Kendra Hewitt is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2007. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary research with quantitative analysis and algorithmic portfolio management, while also serving as a registered commodity pool operator and advisor to multiple registered investment companies.

Rebecca Milanesi is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and application of AI and algorithmic tools in its investment approach.

Samuel Darbey is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes positions at United Parcel Service and Imprivata before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its commodity pool operator registration, advisory role to multiple registered investment companies, and use of AI-driven research methods.

Troy Morris is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in advising registered investment companies, utilizing AI and algorithmic methods, and delivering model portfolios to intermediary platforms.

Emily Menezes is a financial advisor with Fidelity in Nashua, NH, holding Series 63 and Series 66 credentials and one year of industry experience. Her prior work experience includes roles at Shaw's Supermarkets, Virtual Learning Academy Charter School, and several educational institutions. 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 manage model portfolios composed of mutual funds, ETFs, and ETPs.

Joseph Dickerson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles at TechTarget, Cochrane Global, and Elon University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Jason Vallee is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked for Two Men and a Truck and has experience in various roles outside finance. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Daniel Regan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes prior roles at NEXT Financial Group, Inc., Enel North America, Banc Of America Investment Services, Inc., Cetera Investment Services Llc, and Merrill. Outside of his advisory duties, he is involved with Regan & Thornton Investment Services, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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.

Nicholas Sangermano is a financial advisor with MassMutual Investors Services in Salem, NH, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2016. Outside of advisory services, he is licensed to provide indexed annuities and sales of life, health, disability, long-term care, fixed annuities, and equity fixed life insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, delivering collaborative annual planning engagements that utilize firm-approved software and tools.

Alexander Brewster is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Santander Bank, NA, Santander Securities, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. He also spent time at George Mason University early in his career. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advises multiple registered investment companies and fund-of-funds.

Thomas Shaughnessy is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations with 46 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1996. Outside of his advisory role, he is also licensed as a sales agent for individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools to support client goal-setting and strategy development.

George Lefavour is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliated entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Ceara Herget is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021, and previously was employed with Equitable Advisors. Outside of advisory work, she is the owner of Sunshine Ready Rentals LLC, a short-term rental business based in Miami, Florida. 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

John Purcell is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. His career also includes a year at Columbia Management Investment Advisers, LLC. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, its use of algorithmic and AI-driven strategies, and its registration as a commodity pool operator with the CFTC.

Jessica Skelton is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Fidelity in various capacities since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 is noted for its use of systematic methodologies, its roles in advising multiple registered investment companies, and its application of AI and formal governance procedures.

Jacob Lylis is a financial advisor with Charles Schwab in Bedford, NH, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Fidelity Brokerage Services LLC, Southern New Hampshire Institute, NH Liquor and Wine Outlet, Concord Hospital, and New Hampshire Technical Institute. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of integrated custody, brokerage, and advisory services.

Michael Mclaughlin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Morgan Stanley and Independent Service Network, and has academic involvement with Saint Anselm College and the New Hampshire Institute of Politics. Outside of finance, he has worked as a retail employee at Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies in portfolio management.

Nathan Campbell is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Fidelity and its affiliated entities continuously since 2012. Outside of his advisory role, he participates as a presenter in a Catholic Youth Ministry, delivering inspirational talks to young people. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves in advisory and consulting roles, with a noted use of systematic methodologies and AI-driven research techniques.

William Donovan is the Director and Executive Services Officer at Fidelity Investments, a position he has held since 2016. In this role, he partners with corporate leaders to analyze the value of their equity compensation plans and provide insight into how these plans affect their overall financial situations. Prior to his current role, William served as a Portfolio Specialist at Fidelity Investments from 2014 to 2016 and as a Client Service Manager from 2013 to 2014. His experience centers on executive compensation, equity awards, and financial planning for corporate clients.

Patrick Rauseo is a financial advisor at Fidelity with 3 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. His prior experience includes roles at Best Buy and Saint Joseph’s College of Maine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.