Kerry Santerre is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. His current role at Fidelity Investments began in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kyle Egnet is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes multiple roles at Fidelity Brokerage Services, LLC, spanning from 2017 to the present, and a three-year position at Staples. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, employing model portfolios made up of mutual funds, ETFs, and ETPs, and it fulfills advisory roles involving commodity pool operations and fund governance.

Jean Paul Fauvel is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, while also serving as a registered commodity pool operator and adviser to multiple registered investment companies.

Blake Murray is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance Company. Outside of financial services, he spent two years involved with 603 Brewery and has experience in education and family dentistry settings. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Kelly O'Hara is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked in various roles across multiple firms, including Fidelity Investments since 2020. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages oversight of sub-advisers and share allocations.

Jeffrey Ferrante is a financial advisor with Merrill in Andover, MA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Merrill since 1986 and has also worked at Bank of America since 2009. Outside of his advisory role, he operates a meditation and Reiki healing practice. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of client types including individuals and institutions.

Hercules Liu is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2026. In this role, he works closely with clients and their families to simplify, develop, and implement strategies aimed at building, preserving, and distributing their wealth. Prior to his current position, he held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2026, Investment Solutions Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. Hercules holds insurance licenses for Arkansas and California, supporting his expertise in the financial and insurance fields. His progressive experience at Fidelity Investments reflects a commitment to understanding client needs and providing tailored financial solutions.

Hayden Greene is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and Putnam Investments, along with work at the University of Massachusetts Lowell and in real estate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to multiple registered investment companies.

Justin Hussey is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides 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 analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Torrey Greene is a financial advisor with LPL Financial in Amherst, NH, holding Series 63 and Series 65 credentials and over 41 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 16 years and Osaic FS, Inc. for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with advanced research and operational tools.

Seth Boucher is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked in various roles within Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis, using algorithmic portfolio construction and model portfolios derived from mutual funds, ETFs, and ETPs.

Desiree Bailey is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various divisions of Fidelity since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees affiliated and unaffiliated sub-advisers.

Joshua Tardiff is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Before joining Fidelity, he worked at Compass Group and Longhorn Steakhouse. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including oversight of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves multiple registered investment companies and provides services such as discretionary portfolio management and fund advisory.

Russell Vaillancourt is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity businesses since 2006, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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 CFTC registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

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 with Fidelity in various capacities since 1999. 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 proprietary research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it maintains a formal advisory role to multiple registered funds.

Steven Spicer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios and offers discretionary and non-discretionary advisory services.

Cameron Magerer is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Leone, McDonell, Robert's, CLR Movers, Ellevete Sciences, and Saint Joseph's College of Maine. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Jennifer Scott is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments and its affiliates since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving as a commodity pool operator and advisor to multiple registered investment companies.

Aidan Maron is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes multiple roles at Fidelity and earlier positions at Saint Michael's College and United Parcel Service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Brad Baker is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He focuses on assisting executives by integrating key benefits decisions into their overall financial plans and utilizes Fidelity's wealth planning tools to develop and implement tailored strategies. Brad has been with Fidelity Investments since 2018, progressing from a Financial Service Associate to a Workplace Planning Consultant and currently serving in his role within Executive Services. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Brad enjoys biking, fishing, and golf.