Camille Sweet is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Camille held roles at Macleod Enterprises, Quinnipiac University, Seadog Brewing Company, and Guac N' Roll. Fidelity’s Strategic Advisers LLC, where Camille works, provides investment management and advisory services to a wide range of clients including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is notable for its use of systematic methodologies and AI-driven approaches in portfolio management.

Jennifer Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has held roles at Fidelity Brokerage Services since 2017 and currently works at Fidelity Investments. Prior to her finance career, she was self-employed in the salon industry and briefly owned a local beauty barre. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Timothy Quinn is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, Timothy worked at Relay Power and has experience in various roles including positions at Westfield State University and Pomodori's. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Scott Doucet is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms, including Merrill and Citizens Securities, Inc., before joining Fidelity in 2012. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios through intermediary platforms.

Gabriel Najim is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Progress Software Corp. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Andrew VanDerslice is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on helping clients develop financial plans and access resources to work toward their financial goals. Prior to his current role, Andrew served as an Investment Advisor Representative at Estate Planners of New England from 2017 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew enjoys activities such as fishing, hiking, sailing, and participating in outdoor adventures. He is also involved in social events with friends and volunteers in his community.

Leonard Izsak is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2005. 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 employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered investment companies and its use of AI-driven methodologies.

Robyn Bouchard is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 66 and Series 63 designations and has worked across multiple Fidelity affiliates since 1998. 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. The firm is noted for its management of registered investment companies, use of advanced technologies like AI and LLMs, and formal governance and proxy-voting procedures.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.

Murad Royal is a CFP® with 27 years of experience in financial advising, currently with Raymond James Financial in Chelmsford, MA. His career includes prior roles at LPL Financial, Citizens Securities, Merrill, and John Hancock Investment Management. Outside of his advisory work, he manages an Etsy account as a non-investment related activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA employer consulting.

Bruce Madore is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Bank N.A. before joining Fidelity Brokerage Services LLC and Fidelity Investments. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers services such as discretionary portfolio management and fund advisory.

Erin Sailor is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Erin worked at Eduscape Partners, LLC for five years and spent six years with the NYC Department of Education at Frederick Douglass Academy II. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Trotter 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 various roles in the hospitality and service sectors, including positions at Bartaco, Applebee's International, and Red Robin Gourmet Burgers and Brews. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Nicholas Guarente is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held roles across several industries including healthcare and energy, and has been involved in youth sports as a lacrosse coach for 4 Leaf Lacrosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and uses advanced methods including AI in its research.

Jeff Leclerc is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its related entities since 2010. 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 portfolio management and fund advisory, and is recognized for its use of systematic methodologies and its role in constructing model portfolios for Fidelity Institutional Wealth Adviser.

Kristin Nordahl is a CFP® professional with 40 years of experience in the financial services industry. She has worked with Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of her advisory role, she has conducted sales in individual and group life and health insurance since 1983. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.

Brent Howard is an Active Trader Planning Consultant at Fidelity Investments, where he supports clients alongside Active Trader Wealth Planners. He focuses on delivering a holistic planning process aimed at identifying coordination gaps and uncovering opportunities for clients. Brent has been with Fidelity Investments since 2019, initially serving as a Trade Execution Representative III before transitioning to his current role in 2023. Prior to that, he worked as a Financial Planner at Sagemark Consulting from 2004 to 2019. His background in trading and client service informs his understanding of complex planning needs. Outside of his professional work, Brent enjoys reading, running, and skiing.

Kenneth Zahn is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Granite State Race Services and as a furniture maker with his own woodworking business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm is registered with the CFTC as a commodity pool operator and serves multiple registered investment companies and fund‑of‑funds.

Kyle Gendreau is a financial advisor at Fidelity with a Series 66 designation. He has one year of industry experience, including prior work at Morgan Stanley and various roles outside the financial sector, such as involvement with Jaygees Ice Cream and Lizzy's Homemade Ice Cream. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages multiple registered investment companies and model portfolios using systematic methodologies and oversight controls.

Brian Mccarthy is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across several Fidelity entities, including Fidelity Investments Institutional Operations and Fidelity Personal and Workplace Advisors. Brian is based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, registered investment companies, and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often leveraging affiliated and unaffiliated sub-advisers in its systematic investment process.