Sean Chartier is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in roles outside the financial sector, including at Atlantic Family Dental and Beacon Funding. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios and oversight controls.

Justin Hall is a CFP® professional with 20 years of experience in the financial industry. He is currently with Ameriprise and previously worked at Rise Private Wealth Management. Hall is involved in several business ventures outside of investment advisory, including ownership in real estate, retail, and tax preparation companies. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Murphy is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in their investment approach. The firm also serves as an advisor to registered investment companies and constructs model portfolios using systematic methodologies.

Brian Sim is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to various clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Brian Kenny is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Fidelity, he worked at Somerset Hills YMCA. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while addressing potential conflicts of interest.

Arthur Mcsweeney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include multiple positions at Citizens Securities, Inc. and Citizens Bank. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Laura Stewart is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs and utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.

Ryan Charette is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2000. Outside of his advisory role, he serves as an Emergency Medical Technician with the New Boston Fire Department. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced technologies such as AI in portfolio management.

Konnor Dutton is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as a five-year tenure at Pizza Pizzaz and positions at Fitchburg State University. Fidelity’s Strategic Advisers LLC, where he operates, 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 manage portfolios including mutual funds, ETFs, and ETPs.

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 at Fidelity with Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Fidelity, he worked at Triumvirate Environmental for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Mitchell Leestma is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Aventine Ridge Partners for three years and has additional experience with Anhuser Busch InBev and in academic roles at The Fletcher School of Law and Diplomacy and The Tuck School of Business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Richard Raff is a financial advisor with Cetera, holding the CFP® and ChFC® designations and having 47 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he is the owner of Rally Management Group, an entity used for office expenses, and serves as a public notary. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving a broad client base, including individual investors, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program options and custodial relationships.

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.