Tabitha Egnet is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads a team of financial advisors and professionals dedicated to helping clients make educated and confident financial decisions for themselves and their families. Tabitha has been with Fidelity Investments since 2019, holding several leadership positions including Branch Leader from 2022 to 2023, Team Leader of Workplace Planning and Advice from 2020 to 2022, Talent Champion in 2020, and Team Leader of Client Services from 2019 to 2020.

Morgan Smiddy is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 credential and has held roles at Fidelity Investments since 2021. Prior to his career in finance, he worked in the automotive sales industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing multi-manager and fund-of-funds portfolios. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Moira Moran is a financial advisor at Fidelity with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2020, joining Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Austin Denison is a financial advisor at Fidelity with four years of industry experience. His career includes roles at Batteries Plus Bulbs and service in the United States Marine Corps Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment strategies.

Brian Conway is a CFP® with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Axiom Advisors, LLC, and Cambridge Investment Research entities since 2005. Outside of advisory services, he operates as an independent insurance agent and holds partnerships in several related business entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Paul Stacy is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He has worked at Fidelity in various capacities since 2021 and has prior experience with Equitable Advisors and AXA Advisors. Outside of financial services, he is employed at B&P Pavement Marking Services LLC, where he is involved in parking lot striping and floor epoxy work. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates AI-driven methods in its investment process.

Christopher Straw is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at various Fidelity entities since 2014, including 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, as well as charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory and fund management services.

Andrei Taradai is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with various Fidelity entities since 1995, including Fidelity Investments Institutional Services Company and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as vice president of the Over The Hill Soccer League and acts as a soccer referee for youth and adult games in Massachusetts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering a range of services including oversight of sub-advisers and management of registered investment companies.

Anthony Coletti Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Workers Credit Union, CUSO Financial Services, LP, and Cammack LaRhette Advisors. He is also involved with Workers Investments & Planning Solutions, a DBA entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-supported investment solutions.

Tracy Boyd is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 1996. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its role as a commodity pool operator, advisory responsibilities to multiple registered investment companies, and use of AI-driven research methods.

Benjamin Woolfrey is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Beaver is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Grace and Saltgrass Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research and quantitative, algorithm-driven portfolio construction. The firm also manages registered investment companies and delivers model portfolios, incorporating systematic methodologies and oversight of affiliated sub-advisers.

Hunjae Lee is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Lee held roles at the Korean Institute of Public Sector, the International Olympic Committee, and the Republic of Korea Navy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

John Segal is a financial advisor with Raymond James Financial in Westford, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Raymond James Financial since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He owns and operates North Road Wealth Partners as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also offers municipal advisory services and specialized retirement plan consulting.

Jeffrey Lussier is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has held various roles within Fidelity-associated entities since 2000. Outside of his advisory work, he is a non-managing member of a private family LLC established for estate planning purposes. 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 employs a blend of proprietary research and quantitative methods to construct model portfolios, including the use of algorithmic and AI-driven strategies.

Jacob Wilson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise Financial and has experience in the restaurant industry. 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 also offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Susan Brannen is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides 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 develop model portfolios from mutual funds, ETFs, and ETPs.

George Tsiaras is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2015 and is currently affiliated with Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is an incorporator for The Tsiaras Group, a business involved in property management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Frederick Boucher is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is involved in several business ventures including ownership roles in a cigar company and retail sales, and serves on the finance committee of the Boys and Girls Club of Greater Nashua. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrea Riley Arnesen is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Trustees for the YMCA of Greater Nashua. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored recommendation reports, emphasizing assets held in Ameriprise-managed accounts.