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.

Edward Buecker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley from 2009 to 2017, Ameriprise Financial Services from 2017 to 2018, and Morgan Stanley Smith Barney since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market estimates.

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.

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.

Jacquelyn Batterman 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 and its affiliated firms since 2014. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Cade Connelly is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and has experience in operations and management roles at Bayside Distributing LLC and Hannaford Supermarket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios employing systematic methodologies and long-term asset allocation benchmarks.

Grant Gardula is an advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Kettlebrook Golf Club, CVS, Zephyr Rugs, Sunset Pizza, and Shaws Grocery Stores. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kevin Kimball is a financial advisor at Ameriprise in Manchester, NH, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Met Life, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. In addition to his advisory role, he has an ownership interest in ASK Partners, LLC, a business that provides office staffing services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Christopher Conard is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to his current role, he worked at Commonwealth Financial Network and Paychex, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs a non-discretionary approach tailored to client goals and supports its recommendations through advisory programs and partnerships, including specialized offerings for municipal and retirement plan clients.

Alyssa Roberts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience at Compass Innovative Behavior Strategies and The Cheesecake Factory. Outside of her advisory work, she is a member of NextGen Investments LLC, where she meets regularly with the property manager. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to multiple registered investment companies and use of advanced technologies in its investment process.

Lindsay Leclerc is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017 and Fidelity Investments since 2025. Prior to her financial career, she worked at St. Joseph Hospital for five years. Outside of finance, she teaches group fitness classes at a local fitness center. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often employing affiliated or unaffiliated sub-advisers and maintaining governance and proxy-voting procedures.

Jessica Thrower is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. She previously worked at JPMorgan Chase Bank and held various roles in other companies before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through proprietary research and quantitative analysis.

Brian Caldwell is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Rishi Ahuja is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Alef Edge, Zebra Technologies, and AT&T. 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 to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research.

Christian Vitone is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to understand their financial needs and benefits plans, providing tools and knowledge to support informed financial decisions. Prior to this, he held positions including Benefits & Planning Consultant and Investment Solutions Representative within Fidelity's Executive Services, starting in 2018 with the High Net Worth Service Associate role. Christian's financial services career began at Merrill Lynch - Bank of America, where he worked as a Financial & Portfolio Advisor from 2016 to 2018. He holds a California Insurance License. Outside of his professional work, Christian engages in family activities, fitness, movies, running, theater, and writing.

Andrew Small is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Steward Partners Global Advisory, Raymond James Financial Services, Bank of America, and Merrill. Outside of his advisory work, he serves as a board member of the YMCA of the Seacoast Advisory Board and is the incoming president of the Seacoast Rotary Club in Portsmouth, NH. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Nicholas Masci is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Podium and IRA Lexus of Manchester. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Veloz is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked in education and nonprofit settings, including Lowell Public Schools and Family Services of the Merrimack Valley. Outside of finance, he is a partner in a vending machine business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.