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.

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.

Dylan Lafond is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has developed his expertise through various roles at Fidelity, including Investor Center Planning Consultant, Investor Center Relationship Manager, Workplace Planning Consultant II, and Workplace Planning Consultant I, spanning from 2020 to the present. Dylan works with individuals, families, and business owners to create holistic financial plans tailored to their needs. His approach involves a personalized planning process centered on clients and their loved ones, aiming to provide confidence and peace of mind. Dylan supports clients through changes in their goals or circumstances, fostering long-lasting relationships. He holds a California Insurance License, which complements his financial advisory services. Outside of his professional life, Dylan enjoys camping, fishing, movies, running, and traveling.

Peter Heltzel is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity, he spent 16 years at New York Theological Seminary. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

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.

Joseph Potvin is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2001 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments in various roles since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing fund-of-funds and delivering model portfolios. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI-driven methods and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Jordan Leibovici is a financial advisor with Fidelity Investments in Nashua, NH. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Hatherly Country Club, Qualitas Dental Partners, and Cohasset Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by regulatory registrations and formal advisory roles to multiple registered investment companies.

Alessandro Sinfonico is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliated entities since 2007. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Samuel Kasten is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked for the Manchester Police Department for four years and has held positions in various other organizations including WordStream and Toast, Inc. 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 utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies across an investable universe of mutual funds, ETFs, and ETPs.

Samuel Sylvain is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he was employed at Castleton University and O'Keefe Landscaping. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and serves a broad client base with both discretionary and non-discretionary advisory solutions.

Stacy Martel is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, Stacy worked at the British Beer Company for eight years and spent time as a homemaker. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. 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.

Philip Amesoeder is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Eastern Bank and teaching engagements at the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Domenic Valluzzi is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2017. His background includes roles at the University of New Hampshire and involvement with UNH Recreation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios for intermediary platforms.

Christopher Monroe is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2014, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is involved with KTOD LLC, where he participates as a testing team member for a trading card team, including playing in tournaments, streaming games, and coaching players. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with an emphasis on systematic methodologies and oversight controls.

John Murphy is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles across media, sports, and corporate sectors, including at DraftKings Inc., Always On Media, and the Columbus Blue Jackets Radio Network. 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 model portfolios and deliver customized investment solutions.

Shannon Weisensee is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Her work history includes roles at Fidelity Investments, Instacart, DoorDash, Lui Lui Italian Restaurant, and Keene State College. Strategic Advisers LLC, a Fidelity Investments company, 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 manages a diverse range of portfolios and employs systematic methodologies, including the use of AI and algorithmic tools, while overseeing various registered investment companies and fund-of-funds.

Robert Admirand is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at JetBlue Airways, Lyft, Signature Flight Support, and the Boston Globe. 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 deliver its investment solutions.

Melody Drew Geaber is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2010. Outside of her advisory role, she is involved as an influencer for a marketing platform where she reviews and promotes products. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base through discretionary management, fund advisory, and model portfolio delivery, incorporating systematic methodologies and long-term asset allocation benchmarks.

Usman Mirza is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has progressed through multiple roles within Fidelity since 2021, including Planning Consultant and various levels of Investment Solutions Representative. This experience has provided him with comprehensive knowledge in financial planning and investment solutions. Usman works closely with clients to develop customized financial plans that align with their short and long-term goals. He emphasizes building strong relationships based on trust, reliability, and competency. Usman holds insurance licenses in Arkansas and California. His professional background reflects a steady advancement within the financial services industry, with a focus on client-centered financial consulting and planning.

Brennan McInnis is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes multiple roles at Fidelity Investments since 2023 and earlier positions in healthcare and education. He also has experience in entrepreneurial ventures, including ownership involvement with Bernies Beach Bar. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple funds and model portfolio platforms.