Joel VanPatten is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his current role, he focuses on helping clients work towards realizing their financial goals through building trust and comprehensive planning. Prior to becoming a Financial Consultant, Joel held several positions at Fidelity Investments, including Relationship Manager from 2019 to 2022, Investment Solutions Representative from 2017 to 2019, and Customer Relationship Advocate from 2017 to 2018. He holds insurance licenses for Arkansas and California. Outside of his professional duties, Joel has interests in biking, cars, music, outdoor adventures, painting, and skiing.

Kevin Collins is a financial advisor with Morgan Stanley in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley since 2009 and previously spent six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Wendy Miller is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Fidelity Brokerage Services LLC since 2019 and prior experience with Blue Door Coffee and educational institutions. 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 to develop model portfolios across various investment vehicles.

Ryan Lantagne is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked seven years at T-Mobile/Sprint before joining Fidelity Investments. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs.

Mallory Vasquez is a financial advisor at Fidelity with a Series 66 designation and has been in the industry for one year. Prior to joining Fidelity in 2025, she held positions at Citizens and worked in several non-financial roles including Massage Envy and Cherry Hill Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

David Farmer is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Jackson Hewett and GWFS Equities, Inc. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Karen Lizotte is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at State Farm Insurance, Mannatech, and CITIZENS Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Casey Kulshreshtha is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he works as a substitute teacher and teacher assistant with the Goffstown School District. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies and algorithmic support to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Justin Mucci is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2016. 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and operational structures.

Joseph Caci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Primerica Advisors and affiliated entities since 1997 and is involved in sales of investment-related products as well as referral activities for home security and automation services through related companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Aaron Rathbone is a financial advisor with Fidelity in Merrimack, NH, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity Investments as well as involvement with organizations such as Movement Christian Church, Restoration House Ministries, and Manchester Christian Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across 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 the use of algorithmic and AI-driven methods in research and portfolio management.

David Prendergast is a CFP® credentialed financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Robert Boulanger is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

Alfred Gilbert Jr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network for nearly two decades. 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 offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jason Lenotte is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked in various roles within Fidelity since 2013. Outside of his advisory duties, Lenotte serves as a part-time police officer in Salem, New Hampshire. Fidelity's affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for its model portfolios.

Matthew O'Connor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Oxford Global Resources and WinterWyman. 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. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Daniel Omogrosso Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Ameriprise since 2005. Outside of his advisory role, he serves as president of OC&C, Inc., a financial planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients near or in retirement.

Ronald Cartwright is a financial advisor at Fidelity with 21 years of industry experience and holds the Series 66 designation. He has worked in various capacities within Fidelity since 2005, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Patrick Riley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His work history includes multiple roles at Fidelity Investments and Siena College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Andrew Batey is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities from 2015 to 2020. His current role at J.P. Morgan Chase Bank and J.P. Morgan Securities began in 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.