Paul Stacy is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He has worked at Fidelity in various capacities since 2021 and has prior experience with Equitable Advisors and AXA Advisors. Outside of financial services, he is employed at B&P Pavement Marking Services LLC, where he is involved in parking lot striping and floor epoxy work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates AI-driven methods in its investment process.

Christopher Straw is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as 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 and manages a range of advisory and fund management services.

Andrei Taradai is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with various Fidelity entities since 1995, including Fidelity Investments Institutional Services Company and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as vice president of the Over The Hill Soccer League and acts as a soccer referee for youth and adult games in Massachusetts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering a range of services including oversight of sub-advisers and management of registered investment companies.

Richard Girard is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at UPS and service on the Manchester School Board. Outside of advising, he serves as a Justice of the Peace and Notary in Manchester and hosts the program "Girard at Large." Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on individual investors rather than institutional clients.

Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, portfolio management, and retirement income, focusing on professional investment management and planning for clients at all stages of life. Clark holds a bachelor's degree in Economics and Computer Science from Providence College. He has obtained professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and holds Series 7, 63, and 65 FINRA registrations. Outside of his professional role, Clark enjoys fishing, hiking, skiing, and spending time with his family.

Tracy Boyd is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 1996. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its role as a commodity pool operator, advisory responsibilities to multiple registered investment companies, and use of AI-driven research methods.

Patrick Donovan is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, Donovan has experience with Big Pig Barbecue and Catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and long-term asset allocation strategies.

Michelle Lauder is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. She has held positions at Steward Partners Investment Solutions and Raymond James Financial Services, among others. Lauder serves as a board member and commissioner for the Manchester Transit Authority, overseeing financial reviews for the public transit system. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by in-house research and third-party subadvisors.

Lauren Beaver is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Grace and Saltgrass Steakhouse. 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 and quantitative, algorithm-driven portfolio construction. The firm also manages registered investment companies and delivers model portfolios, incorporating systematic methodologies and oversight of affiliated sub-advisers.

Hunjae Lee is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Lee held roles at the Korean Institute of Public Sector, the International Olympic Committee, and the Republic of Korea Navy. 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.

Jeffrey Lussier is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has held various roles within Fidelity-associated entities since 2000. Outside of his advisory work, he is a non-managing member of a private family LLC established for estate planning purposes. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research and quantitative methods to construct model portfolios, including the use of algorithmic and AI-driven strategies.

Jacob Wilson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise Financial and has experience in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Susan Brannen is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2015, joining Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it employs systematic methodologies alongside oversight controls to address conflicts of interest.

Jacob Berrigan is a CFP® professional with eight years of industry experience currently affiliated with Ameriprise. His prior roles include positions at Eaton Vance Management and Rise Private Wealth Management. He serves on the boards of the New Hampshire Juvenile Court Diversion Network, The Pinnacle Foundation, and Lantern Light Camps. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Nathaniel Shaw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2011. He holds Series 63 and Series 65 licenses and is based in Bedford, NH. Outside of his advisory role, Shaw is involved in a bookkeeping services business and has interests in property management and fixed annuity transactions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services supported by financial planning tools and risk-based reviews, and it maintains a distinctive focus on municipal and public finance clients alongside institutional fiduciary solutions.

George Tsiaras is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2015 and is currently affiliated with Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is an incorporator for The Tsiaras Group, a business involved in property management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Frederick Boucher is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is involved in several business ventures including ownership roles in a cigar company and retail sales, and serves on the finance committee of the Boys and Girls Club of Greater Nashua. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrea Riley Arnesen is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Trustees for the YMCA of Greater Nashua. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored recommendation reports, emphasizing assets held in Ameriprise-managed accounts.

Christopher Milanesi is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses 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.

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.