Zachary Daly is a Series 66-licensed advisor with Fidelity, based in Merrimack, NH, and has four years of industry experience. His prior work includes roles at RBI Boston and Total Wine & More. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Alondra Eme is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Granite State Credit Union and New Balance. 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 to deliver model portfolios from a broad investable universe.

James Banks is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity divisions since 1999. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to several registered investment companies.

Michael Brannen is a Benefits & Planning Consultant in Executive Services. He collaborates with clients to develop financial plans aimed at supporting their financial goals, emphasizing strong client relationships built on trust, reliability, and competency. Michael has held several roles at Fidelity Investments, gaining extensive experience in financial planning and client relationship management. His positions include Investment Consultant from 2022 to 2026, Planning Consultant from 2021 to 2022, Relationship Manager from 2019 to 2021, Financial Representative in 2019, and Workplace Planning Consultant II from 2017 to 2019.

Danielle Riley is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. She has worked at Fidelity Brokerage Services, LLC since 2017 and previously held roles at Vertical Challenge and Occupational Drug Testing, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including advisory to registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across various asset types.

Justin Sirois is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Fidelity Brokerage Service LLC and Veritude. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including model portfolios composed of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Michael Bernier is a financial advisor at Merrill in Nashua, NH, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Robbins Farley LLC. He has been with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Craig Holmy is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Holmy is based in Merrimack, NH. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across intermediary platforms and maintaining a distinctive advisory role with multiple registered investment companies.

Alexander Fernandez Rana is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with various Fidelity entities since 2007 and currently serves as a director on the board of Quayside Yacht Club, a private yacht club in New Hampshire. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Dwight Perry is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Nicole Goddard is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Her prior work includes roles in healthcare and education sectors before joining Fidelity Investments. 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 portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of investment vehicles.

Angelo Kotsironis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Utility Cloud AESC, the United States House of Representatives, and involvement with small businesses including Dylan and Pete's Ice Cream and Primo Pizza LLC. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.