Justin Hussey is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Investments and its Personal and Workplace Advisors division since 2013. 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 to deliver model portfolios and manages a range of advisory and consulting services.

Bridgett Hoefs is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 designation. Her prior work includes roles at TD Ameritrade and TD Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

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.

Edward Buecker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley from 2009 to 2017, Ameriprise Financial Services from 2017 to 2018, and Morgan Stanley Smith Barney since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market estimates.

Cameron Magerer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Leone, McDonell, Robert's and various other positions outside the financial industry. 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 that include mutual funds, ETFs, and ETPs.

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 at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021. 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’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from a broad investable universe of 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.

Jennifer Sirois is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2006. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jacquelyn Batterman is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Jared Anderson is a financial advisor with LPL Financial in Nashua, NH, holding CFP® and ChFC® designations and over 23 years of industry experience. His prior experience includes roles at Broad Street Planning, LLC, and Mass Mutual Investors Services. Anderson is also involved in non-variable insurance sales alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced research tools.

Cade Connelly is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and has experience in operations and management roles at Bayside Distributing LLC and Hannaford Supermarket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios employing systematic methodologies and long-term asset allocation benchmarks.

Grant Gardula is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Kettlebrook Golf Club, CVS, Zephyr Rugs, Sunset Pizza, and Shaws Grocery Stores. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Phillip O'Brien is a Financial Consultant currently working at Fidelity Investments since 2019. He has over 15 years of industry experience, having held roles including Financial Consultant at Santander Securities from 2018 to 2019, Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith from 2014 to 2018, and Financial Representative at Fidelity Investments from 2010 to 2014. Phillip specializes in wealth planning and works closely with clients and families to develop tailored financial plans that align with their goals. He holds an Arkansas Insurance License. Outside of his professional work, Phillip enjoys camping, football, golf, music, parenthood, and volunteering.

Kevin Kimball is a financial advisor at Ameriprise in Manchester, NH, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Met Life, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. In addition to his advisory role, he has an ownership interest in ASK Partners, LLC, a business that provides office staffing services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Christopher Conard is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to his current role, he worked at Commonwealth Financial Network and Paychex, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs a non-discretionary approach tailored to client goals and supports its recommendations through advisory programs and partnerships, including specialized offerings for municipal and retirement plan clients.