Jennifer Murphy is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked with Fidelity Investments and its affiliated entities since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research and quantitative analysis, incorporating algorithmic portfolio construction and long-term asset allocation strategies.

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.

Joseph Boldeia is a CFP® with 20 years of industry experience and is currently with Fidelity. He has worked at Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Catherine Murphy is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Providence College and Pingree School. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

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.

David Vaillancourt is a CFP® professional with 30 years of experience in financial advising. He currently works at Osaic and previously spent 14 years at Sagepoint Financial, Inc. In addition to his advisory work, he is a professional poker tournament player. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using both discretionary and non-discretionary management.

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 since 2020 and previously spent seven years at Melmark New England. Outside of his advisory role, he owns and operates a residential rental property business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using 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.

Joseph Languirand is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Evolution Solutions Group, LLC, a talent and recruitment consulting firm, where he provided consulting services for small or startup businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jefferson Phillips is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors since 2018. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including roles as a commodity pool operator and advisor to registered investment companies.

Ryan Cibull is a financial advisor at Fidelity with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at AMI Asset Management Corporation, Babson F.W. Olin Graduate School of Business, and the Golden State Warriors. Outside of finance, he has experience in sports-related activities, including work with Excel Basketball Camp and Shoot 360. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is notable for its use of systematic methodologies, oversight practices, and its advisory role to multiple registered investment companies.

Tim Andrews is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Fidelity Brokerage Services LLC, Veritude, and BNY Mellon. Outside of his advisory role, Andrews serves as a pulpit supply minister for the Presbyterian Church in America, providing gospel preaching for ministers on vacation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

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.

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 five years of industry experience. Prior to his current role, he worked at Essex Bay Engineering and Protlabs, and spent over a decade at Skillsoft. He has experience in both investment and engineering sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 with Fidelity, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked with various Fidelity entities since 2007, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles less common among large institutional peers.