Rishabh Trivedi is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Planning Consultant, Investment Solutions II, High Net Worth, and Customer Relations Advocate, reflecting a broad range of experience within the firm. He holds insurance licenses in Arkansas and California, supporting his ability to assist clients with diverse financial planning needs. Rishabh works with individuals and families to help them make informed financial decisions through a collaborative and detail-oriented approach. Outside of his professional activities, Rishabh enjoys spending time with friends, attending social events, listening to music, caring for pets, and traveling.

Daniel Connelly is a CFP® with 25 years of industry experience, currently serving at Fidelity. His career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Mariner, and New England Securities. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

Sawyer D'Amato is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served in various capacities within Fidelity Investments, including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His career in financial services began at Washington Savings Bank as a Bank Teller from 2017 to 2021. Throughout his career, Sawyer has developed expertise in client relationship management and financial planning, working closely with clients and their families to create comprehensive financial plans. He holds an Arkansas Insurance License, supporting his role in advising clients on financial matters. Outside of his professional endeavors, Sawyer has interests in cooking and baking, social events with friends, spending time by the lake, caring for pets, reading, and traveling.

Timothy Grogan is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His career includes prior roles at Royal Alliance Associates Inc. and New England Schooner, Inc. He also has experience as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolios, and third-party asset management.

Alexander Hinckley is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. Hinckley has worked at various Fidelity entities since 2015. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Kevin Yorkey is a CFA® charterholder with 26 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools to offer diversified, rebalanced portfolios and fiduciary service under ERISA guidelines.

Matthew Soucy is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Fidelity, including Fidelity Brokerage Services Inc since 2000 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He has been with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs, and it is involved in advisory roles for multiple registered investment companies and fund-of-funds.

Logan Young is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017. Prior to his advisory career, he held positions at Lang's Ice Cream and Shaw's Supermarkets. Ameriprise Financial Services is a large, diversified 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Garside is Vice President and Branch Leader at Fidelity Investments, where he has been employed since 2015. He focuses on financial planning with a consultative approach, leading conversations that prioritize clients' goals and co-creating plans tailored to their needs. His experience at Fidelity includes roles such as Financial Consultant, Team Leader for Portfolio Advisory Services, Interim Team Leader for Client Services, and Retirement and Investment Solutions Representative. This progression reflects his expertise in portfolio advisory, client services, retirement solutions, and investment strategies. Outside of his professional responsibilities, Jeffrey enjoys boating, family activities, hiking, outdoor adventures, and skiing.

Ryan Lemire is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors and Raymond James Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and manages these through a combination of in-house oversight and delegated sub-advisers.

Jilian Glynn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work experience includes roles at Coca-Cola, Dean College, Regis College, and Data Capture Group LLC. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Zachary Siegel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include work with the Children's Hospital Cincinnati and entrepreneurial ventures with USA Balloonatics LLC and Totally Lit Events LLC. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Glenn Lewis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Alku and Valpey Financial Services LLC. Outside of advisory work, he is active as a TikTok Shop affiliate, posting videos to promote small products. 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 across mutual funds, ETFs, and ETPs.

Sean Penney is a Planning Consultant based in Littleton, currently employed at Fidelity Investments since 2026. In his role, he partners with clients and households to assist them in working towards their financial goals, focusing on building trust and understanding to support confident decision-making for their financial futures. Sean has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing through Investment Solutions Representative I in 2023, II and III roles in 2024 and 2026, before assuming his current position as Planning Consultant. He holds an AR Insurance License. Outside of his professional responsibilities, Sean's personal interests include baseball, football, golf, spending time at the lake, and snowboarding.

Brooke Smith is a Branch Leader at Fidelity Investments, a role held since 2026. In this position, Brooke focuses on fostering an environment where associates are empowered to deliver a world-class experience, assisting clients and their families in working toward their financial goals. Brooke has held several roles within Fidelity Investments, including Advisory Services Team Leader from 2023 to 2026, Onboarding Team Leader in 2023, Licensing Mentor from 2022 to 2023, and CRA HNW from 2021 to 2022. This progression reflects a breadth of experience within the firm across leadership and advisory functions.

Amber Rheaume is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity and its affiliated entities since 2016, with a brief period of unemployment from 2020 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Leonardo Viera is a financial advisor at Edelman Financial Engines with three years of industry experience. He previously worked at Merrill, Bank of America, N.A., and New York Life. Outside of his advisory role, he works as a driver for Uber Technologies as a gig side hustle. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Brian Lak is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at InstaCart and Big Y Foods, Inc. He is currently based in Merrimack, New Hampshire. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in formal advisory roles for multiple registered investment companies and fund-of-funds.

Jeffrey Bryk is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2016. Outside of his advisory role, he works as a cashier at an auction house in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it also employs systematic methodologies and long-term asset allocation benchmarks.

Stephen Diblasi is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at T-Mobile and Keller Williams Realty. Outside of his advisory role, he also works as an independent contractor for DoorDash and a company reviewing AI responses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and provides advisory services including fund management and model portfolio delivery.