Kyle Egnet is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked primarily within Fidelity Brokerage Services since 2017, with a brief period outside the industry. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, and it provides model portfolios to intermediary platforms.

Jean Paul Fauvel is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and provides formal advisory services to multiple registered investment companies and fund‑of‑funds.

Kelly O'Hara is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked in various roles across multiple firms, including Fidelity Investments since 2020. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages oversight of sub-advisers and share allocations.

Richard West is a Series 66-licensed financial advisor with LPL Financial in Westford, MA, bringing 16 years of industry experience. His prior roles include positions at Waddell & Reed and leadership at Sampson West & Associates Inc. Outside of financial advising, he holds fiduciary responsibility as a power of attorney for his spouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by extensive research and model portfolios.

Hercules Liu is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2026. In this role, he works closely with clients and their families to simplify, develop, and implement strategies aimed at building, preserving, and distributing their wealth. Prior to his current position, he held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2026, Investment Solutions Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. Hercules holds insurance licenses for Arkansas and California, supporting his expertise in the financial and insurance fields. His progressive experience at Fidelity Investments reflects a commitment to understanding client needs and providing tailored financial solutions.

Hayden Greene is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and Putnam Investments, along with work at the University of Massachusetts Lowell and in real estate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to multiple registered investment companies.

Justin Hussey is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various divisions of Fidelity since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its integration of algorithmic methods and AI in portfolio management.

John Dibenedetto is a financial advisor with LPL Financial, holding Series 66, Series 65, and Series 63 credentials and two years of industry experience. His prior roles include positions at Workers Credit Union, Cmind, Ascendi Advisor Solutions, and Fusion Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Torrey Greene is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining LPL Financial in 2024, he spent 16 years with Lincoln Financial Securities Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including retirement plan consulting and model portfolio options supported by research from internal and third-party sources.

Seth Boucher is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often utilizing sub-advisers and model portfolios constructed from mutual funds, ETFs, and ETPs.

Desiree Bailey is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Joshua Tardiff is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Compass Group and experience in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also manages advisory roles for registered investment companies and employs systematic methodologies guided by long-term asset allocation benchmarks.

Russell Vaillancourt is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked with various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers 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 across a broad range of investment products.

Scot Macdonald is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity since 1999, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Steven Spicer is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked within various branches of Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and maintains formal advisory roles with multiple registered investment companies.

Cameron Magerer is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes positions at Leone, McDonell, Robert's and various roles related to CLR Movers and Saint Joseph's College of Maine. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including multi-manager and fund-of-funds structures.

Jennifer Scott is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Aidan Maron is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His career includes multiple roles at Fidelity Investments since 2021 and prior work outside the financial sector. 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 is noted for its role in managing model portfolios, its registration as a commodity pool operator, and its advisory services to multiple registered investment companies.

Brad Baker is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He focuses on assisting executives by integrating key benefits decisions into their overall financial plans and utilizes Fidelity's wealth planning tools to develop and implement tailored strategies. Brad has been with Fidelity Investments since 2018, progressing from a Financial Service Associate to a Workplace Planning Consultant and currently serving in his role within Executive Services. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Brad enjoys biking, fishing, and golf.

Jennifer Sirois is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.