Cory Latham is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2004, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Connor Slein is a financial advisor with Edward Jones in Salem, NH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at American Funds and American Funds Distributors, Inc. Outside of his advisory work, he serves as Head of Operations for Funapee Family Realty LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kyle Vallee is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at GW & Wade Wealth Management LLC and Stoneham Municipal Employees Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Shane Crayton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior work experience includes roles in healthcare, fitness, and education sectors. 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 research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services that include discretionary and non-discretionary management.

Christine Patane is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, with additional experience at Premier Mortgage Lending. Outside of her advisory role, she serves as a property manager for a multi-family real estate business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Raymond Halpin is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004, including 11 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner and president of The Halpin Company, which manages bookkeeping, tax filing, and related business operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Amy Locke is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across several Fidelity divisions since 2014. 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 offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with notable involvement in commodity pool operations and the use of AI-driven research methods.

Nora Dube is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for seven years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach includes model-based asset allocations and proprietary research tailored to clients’ goals and risk tolerances.

Ryan Kerr is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2006, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. His prior experience includes positions at Edward Jones, Charles Schwab, Citizens Securities, and UBS Financial Services. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Genny Rizzotti is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent seven years as a homemaker. 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 portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Mitchell Monette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes multiple roles at Fidelity Investments since 2022 and previous positions in education and municipal services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Heather Bertel is a financial advisor with Morgan Stanley in Manchester, NH. She holds a Series 66 license and has three years of industry experience, including prior roles at Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Vitaliy Biley is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Kami Maker is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. Their prior roles include positions at Moorecenter Services and Nashua Community College. 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 manage portfolios across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Camden Clark is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, his work history includes roles outside the financial sector, such as positions at Texas Roadhouse, Kitty Hawk Surf Co., Shaw’s Supermarkets, TARGET, and West Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on long-term asset allocation benchmarks.

Tracey Wiggins is a Series 66-licensed financial advisor at Fidelity with five years of industry experience. Prior to joining Fidelity, she worked at Market Basket for 21 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and other investment vehicles. The firm is noted for its advisory role with registered investment companies and use of advanced technologies in portfolio management.

Michael Cartularo is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he accumulated extensive experience within Fidelity, serving as a Senior Portfolio Specialist from 2021 to 2023, a Portfolio Specialist from 2020 to 2021, and a Planning Consultant from 2018 to 2020. Michael holds insurance licenses in Arkansas and California. His approach centers on collaborating with clients to develop personalized financial plans that align with their unique goals and values, utilizing Fidelity's planning process. Outside of his professional work, Michael enjoys cooking and baking, engaging in family activities, participating in social events with friends, playing golf, parenting, and traveling.

Kendra Hewitt is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. 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 proprietary research with quantitative analysis and algorithmic portfolio management, while also serving as a registered commodity pool operator and advisor to multiple registered investment companies.

Rebecca Milanesi is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and application of AI and algorithmic tools in its investment approach.

Samuel Darbey is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes positions at United Parcel Service and Imprivata before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of AI-driven research methods.