Seth Boucher is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 discretionary and non-discretionary portfolios, often utilizing sub-advisers and model portfolios constructed from mutual funds, ETFs, and ETPs.

Desiree Bailey is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2011. Fidelity’s 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Bille is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. Outside of advisory work, he is a co-owner of Best Life Farm, LLC, where he is involved in farming activities and the sale of farm products and recycled materials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of mutual funds, ETFs, and ETPs.

Joshua Tardiff is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes positions at Compass Group and Longhorn Steakhouse. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Russell Vaillancourt is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2006. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Scot Macdonald is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity since 1999, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Edward Buecker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley from 2009 to 2017, Ameriprise Financial Services from 2017 to 2018, and Morgan Stanley Smith Barney since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market estimates.

Steven Spicer is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked within various branches of Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and maintains formal advisory roles with multiple registered investment companies.

Cameron Magerer is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes positions at Leone, McDonell, Robert's and various roles related to CLR Movers and Saint Joseph's College of Maine. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including multi-manager and fund-of-funds structures.

Jennifer Scott is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2014. 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 manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Aidan Maron is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His career includes multiple roles at Fidelity Investments since 2021 and prior work outside the financial sector. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, its registration as a commodity pool operator, and its advisory services to multiple registered investment companies.

Brad Baker is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He focuses on assisting executives by integrating key benefits decisions into their overall financial plans and utilizes Fidelity's wealth planning tools to develop and implement tailored strategies. Brad has been with Fidelity Investments since 2018, progressing from a Financial Service Associate to a Workplace Planning Consultant and currently serving in his role within Executive Services. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Brad enjoys biking, fishing, and golf.

Jennifer Sirois is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Jacquelyn Batterman is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated firms since 2014. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Jared Anderson is a financial advisor with LPL Financial in Nashua, NH, holding CFP® and ChFC® designations with 22 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Broad Street Planning, LLC from 2019 to 2024. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Cade Connelly is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and has experience in operations and management roles at Bayside Distributing LLC and Hannaford Supermarket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios employing systematic methodologies and long-term asset allocation benchmarks.

Grant Gardula is an advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Kettlebrook Golf Club, CVS, Zephyr Rugs, Sunset Pizza, and Shaws Grocery Stores. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kevin Kimball is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 30 years of industry experience. His career includes roles at Met Life, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services before joining Ameriprise in 2019. He is also involved with ASK Partners, LLC, a business entity that manages office staff. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Conard is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 10 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Paychex, Inc. Outside of advisory work, he is involved in managing real estate through ownership and oversight of rental properties and a real estate management entity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and public entities. The firm offers tailored, non-discretionary advice supported by comprehensive risk reviews and also serves municipal clients through affiliations with public finance departments.

Elizabeth Wilds is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and Kline and Company. Wilds volunteers as a personal financial planning instructor for women starting their own businesses at the Center for Women & Enterprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations through a centralized consulting team.