Douglas Thompson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing in 2024, he worked for RBC Capital Markets for 10 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Pilcher is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he operated Pilcher Toys LLC, a sole proprietorship focused on buying and selling toys. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction.

Daniel Illg is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and over 17 years of industry experience. He has been with Fidelity Investments since 2008 and currently serves in roles including with Fidelity Personal and Workplace Advisors. Outside of finance, he is the Music Director at Kathy Blake Dance Studio and is the sole proprietor of FitFuzion LLC, a dance fitness studio. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver customized model portfolios.

Christopher Rosetti is a financial advisor with Fidelity in Merrimack, NH, holding a Series 66 designation. He joined Fidelity in 2026 and has prior experience working in education and communications roles, including positions at Marist College, Beverly Public Schools, and North Road Communications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Joel VanPatten is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his current role, he focuses on helping clients work towards realizing their financial goals through building trust and comprehensive planning. Prior to becoming a Financial Consultant, Joel held several positions at Fidelity Investments, including Relationship Manager from 2019 to 2022, Investment Solutions Representative from 2017 to 2019, and Customer Relationship Advocate from 2017 to 2018. He holds insurance licenses for Arkansas and California. Outside of his professional duties, Joel has interests in biking, cars, music, outdoor adventures, painting, and skiing.

Kevin Collins is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional capabilities alongside specialized investment and structured-product services.

Wendy Miller is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Fidelity Brokerage Services LLC since 2019 and prior experience with Blue Door Coffee and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Ryan Lantagne is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he spent seven years at T-Mobile/Sprint. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Mallory Vasquez is a financial advisor at Fidelity with a Series 66 designation and has been in the industry for one year. Prior to joining Fidelity in 2025, she held positions at Citizens and worked in several non-financial roles including Massage Envy and Cherry Hill Programs. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

David Farmer is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Gwfs Equities, Inc. and Jackson Hewett. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates, including model portfolios built from mutual funds, ETFs, and ETPs.

Karen Lizotte is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at State Farm Insurance, Mannatech, and CITIZENS Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Casey Kulshreshtha is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he works as a substitute teacher and teacher assistant with the Goffstown School District. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies and algorithmic support to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Justin Mucci is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and operational structures.

Aaron Rathbone is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Copper Door, DoorDash, and community involvement with several Christian churches and ministries. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

David Prendergast is a CFP®-credentialed financial advisor with 11 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and has previously been affiliated with Financial Strategies Retirement Partners and Commonwealth Financial Network. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory solutions and has specialized programs for small businesses and municipal clients.

Robert Boulanger is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

Alfred Gilbert Jr. is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal entities. The firm offers tailored advisory solutions, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses, supported by a broad affiliate network and specialized municipal finance capabilities.

Jason Lenotte is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2013. Outside of his advisory role, he serves as a part-time police officer in Salem, New Hampshire. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Matthew O'Connor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Oxford Global Resources and WinterWyman. 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 manages model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

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.