Tyler Stevens is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Southern New Hampshire University and Miller Brothers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its role as a commodity pool operator, its advisory work with multiple registered investment companies, and its use of advanced AI and algorithmic methods in portfolio management.

Richard Dworsky is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been affiliated with Ameriprise and its predecessors since 2005. Outside of his advisory role, he has participated as an election judge for the City of Saint Louis Park and provided traffic assistance at the Minnesota State Fair. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. Their approach combines research, modeling, and tax-efficient strategies to deliver tailored recommendation reports in partnership with financial advisors.

Scott Tracy is a financial advisor with Fidelity Investments based in Merrimack, NH. He holds Series 63 and Series 66 certifications and has four years of industry experience. Prior to joining Fidelity, he worked at Elliot Hospital and held a long tenure with the New Hampshire State Police. Fidelity’s Strategic Advisers LLC, where Tracy is affiliated, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary research with quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

John Darbyshire is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he is part of a team that focuses on delivering personalized service and building lifelong client relationships. The team assists families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. John has been with Fidelity Investments since 2015, holding various roles including Financial Service Associate, High Net Worth Service Associate, High Net Worth Service Associate II, and currently as a Wealth Management Planning Consultant. His experience at Fidelity spans several years, providing him with a background in serving high net worth clients and wealth management planning.

Thomas Sweeney Jr. is a financial advisor at Fidelity with 14 years of industry experience and holds Series 63 and Series 66 credentials. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Daniel Raskiewicz is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2001. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers formal advisory roles to multiple registered investment companies.

Peter Anthony is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2008. He has been with Fidelity Investments since 2004, progressing through positions including Financial Planning Consultant, Senior Investment Consultant, Investment Representative, and Financial Representative. Peter holds insurance licenses in Arkansas and California. His professional approach focuses on building partnerships with clients based on trust, emphasizing attentive listening and clear communication to tailor financial guidance to individual needs. Outside of his professional work, Peter enjoys boating, fishing, hiking, fitness activities, and spending time with family, particularly at the lake.

Alora Gates is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, she held roles at Macy's, Bath and Body Works, and worked as a self-employed individual and at iD Tech Camps. 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 across a broad investable universe including mutual funds, ETFs, and ETPs.

Bradley Wallace is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience that includes roles in education and banking. 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. The firm offers discretionary and non-discretionary services, including fund advisory and model portfolio delivery, and maintains oversight on sub-advisers and investment allocations.

Amy Norander is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior work includes roles at Amherst Financial Group, LPL Financial, and over two decades at Northeast Planning Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diversified range of portfolios and model strategies.

Brenna Andrews is a financial advisor affiliated with Fidelity, holding a Series 66 designation and with two years of industry experience. Her prior roles include positions at Knopman Marks and work experience outside finance at DoorDash and San Carlos Restaurant. She works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Samuel Mcgrath is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions in various sectors, including technology and education. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, and it holds registrations and advisory roles that differentiate it within the institutional investment space.

Marcus Haynes is a Series 66-credentialed financial advisor with three years of industry experience. He is currently affiliated with LPL Enterprise and previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services supported by LPL’s research, model portfolios, and third-party asset management programs.

Gregory Costa is affiliated with Cambridge Investment Research Advisors and has been with the firm since 2026. He has over 20 years of experience at Turner & Costa PC, where he has worked since 2002. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and platform solutions.

Nathan Post is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including several positions in the hospitality sector and at Nashua Community College. 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 to manage portfolios across mutual funds, ETFs, and ETPs.

Stephanie Wilkinson is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at Fidelity and its affiliates since 2006. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Tyler Colby is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Desert Cove Recovery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Travis Stewart is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been affiliated with Fidelity Brokerage Services, Inc. since 1998 and currently works with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI in research and model portfolio development.

John Paul Barry is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has been associated with various divisions of Fidelity since 1999 and also serves at Strategic Advisors Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Robert Kliskey is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Alexander Technology Company. In addition to his advisory role, he has worked as an independent contractor delivering food for DoorDash in the Manchester area. He is affiliated with 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including model portfolios.