Daniel Omogrosso Jr. is a financial advisor with Ameriprise, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is president of OC&C, Inc., a financial planning business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver personalized, research-driven retirement income recommendations.

Adam Gaudreau is a Financial Consultant at Fidelity Investments, where he applies his expertise to help clients and their families work toward achieving their financial goals. He emphasizes a collaborative approach built on trust and a thorough understanding of each client's unique objectives and concerns. Adam has held various roles at Fidelity Investments since 2016, including Managed Solutions Consultant, Senior Portfolio Specialist, Portfolio Specialist, Investment Consultant, and Relationship Manager. This progression reflects his extensive experience in portfolio management and client relationship development within the financial services industry. Outside of his professional work, Adam engages in activities such as family outings, fishing, fitness, hiking, outdoor adventures, and parenthood.

Ronald Cartwright is a financial advisor with Fidelity, holding a Series 66 designation and 20 years of industry experience. He has worked at various Fidelity entities, including Fidelity Brokerage Services LLC since 2005 and Fidelity Personal and Workplace Advisors since 2018. He joined Fidelity Investments in 2025. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of AI and systematic methodologies.

Patrick Riley is a financial advisor with Fidelity Investments holding a Series 66 credential. He has been with Fidelity since 2023 and has experience from various roles prior to joining the firm, including positions at Siena College and other local organizations. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage a diverse set of investment portfolios.

Dominic Jablonski is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Planning Consultant from 2023 to 2024, a Relationship Manager from 2021 to 2023, and an Investment Solutions Representative from 2019 to 2021, all within Fidelity Investments. He works one-on-one with individuals, families, and business owners to navigate markets and life events, aiming to build wealth through personalized financial plans. His approach focuses on making investing clear and simple for his clients. Dominic holds insurance licenses in Arkansas and California. Outside of his professional work, Dominic's personal interests include biking, fishing, hiking, parenthood, and traveling.

Nicholas Vaughn is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held positions at firms including Paychex, Rentokil Pest Control, and KraftHeinz. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, registered investment companies, and an IRS-qualified Charitable Gift Fund.

Josh Perillo is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients develop financial plans and ensuring they have the resources to pursue their goals. Josh has been with Fidelity Investments since 2020, progressing from a Customer Relationship Advocate to an Onboarding Team Leader before becoming a Planning Consultant. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Josh enjoys activities such as biking, fitness, hiking, outdoor adventures, snowboarding, and spending time with his pets.

Christine Rauser is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at RBC Capital Markets for six years before joining Ameriprise in 2022. Outside of her advisory role, she manages her business activities through an LLC. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Greg Abate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2011, progressing through roles including Investment Management Consultant III, Senior Portfolio Specialist, and Portfolio Specialist. His professional experience encompasses various aspects of financial consulting and portfolio management. Greg holds insurance licenses in Arkansas and California. He emphasizes building collaborative and open relationships with his clients to understand their financial goals and provide tailored planning support. Outside of his professional work, Greg engages in family activities, enjoys movies, reading, traveling, and writing.

Andrew Hernandez is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity Investments in 2020, he worked at Staples Inc. in various roles from 2014 to 2020. 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 fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios that employ systematic methodologies and long-term asset allocation benchmarks.

Christopher Brown is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. Prior to joining Fidelity, he spent eight years at Crotched Mountain Golf Club. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with roles in fund advisory and model portfolio delivery.

John Spindler is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2007. Outside of his advising work, he owns and manages one rental property. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Julius Swaim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Omni Wealth Management, and LifeTime. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

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 financial advisor with Equitable Advisors in Nashua, NH, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, previously associated with Axa Advisors. Outside of his advisory role, he serves as a co-trustee for his parents' living trust and holds power of attorney to manage trades if his father becomes incapacitated. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Paige Albert is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her career includes multiple roles at Fidelity Investments and academic positions at the University of New Hampshire. Prior to financial services, she worked in education and hospitality sectors. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to registered investment companies and fund-of-funds.

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 designations and has been associated with several Fidelity entities since 2005. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, often delegating management while maintaining oversight and addressing conflicts of interest.