Austin Baker 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 various roles including positions at Souhegan Woods Golf Club and McNulty and Foley Express & Catering. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

David Tardiff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

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.

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 at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Santander and McAdam Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and utilizing affiliates for implementation and portfolio services.

Alexander Tsetsilas is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2023. His prior work experience includes roles at Benson's Hardware, Xcel Fire Protection, Inc., and Morins Landscaping. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles with registered investment companies and its use of AI and systematic methodologies.

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 one year of industry experience. His work history includes roles at Fidelity Investments, Brandeis University, My Financial Therapist Inc, and Finomenal Techserve LLP. 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 manage portfolios and advisory mandates. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of algorithmic methods and AI in research.

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 two years of industry experience. He holds a Series 66 designation and previously worked in the automotive sector, including positions 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, including 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 to deliver model portfolios across a broad investable universe.

Nicholas Liguori IV is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Fidelity since 2010, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, Liguori serves as a member of the Chester, New Hampshire School Board and participates on the board of the Chester Softball and Baseball Association. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to a broad client base, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 at Fidelity with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Fidelity Investments since 2002, serving in various advisory roles. Outside of his advisory work, he is the head coach of New England Prospects, a softball organization, where he manages practices and tournaments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Jon Bernasconi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 27 years of industry experience. He has held various roles within Fidelity since 1998, most recently with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Micheal Kertyzak III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with multiple Raymond James entities since 2000 and has operated his own tax planning and preparation business since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Sarah Whipps Kenda is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds a Series 66 designation and previously worked at firms including Financial Strategies Retirement Partners, Commonwealth Financial Network, and Salient Capital. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.