Brock Riley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he has been involved in various baseball-related roles, including serving as an assistant pitching coach for the Great Britain National Baseball Team. He also plays professionally for the Brockton Rox. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.

Keenan Dwyer is a financial advisor with Ameriprise in Methuen, MA, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Eaton Vance Distributors, LPL Financial, and Boston Light Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Matthew Giroux is an Investment Solutions Representative III at Fidelity Investments. In his role, he works alongside clients to create personalized plans that assist them in working towards their financial goals. Matthew has progressed through several positions at Fidelity Investments, starting as a Workplace Investing Relationship Management Intern in 2022, then moving through roles as Customer Relationship Advocate, Investment Solutions Representative I, II, and currently III. His experience is centered on client relationship management and investment solutions. He holds an Arkansas Insurance License. Outside of work, Matthew enjoys family activities, golf, spending time at the lake, and skiing.

Todd Harrington is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2022, previously serving as a Planning Consultant from 2024 to 2026 and as a Workplace Consultant from 2022 to 2024. In his current role, Todd works closely with clients to develop personalized financial plans aimed at achieving their financial goals. He emphasizes a collaborative approach, seeing himself and his clients as a team working toward financial freedom. Outside of his professional responsibilities, Todd has interests in baseball, cooking and baking, family activities, fitness, and football.

Robert Labrie is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across several Fidelity affiliates since 2015. In addition to his advisory role, Labrie teaches the CFP 501 Fundamentals of Financial Planning course to Fidelity employees enrolled in Suffolk University’s CFP program. 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, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Dennis Cipriano is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity since 1998, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including fund advisory and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Michael Robin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Boston Billiard Club & Casino and Evoqua Water Technologies LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

James Gignac is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2014. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Cameron Avila is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Cambridge Savings Bank and Automation Anywhere, alongside entrepreneurial experience with Executive Auto Detail LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and acts as a formal advisor to multiple registered investment companies.

Steven Vargo is a Vice President and Financial Consultant who partners with individuals and families to create comprehensive wealth plans. He emphasizes the importance of having a relationship with a trusted advisor as a key to financial comfort. Steven has been with Fidelity Investments since 2013, progressing through roles including Customer Service Advocate, Financial Representative, Senior Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Throughout his tenure at Fidelity, Steven has developed expertise in wealth planning and client relationship management. His experience encompasses various aspects of financial consulting, supporting clients in achieving their financial goals through tailored strategies. Steven lives in Southern New Hampshire with his wife and two children. Outside of work, he engages in family activities, fitness, hiking, outdoor adventures, and skiing. He also participates in various endurance races.

Patrick Ngangyou Tchounchui is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America, One Life America/Legacy Life Solution, and American Income Life. Outside of his advisory work, he is involved with several family-related LLCs established for legal and investment purposes. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional accounts.

Marten Vandervelde is a financial advisor at LPL Enterprise with a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also served at Tufts University for eleven years. Vandervelde is a Notary Public in the State of New Hampshire. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm’s platform integrates advisory programs with brokerage and insurance products, leveraging co-investment and referral relationships for portfolio management.

Shawn Fisher is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at BMT Investments LLC and Great North Property Management, along with nearly three decades at Hewlett Packard Enterprise. 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 to manage portfolios across various asset classes.

Girard Mcspiritt is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Travelers Insurance Indemnity and Fidelity Brokerage Services. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing sub-advisers and algorithmic methods in its investment process.

Matthew Stanieich is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. His prior roles include work at CGI Business Solutions and involvement with the University of New Hampshire Student Philanthropy Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Samuel Nadeau is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Putnam Investments and G&C Concrete Construction. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as a registered commodity pool operator with various advisory roles to registered investment companies.

Laura Vilas Boas Oliveira is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2025. Prior to joining Fidelity, her work background includes roles in various service and educational settings. 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 approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Daniel Zuber is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity, he worked for J.M. Carr Landscaping and Point Breeze Condominiums. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios with oversight controls and employing systematic methodologies.

Inna Raneri is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. 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. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Frederick Snell is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing fund advisory services, its use of AI-driven research methods, and its formal advisory positions with registered investment companies.