Nicholas Beltramini is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2014 and Fidelity Investments since 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

John Saben is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2004, including Fidelity Investments Institutional Services Co, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs within systematic frameworks and long-term asset allocation benchmarks.

Kerri Nadeau is a Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010. She has five years of industry experience and is based in Fitchburg, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices nationwide.

Matthew Landino is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at firms including Rockland Trust Company and Lucror Inc. Outside of finance, his background includes roles in retail and education. 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 across mutual funds, ETFs, and ETPs. The firm is also notable for its role in managing registered investment companies and its use of advanced technologies such as AI and algorithmic methods in portfolio development.

Michael Curtin is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, he worked at DoorDash Inc. and was involved in coaching varsity soccer at Pinkerton Academy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Alexander Lawrence is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior work experience includes roles at Best Buy and Nashua Community College, as well as involvement with Neil Stone's Karate Academy. Fidelity’s Strategic Advisers LLC, where Lawrence is based, 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 model portfolios across various asset classes.

Byron Moser is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he was involved with German Autowerks LLC for seven years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that include mutual funds, ETFs, and ETPs.

Garrett White is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. Fidelity’s Strategic Advisers LLC serves retail and institutional clients, offering investment management, advisory services, and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods.

Isaac Wyckoff is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Regatta Group LLC, Casa Systems Inc, and several other firms. 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 serves as an advisor to multiple registered investment companies and fund-of-funds.

Christine Grady is a CFP®-certified financial advisor with 25 years of industry experience, currently with Fidelity in Nashua, NH. She has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves in formal advisory roles for multiple registered investment companies.

Nicole Gilbert is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. She previously worked at Sagepoint Financial, INC for 13 years before joining Fidelity in 2022. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Boris Andrijanic is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and a range of advisory roles including management of registered investment companies and model portfolios for intermediary platforms.

Alethea Fifield is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction techniques, serving a broad range of investors through discretionary and non-discretionary services.

Michael Aquino is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2008 and concurrently operates Broad Street Planning, LLC. Additionally, he serves as a notary public, providing these services without charge. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Cameron Legvold is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at General Nutrition Center, YMCA of Greater Boston, Nashua Silver Knights, and Nichols College. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Daniel Maydwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at Merrill Lynch for four years and has been with Fidelity Investments since 2025. Prior to his finance career, he was employed at the New York Athletic Club for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it serves a range of intermediary platforms.

Alan Jeffers is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Cambridge Focus, ShoreGroup Solutions, and Pepperdine University, where he also volunteered at the university's Volunteer Center. Fidelity’s Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Corey Callahan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC, Fidelity Personal and Workplace Advisors, and Strategic Advisers LLC since 2017. His prior experience includes a year at Cal Logistics LLC. 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 manages portfolios that include mutual funds, ETFs, and ETPs, and offers advisory roles to multiple registered investment companies and fund-of-funds.

Bradford Crocker is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2011. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, with oversight controls and a focus on governance.

Jennifer Riley is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked for five years at Coldwell Banker Residential Brokerage and spent several years as a homemaker. She also engages in real estate referrals, receiving referral fees by connecting clients to realtors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.