Isaac Wyckoff is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity, he worked at Regatta Group LLC, Casa Systems Inc, and several other firms across various industries. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Christine Grady is a CFP®-designated financial advisor with 26 years of industry experience. She is currently with Fidelity, having worked across multiple Fidelity entities since 1999. 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 blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

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 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various capacities within Fidelity since 2006. 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. The firm is notable for its use of systematic methodologies, AI tools, and its advisory role to multiple registered investment companies and model portfolio delivery.

Alethea Fifield is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors. 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 to manage model portfolios across multiple asset classes.

Michael Aquino is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2008. Prior to that, he was with Broad Street Planning, LLC for five years. Aquino also serves as a notary public and sells non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cameron Legvold is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes roles at Fidelity Investments, General Nutrition Center, and the YMCA of Greater Boston. 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. The firm manages a range of portfolios including funds and model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.

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 licenses and has worked within various Fidelity divisions since 2017, including Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he was with Cal Logistics LLC for one year. 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. The firm serves a broad client base, including registered investment companies and an IRS-qualified Charitable Gift Fund, and employs systematic methodologies and oversight controls in its portfolio management.

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 within various divisions of Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

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.

Michael Ferris is a financial advisor with Edward Jones in Nashua, NH, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at MFS Fund Distributors, Inc. for ten years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Stephen Fallon is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is the sole proprietor of Esmeralda Books LLC, where he writes, designs, and publishes children's books in both digital and paperback formats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. Their investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Jay McCaig is a Financial Consultant at Fidelity Investments. He partners with individuals and families to help grow, preserve, and transition wealth across generations. Jay leads with planning to help clients implement strategies aligned with their financial goals while leveraging the resources of Fidelity. He has been with Fidelity Investments since 2007, holding various roles including Retirement Solutions Representative, Managed Solutions Consultant, Investment Solutions Consultant for Fidelity Life Insurance, and currently as a Financial Consultant since 2020. Outside of his professional work, Jay's personal interests include biking and golf.

Benjamin Arrigo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity in 2022, he served in roles including the Pease Fire Department and the New Hampshire Air National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Peter Murphy is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, 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 manage portfolios that include mutual funds, ETFs, and ETPs.

Deb DeFelice is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She specializes in helping clients develop personalized financial plans and provides guidance designed to create realistic paths toward achieving their financial goals. Her experience in the financial services industry spans several decades, including roles as a Portfolio Specialist, Client Management Representative, and Retirement Solutions Representative at Fidelity Investments since 2011. Prior to that, she worked as a Financial Consultant at Merrill Lynch, Pierce, Fenner and Smith from 1983 to 1988. She holds insurance licenses in Arkansas and California. Outside of her professional career, Deb enjoys spending time at the beach, fitness activities, social events with friends, traveling, and caring for pets.