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.

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.

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.

Courtney Shane is a financial advisor with Morgan Stanley in Windham, NH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by advanced analytical tools and models.

Domenic Valluzzi is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2017. His background includes roles at the University of New Hampshire and involvement with UNH Recreation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios for intermediary platforms.

Michaela Scott is a CFP® and ChFC® with 17 years of industry experience, currently serving at OSAIC since 2018. Prior to that, she worked at Jhfn Sii for nine years. In addition to her financial advisory work, she has been involved with Petey's Summertime Seafood Bar and Grill for over 17 years and holds leadership roles as co-chair of the Saint Anselm College Economics and Business Advisor Council and president of the American College of Financial Services Alumni Council. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and portfolio management strategies and operates a complex platform with multiple mergers, private-equity ownership, and extensive third-party commercial arrangements.

Christopher Monroe is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Monroe is involved with KTOD LLC, where he participates as a testing team member for a trading card team, including playing in tournaments, streaming games, and coaching players. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

John Murphy is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles across media, sports, and corporate sectors, including at DraftKings Inc., Always On Media, and the Columbus Blue Jackets Radio Network. 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 and deliver customized investment solutions.