Joel VanPatten is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his current role, he focuses on helping clients work towards realizing their financial goals through building trust and comprehensive planning. Prior to becoming a Financial Consultant, Joel held several positions at Fidelity Investments, including Relationship Manager from 2019 to 2022, Investment Solutions Representative from 2017 to 2019, and Customer Relationship Advocate from 2017 to 2018. He holds insurance licenses for Arkansas and California. Outside of his professional duties, Joel has interests in biking, cars, music, outdoor adventures, painting, and skiing.

Kevin Collins is a financial advisor with Morgan Stanley in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley since 2009 and previously spent six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Wendy Miller is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Fidelity Brokerage Services LLC since 2019 and prior experience with Blue Door Coffee and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Ryan Lantagne is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked seven years at T-Mobile/Sprint before joining Fidelity Investments. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs.

Mallory Vasquez is a financial advisor at Fidelity with a Series 66 designation and has been in the industry for one year. Prior to joining Fidelity in 2025, she held positions at Citizens and worked in several non-financial roles including Massage Envy and Cherry Hill Programs. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

David Farmer is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Jackson Hewett and GWFS Equities, Inc. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Karen Lizotte is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at State Farm Insurance, Mannatech, and CITIZENS Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Joseph Caci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Primerica Advisors and affiliated entities since 1997 and is involved in sales of investment-related products as well as referral activities for home security and automation services through related companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Aaron Rathbone is a financial advisor with Fidelity in Merrimack, NH, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity Investments as well as involvement with organizations such as Movement Christian Church, Restoration House Ministries, and Manchester Christian Church. 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 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 the use of algorithmic and AI-driven methods in research and portfolio management.

Jason Lenotte is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked in various roles within Fidelity since 2013. Outside of his advisory duties, Lenotte serves as a part-time police officer in Salem, New Hampshire. Fidelity's affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for its model portfolios.

Matthew O'Connor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Oxford Global Resources and WinterWyman. 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. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Daniel Omogrosso Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Ameriprise since 2005. Outside of his advisory role, he serves as president of OC&C, Inc., a financial planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients near or in retirement.

Ronald Cartwright is a financial advisor at Fidelity with 21 years of industry experience and holds the Series 66 designation. He has worked in various capacities within Fidelity since 2005, including roles at 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, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Jacob Turner is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. He has worked solely at Fidelity Investments since 2024. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Patrick Riley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His work history includes multiple roles at Fidelity Investments and Siena College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Dominic Jablonski is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Planning Consultant from 2023 to 2024, a Relationship Manager from 2021 to 2023, and an Investment Solutions Representative from 2019 to 2021, all within Fidelity Investments. He works one-on-one with individuals, families, and business owners to navigate markets and life events, aiming to build wealth through personalized financial plans. His approach focuses on making investing clear and simple for his clients. Dominic holds insurance licenses in Arkansas and California. Outside of his professional work, Dominic's personal interests include biking, fishing, hiking, parenthood, and traveling.

Nicholas Vaughn is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Paychex, Rentokil Pest Control, Citron Hygiene, and several companies in the craft beer industry. 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 integrates proprietary fundamental research, quantitative analysis, and algorithmic methods in its investment process and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Josh Perillo is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients develop financial plans and ensuring they have the resources to pursue their goals. Josh has been with Fidelity Investments since 2020, progressing from a Customer Relationship Advocate to an Onboarding Team Leader before becoming a Planning Consultant. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Josh enjoys activities such as biking, fitness, hiking, outdoor adventures, snowboarding, and spending time with his pets.

Christine Rauser is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at RBC Capital Markets for six years before joining Ameriprise in 2022. Outside of her advisory role, she manages her business activities through an LLC. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Greg Abate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2011, progressing through roles including Investment Management Consultant III, Senior Portfolio Specialist, and Portfolio Specialist. His professional experience encompasses various aspects of financial consulting and portfolio management. Greg holds insurance licenses in Arkansas and California. He emphasizes building collaborative and open relationships with his clients to understand their financial goals and provide tailored planning support. Outside of his professional work, Greg engages in family activities, enjoys movies, reading, traveling, and writing.