merrimack, New Hampshire. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in formal advisory roles for multiple registered investment companies and fund-of-funds.

Jeffrey Bryk is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity affiliates since 2016. Outside of his advisory role, he works part-time as a cashier at an auction house in New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

Stephen Diblasi is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at T-Mobile and Keller Williams Realty. Outside of his advisory role, he also works as an independent contractor for DoorDash and a company reviewing AI responses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and provides advisory services including fund management and model portfolio delivery.

Imad Moussaddak is a Series 66-licensed financial advisor at Fidelity with 10 years of industry experience. He has worked with various Fidelity divisions since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s clients include an IRS-qualified Charitable Gift Fund and registered investment companies, and it employs systematic methodologies alongside oversight of sub-advisers and fund selections.

Steve Tremblay is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity Investments in various capacities since 2005. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gavin Grant is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Best Buy, Trinity Logistics, and Bedford School District. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Russell Demarest is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a trustee on the investment committee of the Congregational Church of Amherst, NH. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, focusing on collaborative annual engagements that utilize firm-approved software to analyze client goals and deliver written recommendations.

Matthew Whelan is a financial advisor at Fidelity Investments with a Series 66 designation and less than one year of industry experience. His professional background includes positions at Integrated Financial Partners and Argent Wealth Management. Outside of finance, he has worked in education and recreational services, including roles at Melrose Public Schools, Bentley University, and Bellevue Golf Club. Fidelity’s affiliate 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 and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its formal advisory roles and regulatory registrations.

Ashley Concha Vera is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she held positions at Fresenius Medical Care and Crotched Mountain Rehab. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Frothingham is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2006. He partners with clients to customize financial plans that align with their family's unique goals and needs. Prior to his current role, he served as an Income Planning Consultant from 2005 to 2006 and as a Retirement Representative from 1995 to 1997 at Fidelity Investments. David holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and client advisory. Outside of his professional work, he has personal interests in hiking and soccer.

Peter Heltzel is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he spent 16 years at New York Theological Seminary. Strategic Advisers LLC, a Fidelity Investments company, offers 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Aidan Mckernan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles with Sanford Mainers, CIISCO Brewers Portsmouth, and the University of New Hampshire's Memorial Union Building. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery.