Kassandra Marin is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019, following a three-year tenure at the Massachusetts Port Authority. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across various investment vehicles and maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

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 with Fidelity in Merrimack, NH, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he worked at Siena Engineering Group and held various positions in education and service industries. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and applies AI-driven methodologies alongside established governance practices.

Ferenc Vasady Kovacs is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including Fund advisory and model portfolio construction that integrates proprietary research, quantitative analysis, and systematic methodologies.

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 10 years of industry experience. His prior work includes positions at Fidelity Investments and Fidelity Brokerage Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by operational and research tools.

Shultz Pierre Louis is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He has accumulated extensive experience in the financial services industry, with previous positions at Fidelity Investments including Workplace Planning Consultant III and II, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative Full Trader. Prior to his tenure at Fidelity, he worked as a Senior Specialist II at JP Morgan Chase from 2013 to 2015. Mr. Pierre Louis holds the designations of Certified Private Wealth Advisor Certificant, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER™ professional. He is licensed to provide insurance services in Arkansas and California. He is fluent in Creole, French, and Spanish. Outside of his professional work, Mr. Pierre Louis has interests in reading and soccer.

Ian Vasquez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity in 2021, he worked in various roles including positions at Enterprise Rent-a-Car and GourmetGiftBaskets.com, and was affiliated with Franciscan University of Steubenville for several years. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with a focus on systematic investment methodologies.

Kevser Cengel Sazak is a financial advisor at Fidelity with 10 years of industry experience and a Series 66 designation. She has previously worked at TD Wealth Management, Wells Fargo Advisors, JP Morgan Chase & Co, and Merrill Edge Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory roles to registered investment companies, use of AI and algorithmic methods, and its proxy-voting and governance procedures.

Donna Boulay is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2000 to 2009. Outside of her advisory role, she serves as a trustee for a trust based in Newport, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer delivering financial advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Timothy Dodge is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and other firms including TD Ameritrade and Scottrade. Outside of his advisory role, he serves as a member at large on the board of directors for the Londonderry Athletic Field Association, a nonprofit youth sports organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and use of AI-driven research methodologies.

Justin Fannion is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019, with prior experience at Loomis Armored US from 2014 to 2019. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and manage model portfolios.

Lori Lambert is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 65 licenses. She has 31 years of industry experience, including prior roles at WS Griffith Securities, Inc. and Broad Street Planning, LLC. Lambert is also involved in selling fixed annuities and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Austin Schwartz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments and prior experience in other business ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund-of-funds and model portfolios, and operates with oversight of affiliated and unaffiliated sub-advisers.

Kevin Garnick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale of non-investment products including loan products through Primerica Mortgage, LLC and home security and automation services through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

Andy Teodorescu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2023. His prior work includes roles at Citizens Bank and TD Bank, as well as entrepreneurial experience running Lotus Mind Body Inc. from 2007 to 2020. 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 to manage diversified model portfolios.

Steven Mongelli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at Citizens Investment Service and Edward Jones Investments and served nine years in the U.S. Army National Guard. Outside of his advisory role, he works as a call firefighter for Townsend Fire-EMS in Massachusetts. 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 manages a variety of portfolios, including fund advisory and model portfolios, and is noted for its use of algorithmic methods and its role as a commodity pool operator.