Andriana Nyzio is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. Her prior work includes roles at TD Bank and Carlson Wagonlit Travel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of investment products, including multi-manager and fund-of-funds structures.

Christopher O'Brien is a financial advisor at Fidelity with 16 years of industry experience and holds the Series 66 designation. He has worked with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 a range of investment products, including model portfolios and fund-of-funds structures.

Matthew Emmons is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fidelity Investments since 2007, including seven years with Fidelity Personal and Workplace Advisors. 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 a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services including fund management and model portfolio delivery.

Danielle Reimer is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to her current role, she held various positions, including work at Beach Barn Boutique and Stono Park Elementary School. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its formal advisory roles to multiple registered investment companies and use of AI and systematic methodologies in portfolio management.

Morgan Liphardt is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Aflac, CID Consulting LLC, and worked in various positions including teaching at St John Fisher College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Conor Kirby is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee affiliated sub-advisers.

Craig Hogan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked within various divisions of Fidelity since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ryan Tibbo is a financial advisor with LPL Financial based in Manchester, NH. He holds a Series 66 designation and has five years of industry experience. In addition to his advisory role, Tibbo serves as a teacher's assistant for the Harvard Division of Continuing Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Lisa Caulton is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, Ms. Caulton is the sole proprietor of a manufacturing business, D.D. Bean & Sons, Co., based in Jaffrey, New Hampshire, and serves as a trustee and co-trustee for trusts in Dublin, New Hampshire. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Cody Spicer is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Adecco USA Inc and Robert Half. 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 algorithmic portfolio construction to manage a wide range of portfolios including multi-manager and fund-of-funds structures.

Patrick Forrestall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, he held roles at The Cheesecake Factory, City Tap House, and SimpliSafe. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brian Artus is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2000. He began his career in investments at Fidelity in 2000, progressed to a proactive role from 2001 to 2006, and has served as a Financial Consultant from 2006 to the present. In his work, Brian collaborates with clients and their families to develop financial plans tailored to their objectives and preferences. He holds insurance licenses in Arkansas and California.

Diane Hunt is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009, previously working at Banc Of America Investment Services, Inc. from 2006 to 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ian Macdermott is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 30 years of experience working with successful families, business owners, non-profits, endowments, and Taft Hartley plans to help preserve and grow wealth aligned with their unique goals. Ian's expertise includes family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible investing, tax minimization, and retirement income planning. Prior to his current role, Ian worked at Morgan Stanley for seven years and at Merrill for eleven years. He began his career at Prudential Securities in 1992. Ian holds a Bachelor's degree from the University of New Hampshire. He has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A native of New Hampshire residing in Bedford with his wife and two children, Ian has been actively involved in his community. He has served as past president of Farnum Center, a board member for twenty years, past president of Manchester Country Club, and past chairman of Share Our Strength's Taste of the Nation event in Manchester, NH. Additionally, he has chaired the investment committee for the Daniel Webster Council of the Boy Scouts. Ian's personal interests include playing golf, skiing, and biking.

Slater Sullivan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Slater held various roles in media and entertainment firms, including Scott Free Productions and The Gersh Agency. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver systematic, model-based portfolios.

Dakota O’Malley is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of AI in research, and formal governance procedures.

Jonathan Reheuser is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He has held various roles within Fidelity, including Retirement Relationship Manager from 2014 to 2015, Retirement Solutions Representative from 2011 to 2014, and Retirement Representative from 2007 to 2011. Prior to his tenure at Fidelity, he worked as a Financial Adviser at Commonwealth Financial Network from 2003 to 2004, Morgan Stanley DW Inc. from 1998 to 2002, and Commonwealth Equity Services Inc. in 1998. Jonathan holds insurance licenses for Arkansas and California. His professional experience encompasses financial consulting and retirement planning, supporting clients in achieving their financial goals. Outside of his professional work, Jonathan is interested in biking, fitness, pets, reading, running, and skiing.

Mary Heline is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Fidelity Investments and has held positions at Bank of America, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivery of model portfolios. The firm integrates proprietary fundamental research with quantitative and algorithmic methods, supporting a range of affiliated and unaffiliated sub-advisers and providing advisory services to multiple registered investment companies.

Benjamin Forleo is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Forleo serves as a Board Member at Large for the Lake Naticook Conservation Association, where he helps make decisions to preserve the water quality and overall well-being of Lake Naticook. He is also a partner at Sunset Property Management & Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios comprised of mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Katrina Quispe is a financial advisor with Ameriprise in Bedford, NH, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at Fidelity Investments and Edward Jones Investments. Outside of finance, she occasionally serves as a substitute cantor at Ste. Marie Parish and may perform at weddings there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written plans and ongoing advice focused on retirement income strategies.