Craig Holmy is a financial advisor with Fidelity and holds Series 63 and Series 66 designations. He has 18 years of industry experience, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alexander Fernandez Rana is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various roles since 2007. Outside of his advisory work, he serves as a director on the board of Quayside Yacht Club, a private yacht club in New Hampshire. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs.

Dwight Perry is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nicole Goddard is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity in 2021, she held roles at Waldman Plastic Surgery and Dermatology and Lamprey Health Care. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios deployed across intermediary platforms.

Angelo Kotsironis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Utility Cloud AESC, a congressional campaign, and the United States House of Representatives. Outside of finance, he has experience in small business operations, having been involved with Dylan and Pete's Ice Cream and Primo Pizza LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including fund advisory and model portfolio delivery.

Lisa Doyle is a financial advisor with Fidelity in Merrimack, NH, holding the Series 63 and Series 66 licenses and having seven years of industry experience. She previously worked at The JJ Wilbur Company from 2015 to 2017 and has been with Fidelity and its affiliates since 2017. Outside of her advisory role, Doyle is the sole proprietor of Maple Gate Farm and Vineyard, a small farm producing hay and blueberries. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory role to multiple registered investment companies and use of AI in research.

Amy Katz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at St. Mary’s Bank and held various roles in retail and healthcare-related fields. Outside of her advisory work, she operates an Etsy shop where she crochets and sells handmade items. 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 proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies.

Evelyn Jordan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and Edward Jones. Outside of finance, she is co-owner and social media manager of Grappellis Pizza in Peterborough, NH. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a wide range of investment advisory solutions supported by a large network of advisors and branch offices nationwide.

Nicole Estee is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2007. Her career includes seven years at Fidelity Personal and Workplace Advisors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that incorporate mutual funds, ETFs, and ETPs.

Gregory Morgan is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Robert Half AccountTemps, and the New Hampshire Housing Financial Authority. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Elizabeth Thomas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in media and health sectors, such as Fox Business Network and Elevance Health, as well as involvement with the York School District and Studigo LLC. 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. The firm offers a range of services including discretionary portfolio management, fund advisory, and delivery of model portfolios, and utilizes systematic methodologies and oversight controls to manage client assets.

Autumn Bishop is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience in diverse roles including positions at Massage Envy and Southern New Hampshire University. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Robert Hermann is a CFP® professional with 24 years of industry experience, currently serving at Raymond James Financial in Bedford, NH. His background includes over two decades with Fidelity Brokerage Services and roles at Strategic Advisers, LLC. In addition to his advisory work, he is associated with Paquette and Shaw Financial Services LLC, where he provides financial planning and investment assistance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling, supporting clients through its advisory programs and affiliations.

Byron Thresher is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 1998, progressing through various roles including Retirement Relationship Manager, Income Planning Consultant, and Retirement Investment Specialist. His extensive experience spans over twenty-five years, focusing on assisting clients with long-term and disciplined investment strategies. Throughout his career, Byron has worked closely with clients to understand their overall financial situations, providing guidance tailored to their specific needs and goals. He holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and income strategies. Outside of his professional responsibilities, Byron enjoys board games, family activities, hiking, kayaking, skiing, and table tennis.

Jaclyn Provost is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her prior work includes roles at Northeast Credit Union, Jamberry, Instacart, DoorDash, and Thirsty Moose. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI in research, and its role as a registered commodity pool operator.

Nicholas Baudo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Enterprise, John Hancock, and Laz Parking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Gada Asvaraksh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Gada worked at Comcast for six years, RGH Hospitality for two years, and Hilton Hotels and Resorts for eighteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Alicia Steere is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and algorithmic portfolio construction. The firm is noted for its use of model portfolios, formal advisory roles to registered investment companies, and application of AI tools in research.

Andrew McFarlin is a Financial Consultant at Fidelity Investments, where he has held various roles since 2016. His current position involves partnering with clients across all life stages to develop and implement financial plans aimed at achieving their long-term goals. Andrew's professional experience spans several positions at Fidelity Investments, including Planning Consultant, Investment Solutions Representative III, Regional Center Investment Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, he worked at New England Private Wealth Advisors, MFS Service Center Inc, and Boston Partners Financial Group. He holds insurance licenses for Arkansas and California. Outside of his professional career, Andrew has personal interests that include cars, family activities, food, golf, lakes, and pets.

Xavier Rios is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at The Home Depot and other diverse employers before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with specialized capabilities such as commodity pool operation and advisory services to multiple registered investment companies.