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.

Rodney Weaver Jr. is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and Strategic Advisors Inc. Outside of advising, he is a licensed attorney managing his own law office and serves as a pro-bono attorney for the New Hampshire Bar Association. He also lectures on CFP courses at Suffolk University Center for Executive Education. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

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.

David Greco is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. He is dedicated to helping clients maximize their relationships with Fidelity by utilizing the available tools and resources to build financial plans aligned with their goals and aspirations. David has accumulated extensive experience within Fidelity Investments, serving in various capacities since 2010. His prior positions include Scrum Master from 2021 to 2024, Guidance Support Specialist from 2015 to 2021, Workplace Planning and Guidance Consultant from 2013 to 2015, and Defined Benefits Representative from 2010 to 2013. Outside of his professional work, David has personal interests that include baseball, cars, family activities, food, football, and skiing.

Chaz Newton is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Commonwealth Financial Group and various positions outside finance such as at Amazon Logistics and the City of Manchester. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, utilizing systematic methodologies and AI-driven research in portfolio management.

Robert Carpenter is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Fidelity, he worked at NH Sportsplex and Grand Slam Pizza. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Dennis Holland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he serves as a co-trustee of The Holland Family Trust, assisting with family health and well-being matters. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs including institutional consulting and municipal advisory services.

Mark Levesque is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016. Levesque serves on the board of the Nashua Rotary West, a nonprofit organization focused on charitable activities and community scholarships. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Kevin Lucius is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. He has worked at Fidelity Investments since 2020 and previously spent eight years with The Renewable Trading Company. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction and provides model portfolios to intermediary platforms.

Brendan O'Brien is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017. Prior to that, he was employed at Rite Aid and the University of New Hampshire. 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 to manage multi-manager and fund-of-funds structures and model portfolios.

Brandon Borneman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Demoulas Market Basket and several restaurants. He is currently based in Merrimack, New Hampshire. 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 is noted for its use of systematic methodologies, its role as a registered commodity pool operator, and its advisory services to multiple registered investment companies.

Ronald Paolo is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. He has worked at Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. Their investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

David Verheyen is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Trimboard and Charge Infrastructure. Prior to his financial services career, he held roles at BJs Wholesale, Best Buy, and Tesla. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Anne Casey is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and utilizes systematic methodologies, including AI tools, to manage portfolios and oversee affiliated sub-advisers.

Matthew Smith is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior work includes roles at Crazedkicks LLC and Finish Line. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction methods. The firm is noted for its algorithm-driven investment process and its advisory role to multiple registered investment companies.

James Reicher is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in wireless sales roles at Verizon and in the retail sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a noted focus on systematic methodologies and long-term asset allocation.