Cameron Magerer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Leone, McDonell, Robert's and various other positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jennifer Scott is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments and its affiliates since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving as a commodity pool operator and advisor to multiple registered investment companies.

Aidan Maron is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from a broad investable universe of mutual funds, ETFs, and ETPs.

Brad Baker is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He focuses on assisting executives by integrating key benefits decisions into their overall financial plans and utilizes Fidelity's wealth planning tools to develop and implement tailored strategies. Brad has been with Fidelity Investments since 2018, progressing from a Financial Service Associate to a Workplace Planning Consultant and currently serving in his role within Executive Services. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Brad enjoys biking, fishing, and golf.

Jennifer Sirois is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2006. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jacquelyn Batterman is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Jared Anderson is a financial advisor with LPL Financial in Nashua, NH, holding CFP® and ChFC® designations and over 23 years of industry experience. His prior experience includes roles at Broad Street Planning, LLC, and Mass Mutual Investors Services. Anderson is also involved in non-variable insurance sales alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced research tools.

Cade Connelly is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and has experience in operations and management roles at Bayside Distributing LLC and Hannaford Supermarket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios employing systematic methodologies and long-term asset allocation benchmarks.

Grant Gardula is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Kettlebrook Golf Club, CVS, Zephyr Rugs, Sunset Pizza, and Shaws Grocery Stores. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Phillip O'Brien is a Financial Consultant currently working at Fidelity Investments since 2019. He has over 15 years of industry experience, having held roles including Financial Consultant at Santander Securities from 2018 to 2019, Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith from 2014 to 2018, and Financial Representative at Fidelity Investments from 2010 to 2014. Phillip specializes in wealth planning and works closely with clients and families to develop tailored financial plans that align with their goals. He holds an Arkansas Insurance License. Outside of his professional work, Phillip enjoys camping, football, golf, music, parenthood, and volunteering.

Elizabeth Wilds is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and Kline and Company. Wilds volunteers as a personal financial planning instructor for women starting their own businesses at the Center for Women & Enterprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations through a centralized consulting team.

Christopher Weiss is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His prior experience includes roles at Citizens Bank, Merrill, Scottrade, and Wellesley Asset Management. He also serves as a Relationship Banking Advisor at Hanscom Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

Alyssa Roberts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience at Compass Innovative Behavior Strategies and The Cheesecake Factory. Outside of her advisory work, she is a member of NextGen Investments LLC, where she meets regularly with the property manager. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to multiple registered investment companies and use of advanced technologies in its investment process.

Lindsay Leclerc is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017 and Fidelity Investments since 2025. Prior to her financial career, she worked at St. Joseph Hospital for five years. Outside of finance, she teaches group fitness classes at a local fitness center. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often employing affiliated or unaffiliated sub-advisers and maintaining governance and proxy-voting procedures.

Jessica Thrower is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and several other companies before joining Fidelity Investments. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of systematic methodologies, and integration of advanced technologies such as AI in its research processes.

Tracy Rock is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2001, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it provides model portfolios to intermediary platforms.

Rishi Ahuja is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Alef Edge, Zebra Technologies, and AT&T. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, oversight controls, and advisory roles for registered investment companies.

Andrew Small is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Steward Partners Global Advisory, Raymond James Financial Services, Bank of America, and Merrill. Outside of his advisory work, he serves as a board member of the YMCA of the Seacoast Advisory Board and is the incoming president of the Seacoast Rotary Club in Portsmouth, NH. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Nicholas Masci is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Podium and IRA Lexus of Manchester. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary portfolio management, fund advisory, and delivery of model portfolios, with an emphasis on systematic methodologies and long-term asset allocation.

Alexander Veloz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His background includes roles in public education and family services, and he is a partner in a vending machine business. Fidelity’s Strategic Advisers LLC 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. The firm serves a variety of investors, including registered investment companies, and is noted for its use of systematic methodologies and advisory roles in fund management.