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 with Fidelity in Merrimack, NH, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity Investments as well as involvement with organizations such as Movement Christian Church, Restoration House Ministries, and Manchester Christian Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic and AI-driven methods in research and portfolio management.

David Prendergast is a CFP® credentialed financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

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 Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network for nearly two decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

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.

Andrew Batey is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities from 2015 to 2020. His current role at J.P. Morgan Chase Bank and J.P. Morgan Securities began in 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jared Breault is a financial advisor at UBS Financial Services with 27 years of experience in the industry. He previously worked at Merrill and Bank of America before joining UBS in 2024. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation strategies.

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.