Jeffrey Bryk is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2016. Outside of his advisory role, he works as a cashier at an auction house in New Hampshire. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it also employs systematic methodologies and long-term asset allocation benchmarks.

Stephen Diblasi is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at T-Mobile and Keller Williams Realty. Outside of his advisory role, he also works as an independent contractor for DoorDash and a company reviewing AI responses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and provides advisory services including fund management and model portfolio delivery.

Imad Moussaddak is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where Moussaddak is affiliated, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, and has notable roles including registration with the CFTC and formal advisory responsibilities to multiple registered investment companies.

Steve Tremblay is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity Investments in various capacities since 2005. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gavin Grant is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Best Buy, Trinity Logistics, and Bedford School District. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Russell Demarest is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a trustee on the investment committee of the Congregational Church of Amherst, NH. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, focusing on collaborative annual engagements that utilize firm-approved software to analyze client goals and deliver written recommendations.

Matthew Whelan is a financial advisor with Fidelity Investments in Merrimack, NH, holding a Series 66 designation. He has been with Fidelity since 2026 and has prior experience at Integrated Financial Partners and Argent Wealth Management. Outside of finance, he has been involved with Bellevue Golf Club and Melrose Public Schools. 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 multi-manager funds and model portfolios.

Joseph Murphy is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as John Hancock Life Insurance Company. Outside of his advisory work, he is involved in insurance brokerage and operates a sole proprietorship focused on fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs advanced portfolio construction tools and offers both discretionary and non-discretionary account management.

Dylan Lafond is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has developed his expertise through various roles at Fidelity, including Investor Center Planning Consultant, Investor Center Relationship Manager, Workplace Planning Consultant II, and Workplace Planning Consultant I, spanning from 2020 to the present. Dylan works with individuals, families, and business owners to create holistic financial plans tailored to their needs. His approach involves a personalized planning process centered on clients and their loved ones, aiming to provide confidence and peace of mind. Dylan supports clients through changes in their goals or circumstances, fostering long-lasting relationships. He holds a California Insurance License, which complements his financial advisory services. Outside of his professional life, Dylan enjoys camping, fishing, movies, running, and traveling.

David Frothingham is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2006. He partners with clients to customize financial plans that align with their family's unique goals and needs. Prior to his current role, he served as an Income Planning Consultant from 2005 to 2006 and as a Retirement Representative from 1995 to 1997 at Fidelity Investments. David holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and client advisory. Outside of his professional work, he has personal interests in hiking and soccer.

Peter Heltzel is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he spent 16 years at New York Theological Seminary. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Aidan Mckernan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles with Sanford Mainers, CIISCO Brewers Portsmouth, and the University of New Hampshire's Memorial Union Building. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery.

Joseph Potvin is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2001 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments in various roles since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing fund-of-funds and delivering model portfolios. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI-driven methods and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Jordan Leibovici is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Hatherly Country Club and Qualitas Dental Partners. 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 systematic portfolio construction across mutual funds, ETFs, and ETPs.

Andrew Petralia is a financial advisor at Osaic Wealth Inc. with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Fidelity Investments, Putnam Investments, and rideshare services Lyft and Uber, where he also worked as an independent contractor providing transportation. Osaic Wealth Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Alessandro Sinfonico is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliated entities since 2007. 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 deliver model portfolios across mutual funds, ETFs, and ETPs.

Samuel Kasten is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked for the Manchester Police Department for four years and has held positions in various other organizations including WordStream and Toast, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies across an investable universe of mutual funds, ETFs, and ETPs.

Samuel Sylvain is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he was employed at Castleton University and O'Keefe Landscaping. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and serves a broad client base with both discretionary and non-discretionary advisory solutions.

Stacy Martel is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, Stacy worked at the British Beer Company for eight years and spent time as a homemaker. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Philip Amesoeder is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Eastern Bank and teaching positions at the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a range of strategies including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator while advising multiple registered investment companies.