James Gignac is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including funds and model portfolios for intermediary platforms.

Cameron Avila is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Cambridge Savings Bank and Automation Anywhere, alongside entrepreneurial experience with Executive Auto Detail LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and acts as a formal advisor to multiple registered investment companies.

Steven Vargo is a Vice President and Financial Consultant who partners with individuals and families to create comprehensive wealth plans. He emphasizes the importance of having a relationship with a trusted advisor as a key to financial comfort. Steven has been with Fidelity Investments since 2013, progressing through roles including Customer Service Advocate, Financial Representative, Senior Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Throughout his tenure at Fidelity, Steven has developed expertise in wealth planning and client relationship management. His experience encompasses various aspects of financial consulting, supporting clients in achieving their financial goals through tailored strategies. Steven lives in Southern New Hampshire with his wife and two children. Outside of work, he engages in family activities, fitness, hiking, outdoor adventures, and skiing. He also participates in various endurance races.

Marten Vandervelde is a Series 66 licensed financial advisor at LPL Enterprise with seven years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Vandervelde is also a commissioned Notary Public in the state of New Hampshire. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to third-party asset managers, and various non-securities services through affiliated entities.

Paul Brewer is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill since 1988 and Bank of America since 2009. Outside of his advisory role, he serves as a managing member of The Bonita Brew Crew LLC, a for-profit entity based in Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Fisher is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various roles since 2021. Prior to joining Fidelity, he spent nine years with Century 21 Cardinal and 29 years at Hewlett Packard Enterprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory services and model portfolio delivery.

Girard Mcspiritt is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Travelers Insurance Indemnity and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing sub-advisers and algorithmic methods in its investment process.

Todd Powers is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Powers Financial Group since 2017. His background includes roles at Cetera Advisors LLC and MassMutual Life Insurance Company. Powers also works as a fixed insurance agent, selling life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodians.

Matthew Stanieich is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at CGI Business Solutions and was involved with the University of New Hampshire Student Philanthropy Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes and serves as an advisor to multiple registered investment companies.

Samuel Nadeau is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Putnam Investments and has a background that includes roles outside finance in construction and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies, uses systematic methodologies for model portfolios, and maintains oversight of affiliated and unaffiliated sub-advisers.

Amy Sutton is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Edward Jones and multiple positions within Fidelity since 2011. She is based in Manchester, NH. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, with notable activities including commodity pool operations and the use of AI-driven research methodologies.

Laura Vilas Boas Oliveira is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her work history includes roles at IC Credit Union and the University of Connecticut. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Daniel Zuber is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Before joining Fidelity, he worked for six years at J.M. Carr Landscaping. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Inna Raneri is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves notable roles such as commodity pool operator registration and advisory responsibilities for multiple registered investment companies.

Frederick Snell is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 1998, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage multi-manager fund structures.

Alexandra Overton is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2008. Outside of her advisory role, she serves as a trustee for The Awesome Foundation-Hamilton & Wenham, where she helps decide on grant funding projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Rachael Doyle is a Wealth Management Advisor with the Doyle Group at Merrill Lynch Wealth Management. She works closely with clients and their family members to address their current financial needs and pursue long-term goals by organizing and streamlining multiple facets of their wealth. Rachael begins each client relationship by understanding their unique circumstances, including investment allocations, assets and liabilities, risk tolerance, and wealth-transfer goals, as well as personal objectives such as funding education or supporting philanthropic causes. She then crafts customized financial roadmaps drawing on her experience, team resources, and industry best practices. Rachael has over 10 years of experience in financial services, including her previous ownership of a financial consulting business serving hospitals, nursing homes, insurance companies, and Medicare administrators. She holds a Bachelor of Science degree in Accountancy from Bentley University, an M.B.A. from Rivier University, and the CERTIFIED FINANCIAL PLANNER® certification. She is also a member of the New Hampshire Estate Planning Council and contributes to her community through involvement with a local Boy Scout troop advisory committee and volunteering at a local food pantry and Blue Angel program. Based in Londonderry, New Hampshire, Rachael lives with her husband and three children. Her personal interests include skiing, hiking, kayaking, baseball, bowling, cooking, music, reading, and traveling. She enjoys building long-term relationships with clients and supporting them as they pursue their financial goals and legacies.

Tucker Dunbar is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked in various roles within Fidelity since 2015, including at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Jeremy Markland is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. His prior roles include positions at Covelo Direct, Barton Associates Inc., and Margaritas Management Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as 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, with notable use of model portfolios and delegated sub-advisers.

Zachary Jameson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Dartmouth Hitchcock, AT&T/Prime Communications, and Delaware North Hospitality. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios delivered to intermediary platforms.