Timothy Casey is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles 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 using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for managing multi-manager fund structures, delivering model portfolios, and its registration as a commodity pool operator.

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 worked at Linsco/Private Ledger Corp. since 2004. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities, long-term care, disability, group and individual health, and fixed life insurance. 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.

Grant Alix is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has been with Fidelity Brokerage Services LLC since 2023 and Fidelity Investments since 2025, with prior experience at The Home Depot and Bryant University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from 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 including positions in the restaurant industry and event services. Outside of his advisory work, he has experience working as a bartender. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

John Conroy is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior firms include Citizens Securities and Morgan Stanley Private Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds a distinctive role as both a commodity pool operator and advisor to multiple fund-of-funds.

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 Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Enterprise Bank and the Metropolitan Police Department. 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 model strategies.

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 financial advisor with LPL Financial in Westwood, MA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for six years and has been with LPL Financial since 2008. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

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.

Benjamin Moy is a financial advisor at Fidelity with 5 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Blackstone National Golf Club, Kappa Sigma Fraternity, University of New Hampshire, and Worcester Country Club. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Julie Sparrow is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 11 years of industry experience. She is a partner at Guided Financial Strategies, LLC, where she manages client relations, account operations, and office management. Additionally, she is involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management options and third-party manager access, supporting both discretionary and non-discretionary account management.

Ross Yager is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Fidelity Brokerage Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted focus on model portfolios and fund advisory services.

John Turchetta is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America and Merrill. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Tyler Duquette is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work experience includes roles at DoorDash and Academy Physical Therapy, as well as academic involvement at the University of Rhode Island. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies along with delivering model portfolios to intermediary platforms.