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.

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 one year of industry experience. He holds a Series 66 credential and has prior experience working in various roles including the hospitality sector and administrative positions. Outside of finance, he has worked at a private athletic club, handling front desk operations and member services. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery with oversight of affiliated and unaffiliated sub-advisers.

Shona Armstrong is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 66 designation and has worked across multiple Fidelity divisions since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

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.

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.

Michael Yotts is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 15 years of experience in providing comprehensive financial guidance. He works closely with clients to understand their life priorities and collaborates to create personalized wealth management strategies tailored to their goals and aspirations. Michael's approach emphasizes the importance of a full financial picture and the integration of insights from Merrill and banking solutions from Bank of America. As a CERTIFIED FINANCIAL PLANNER® practitioner, Michael specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, retirement planning, tax minimization, socially responsible investing, and small business strategies. He and his team provide services encompassing concentrated stock management, asset and liability management, trust and estate planning, and access to lending services. His professional designations include CFP, CPWA, CSRIC, CTFA, and PIA. Michael holds a Bachelor's Degree from Southern New Hampshire University and a Certificate in Financial Planning from Boston University. He is a member of the Greater Boston Bankers Association and supports community organizations including Better Money Habits, New Hampshire Food Bank, and Southern New Hampshire University. Michael resides in southern New Hampshire with his wife and young son and has interests in baseball, camping, cooking, hiking, music, photography, reading, skiing, and traveling.

Robert Carpenter is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity since 2021 and prior experience in various industries such as sports and food service. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

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.

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.

Cameron Lariviere is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held various positions across industries including education and beverage distribution, and has experience as a hockey official since 2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.

Benjamen Rafferty is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Fidelity Brokerage Services LLC and Prime Buchholz & Associates. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through an affiliation with a municipal advisor.

Ashley Stewart is a financial advisor with Fidelity Investments in Amherst, NH, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has worked with Fidelity since 2013 in various roles, including positions at Fidelity Personal and Workplace Advisors since 2018. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary advisory services.

Vitor Diniz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has a progressive career within the company, having held roles such as Workplace Planning Consultant Team Leader, Workplace Planning Consultant Help Desk, Workplace Planning Consultant, and Financial Services Representative from 2019 onward. Vitor focuses on collaborating with clients to develop tailored wealth planning strategies that enable them to confidently pursue their financial goals. He holds insurance licenses in Arkansas and California, which support his work in financial and insurance planning. Outside of his professional career, Vitor has interests in fitness, football, parenthood, snowboarding, and soccer.