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.

Alan Bell is a financial advisor with Edward Jones in Littleton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he works as an announcer and host for entertainment events and is a Reiki Master Teacher who co-instructs energy healing workshops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Dennis Cipriano is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity in various capacities since 1998. Fidelity’s affiliate 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. The firm manages model portfolios, oversees sub-advisers, and serves multiple registered investment companies while incorporating systematic methodologies and governance procedures.

Gary Pearson is a financial advisor with Fidelity in Nashua, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Fidelity Brokerage Services, Inc. since 1998. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services, with a focus on model portfolios constructed from mutual funds, ETFs, and ETPs.

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.

Stephen Olsen is a financial advisor with Cetera holding Series 63 and Series 66 designations and has 28 years of industry experience. His prior roles include positions at Putnam Retail Management and Avantax Advisory Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

James Gignac is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including funds and model portfolios for intermediary platforms.

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 in Chelmsford, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at One Life America/Legacy Life Solution and American Income Life. He is involved in managing an investment-related LLC established for family real estate legal protection. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on asset allocation and tax-aware options.

Marten Vandervelde is a Series 66 licensed financial advisor at LPL Enterprise with seven years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Vandervelde is also a commissioned Notary Public in the state of New Hampshire. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to third-party asset managers, and various non-securities services through affiliated entities.

William Forte is a financial advisor at Cetera with 19 years of industry experience and a Series 66 designation. He previously worked at Waddell & Reed, Inc. for 12 years and was involved with the Town of Dover and the Rotary Club of Needham. Outside of advising, he serves as a board member of the Orville W. Forte Charitable Foundation and represents the USA for the Cashmere and Camel Hair Manufacturers Institute, addressing issues such as fraud and deceptive advertising. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers, with over 10,000 advisors nationwide managing approximately $256 billion in assets.

Shawn Fisher is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various roles since 2021. Prior to joining Fidelity, he spent nine years with Century 21 Cardinal and 29 years at Hewlett Packard Enterprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory services and model portfolio delivery.

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 at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at CGI Business Solutions and was involved with the University of New Hampshire Student Philanthropy Center. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes and serves as an advisor to multiple registered investment companies.

Samuel Nadeau is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Putnam Investments and has a background that includes roles outside finance in construction and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies, uses systematic methodologies for model portfolios, and maintains oversight of affiliated and unaffiliated sub-advisers.

Lea Mezzanotte is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has progressed through several positions within the company, including Relationship Manager and Financial Representative, illustrating her comprehensive understanding of financial services and client relationship management. Her approach involves working closely with clients to understand their personal preferences and financial situations. She utilizes Fidelity's tools to help clients build customized financial plans aimed at achieving their goals. Lea's experience across various roles at Fidelity has equipped her with practical knowledge in planning and financial representation. Outside of her professional work, Lea has personal interests in boating, lake activities, surfing, and volunteering. She also has a fondness for pets.

Laura Vilas Boas Oliveira is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her work history includes roles at IC Credit Union and the University of Connecticut. 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 manage discretionary and non-discretionary portfolios.

Daniel Zuber is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Before joining Fidelity, he worked for six years at J.M. Carr Landscaping. 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 to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.