Gary Lane is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Lane serves as treasurer for a nonprofit organization responsible for road maintenance at a camp in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a combination of fundamental research, quantitative analysis, and systematic portfolio construction.

James Duffield is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Fidelity, he worked at Essex Bay Engineering and Protlabs, and held roles at Skillsoft earlier in his career. He co-owned Duff's Stuff LLC from 2015 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and an IRS-qualified Charitable Gift Fund.

Michael Redmond is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2007, serving in various roles including Portfolio Specialist, Client Management Representative, and Financial Representative. Michael focuses on coaching clients to refine their approach to retirement planning by understanding their individual needs and implementing tailored strategies. He holds insurance licenses in Arkansas and California.

George Daher is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity affiliates since 2007. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, role as a commodity pool operator, and advisory services to multiple registered investment companies.

Nathan Murphy is an advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles in various businesses and six years of service in the United States Marine Corps. 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 model portfolios that include mutual funds, ETFs, and ETPs.

Louis Ellis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Fidelity Investments, Ameriprise Financial Services, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory capacities uncommon among large institutional peers.

Rouya Nasseri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Santander Securities, Citizens Bank, and Tempus Unlimited Inc., where she also provided personal care assistance. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Mostafa Sharaf is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. He holds an AR Insurance License. Mostafa emphasizes building deep relationships with clients by understanding their individual stories and co-creating strategies aligned with their values and goals. His approach aims to establish trust and lasting partnerships, making the team feel like an extension of clients' families. Outside of his professional work, Mostafa has interests in the beach, fitness, friends and social events, music, soccer, and traveling.

Alvaro Koury is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages both discretionary and non-discretionary accounts.

Conner Mann is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and Financial Consultants to develop comprehensive financial plans aimed at providing clarity and confidence for their financial futures. Prior to this, Conner held various roles at Fidelity Investments, including Investment Solutions Representative II and I, as well as Customer Relationship Advocate, gaining experience in client service and investment solutions. Conner holds insurance licenses in Arkansas and California, supporting his work in providing financial planning and investment advice. His approach emphasizes understanding the unique and complex circumstances of each client to build lasting relationships and support their financial goals. Outside of his professional responsibilities, Conner's personal interests include fishing, fitness, kayaking, parenthood, and running.

Mallory Papp is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked at We Know A Guy, LLC and has experience in real estate management and retail. 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 in its investment process. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Jason Emery is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2007. Outside of his advisory role, Emery owns a photography and multimedia business and operates Wicked Sweet Farm, where he grows livestock and greens and manages marketing and social media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in managing registered investment companies and model portfolios delivered through multiple platforms.

Sophia Eggleton is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. She has held roles at Fidelity Investments since 2023 and has prior experience in various positions including roles at country clubs and universities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory and fund management with a focus on systematic methodologies, algorithmic portfolio construction, and long-term asset allocation. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Brian Luce is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and various investment programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships and utilizes firm-approved software tools to analyze client goals and deliver written recommendations.

Chad Perkins is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios drawn from mutual funds, ETFs, and ETPs.

Thomas Frazier is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has six years of industry experience, including prior positions at City National Bank and The Main Street America Group. Outside of his advisory work, he is a part-owner of two farms in Fitzwilliam, NH, involved in oversight capacities. He also serves on the investment committee of a nonprofit elementary school, reviewing its endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory and portfolio management programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and incorporating tax management and responsible investing options.

Kyle Nicholson 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 banking at First National Bank (ME) and had employment experience outside finance with Brooklyn Pizza Co. and Kebo Valley Golf Course. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund advisory and model portfolios built from mutual funds, ETFs, and ETPs using proprietary research, quantitative analysis, and algorithmic portfolio construction.

Walter Zarenko is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to evaluate existing plans and build new financial strategies aimed at achieving greater peace of mind. He serves as a primary, trusted advisor focused on ensuring clear, comprehensive plans that clients can confidently rely on. Walter and his team are committed to supporting clients and their loved ones through evolving goals and life events. Walter's professional experience includes roles at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant in 2024. Prior to this, he was a Premier Advisor at Citizens Securities Inc. from 2020 to 2022, a Licensed Banker at Citizens Bank from 2018 to 2020, and worked in financial and client relations at Archer Insurance Agency from 2016 to 2018. He holds insurance licenses for Arkansas and California.

Jared Dobens is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held various roles primarily in the automotive sales sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Patrick Heffernan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity in 2019, he worked at United Parcel Service and Compass Retirement Consulting. Outside of advising, he works as an independent contractor delivering food for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.