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.

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.

Linda Sirois is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Biren Patel is a CFP® with seven years of experience in the financial services industry. He is currently with LPL Financial and St. Mary’s Bank in Manchester, NH, and has previously worked at firms including Fidelity Investments and TD Bank. Outside of his advisory role, Patel also works for DoorDash and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and various investment strategies.

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.

Nathan Murphy is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His background includes military service in the United States Marine Corps and involvement in several entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

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 six years of industry experience and holds Series 63 and Series 66 designations. Prior to joining Fidelity, Nasseri worked at Santander Securities, Santander Bank, Citizens Bank, and was employed at Tempus Unlimited Inc. outside the financial sector, where she provided daily living assistance. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and investment vehicles.

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 licenses and six years of industry experience. His work history includes roles at Fidelity Brokerage Services and Fidelity Investments. He is also employed at Southern New Hampshire University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services, supported by research and various management options.

Rob Rigsby is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 15 years of industry experience. Prior to joining LPL Financial in 2021, he was affiliated with WTPK, LLC, Waddell & Reed, Inc., and various insurance carriers through W&R Insurance Agencies. He also manages WTPK, LLC and works as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.