Ryan Charette is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Outside of his financial career, he serves as an Emergency Medical Technician for the New Boston Fire Department in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Konnor Dutton is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Pizza Pizzaz and Fitchburg State University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm serves registered investment companies and provides model portfolios through Fidelity Institutional Wealth Adviser, employing systematic methodologies and oversight controls.

Paul D'Amico is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight and governance.

Eric Howland is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior experience includes roles at Sampson West & Associates Inc., Elizabeth Sampson, Richard West, and Waddell & Reed, Inc. He is also a commissioned notary in the state of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors utilizing both proprietary and third-party strategies.

Hannah Boisvert is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. She has worked with Fidelity Investments since 2020, including her current role which began in 2025. Prior to her career in finance, Boisvert held various positions in retail and community college settings. Strategic Advisers LLC, a Fidelity Investments company where Boisvert works, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, diversified model portfolios.

Raymond Connolly is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity, he worked in various positions including a long tenure with the Manchester School District from 2007 to 2021 and brief roles in the food and beverage industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and fund advisory services.

Brittany Dunn is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior work includes roles at Northwestern Mutual, InstaCart, and Homegoods. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Christopher Fisher is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 66 credentials and 25 years of industry experience. He previously worked with Avantax Insurance Agency, LLC, and Avantax Advisory Services. Outside of advising, he owns Hallmark Financial, Inc., which provides accounting and tax services, and serves on the board of Merrimac Heights Academy, a nonprofit educational institution focusing on experiential and project-based learning. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with a range of discretionary and non-discretionary services, supported by more than 10,000 advisors and over $256 billion in assets under management.

Heidi Stearns is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments in 2026, she held various roles in wireless communications and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multiple registered investment companies and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Charles Driscoll is a financial advisor with Fidelity Investments, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at New York Life Insurance Company and United Parcel Services. Outside of his advisory work, he is involved in reselling designer shoes and creating related sales content. 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 portfolios across mutual funds, ETFs, and ETPs.

Michelle Scott is a financial advisor at Fidelity with nine years of industry experience. She holds Series 66 and Series 63 designations and has worked across multiple Fidelity entities since 2016. Outside of her advisory role, she teaches group fitness classes at Hampshire Hills Athletic Club in Milford, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on long-term asset allocation benchmarks.

Alexis Fajardo is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Before joining Fidelity Investments, Fajardo worked at Custom Wireless and Autozone. 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 systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Melise Vance is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she supports clients in working towards financial success by partnering with them and their Wealth Planners to ensure that financial plans meet their needs both now and into the future. Prior to her current role, Melise served as a Relationship Manager at Fidelity Investments from 2017 to 2025. She holds insurance licenses in Arkansas and California. Outside of her professional work, Melise enjoys board games, family activities, singing, traveling, and volunteering.

Steven Gontarz is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities at Fidelity since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it operates distinctive advisory and governance roles within the industry.

Paul Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His professional background includes roles at Fidelity Investments, New York Life, and service in the New Hampshire Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves both discretionary and non-discretionary advisory needs.

Matthew Schnorf is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He focuses on assisting families with tax-efficient investing, retirement and income planning, as well as legacy and estate planning considerations. His approach centers on understanding clients' goals to position strategies that align with their financial objectives. Matthew has progressed through several roles at Fidelity Investments, including Planning Consultant (2023-2024), Investment Solution Representative (2022-2023), and High Net Worth Service Associate (2021-2022). He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew has personal interests in beach activities, cars, concerts, fitness, music, and outdoor adventures.

Shawn Smith is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2006, as well as at Waddell & Reed from 2005 to 2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management alongside fund advisory services. The firm’s investment process integrates fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Michon Whitney is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Whitney held roles in hospitality marketing and residential life at the University of New Hampshire and was involved in small business operations, including a consignment shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Brian Burbach is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Concord Christian Academy and South Merrimack Christian Academy for over two decades combined. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Brooks is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Their investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies to manage model portfolios across mutual funds, ETFs, and ETPs.