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 various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Jacquelyn Batterman is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated firms since 2014. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Jared Anderson is a financial advisor with LPL Financial in Nashua, NH, holding CFP® and ChFC® designations with 22 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Broad Street Planning, LLC from 2019 to 2024. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 an advisor at Fidelity with Series 66 and Series 63 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 broad range of clients, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across 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.

Hovsep Balmanoukian is a Financial Advisor at Merrill Lynch Wealth Management. He supports professionals, executives, business owners, and families in navigating complex financial challenges such as tax efficiency, managing concentrated equity positions, and long-term legacy planning. He partners with clients to build tailored strategies that balance growth, protection, and wealth transfer aligned with their goals and values. Hovsep's academic background includes a Bachelor's degree in International Relations from Al-Kalamoon University, a Master's degree in Political Science from Yerevan State University, and an MBA in Finance from Bentley University. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). He speaks Arabic, Armenian, Turkish, and English. Born in Aleppo, Syria, Hovsep has lived in Armenia and currently resides in the Boston area. He is married to Nayri Sahagian Balmanoukian. Outside of work, he is involved with the Armenian General Benevolent Union and the Armenian Youth Association. His personal interests include cooking, reading, running, swimming, and spending time with his family.

Alyssa Roberts is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, she worked in behavioral strategies and the hospitality industry. She is a member of NextGen Investments LLC, where she participates in monthly management meetings. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create systematically managed model portfolios and oversee various registered investment companies.

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 credentials and two years of industry experience. She previously worked at JPMorgan Chase Bank and held various roles in other companies before joining Fidelity. 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 portfolios constructed through proprietary research and quantitative analysis.

Tracy Rock is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2001, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive activities such as serving as a commodity pool operator and advising fund-of-funds.

Rishi Ahuja is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Alef Edge, Zebra Technologies, and AT&T. 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 develop model portfolios from 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 use of AI in research.

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 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Podium and IRA Lexus of Manchester. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Veloz is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked in education and nonprofit settings, including Lowell Public Schools and Family Services of the Merrimack Valley. Outside of finance, he is a partner in a vending machine business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Mitchell Clark is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2023. Outside of his advisory role, he is self-employed in the private purchase and sale of music gear. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Sean Roth is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual and has experience in the hospitality sector through roles at Tailgate Tavern & Gibb's Garage and Thirsty Moose Taphouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a blend of fundamental research, quantitative analysis, and algorithmic methods. The firm is also registered with the CFTC as a commodity pool operator and serves in formal advisory roles to multiple registered investment companies.

Mariah Suarez is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2021. Prior to her current role, her background includes positions at American Income Life and various other companies. 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 fundamental research with quantitative analysis and algorithmic methods to deliver systematic investment solutions.

Owen Russell 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 the Town of Nahant and various other positions before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.