Paul D'amico is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has been with Fidelity Investments since 2007 and has served with Fidelity Personal and Workplace Advisors since 2018. 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 combines proprietary research with quantitative analysis and algorithmic methods to construct model portfolios from a broad investable universe, applying oversight controls and managing conflicts of interest.

Liam Downing is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials. He has been with Fidelity since 2025 and has prior work experience at Triumvirate Environmental, Sally's Abizza, Berkley Accident and Health, and Securitas. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

James Anderson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at ALPS Distributors, Vident Financial, and Inland Securities Corp. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining proprietary fundamental research with quantitative analysis and systematic portfolio construction, offering discretionary and non-discretionary services alongside fund advisory and model portfolios.

Michael Dimos is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is an insurance agent for individual life and group health. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Hannah Boisvert is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. She has worked with Fidelity Investments since 2020, including her current role which began in 2025. Prior to her career in finance, Boisvert held various positions in retail and community college settings. Strategic Advisers LLC, a Fidelity Investments company where Boisvert works, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, diversified model portfolios.

Stephen Vanderhoof is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Linsco/Private Ledger since 2006, totaling 20 years in that role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services. The firm employs both discretionary and non-discretionary management and provides model portfolios and research from multiple sources.

Raymond Connolly is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity, he worked in various positions including a long tenure with the Manchester School District from 2007 to 2021 and brief roles in the food and beverage industry. 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 to manage a range of model portfolios and fund advisory services.

Raymond White is a financial advisor with Osaic Wealth, Inc. located in Bedford, NH, holding CFP® and ChFC® designations with 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years and has been involved with Cornerstone Benefit and Retirement Group since 1993, where he also offers insurance and employee benefit services. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and risk assessment methodologies.

Brittany Dunn is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior work includes roles at Northwestern Mutual, InstaCart, and Homegoods. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Christopher Fisher is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 25 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Advisory Services. Outside of his advisory role, he owns an accounting and tax consulting business and serves on the board of Merrimac Heights Academy, a nonprofit educational institution focused on experiential learning. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services, with access to both affiliated and unaffiliated third-party managers and multiple program structures.

Heidi Stearns is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments in 2026, she held various roles in wireless communications and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multiple registered investment companies and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Charles Driscoll is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. His prior work experience includes roles at New York Life Insurance Company and various companies in manufacturing and retail. Outside of his advisory work, he is involved in reselling designer shoes and creating sales content. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Michelle Scott is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 and Series 63 designations and has worked within various Fidelity entities since 2015. Outside of her advisory role, she teaches group fitness classes as an employee at Hampshire Hills Athletic Club. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.

Kimberlee Hemmer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Beachbody, LLC and Brady Corporation. Outside of her advisory role, she is involved in her local community as the Supervisor of the Checklist for the town of Mason, NH. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Alexis Fajardo is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2019. Prior to his career in finance, he held positions at Custom Wireless, Autozone, and Silverlink. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios and managing fund advisory roles while employing oversight controls and systematic investment methodologies.

Melise Vance is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she supports clients in working towards financial success by partnering with them and their Wealth Planners to ensure that financial plans meet their needs both now and into the future. Prior to her current role, Melise served as a Relationship Manager at Fidelity Investments from 2017 to 2025. She holds insurance licenses in Arkansas and California. Outside of her professional work, Melise enjoys board games, family activities, singing, traveling, and volunteering.

Steven Gontarz is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 15 years of industry experience. He has worked with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.

Gary Dennis is a financial advisor with Mass Mutual Investors Services in Chelmsford, MA, holding a Series 63 designation and 14 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is the owner of Tower Hill Financial, Inc., an LLC established for pass-through compensation. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and proprietary software to deliver collaborative, goal-based planning and offers specialized programs including divorce planning and employer-sponsored options.

Paul Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His professional background includes roles at Fidelity Investments, New York Life, and service in the New Hampshire Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves both discretionary and non-discretionary advisory needs.

Matthew Schnorf is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He focuses on assisting families with tax-efficient investing, retirement and income planning, as well as legacy and estate planning considerations. His approach centers on understanding clients' goals to position strategies that align with their financial objectives. Matthew has progressed through several roles at Fidelity Investments, including Planning Consultant (2023-2024), Investment Solution Representative (2022-2023), and High Net Worth Service Associate (2021-2022). He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew has personal interests in beach activities, cars, concerts, fitness, music, and outdoor adventures.