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.

Andrew Batey is a financial advisor at J.P. Morgan Securities in Manchester, NH, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior work includes five years at Citizens Securities before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research supported by a manager solutions team and includes derivatives and commodities capabilities.

Jared Breault is a financial advisor at UBS Financial Services with 27 years of experience in the industry. He previously worked at Merrill and Bank of America before joining UBS in 2024. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation strategies.

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 at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Paychex, Rentokil Pest Control, and several companies in the craft beer sector. 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. The firm also offers advisory services to registered investment companies and employs systematic investment methods supported by oversight and governance controls.

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.

Donna Gagliardi is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

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.

Andrew Hernandez is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity Investments since 2020 and previously worked at Staples Inc. from 2016 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and it is noted for its use of systematic methodologies and its role in managing registered investment companies and fund-of-funds.

Christopher Brown is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and advise on a broad range of investment products.

John Spindler is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2007. Outside of his advisory work, he is an owner involved in the rental of a single property. 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’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting a range of discretionary and non-discretionary advisory services.

Evan Forrest 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 Lake Champlain Chocolates and the Vermont Department of Transportation. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees affiliated and unaffiliated sub-advisers in its management process.

Travis Labrie is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, Commonwealth Financial Network, and Symetra. Labrie is also involved in fixed insurance sales as a supplemental business activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting.

Cameron Gilroy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at Johnson Lumber, Beowulf Security Consultants, and The Deck LLC. 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 delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Marc Charles is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Comcast Business for seven years and Mattress Firm for three years. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Paige Albert is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her career includes multiple roles at Fidelity Investments and academic positions at the University of New Hampshire. Prior to financial services, she worked in education and hospitality sectors. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Susan Wheel is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Manchester, New Hampshire. She provides personalized financial guidance to individuals and families, helping them pursue their financial goals through tailored advice across investing, lending, and banking needs. Susan collaborates closely with clients to understand their priorities and create strategies that are designed around their personal and family aspirations. Susan began her financial services career at Fidelity Investments in 2001 before joining Merrill Lynch in 2003 as a Registered Client Associate. Over the years, she has developed expertise in managing complex financial decisions and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her background includes experience in corporate sales management, which has contributed to her client relationship skills. She is involved in community service, including volunteering with Children's Hospital at Dartmouth (CHAD). In her personal time, Susan enjoys activities such as camping, cooking, fishing, horseback riding, interior decorating, painting, swimming, and yoga.

Kraig Morris is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals focused on partnering with clients to provide an exceptional financial planning experience. Kraig has been with Fidelity Investments since 2005, gaining extensive experience in various roles including Regional Planning Consultant, Planning and Guidance Desk Associate, Account Executive, and Investment Consultant. His career progression reflects a comprehensive background in financial planning and client services. Outside of his professional responsibilities, Kraig enjoys family activities, golf, and skiing.

Amanda Edgerly is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. 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 systematic investment process using proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a notable role in delivering model portfolios and serving as a registered commodity pool operator.