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Lindsey K
CFP®, Series 66
Merrimack, NH
Fidelity
Lindsey Kent is a Financial Consultant at Fidelity Investments. She has held multiple roles within Fidelity since 2021, including Financial Consultant, Financial Consultant I, Planning Consultant, Relationship Manager at PAS, and Workplace Planning Consultant II and I. Her experience encompasses advising clients on financial strategies and managing workplace planning initiatives. Kent holds insurance licenses in Arkansas and California. Her work focuses on empowering individuals and families to develop personalized financial strategies aimed at achieving their unique financial goals. Outside of her professional responsibilities, Lindsey Kent engages in activities such as camping, family activities, hiking, reading, traveling, and yoga.
Cullen B
Series 66
Bedford, NH
Mass Mutual Investors Services
Cullen Barnes is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and has prior work history with MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his financial advisory role, he is the owner and operator of Wheely Clean Mobile Detailing, a mobile car detailing business he has run since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop tailored financial recommendations.
Ethan T
Series 63, Series 66
Merrimack, NH
Fidelity
Ethan Thomas is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Fidelity, he held roles at Enterprise Holdings, Barrio Portsmouth, and Nosh & Grog Provision. 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 create model portfolios from mutual funds, ETFs, and ETPs, and offers oversight and consulting services with a focus on systematic methodologies and long-term asset allocation.
Francis G
Series 66
Merrimack, NH
Fidelity
Francis Gentile is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Mendix (Siemens) and the University of Maine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprising mutual funds, ETFs, and ETPs.
Alexander D
Series 63, Series 66
Merrimack, NH
Fidelity
Alexander Deyeso is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2014. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.
Thomas R
Series 63, Series 66
Merrimack, NH
Fidelity
Thomas Richer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at the University of New Hampshire and CCA Global Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages model portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.
Scott C
Series 63, Series 66
Merrimack, NH
Fidelity
Scott Cavan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Newburyport Bank and Special Events of New England. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, management of fund-of-funds structures, and application of AI and algorithmic tools in its investment approach.
Jennifer M
Series 63, Series 66
Merrimack, NH
Fidelity
Jennifer Murphy is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.
Gretchen H
Series 63, Series 66
Merrimack, NH
Fidelity
Gretchen Hutton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to her current role at Fidelity, she worked at High Bank, LLC and has experience in the real estate and flooring industries, also serving as a bookkeeper for Hutton Tile & Flooring, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its advisory processes.
Kara N
Series 63, Series 66
Lyndeborough, NH
Fidelity
Kara Nixon is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs to intermediary platforms.
Joseph B
CFP®, Series 63
Merrimack, NH
Fidelity
Joseph Boldeia is a CFP® with 20 years of experience in the financial industry, currently serving at Fidelity Investments since 2006. He has worked within Fidelity Personal and Workplace Advisors and Fidelity Investments, holding his current role since 2025. 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 a range of investment vehicles including mutual funds, ETFs, and ETPs.
Catherine M
Series 63, Series 66
Merrimack, NH
Fidelity
Catherine Murphy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes several roles at Providence College and Pingree School. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage advisory strategies.
Travis N
Series 63, Series 66
Merrimack, NH
Fidelity
Travis Noton is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his career in finance, he worked for ten years at Domino's Pizza. Travis is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.
Keri M
Series 63, Series 66
Merrimack, NH
Fidelity
Keri Madensky is a Financial Consultant currently working at Fidelity Investments. She has accumulated 17 years of experience in the financial industry, holding multiple roles within Fidelity Investments since 2008. Keri's career at Fidelity Investments includes positions such as Investment Management Consultant, Client Management Representative, Investment Solutions Representative, and roles on several support desks including Workplace Planning & Advice and Investment Solutions. She holds insurance licenses in Arkansas and California. Keri emphasizes building ongoing relationships with clients to create and adjust personalized financial plans that reflect their values and evolving life circumstances.
Tyler K
Series 63, Series 66
Merrimack, NH
Fidelity
Tyler Kahl is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2020 and at Fidelity Investments since 2025. Prior to his financial career, he was employed at Melmark New England from 2013 to 2020. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.
Logan M
Series 63, Series 66
Merrimack, NH
Fidelity
Logan Mcloud is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018. Prior to joining Fidelity Investments in 2025, he had roles at Mortgage Financial Services, LLC and Texas Roadhouse. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.
Jefferson P
Series 63, Series 66
Merrimack, NH
Fidelity
Jefferson Phillips is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2007. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.
Ryan C
Series 63, Series 65
Merrimack, NH
Fidelity
Ryan Cibull is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at AMI Asset Management Corporation and work with the Golden State Warriors and various educational institutions. 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, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and deliver model portfolios.
Tim A
Series 63, Series 66
Merrimack, NH
Fidelity
Tim Andrews is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity and related entities since 2016. Outside of his financial career, Andrews serves as a pulpit supply minister for the Presbyterian Church in America, providing gospel preaching support for ministers on vacation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.
Christina L
Series 63, Series 66
Merrimack, NH
Fidelity
Christina Laplume is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2016. 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 combination 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.
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