Robbie Mckenna is a CFP® with 19 years of experience in the financial industry, currently serving at Fidelity. He has held various roles within Fidelity and its affiliated entities since 2005. 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 research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive registrations and advisory roles that differentiate it among large institutional peers.

Matthew White is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Fidelity Investments since 2015 in various capacities. 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 is notable for its advisory roles to registered investment companies, use of systematic methodologies, and integration of AI and machine learning tools in its research.

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.

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 Gentile is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as positions at Mendix (Siemens) and the University of Maine. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

James Figueira is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services dating back to 2004. Outside of his advisory work, he is the founder of the Concord NH Breakfast Club, a local networking group. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale with thousands of advisors and offices and uses model-driven investment strategies managed by unaffiliated asset managers.

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 Richer is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at the University of New Hampshire and CCA Global Partners. Fidelity's Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

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 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 Hutton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked at High Bank, LLC, and has experience in tile and flooring installation bookkeeping. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

David Sailor Jr. is a financial advisor at Edward Jones in Londonderry, NH, holding the ChFC® and Series 63 designations with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is listed as a partner in a technical sales consulting firm established by his wife, though he has no responsibilities or involvement in the company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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 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 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 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 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 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 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.

Larry Moreira is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2020. His career at Fidelity spans multiple roles beginning in 2000, including positions as an Investment Solutions Consultant, Financial Consultant, Retirement Consultant, Investment Consultant, and Trading Representative. This extensive experience reflects his comprehensive understanding of financial consulting and investment strategies. Larry is committed to assisting clients in investing with less fear, retiring with more confidence, and living life more freely. His approach focuses on educating clients to empower them to implement co-created financial plans, enhancing their financial independence and control, and helping them use their resources to achieve greater satisfaction and happiness. Outside of his professional role, Larry enjoys comedy, concerts, family activities, fitness, movies, and running.