Kimberly Papik is a financial advisor at Fidelity with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2001. 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. The firm is noted for its use of systematic methodologies, involvement in commodity pool operations, and advisory roles with multiple registered investment companies.

Brenda Farmer is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She worked at IBM Global Business Services for 16 years before joining Fidelity in 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Molly McKenna is a Planning Consultant at Fidelity Investments. She has progressed through various roles within the company, including Workplace Planning Consultant I, II, and III between 2023 and 2024. Molly focuses on collaborating with individuals, families, and business owners to develop financial plans tailored to their evolving goals and circumstances. Her approach emphasizes creating and maintaining strategies aimed at providing clients with confidence and peace of mind regarding both their short- and long-term financial objectives. Outside of her professional responsibilities, Molly has interests in fitness, hiking, parenthood, Pilates, scuba diving, and traveling.

Micah White is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has a progressive background within Fidelity, having served in several positions including Workplace Managed Account Consultant, Workplace Planning Consultant II, Workplace Planning Consultant I, and Workplace Planning Associate from 2023 through 2026. Prior to joining Fidelity, Micah worked as a Bookkeeper at Nadema Gemmell, CPA from 2022 to 2024. Micah's professional approach emphasizes clear and straightforward communication to build personal connections with clients. He focuses on explaining financial concepts plainly and tailoring strategies to meet individual client goals and preferences. He holds an Arkansas Insurance License. Outside of his professional work, Micah's personal interests include football, golf, movies, and music.

Dennielle McLeod is the Director, Executive Services Officer at Fidelity Investments, a position she has held since 2012. In this role, she focuses on providing financial education and guidance on equity compensation to her clients. Dennielle adopts a personalized approach to understand her clients' goals and objectives, aiming to offer tailored financial solutions. Her experience at Fidelity Investments spans over a decade, during which she has developed expertise in executive services and equity compensation. No additional information on education, credentials, personal interests, or community involvement has been provided.

Reilly O’Brien is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Indian Ride Country Club and Eastern Shore Capital Management, among other positions. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Louis Santos is a financial advisor with Merrill in Nashua, NH, holding a Series 66 license and 12 years of experience at Merrill since 2014. He has seven years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending and custody services.

Christopher Moore is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including LPL Financial, Fidelity Brokerage Services, and St. Mary's Bank. Outside of his advisory role, he is a Notary Public in Milford, NH. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

William Fantasia is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Stonewall Solutions and multiple positions at the University of Massachusetts Amherst. 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 for model portfolios composed of mutual funds, ETFs, and ETPs. The firm also has distinctive roles in commodity pool operations, registered investment company advisory, and the use of AI and algorithmic methods in its investment process.

Timothy O'Dowd is a financial advisor with Fidelity who holds the Series 66 designation and has five years of industry experience. His work history includes roles at Fidelity Investments since 2020 and previous experience at Veritude and Southern New Hampshire University. Outside of finance, he has operated O'Dowd Photography and managed The Cookhouse. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment vehicles, including model portfolios delivered to intermediary platforms.

Ryan Sharby is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with individuals, families, and business owners to understand their short and long-term goals and collaborates with them on comprehensive wealth plans. His approach involves meaningful conversations and prudent planning to provide a thoughtfully laid out strategy aimed at helping clients grow, preserve, and live off their wealth. Prior to his current role, Ryan held several positions at Fidelity Investments, including Investment Management Consultant II (2022-2023), Client Management Representative (2021-2022), and Investment Solutions Representative (2019-2021). Before joining Fidelity, he worked as a Licensed Paraplanner at MacWilliam Financial Group from 2017 to 2019. He holds insurance licenses in Arkansas and California.

Mike Rubin is a financial advisor with J.P. Morgan Securities in Bedford, NH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Fidelity Brokerage Services LLC, and JPMorgan Chase Bank, N.A. He has also worked outside the financial sector, including at Seacoast Volkswagen and in the craft beer industry with the Craft Beer Guild of New Hampshire and The Portsmouth Brewery. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Matthew Belanger is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously served in the US Army and worked at Teledyne DGO. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers advisory services that include oversight of sub-advisers and fund governance.

Robert Daniel is a financial advisor at Fidelity with 27 years of industry experience. He has held various roles within Fidelity and its affiliates since 1997, with prior experience at Enterprise Bank. He holds Series 63 and Series 66 credentials. 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 and advise on a broad range of portfolios.

Christopher Principe is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with various Fidelity entities since 2002, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it holds unique roles such as registration with the CFTC and advisory responsibilities for multiple registered investment companies.

Taylor French is a Series 66 licensed financial advisor with Fidelity Investments, based in Merrimack, NH, and has one year of industry experience. Prior to joining Fidelity, Taylor held various roles in small businesses including Heads Up Irrigation and The Goat Restaurant. 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 manages model portfolios consisting of mutual funds, ETFs, and ETPs, and is notable for its use of AI and systematic methodologies in portfolio management.

Jacob Alger is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including positions at Tractor Supply Co. and multiple educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles with registered investment companies, and integration of AI and algorithmic research techniques.

Benjamin Copp is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2013. 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. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Matthew Blake is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018. Prior to joining Fidelity, he worked at Toyota of Nashua from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Steven Kucklick is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His background includes roles in education and community organizations, and he currently volunteers one night a week assisting with study hall and evening activities at Dublin School. 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 across mutual funds, ETFs, and ETPs.