Patrick Fogarty is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in the automotive retail sector at Amesbury Chevrolet Inc and Key Auto Center of Portsmouth. Fidelity’s 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 to manage diversified portfolios and contribute to fund advisory and model portfolio delivery.

Nicholas Liguori IV is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Fidelity entities since 2010. Outside of his advisory role, he serves as a board member for the Chester New Hampshire School Board and participates in the Chester Softball and Baseball Association as a board director and coach. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Michael Mead is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity and its affiliated entities since 2015. 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 also acts as a commodity pool operator and advises multiple registered investment companies and fund-of-funds, incorporating systematic methodologies and long-term asset allocation benchmarks in its investment process.

Alexander Macina is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and bringing 24 years of industry experience. He has been with Fidelity since 2002, including roles with Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, Macina is a head coach for a local softball organization, New England Prospects. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Jon Bernasconi is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity divisions since 1998. 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 a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Sarah Whipps Kenda is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Financial Strategies Retirement Partners and Commonwealth Financial Network, where she worked for eight years, as well as Salient Capital firms from 2015 to 2018. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm provides tailored, primarily non-discretionary advisory solutions and maintains a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Andres Lopez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Santander Bank, Barton Associates, and multiple other firms. Outside of his advisory role, he has been involved with Intricate LLC for three years. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

David Tierney is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 credential and possessing 11 years of industry experience. His prior work includes ten years at Purshe Kaplan Sterling Investments and McAdam LLC. Outside of advising, he has passive ownership in a construction business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning, utilizing structured planning tools and scenario modeling to support client goals.

Rebecca Moody is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She is committed to building trust-based relationships with clients to help them pursue their financial goals, address challenges, and implement financial plans effectively. Rebecca has experience in various positions at Fidelity Investments, including Investment Solutions Representative II - Fixed Income, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2021 to 2023. She holds a California Insurance License. Outside of her professional work, Rebecca's personal interests include golf, hiking, parenthood, pilates, snowboarding, and volunteering.

Maya Wakim is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior roles include a position at the Abu Dhabi Investment Authority and involvement with Real Meal LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Kassandra Marin is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at the Massachusetts Port Authority. 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 offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features such as CFTC registration and the use of AI technologies in research.

Jeremy Brannen is a Financial Consultant at Fidelity Investments, where he provides financial planning and investment counsel to clients, ensuring they receive a high level of service. He has been with Fidelity since 2004, holding various roles including FILI Planning Consultant, Account Executive, Investment Representative, and other positions that have contributed to his comprehensive experience in the financial services industry. Jeremy holds insurance licenses in Arkansas and California. Outside of his professional work, he is interested in beach activities, family activities, movies, parenthood, pets, and reading.

Allan Crudale is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bruce Williamson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Cetera, Voya Financial Advisors, and H.D. Vest Advisory Services. Outside of his advisory work, he owns Williamson's Tax & Financial Services, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Corbin Decker is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Outside of finance, he has served as head wrestling coach for the Windham School District. 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.

Kyle Moroney is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in engineering and education, including positions at Siena Engineering Group and Bridgewater State University. 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 to manage a diverse range of portfolios.

Ferenc Vasady Kovacs is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 to manage portfolios across mutual funds, ETFs, and ETPs. The firm is also noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and integration of algorithmic methods and AI in its research.

Mark Romagna is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, he worked at IBM Corporation from 2010 to 2024. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Daniel Hartford is a Series 66-registered financial advisor with Morgan Stanley in Manchester, NH, bringing six years of industry experience. He previously worked at Wellington Management Company for six years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and investment research.

Christopher Pacheco is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior work includes a decade at Fidelity Brokerage Services LLC and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from both internal and third-party sources.