Nathan Auclair is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 24 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers brokerage, advisory, and consulting services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment vehicles.

Carrie Sivigny is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been associated with various divisions of Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Sarah Melendez is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity. She has been with Fidelity Investments in various roles since 2006. Outside of her advisory work, she contributes to the Prospects Athletic Foundation by assisting in organizing fundraising events and creates content for her personal TikTok account. Sarah is part of 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 and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Mary Pitard is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Southern New Hampshire University, Yankee Candle Company, and Hanover Hill Healthcare Center. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Amara Mohan is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise, Mohan worked in various roles at Seakay Construction Corp, Miami Perfume Junction, Stone Medical Group, and Nova Southeastern University. Mohan holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kyle Cocciardi is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to co-create personalized plans aimed at helping them progress toward their financial goals. He has experience in various positions within the financial services industry, including Client Relationship Associate at Fidelity Investments, Retail Banker at NBT Bank, Bank Teller at Gorham Savings Bank, and Customer Service Representative at Jane Bell: All State Insurance. Kyle holds an Arkansas Insurance License.

Aron O'grady is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked at Catholic Medical Center and CPIN. Outside of his advisory role, he personally creates and sells handmade leather products. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple investment vehicles.

Han Lee is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Edelman Financial Engines, Lee worked at Merrill and Symmetry Financial Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Asa Fiske is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Alku, Digital Federal Credit Union, and Granite State Credit Union. 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 to manage diversified model portfolios.

David Eaton is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fidelity and its affiliates since 2006, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes fundamental research combined with quantitative analysis and algorithmic portfolio construction.

John Zhao is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity since 2021. Outside his advisory role, he has worked as an independent contractor for Prolific Academic Ltd, an academic research firm. Fidelity’s affiliate, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2015, following prior roles at Santander Securities LLC and Citizens Securities, Inc. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Dominick Riccio is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at the University of New Hampshire and Pembroke Pines Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

John Mahan is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Paul Landry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes positions at Rockland Trust Company and Mlm Financial Group, as well as Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.

Adam Gabryjelski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Strategic Advisers LLC. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Lorens Jorgensen is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2007, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to Fidelity, he was with Ameriprise for three years. 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 is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Thomas Scribner II is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple sub-advisers while serving distinct roles such as commodity pool operator and formal advisor to various funds.

Kristian Coffey is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked with Banc of America Investment Services, Investors Capital Corp., and Cetera Advisors LLC. Coffey is also co-owner of Legacy Wealth Management, a financial services firm based in Woburn, MA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party managers.

Zachary Kirby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Home Depot and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm is notable for its use of algorithmic methods and AI in portfolio construction and its advisory role to multiple registered investment companies.