Jared Mcintosh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of experience at the firm. His prior roles include positions at Nextdoor Speakeasy, Rochambeau, and Dryft Revere. He has also worked in various non-financial capacities including at Essex County Brewing Co and the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic, long-term asset allocation strategies.

Zachary Rowe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2023, he worked at the University of Connecticut School of Nursing and DoorDash, among other roles. 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, quantitative analysis, and systematic portfolio construction, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Caroline Poser is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. She has prior work history with The American Baptist Churches and Porter Consulting, as well as over a decade of self-employment experience. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in managing registered investment companies, using systematic methodologies, and employing AI-driven research tools.

James Marcou is a financial advisor at Fidelity with 14 years of industry experience and holds Series 63 and Series 66 designations. He has been with Fidelity Investments since 2012, including seven years with Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios to intermediary platforms and managing registered investment companies.

Nate Rumford is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop customized financial plans that align with their family's unique needs. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Retirements Representative, Investment Solutions Representative I and II, before becoming a Planning Consultant in 2024. Nate holds insurance licenses in Arkansas and California and brings a comprehensive understanding of financial planning and investment solutions to his role. His experience at Fidelity Investments encompasses client advising and retirement planning. Outside of his professional work, Nate enjoys outdoor activities such as boating, camping, fishing, golf, hiking, and spending time at the lake.

Matthew Peters is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Primerica Advisors in 2021, he spent 15 years at Wurth USA and has been affiliated with Primerica Financial Services since 2001. He also receives compensation for referrals of home security, automation products, and other home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charities. The firm employs model-based investment strategies created by third-party managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Sondos Abedallah is a financial advisor with Merrill in Andover, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Bank of America, Citizens Bank, J.P. Morgan Chase Bank, and Santander Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Devin Lafrance is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Robert Half, KBW Recruiting and Staffing, and has experience related to the University of New Hampshire and Manchester Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of algorithmic methods and AI in research.

Joseph Chingas is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients and their families to develop and refine comprehensive financial plans aimed at helping them progress toward their financial goals and achieve peace of mind. Joseph has been with Fidelity Investments since 2013, serving in various capacities including Financial Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. His professional experience encompasses a broad range of financial services and investment consulting responsibilities. Outside of his professional work, Joseph has personal interests in fitness, golf, hiking, music, parenthood, and reading.

Dylan Baker is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and previously held roles at Fidelity Investments and Veritude. 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 employs tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Halloran is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Broad Street Planning, LLC and WS Griffith Securities, Inc. In addition to his advisory role, he is an independent insurance agent selling fixed life and long-term care insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Merriken Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments since 2011. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Fagan is a financial advisor with Fidelity Investments in Merrimack, NH. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Northwestern Mutual investment services and staffing firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods, with oversight of affiliated and unaffiliated sub-advisers.

Derrick Anderson is a financial advisor at Fidelity with eight years of industry experience and holds Series 63 and Series 66 designations. His prior work includes roles at Maverick Technical Institute and Marketsource. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment solutions.

Robert Victoria is a financial advisor at Charles Schwab with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., and Fidelity Investments. Outside of finance, he has held various roles in the hospitality sector. 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. Schwab offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by strategic asset allocation models and a centralized operational structure.

Brian Doherty is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his financial career, he was employed at Tewksbury Country Club for three years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Barry Newcombe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. He provides personalized financial services, focusing on understanding clients' concerns and objectives to develop investment plans tailored to their needs and goals. Barry has been assisting clients in establishing and growing their financial assets for over two decades. His approach centers on helping people save and grow their monies to make the fluctuations in life less volatile. He holds an Arkansas Insurance License. Outside of his professional work, Barry enjoys baseball, football, movies, music, and spending time with family and friends through various social activities.

Amanda Rezaoui is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2009. 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. The firm also manages model portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Christopher Stempek is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and serves as an adviser to multiple registered investment companies and fund-of-funds.

Alec Lawry is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held positions in the restaurant industry and was affiliated with the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its use of systematic methodologies, sub-adviser oversight, and involvement in advisory roles for multiple registered investment companies.