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.

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.

Edward Cotton is a Series 66-licensed financial advisor with Equitable Advisors in Nashua, NH, where he has worked since 2003. He has 23 years of industry experience, including 17 years with Axa Advisors, LLC. Outside of his advisory role, he serves as co-trustee of his parents' living trust and holds power of attorney responsibilities related to that trust. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party sponsors for advisory models and emphasizes a risk-based approach to matching clients with suitable investment solutions.

Joe Fucci is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with individuals, families, and business owners to develop customized financial plans aimed at achieving their financial goals. Joe collaborates closely with clients to create strategies that promote financial peace of mind. Joe has been with Fidelity Investments since 2016, holding several roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Investment Solution Representative, and Premium Relationship Associate. His experience spans various aspects of financial consulting and client relationship management. He holds a California Insurance License, which supports his professional practice in the financial services industry.

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.

Paul Bolles is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions within Fidelity since 2005. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jillian Fillip is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and two years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2023. Prior to her financial services career, she worked at Young Living and has been employed with the Manchester School District since 2002. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Christel Smit is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

David Weisberg is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Outside of his advisory role, he holds a minority ownership in a family LLC and assists with property management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary services, fund advisory, and model portfolios.

Peter Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at various Fidelity entities since 2012, including 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 investors, as well as charitable and registered investment funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and maintains regulatory registrations and governance procedures that distinguish it within the institutional advisory space.

Cory Jon Murray is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to his current role, he held positions at Raytheon, Instacart, and Planet Fitness. Outside of his advisory work, he sells collectibles on the TCGPlayer auction site. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Brandon Goudreau is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Advantage Surveillance and Capital Investigating. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kyle Archambault is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Black Diamond Networks and College Bound Movers. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and provides model portfolios through intermediary platforms.

Benjamin Evans is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles in various service and hospitality positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Blake O Neal is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Valic Financial Advisors and Corebridge Financial/AIG. Outside of his advisory role, he occasionally works as a rideshare driver. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.

Michael Soleau is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. He has worked at Fidelity Investments since 2010, including seven years with Fidelity Personal and Workplace Advisors. Prior to that, he was with Edward Jones for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm employs systematic methodologies and incorporates algorithmic portfolio construction and AI in its investment process.

Jason Farrow is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over 18 years, working in various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, and 401k Service Associate. Jason specializes in wealth planning and partners with clients to create individualized financial roadmaps. His experience spans multiple facets of financial consulting, and he holds insurance licenses in Arkansas and California. Outside of his professional work, Jason enjoys camping, fishing, hiking, outdoor adventures, skiing, and traveling.

Gregory Pennini is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at LPL Financial for 13 years and held roles at Carrthaxton Financial Group, LLC. Pennini is also involved in fixed insurance sales and owns Carrthaxton Realty Trust, LLC, an entity that owns property where his sales branch is located. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a broad range of investment strategies and manages over $256 billion in assets with more than 10,000 advisors nationwide.

Taylor Dow is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Alku. Outside of his advisory role, he coaches tumbling classes at a dance studio. Fidelity’s affiliate, 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 manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves registered investment companies and intermediary platforms.