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 at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at AMI Asset Management Corporation and work with the Golden State Warriors and various educational institutions. 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, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and deliver model portfolios.

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 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.

Luisa Salazar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked previously at Bank of America/Merrill Lynch and Citizens. Outside of her financial career, she was involved with Space Invaders for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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 an advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles in various businesses and six years of service in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

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.

Jason Carace is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He partners with individuals and families to develop holistic financial plans tailored to their goals and needs, providing ongoing support through changing life circumstances. Jason has been with Fidelity Investments since 2013, holding various roles including Managed Solutions Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning and Guidance Consultant II, Workplace Planning and Guidance Consultant, High Engagement Representative, and Financial Associate. His experience encompasses financial consulting and client management within the firm. Outside of his professional work, Jason enjoys biking, family activities, football, golf, hiking, and skiing.

James Halloran is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial, he worked at Fidelity Brokerage Services and Fidelity Investments. He also holds a role at Southern New Hampshire University alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning and access to model portfolios, combining a broad advisory platform with extensive non-advisory financial activities.

Scott Thaxton is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. He was previously with LPL Financial for 27 years and has operated Carrthaxton Financial Group, LLC. Outside of advisory work, he is involved in fixed insurance sales and owns Carrthaxton Realty Trust, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes both affiliated and third-party investment strategies.

Anthony Marino Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Co. since 2016, following two years at MetLife Securities Inc. In addition to his advisory role, Marino operates as an independent insurance agent specializing in disability, fixed annuities, and group insurance products. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including wrap accounts, money-manager programs, and educational seminars.

Mostafa Sharaf is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. He holds an AR Insurance License. Mostafa emphasizes building deep relationships with clients by understanding their individual stories and co-creating strategies aligned with their values and goals. His approach aims to establish trust and lasting partnerships, making the team feel like an extension of clients' families. Outside of his professional work, Mostafa has interests in the beach, fitness, friends and social events, music, soccer, and traveling.

Alvaro Koury is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2016. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages both discretionary and non-discretionary accounts.

Conner Mann is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and Financial Consultants to develop comprehensive financial plans aimed at providing clarity and confidence for their financial futures. Prior to this, Conner held various roles at Fidelity Investments, including Investment Solutions Representative II and I, as well as Customer Relationship Advocate, gaining experience in client service and investment solutions. Conner holds insurance licenses in Arkansas and California, supporting his work in providing financial planning and investment advice. His approach emphasizes understanding the unique and complex circumstances of each client to build lasting relationships and support their financial goals. Outside of his professional responsibilities, Conner's personal interests include fishing, fitness, kayaking, parenthood, and running.

Mallory Papp is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked at We Know A Guy, LLC and has experience in real estate management and retail. 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 in its investment process. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.