Anuradha Nandakumar is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Nandakumar is currently based in Merrimack, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Philip Pichel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions in education and community organizations such as Kartwheel Kids and Grafton Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and delivery of algorithmically constructed model portfolios. The firm integrates fundamental research with quantitative analysis and manages portfolios using systematic methodologies and long-term asset allocation benchmarks.

Bryan Delaney is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Fidelity Investments since 2020, following prior roles at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory work, he is a notary public for the state of New Hampshire. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Andrew Schiller is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial roadmaps that align with their goals and priorities. He joined Fidelity Investments in 2022, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2025. Andrew holds insurance licenses in both Arkansas and California, which support his professional expertise in financial planning and workplace consulting. Outside of his professional activities, he has an interest in cars, fishing, golf, lake activities, and skiing.

Gregory Osborn is a financial advisor with LPL Financial in North Reading, MA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Pinnacle Private Wealth, LLC from 2017 to 2019. Outside of his advisory role, he is involved with Warner Financial Group and works with Judith Osborn CPA in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.

Braxton Gianino is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Gpac and eXp Realty LLC and has experience in both real estate and hospitality sectors, including operating a café. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm serves a diverse client base and holds roles such as commodity pool operator and advisor to multiple registered investment companies.

Sascha Silvia is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Silvia worked at Group One Automotive and Fidelity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Joshua Andreasen is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines in Burlington, MA, where he has worked since 2014 through various affiliated entities. Outside of his advisory role, Andreasen serves as a referee for a nonprofit organization that organizes local flag football games for the LGBTQ+ community. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Matthew Delaney is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, and incorporates model portfolios and research from various sources.

Emily Zimmermann is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to her current role, she owned and taught at Dream Ballet School, which reflects her involvement in dance education alongside her advisory career. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and algorithmic tools.

Zachary Spencer is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Alexandrea Solms is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, she worked at Park Square Executive Search and held various roles at educational institutions including Blair Academy and The Lawrenceville School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivering model portfolios using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies and the use of algorithmic methods and AI in research.

Nicholas Shepard is a financial advisor with Edward Jones in Nashua, NH, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Christopher Stagnone is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors since 2018 and FIDELITY Brokerage Services LLC since 2004. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets and deliver model portfolios.

Kyle Frank is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at FanTrax, Dick's Sporting Goods, and Pitcher List. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and offers services such as discretionary portfolio management and fund advisory.

Camille Sweet is a financial advisor at Fidelity with a Series 66 designation and one year of experience. Prior to joining Fidelity, she held roles at Macleod Enterprises, Quinnipiac University, Seadog Brewing Company, and Guac N' Roll. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Jennifer Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has held roles at Fidelity Brokerage Services since 2017 and currently works at Fidelity Investments. Prior to her finance career, she was self-employed in the salon industry and briefly owned a local beauty barre. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Gonzalez is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked in various roles including multiple positions at the University of Rhode Island and service at the Essex County Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs proprietary research combined with quantitative and algorithmic portfolio construction and serves a broad client base through discretionary and non-discretionary advisory services.

Timothy Quinn is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, Timothy worked at Relay Power and has experience in various roles including positions at Westfield State University and Pomodori's. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.