Brandon Borneman is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His career history includes roles at Fidelity Investments and prior positions in the retail and restaurant sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, multiple sub-advisers, and its advisory role to registered investment companies and fund-of-funds.

Ronald Paolo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include various positions outside the investment industry, such as at Vector Marketing and educational institutions like Merrimack College and Northeast Metropolitan Regional Vocational High School. 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 algorithmic portfolio construction, including the use of model portfolios built from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and fund-of-funds and integrates AI and systematic methodologies in its investment approach.

David Verheyen is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Trimboard and Charge Infrastructure. Prior to his financial services career, he held roles at BJs Wholesale, Best Buy, and Tesla. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Matthew Smith is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior work includes roles at Crazedkicks LLC and Finish Line. 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 systematic portfolio construction methods. The firm is noted for its algorithm-driven investment process and its advisory role to multiple registered investment companies.

James Reicher is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in wireless sales roles at Verizon and in the retail sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a noted focus on systematic methodologies and long-term asset allocation.

Cameron Lariviere is a financial advisor at Fidelity with Series 66 certification and one year of industry experience. Prior to joining Fidelity, he held positions across various organizations including Sant Bani School, McLane, and New Hampshire Liquor & Wine Outlet. Outside of finance, he has served as a hockey official for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and advisory services for registered investment companies and utilizes systematic methodologies alongside oversight controls.

Benjamen Rafferty is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 designations and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Prime Buchholz & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports municipal and public finance work, and provides specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Ashley Stewart is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Fidelity in various capacities since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research and quantitative analysis. The firm also serves as a commodity pool operator and adviser to multiple registered investment companies.

Mary Butler Aldrich is a financial advisor at LPL Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she spent 31 years with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Vitor Diniz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has a progressive career within the company, having held roles such as Workplace Planning Consultant Team Leader, Workplace Planning Consultant Help Desk, Workplace Planning Consultant, and Financial Services Representative from 2019 onward. Vitor focuses on collaborating with clients to develop tailored wealth planning strategies that enable them to confidently pursue their financial goals. He holds insurance licenses in Arkansas and California, which support his work in financial and insurance planning. Outside of his professional career, Vitor has interests in fitness, football, parenthood, snowboarding, and soccer.

Kyle Pageau is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Fidelity entities since 2017. Prior to his financial career, he held roles in the restaurant industry and at the University of New Hampshire. 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 fund-of-funds and model portfolios.

Kelsey Laplante is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2020. Her prior experience includes roles at Southeast Insurance Group, Coole Swan, Anchor Promotions, and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, managing model portfolios with oversight and the use of systematic methodologies.

Jeremy Forrence is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and over 18 years of industry experience. He has worked at Fidelity since 2008, including roles with Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 algorithmic portfolio construction. The firm serves a range of clients, including charitable gift funds and registered investment companies, and offers services such as discretionary portfolio management and fund advisory.

Brian Smith is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in landscape contracting and related businesses, and he is currently the owner and contractor of Stonesmith's Hardscapes, where he manages various stone-related projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lucas Burke is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Watson Construction and By Appointment Only. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brendon Vachon is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2009, progressing through roles including Financial Consultant, Portfolio Specialist, and Retirement Relationship Manager. In his current role, Brendon partners with clients and their families to develop proactive financial plans that support personal, family, and purposeful goals. He focuses on empowering clients to make informed and resourceful investment decisions through comprehensive financial planning. Brendon holds insurance licenses in Arkansas and California.

Thomas Adams is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he collaborates with Financial Consultants as part of dedicated planning teams to support clients in achieving their financial goals. Prior to this, he worked as an Investment Solutions Representative I & II from 2022 to 2023 and as a Customer Relationship Advocate from 2021 to 2022, all within Fidelity Investments. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Thomas has interests in football, outdoor adventures, pets, and skiing.

Alison Chorney is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors, manages fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Colleen Bellamy is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She has accumulated 30 years of experience in finance, specializing in wealth planning that prioritizes lifestyle and legacy. Colleen focuses on building deep relationships and purposeful plans to help clients achieve clarity, confidence, and fulfillment throughout their financial journeys. Prior to her current role, Colleen served as Senior Vice President in Asset Management at Fidelity Investments from 2016 to 2026. Her previous experience also includes managing director responsibilities at J.P. Morgan Private Bank between 2009 and 2015, and vice president roles in corporate finance at JPMorganChase from 1993 to 2015. Outside of her professional work, Colleen has personal interests in fitness, hiking, spending time at the lake, parenthood, and skiing.

Alexis Webber Mccollaum is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Fidelity, she worked at New York Life Insurance Company and has experience in part-time modeling and dance instruction. Outside of finance, she teaches hip hop and other dance styles at local studios. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors by providing investment management and advisory services. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.