James Marcou is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2012. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers advisory services with a focus on systematic methodologies and long-term asset allocation.

Nate Rumford is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop customized financial plans that align with their family's unique needs. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Retirements Representative, Investment Solutions Representative I and II, before becoming a Planning Consultant in 2024. Nate holds insurance licenses in Arkansas and California and brings a comprehensive understanding of financial planning and investment solutions to his role. His experience at Fidelity Investments encompasses client advising and retirement planning. Outside of his professional work, Nate enjoys outdoor activities such as boating, camping, fishing, golf, hiking, and spending time at the lake.

Jack Gillis is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Northeast Planning Associates, Sea View Technologies, and several food service businesses. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Devin Lafrance is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Robert Half, KBW Recruiting and Staffing, and has experience related to the University of New Hampshire and Manchester Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of algorithmic methods and AI in research.

Joseph Chingas is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients and their families to develop and refine comprehensive financial plans aimed at helping them progress toward their financial goals and achieve peace of mind. Joseph has been with Fidelity Investments since 2013, serving in various capacities including Financial Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. His professional experience encompasses a broad range of financial services and investment consulting responsibilities. Outside of his professional work, Joseph has personal interests in fitness, golf, hiking, music, parenthood, and reading.

Dylan Baker is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and previously held roles at Fidelity Investments and Veritude. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Halloran is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004 and is also principal of Broad Street Planning, LLC. Halloran is an independent insurance agent selling fixed life and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

John Merriken Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Fidelity Investments in various roles since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide array of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and is noted for its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Joseph Fagan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions with Northwestern Mutual and Coworx Staffing Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Derrick Anderson is a financial advisor at Fidelity with eight years of industry experience and holds Series 63 and Series 66 designations. His prior work includes roles at Maverick Technical Institute and Marketsource. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment solutions.

Robert Victoria is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments and Advised Assets Group, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers centralized custody and brokerage services.

Joseph Porcelli is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience in various roles outside finance, including positions in catering and family dental services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Brian Doherty is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his financial career, he was employed at Tewksbury Country Club for three years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Barry Newcombe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. He provides personalized financial services, focusing on understanding clients' concerns and objectives to develop investment plans tailored to their needs and goals. Barry has been assisting clients in establishing and growing their financial assets for over two decades. His approach centers on helping people save and grow their monies to make the fluctuations in life less volatile. He holds an Arkansas Insurance License. Outside of his professional work, Barry enjoys baseball, football, movies, music, and spending time with family and friends through various social activities.

Amanda Rezaoui is a financial advisor at Fidelity with 16 years of industry experience and holds Series 63 and Series 66 designations. She has been with Fidelity Investments and its affiliates since 2009. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a research-driven and algorithmic approach to portfolio construction and oversight. The firm also serves as an advisor to registered investment companies and develops model portfolios for intermediary platforms.

Aileen Morris is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Pinnacle Revenue Management, Pressed Cafe, and Element Energy Systems, among others. She 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Christopher Maniscalco is a Series 66-registered financial advisor with Cambridge Investment Research Advisors in Westford, MA, bringing one year of industry experience. Prior to his current role, he worked at LPL Enterprise and has held roles in transportation and delivery services. Outside of advising, he is engaged in rideshare and delivery work for companies including Instacart, Uber, and Spark. Cambridge Investment Research Advisors serves a broad client base—including individuals, retirement plans, charitable organizations, and trusts—providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary management options tailored to client objectives.

Christopher Stempek is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2009. 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. The firm is registered as a commodity pool operator, advises multiple registered investment companies, and uses AI and systematic methodologies in its investment approach.

Alec Lawry is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, he held positions in the restaurant industry and worked at the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Luke Trill is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and advisory solutions, often delegating management to sub-advisers while maintaining oversight.