Daniel Connelly is a CFP® with 25 years of experience in the financial industry, currently affiliated with Fidelity. He has been with Fidelity Personal and Workplace Advisors since 2018 and has held roles at Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and offers a distinctive integration of AI and algorithmic methods in its processes.

Sawyer D'Amato is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served in various capacities within Fidelity Investments, including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His career in financial services began at Washington Savings Bank as a Bank Teller from 2017 to 2021. Throughout his career, Sawyer has developed expertise in client relationship management and financial planning, working closely with clients and their families to create comprehensive financial plans. He holds an Arkansas Insurance License, supporting his role in advising clients on financial matters. Outside of his professional endeavors, Sawyer has interests in cooking and baking, social events with friends, spending time by the lake, caring for pets, reading, and traveling.

Jacqueline Depippo is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Alexander Hinckley is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. Hinckley has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

James White is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. He has worked with Fidelity Investments since 1996, progressing through roles including Retirement Income Planner, Team Manager, and Service Trading Representative. His career at Fidelity reflects extensive experience in financial planning and client service. James holds a California Insurance License, which supports his work in developing wealth planning strategies tailored to individual client needs. He emphasizes honesty, ethical behavior, and direct communication to build trust and effective client relationships. Outside of his professional role, James has interests in baseball, fitness, golf, skiing, and traveling.

Matthew Soucy is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ryan Le Brun is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Fidelity Investments and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base, including individuals, high-net-worth clients, and institutional investors.

Ryan Lemire is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in developing model portfolios.

Zachary Siegel 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 roles at Children’s Hospital Cincinnati and was involved in entrepreneurial ventures including USA Balloonatics LLC and Totally Lit Events LLC. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Glenn Lewis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. He has previously worked at Alku and Valpey Financial Services LLC. Outside of his advisory role, he is active as a TikTok Shop affiliate, posting videos to promote small products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with oversight and management delegated as appropriate.

Yocasta Carozza is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Fidelity Investments since 2007 and joined Cetera in 2025. Carozza is also a vice president and co-owner of Carozza Eye Care, a family business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to affiliated and third-party investment strategies.

Brian Lak is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at InstaCart and Big Y Foods, Inc. He is currently based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in formal advisory roles for multiple registered investment companies and fund-of-funds.

Robert Dunlap is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Dunlap serves as a board member of Massasecum Timber Corporation, a timber production company based in New Hampshire. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to support its advisory services.

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 Series 63 and Series 65 designations and has been with Fidelity in various capacities since 2005. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

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.

Steven Schehl is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Bank of America, N.A. and Merrill, with tenure spanning from 2009 to 2023 across those firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.