Keith Najjar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Workers Credit Union and several Citizens Bank-related entities. He is involved with Workers Investments & Planning Solutions alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management supported by research and model portfolios.

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.

Nicole Estee is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company where she works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing a range of 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.

James Mastrianni is a Planning Consultant at Fidelity Investments. He is committed to helping individuals and families achieve their financial goals by collaborating closely with clients to develop comprehensive financial plans tailored to their unique objectives. His approach centers on building trusting relationships to support clients through various life events. James has held several roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, and High Net Worth Associate, gaining experience across diverse areas of financial advising. He holds an Arkansas Insurance License. Outside of his professional responsibilities, James enjoys activities such as fishing, football, golf, skiing, traveling, and participating in social events with friends.

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 professional experience spanning three years. She holds the Series 66 and Series 63 licenses and has previously worked at Northeast Credit Union and several other firms including Jamberry and DoorDash. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Nicholas Baudo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Enterprise, John Hancock, and Laz Parking. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at The Home Depot and other organizations. 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 discretionary and non-discretionary advisory services and manages multi-manager and fund-of-funds structures with oversight that addresses conflicts of interest.

Hannah Trask is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients and their Wealth Management Advisors to develop and implement financial plans tailored to their unique goals and needs. She has been in this role since 2021. Prior to her current position, Hannah held several roles at Fidelity Investments, including Relationship Manager from 2020 to 2021, Financial Representative from 2019 to 2020, and Customer Relationship Advocate from 2017 to 2019. This progression reflects her experience in client relationship management and financial planning within the firm.

Shelly Gillis is a CFP® with 21 years of industry experience and has been with Edward Jones since 2004. She holds Series 63 and Series 66 licenses and is based in Hollis, NH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Tyler Maider is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked in various roles outside finance, including positions in hospitality and athletic club management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Shona Armstrong is a financial advisor with Fidelity, holding a Series 66 designation and 23 years of industry experience. She has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its use of AI and formal governance procedures.

Lucas Spicer is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. Prior to his current role, he has held various positions including coaching fitness classes at a local gym. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base ranging from retail and institutional investors to registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, delivering model portfolios through intermediary platforms.