Ryan Macdonald is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at IDG Communications and Robert Half. 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, including use of model portfolios built from mutual funds, ETFs, and ETPs.

Sara Gendron is a Planning Consultant at Fidelity Investments, where she partners with clients to provide holistic financial planning. She focuses on understanding clients' needs to assist them in pursuing their financial goals and aims to create an environment where every client feels heard and valued throughout their conversations. Sara has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before transitioning to her current role in 2025. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Sara's personal interests include family activities, fitness, gardening, running, swimming, and exploring food-related experiences.

Madhusudan Nair is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at UniBank, First Citizens Bank, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Eric Lepine is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the specialty coffee industry with roles at Fazenda Coffee, Medici Roasting, and Downeast Coffee. 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 manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Brendan Kerr is a Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on facilitating access to Fidelity's financial expertise, aiming to assist clients in pursuing their personal financial goals through a straightforward and tailored planning process. His approach involves collaborating closely with clients to create financial plans that support their current and future needs. During his tenure at Fidelity Investments, Brendan has specialized in developing and implementing financial plans that are designed to benefit clients and their families. His work emphasizes a collaborative process that addresses individual client needs, ensuring that financial strategies align with their specific objectives. Outside of his professional responsibilities, Brendan enjoys attending concerts, participating in family activities, following football, engaging in social events with friends, and pursuing outdoor activities such as golf and hiking.

Timothy Casey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Total Quality Logistics, True Position Manufacturing, and Instacart. 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 uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and also serves as an advisor to multiple registered investment companies.

John Chammat is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill and Johnson & Wales University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Shawn Limerick is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. He has been with Linsco/Private Ledger Corp. since 2004. In addition to his advisory role, he is involved as an independent insurance agent, selling fixed annuities, long-term care, disability, group and individual health, and fixed life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management strategies supported by in-house and third-party research.

Grant Alix is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He has been with Fidelity Investments since 2025 and also has experience with Fidelity Brokerage Services LLC. Prior to his financial career, he worked at The Home Depot and attended Bryant University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Tristan Jeffreys is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions in a variety of sectors including logistics, hospitality, and fitness. Outside of his advisory role, his background includes work at several small businesses and service-oriented companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Yonatan Dagan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in hospitality and retail, including positions at Newport Restaurant Group and LA Floralista. Outside of finance, he works as a bartender at Celeste, a restaurant in Rhode Island. 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 manage model portfolios composed of mutual funds, ETFs, and ETPs.

John Conroy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Citizens Securities, Citizens Bank, and Morgan Stanley. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Leo Redgate is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes roles at Fidelity Investments, Live Nation, and Providence College. 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 across mutual funds, ETFs, and ETPs.

Brett Canzano is a Financial Consultant who works closely with clients to develop financial plans that support their financial and life goals. He aims to build lasting relationships by providing easy-to-understand education and personalized strategies that address clients' evolving needs. Brett has professional experience as a Benefits & Planning Consultant and Executive Services at Fidelity Investments from 2023 to 2024, as well as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. He holds insurance licenses in Arkansas and California. Outside of his professional role, Brett has interests in cooking and baking, fitness, food, music, reading, and running.

Steven Lavergne is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise in 2020, he worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2013 to 2020. He serves on the board of directors for the Steere Farm Estates homeowners association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Gendron is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. His prior work includes roles at Wag!, the Metropolitan Police Department, Enterprise Bank, and Stonehill College. 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. The firm also serves as an advisor to registered investment companies and constructs model portfolios incorporating mutual funds, ETFs, and ETPs.

Kerri Murray is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 24 years of industry experience. She has been with Fidelity intermittently since 1999 and is currently based in Lincoln, Rhode Island. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.

Bryce Schintzius is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. He has 20 years of industry experience, including over a decade at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as president of Goetz Energy Corp and occasionally works as a substitute teacher at a public high school. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and specialized planning such as divorce and estate-settlement planning.

William Thomas is a CFP® professional with 15 years of experience in the financial services industry. He has worked at LPL Financial since 2008 and was previously with Bay Financial Advisors, Inc. from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Connor Elliott is a Planning Consultant at Fidelity Investments. He works closely with clients to develop customized financial plans by carefully listening to their wants and needs. He has held multiple roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in various aspects of financial services from 2023 to the present. Outside of his professional role, Connor has personal interests in beach activities, football, and gardening.