Katie Heimbach is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 credential and previously worked at Janney Montgomery Scott, LLC from 2012 to 2018 and at Athleta in 2018. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Dan Tynan is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2005. In his role, he partners with executives and their families on wealth planning, working to build personalized plans based on clients' goals and needs, aligning investment strategies, and monitoring these plans on an ongoing basis. Dan's experience at Fidelity Investments spans over two decades, including positions as Retirement Income Planner from 2004 to 2005 and Financial Consultant from 2000 to 2003. He holds a California Insurance License. Outside of his professional work, Dan participates in activities such as biking, golf, hiking, kayaking, and skiing.

Derek Kimball is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes four years at both the University of Massachusetts - Amherst and George Nowell, as well as one year at Nutile Field. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Richard Abbott is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. He has been with Fidelity Investments since 2008, progressing through various roles including PAS Sales, Portfolio Specialist, Senior Portfolio Specialist, and Investment Management Consultant before assuming his current position in 2024. This extensive experience has provided him with a comprehensive understanding of investment management and client service within the wealth management sector.

Steven Auger is a financial advisor with J.P. Morgan Securities in Salem, NH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Santander and McAdam Financial. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their recommendations.

Alexander Tsetsilas is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity Investments in 2023 and has prior experience in various roles outside the financial industry, including positions at Benson's Hardware and Xcel Fire Protection, Inc. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Michael Shepard is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Trader Joe’s for five years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Mikhail Gonsalves is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Brandeis University and Finomenal Techserve LLP. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Austin Carr is an Investment Management Consultant IV at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2015, progressing through roles including Workplace Planning Consultant and various levels of Investment Management Consultant. Austin focuses on developing trust and investment strategies tailored to individual client circumstances. He integrates financial planning insights with a commitment to transparency to assist clients in navigating market dynamics and portfolio construction, aiming to provide clear and balanced support aligned with their values. His professional experience encompasses investment management and workplace planning within Fidelity Investments. No additional information about education, credentials, personal interests, or community involvement has been provided.

Kevin Mccann is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 66 designations, and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as president of a local condominium association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery methods and firm-approved tools.

Patrick Fogarty is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in the automotive retail sector at Amesbury Chevrolet Inc and Key Auto Center of Portsmouth. 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 diversified portfolios and contribute to fund advisory and model portfolio delivery.

Nicholas Liguori IV is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Fidelity entities since 2010. Outside of his advisory role, he serves as a board member for the Chester New Hampshire School Board and participates in the Chester Softball and Baseball Association as a board director and coach. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Michael Mead is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also acts as a commodity pool operator and advises multiple registered investment companies and fund-of-funds, incorporating systematic methodologies and long-term asset allocation benchmarks in its investment process.

Bryant Gauthier is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Alexander Macina is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and bringing 24 years of industry experience. He has been with Fidelity since 2002, including roles with Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, Macina is a head coach for a local softball organization, New England Prospects. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Jon Bernasconi is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity divisions since 1998. 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 a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Micheal Kertyzak III is a financial advisor with Raymond James Financial in Nashua, NH, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been associated with Raymond James since 2000 and also owns an accounting and tax planning business serving interested clients. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through collaborative client engagements and a broad range of implementation options.

Sarah Whipps Kenda is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Financial Strategies Retirement Partners and Commonwealth Financial Network, where she worked for eight years, as well as Salient Capital firms from 2015 to 2018. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm provides tailored, primarily non-discretionary advisory solutions and maintains a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Andres Lopez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Santander Bank, Barton Associates, and multiple other firms. Outside of his advisory role, he has been involved with Intricate LLC for three years. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

David Tierney is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 credential and possessing 11 years of industry experience. His prior work includes ten years at Purshe Kaplan Sterling Investments and McAdam LLC. Outside of advising, he has passive ownership in a construction business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning, utilizing structured planning tools and scenario modeling to support client goals.