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.

Andrew Stoller is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Shred-It for one year. 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 and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

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 six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Melmark New England for seven years. 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.

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 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 Cibull is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at AMI Asset Management Corporation and various educational and sports organizations. Outside of finance, he has worked with Excel Basketball Camp and Shoot 360. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is noted for its use of algorithmic methods and AI in portfolio management and for its advisory role to multiple registered investment companies.

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 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.

Linda Sirois is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1998 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Biren Patel is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFP® and Series 66 credentials and has worked at firms including Fidelity Investments, TD Bank, and Bar Harbor Bank and Trust. Outside of advisory work, he is employed as a delivery driver and also serves as a notary in Manchester, NH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, access to third-party asset managers, and institutional platforms, combining extensive resources with a large network of investment adviser representatives.

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 a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He has a diverse work history including service in the United States Marine Corps and involvement in several business ventures such as Murphy Enterprises and Debug Your Bed. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, AI-driven research, and its advisory roles to multiple registered investment companies.

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.

Rob Rigsby is a financial advisor with LPL Financial in Bedford, NH, holding a Series 66 designation and 15 years of industry experience. He has worked at firms including Waddell & Reed, Wells Fargo Clearing, Merrill, and Morgan Stanley. Rigsby also serves as a manager of WTPK, LLC, and works as an insurance agent for various carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Mathew Fabiani is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2025, following roles at Ameriprise Financial Services and Morgan Stanley in various capacities from 2011 to 2025. He serves as Chair of the Andover Contributory Retirement Board in North Andover, MA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, employing research-driven investment strategies and offering a broad range of financial products.