Sam Jefferson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at KAMBI and engaged in academic and tutoring activities. Outside of advising, he tutors students and working professionals in the Boston area. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various fund structures.

Aleesha Jordan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Hollister, Applebee’s, and TJX Companies, as well as involvement with UMass Dartmouth and RAI Counseling Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Timothy Stetson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2017, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, Timothy held the role of Relationship Manager at Bank of America in 2018. As a CERTIFIED FINANCIAL PLANNER™, Timothy focuses on understanding clients' goals and concerns to simplify personal financial matters. He is committed to building lasting relationships based on trust and assisting clients in developing comprehensive financial plans. Outside of his professional work, Timothy is interested in board games, cars, family activities, social events with friends, parenthood, and volunteering.

Colin Lessard is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity Investments since 2024. Outside of finance, he is an assistant manager for sales and service at The Bike Barn, a retail bicycle shop. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Thomas Harkins is a Series 66-registered financial advisor with LPL Financial, based in Londonderry, NH. He has eight years of industry experience, including twelve years at Enterprise Holdings LLC prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Brian Lampron is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior career includes long tenure at Commonwealth Financial Network and more recent roles at various Cetera entities and Financial Strategies Retirement Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools and supports advisory programs through a large network of affiliated advisory firms.

Hayden Cassidy is a Financial Consultant at Fidelity Investments, where he works closely with clients to help them achieve their retirement, income, and legacy goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Hayden's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2023, Planning Consultant - Premium at Fidelity Investments from 2022 to 2023, and Investment Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity, he served as a Wealth Management Advisor at The Bulfinch Group from 2017 to 2021. He holds insurance licenses in Arkansas and California.

Gerard Verbeek is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for over 35 years. Outside of his advisory role, he is involved in managing rental properties and acts as an insurance agent offering disability insurance, annuities, and life insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Douglas Williams is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including at Zen Habitats and North American Entertainment Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with systematic investment approaches.

Sydney Bissonette is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Bissonette has worked in various roles including at Merrimack YMCA and Oleary Hoop Camp. Outside of finance, Bissonette operates a babysitting service as a sole proprietor. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Nicholas Salcito is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Investment Solutions Representative I & II, High Net Worth Service Associate, and Customer Relationship Advocate. Nicholas holds insurance licenses in Arkansas and California. He approaches client service as a long-term partnership, focusing on understanding clients' goals, values, and concerns to develop personalized financial strategies through proactive guidance and consistent communication. Outside of his professional work, Nicholas has interests in baseball, football, and golf.

Neil Bishop is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Fidelity Investments in 2023, he worked at Quest Diagnostics from 2014 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of registered investment companies and utilizing systematic methodologies in its investment process.

Tyler Kayo is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles at firms including TD Bank and Northwestern Mutual. 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 to manage model portfolios using a diverse range of mutual funds, ETFs, and ETPs.

Lauren Misiaszek is an Investment Consultant at Fidelity Investments, where she works with clients to develop financial plans tailored to their individual goals and priorities. She aims to create strategies that provide structure and confidence, helping clients achieve clarity and peace of mind in their financial decisions. Lauren's experience includes roles at Fidelity Investments as a Financial Representative and Customer Relationship Advocate, as well as a position in Financial Reporting & Analysis at Family Office Management Services. Her professional background has provided her with a foundation in both client relations and financial analysis. Outside of her professional work, Lauren engages in activities such as family time, fitness, golf, lake outings, skiing, and softball.

Christopher Koufos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously was employed by North Andover Public Schools and Chapin's Bayside. Outside of his advisory role, Koufos coaches a 12U local baseball team with the Middlesex Reds Baseball Organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it acts as an advisor to multiple registered investment companies and fund-of-funds.

Todd Montwill is a CFP® credentialed financial advisor associated with Fidelity, with 21 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2004 and joined Fidelity Investments in 2025. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephen Reilly is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and over 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee-based investment estimates in its financial planning process.

Ivan McGovern is currently a Branch Leader at Fidelity Investments, where he supports a local team of associates in providing guidance and relationship building within the Wilmington, DE area and its surroundings. He has been in this role since 2025. Prior to becoming a Branch Leader, Ivan held positions at Fidelity Investments including Team Leader from 2022 to 2025, Help Desk in Client Services from 2021 to 2022, and High Net Worth Associate from 2020 to 2021. Details about Ivan's education, credentials, personal interests, or community involvement have not been provided.

Michael Carson is a Financial Consultant who collaborates closely with clients to develop personalized financial plans that align with their goals, values, and priorities. He aims to help clients gain confidence in their financial futures through tailored strategies. He has held several roles at Fidelity Investments, including Regional Center Planning Consultant from 2022 to 2024, Workplace Planning Consultant from 2020 to 2022, and Defined Contributions Service Representative from 2019 to 2020. Michael holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys spending time at the beach, participating in family activities, maintaining fitness, playing golf, and caring for pets.

Teresa Zoda is a financial advisor at Fidelity with Series 63 and Series 66 designations and seven years of industry experience. She previously worked at Suss Sweets and was involved with Immaculate Conception Church for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and advanced technologies in its investment process.