John Runnals is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His career includes roles at Edward Jones, Carbonite, and a period of self-employment prior to joining Fidelity, where he has worked since 2020. Strategic Advisers LLC, a Fidelity Investments company where he is also affiliated, offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brendan Gaffney is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he worked at Sky Meadow Country Club and IMSYS Security. 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 offers discretionary and non-discretionary services along with model portfolios constructed from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Steven Strand is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and GWFS Equities, Inc. Outside of finance, he performs general labor and construction work on weekends. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base with discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Emily Ferrin is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2011. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers model portfolios constructed from a broad investable universe.

Julia Hirsch is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. She has worked at Fidelity since 2020 and concurrently serves as Marketing Director at the New England Complex Systems Institute, a nonprofit research organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Richard Iannacone is a CFP® with 52 years of industry experience, currently affiliated with RBC Capital Markets since 2008. He holds Series 63 and Series 65 licenses and is based in Nashua, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management. The firm employs tailored investment strategies through a combination of in-house and third-party managers, supported by a broad range of financial planning, custody, and brokerage services.

Cole Gillette is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he held positions at Target, Virginia Tech, and Kohl’s. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that utilize mutual funds, ETFs, and ETPs.

Marianne Daubert is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate since 2010. Daubert is also involved in fiduciary activities outside her advisory role. Ameriprise serves clients approaching or in retirement with a specialized retirement-income planning service that integrates research, modeling, and tax-efficiency analysis to provide written retirement income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Fulgione is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at various organizations including New England Twisters, Emerson College, and Raytheon Technologies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in its investment processes.

Dylan Jann is a Series 66 licensed financial advisor with Morgan Stanley in Manchester, NH, where he has worked since 2019. He has six years of industry experience, including four years at Roger Williams University. Outside of his advisory role, he is the sole proprietor of The Jann Group LLC, a retail and online store business based in Rye, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ralph Merheb is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company and has held a service position at Puttshack Boston. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment portfolios.

Brendon Jalbert is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at CASA of New Hampshire and Lyphos Family Health. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, combining fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios. The firm serves retail and institutional investors and is noted for its regulatory registrations and use of advanced methodologies including AI in research.

Elisha Goeman is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity Investments, Elisha worked at Bottomline Technologies for four years. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Alice Volkmar is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to her current role at Fidelity, she worked at VIPKid teaching English online and operated a custom illustration business, Alice Bradford Art. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kelly Davies is a financial advisor at Fidelity with nine years of industry experience. She has held roles at Fidelity Brokerage Services since 2017 and previously worked for the State of New Hampshire Department of Administrative Services in the Office of Cost Containment for three years. Davies holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services alongside model portfolios built from mutual funds, ETFs, and ETPs.

Dustin Ramey is a CFP®-credentialed financial advisor with Edward Jones, serving clients in Raymond, NH. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is a member of the Sanborn Regional School Board in Kingston, NH. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

John Munro is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Comcast for 11 years. Outside of his advisory role, Munro is the owner of Hall of Fame Sports Cards, an online business specializing in listing, sales, and distribution of sports cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Joshua Wilson is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Group 1 Automotive for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction that integrates fundamental research with quantitative and algorithmic methods. The firm serves an array of investors and maintains oversight controls while utilizing affiliated and unaffiliated sub-advisers.

Dennis Chenette is a CFP® professional with 14 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Bedford, NH. In addition to his advisory role, he is involved in sales of individual life, group life, and group health insurance. 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 comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and structured planning processes.

Edward Wardle is a financial advisor at OSAIC with 34 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is a licensed insurance agent providing life and long-term care insurance to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services across multiple platforms, utilizing firm-provided tools and third-party solutions to construct and manage portfolios with various asset types on discretionary or non-discretionary bases.