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 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2024, he worked at Sky Meadow Country Club and IMSYS Security. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a mix of discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, 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 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund portfolios, and integrates AI technologies in its investment approach.

Julia Hirsch is a financial advisor at Fidelity Investments with six years of industry experience and holds the Series 66 designation. She has worked at Fidelity since 2020 and has experience outside finance as Marketing Director at the New England Complex Systems Institute, a nonprofit focused on research related to current events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

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 at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked with InsideJapan Tours and taught English online through VIPKid. Outside of her advisory role, she operates a custom illustration business under the name Alice Bradford Art. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products and model portfolios.

Kelly Davies is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Fidelity Investments, Davies worked at the State of New Hampshire Department of Administrative Services in the Office of Cost Containment for three years. Kelly is based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC, where Davies is 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Robert Cathcart Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include positions at Trinity High School, where he serves as a coach, Infinex Investments, Inc., and VOYA Financial Advisors. Outside of his advisory work, he is involved in coaching sports and fitness at Trinity High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

John Munro is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Comcast for 11 years. Outside of his advisory role, he owns and operates Hall of Fame Sports Cards, a business involved in listing, sales, and distribution of sports cards via eBay. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and fund advisory.

Joshua Wilson is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes five years at Group 1 Automotive before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

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.

Timothy Terhune is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held roles at Comcast and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, 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 maintains roles in commodity pool operations and serves as an advisor to multiple registered investment companies and fund-of-funds.

Colin Mahan is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity-affiliated entities since 2006. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and is noted for its use of AI-driven methodologies and formal advisory roles to registered investment companies.