Kendra Hewitt is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Rebecca Milanesi is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that include mutual funds, ETFs, and ETPs.

Samuel Darbey is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2019. Prior to his finance career, he held roles at United Parcel Service and Imprivata. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Troy Morris 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 Fidelity and its related entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its formal advisory role to multiple registered investment companies and use of systematic methodologies and AI-driven research tools.

Joseph Dickerson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previous work experience across multiple firms including TechTarget, Cochrane Global, and Elon University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary portfolio management and fund advisory services among other capabilities.

Jason Vallee is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions outside the financial sector, including work with Two Men and a Truck and various food service establishments. 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 across mutual funds, ETFs, and ETPs.

Alexander Brewster is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Santander Bank, NA, Santander Securities, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. He also spent time at George Mason University early in his career. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 manage portfolios and advises multiple registered investment companies and fund-of-funds.

Thomas Shaughnessy is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations with 46 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1996. Outside of his advisory role, he is also licensed as a sales agent for individual and group life and health insurance. MassMutual Investors Services 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 to support client goal-setting and strategy development.

George Lefavour is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2006. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various investment platforms.

Ceara Herget is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021, and previously was employed with Equitable Advisors. Outside of advisory work, she is the owner of Sunshine Ready Rentals LLC, a short-term rental business based in Miami, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

John Purcell is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity in various roles since 2013. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including charitable funds and registered investment companies, and it utilizes advanced technologies such as AI in its research and portfolio management activities.

Jessica Skelton is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jacob Lylis is a financial advisor with Charles Schwab in Bedford, NH, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Fidelity Brokerage Services LLC, Southern New Hampshire Institute, NH Liquor and Wine Outlet, Concord Hospital, and New Hampshire Technical Institute. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of integrated custody, brokerage, and advisory services.

Michael Mclaughlin is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Morgan Stanley and Independent Service Network, as well as work at Saint Anselm College and New Hampshire Institute of Politics. Outside of finance, he has experience as a retail employee at Walgreens. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those using multi-manager and fund-of-funds structures.

Nathan Campbell is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Fidelity Investments since 2012 and is currently associated with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he participates as a presenter in a Catholic youth ministry, delivering inspirational talks to young people. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

William Donovan is the Director and Executive Services Officer at Fidelity Investments, a position he has held since 2016. In this role, he partners with corporate leaders to analyze the value of their equity compensation plans and provide insight into how these plans affect their overall financial situations. Prior to his current role, William served as a Portfolio Specialist at Fidelity Investments from 2014 to 2016 and as a Client Service Manager from 2013 to 2014. His experience centers on executive compensation, equity awards, and financial planning for corporate clients.

Patrick Rauseo is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2018 and prior positions in retail and education sectors. 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 to manage a range of investment products, including model portfolios and fund advisory services.

Ian Clarke Pounder is a financial advisor with Raymond James Financial in Nashua, NH, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves on the finance and investment committee of Bishop Guertin High School, a nonprofit private school, where he reviews the school budget and investment programs. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial plans developed through client interviews and risk profiling, with a notable portion of its advisory business conducted on a non-discretionary basis.

Jared Leclair is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at All Renewable Energy Inc and Advarra Inc. Outside of financial advising, he serves as ski staff for the Watertown Recreation Department, chaperoning middle and high school students on trips to Wachusett Mountain. 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 across a range of mutual funds, ETFs, and ETPs. The firm also manages model portfolios and serves as a formal advisor to multiple registered investment companies and fund-of-funds.

Blake Field is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes multiple roles at the University of New Hampshire Campus Recreation and involvement with the Italian Home for Children and the Jewish Community Center of Chicago. 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 to manage model portfolios across a variety of investment vehicles.