Trevor Black is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides 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 develop model portfolios across various mutual funds, ETFs, and ETPs.

Christopher Lewis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Atkinson Resort & Country Club and Proeducation Solutions. He also has a background with Southern New Hampshire University spanning several years. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, serving a broad range of investors with systematic, model-based investment strategies.

Kimberly Papik is a financial advisor at Fidelity with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2001. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Brenda Farmer is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for IBM Global Business Services for sixteen years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Micah White is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has a progressive background within Fidelity, having served in several positions including Workplace Managed Account Consultant, Workplace Planning Consultant II, Workplace Planning Consultant I, and Workplace Planning Associate from 2023 through 2026. Prior to joining Fidelity, Micah worked as a Bookkeeper at Nadema Gemmell, CPA from 2022 to 2024. Micah's professional approach emphasizes clear and straightforward communication to build personal connections with clients. He focuses on explaining financial concepts plainly and tailoring strategies to meet individual client goals and preferences. He holds an Arkansas Insurance License. Outside of his professional work, Micah's personal interests include football, golf, movies, and music.

Dennielle McLeod is the Director, Executive Services Officer at Fidelity Investments, a position she has held since 2012. In this role, she focuses on providing financial education and guidance on equity compensation to her clients. Dennielle adopts a personalized approach to understand her clients' goals and objectives, aiming to offer tailored financial solutions. Her experience at Fidelity Investments spans over a decade, during which she has developed expertise in executive services and equity compensation. No additional information on education, credentials, personal interests, or community involvement has been provided.

Douglas Mitchell is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2005. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative and algorithmic methods to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves in advisory roles for various registered investment companies.

Sara Mc Donough is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and previously worked in logistics and recreational roles. Outside of her advisory work, she coaches vaulting classes and provides horse care and instruction at equestrian facilities in New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment strategies and multiple advisory programs. The firm integrates in-house and third-party managers to offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Reilly O'Brien is a Series 66-credentialed financial advisor with one year of industry experience, currently with Fidelity. His prior roles include positions at Indian Ride Country Club and Eastern Shore Capital Management, as well as work outside the industry. Fidelity’s Strategic Advisers LLC serves both retail and institutional clients with investment management and advisory services, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Christopher Moore is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including LPL Financial, Fidelity Brokerage Services, and St. Mary's Bank. Outside of his advisory role, he is a Notary Public in Milford, NH. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

William Fantasia is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at Stonewall Solutions and multiple positions with the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to create model portfolios.

Timothy O'Dowd is a financial advisor with Fidelity who holds the Series 66 designation and has five years of industry experience. His work history includes roles at Fidelity Investments since 2020 and previous experience at Veritude and Southern New Hampshire University. Outside of finance, he has operated O'Dowd Photography and managed The Cookhouse. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment vehicles, including model portfolios delivered to intermediary platforms.

Ryan Sharby is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with individuals, families, and business owners to understand their short and long-term goals and collaborates with them on comprehensive wealth plans. His approach involves meaningful conversations and prudent planning to provide a thoughtfully laid out strategy aimed at helping clients grow, preserve, and live off their wealth. Prior to his current role, Ryan held several positions at Fidelity Investments, including Investment Management Consultant II (2022-2023), Client Management Representative (2021-2022), and Investment Solutions Representative (2019-2021). Before joining Fidelity, he worked as a Licensed Paraplanner at MacWilliam Financial Group from 2017 to 2019. He holds insurance licenses in Arkansas and California.

Marilynn Larkin is a financial advisor at Fidelity with 12 years of experience, having worked at Fidelity Brokerage Services LLC since 2014. She holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary portfolio management and model portfolios.

Thomas O Malley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at People's Securities, Inc., People's United Advisors, Inc., and Citizens Financial Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Matthew Belanger is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously served in the US Army and worked at Teledyne DGO. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers advisory services that include oversight of sub-advisers and fund governance.

Christopher Principe is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with various Fidelity entities since 2002. Fidelity’s subsidiary Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and systematic methods.

Taylor French is a Series 66 licensed financial advisor with Fidelity Investments, based in Merrimack, NH, and has one year of industry experience. Prior to joining Fidelity, Taylor held various roles in small businesses including Heads Up Irrigation and The Goat Restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios consisting of mutual funds, ETFs, and ETPs, and is notable for its use of AI and systematic methodologies in portfolio management.

Miranda Bertram is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, True North Wealth Management, and Benson Wealth Management. She also serves as an administrative assistant at SK Management. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of more than 23,700 financial advisors.

Jacob Alger is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including positions at Tractor Supply Co. and multiple educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles with registered investment companies, and integration of AI and algorithmic research techniques.