Laura Vilas Boas Oliveira is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her work history includes roles at IC Credit Union and the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Daniel Zuber is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Before joining Fidelity, he worked for six years at J.M. Carr Landscaping. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Frederick Snell is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 1998, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage multi-manager fund structures.

Alexandra Overton is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2008. Outside of her advisory role, she serves as a trustee for The Awesome Foundation-Hamilton & Wenham, where she helps decide on grant funding projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Rachael Doyle is a Wealth Management Advisor with the Doyle Group at Merrill Lynch Wealth Management. She works closely with clients and their family members to address their current financial needs and pursue long-term goals by organizing and streamlining multiple facets of their wealth. Rachael begins each client relationship by understanding their unique circumstances, including investment allocations, assets and liabilities, risk tolerance, and wealth-transfer goals, as well as personal objectives such as funding education or supporting philanthropic causes. She then crafts customized financial roadmaps drawing on her experience, team resources, and industry best practices. Rachael has over 10 years of experience in financial services, including her previous ownership of a financial consulting business serving hospitals, nursing homes, insurance companies, and Medicare administrators. She holds a Bachelor of Science degree in Accountancy from Bentley University, an M.B.A. from Rivier University, and the CERTIFIED FINANCIAL PLANNER® certification. She is also a member of the New Hampshire Estate Planning Council and contributes to her community through involvement with a local Boy Scout troop advisory committee and volunteering at a local food pantry and Blue Angel program. Based in Londonderry, New Hampshire, Rachael lives with her husband and three children. Her personal interests include skiing, hiking, kayaking, baseball, bowling, cooking, music, reading, and traveling. She enjoys building long-term relationships with clients and supporting them as they pursue their financial goals and legacies.

Tucker Dunbar is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked in various roles within Fidelity since 2015, including at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Jeremy Markland is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. His prior roles include positions at Covelo Direct, Barton Associates Inc., and Margaritas Management Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable use of model portfolios and delegated sub-advisers.

Zachary Jameson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Dartmouth Hitchcock, AT&T/Prime Communications, and Delaware North Hospitality. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios delivered to intermediary platforms.

Khristina Harris is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various capacities within Fidelity since 2000, including roles at Fidelity Investments Institutional Services Company Inc and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, incorporating systematic methodologies and oversight controls in managing its model portfolios.

Luke Roy is a financial advisor at Fidelity with 9 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity in various capacities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic methods and AI in its research process.

Steven Williams is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2007. His career includes seven years at Fidelity Personal and Workplace Advisors prior to his current role. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Bridget Halpin is a Series 66-licensed financial advisor with Ameriprise in Manchester, NH, and has seven years of industry experience. She has been with Ameriprise and its related entities since 2017. Outside of her advisory role, she is involved with The Halpin Company and serves as a staff RP delegate. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Jared Rose is a financial advisor with Mass Mutual Investors Services in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Rose also works in sales of individual and group life and health insurance as well as fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kory Mount is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and maintaining oversight through affiliated and unaffiliated sub-advisers.

Danny Nguyen is an Investment Management Consultant II at Fidelity Investments. In his role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients based on trust, reliability, and competency. Danny has accumulated extensive experience in the financial services industry, holding various positions at Fidelity Investments since 2014, including Financial Consultant, Investment Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, Retirement Solutions Representative, and Financial Representative. He also served as a Senior Financial Consultant at TD Ameritrade from 2019 to 2020. Outside of his professional work, Danny has personal interests in fitness, football, golf, and spending time at the lake.

Eric Benson is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, progressing through roles including Financial Consultant, Workplace Planning Consultant, Retirement Solutions Representative, and Investment Solutions Representative. In his current role since 2022, he partners with clients to develop individualized financial roadmaps and supports them in proactively achieving their financial goals. Eric holds insurance licenses in Arkansas and California. His professional experience centers on financial planning and consulting, with a focus on helping clients strategize for the future. Outside of work, Eric's personal interests include cars, family activities, food, football, and parenthood.

Cierra Wacker is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. She has worked at Fidelity Investments since 2021 and has held roles in several other companies during 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Jonathan Daley is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles at Centient1, T-Mobile, Home Depot, and One Rate Wireless (MetroPCS Franchise). 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 combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Lindsay Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, Smith is self-employed as a bartender at York Golf & Tennis in York, Maine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Douglas Johnson is a financial advisor with MML Investors Services in Bedford, NH, holding the Series 66 designation and 13 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, Johnson is involved as an officer and team manager of a youth travel baseball organization and operates a sports memorabilia sales business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning along with educational seminars and various investment programs.