James Banks is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services Inc since 1999. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, with an investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated management structures, and its advisory roles to registered investment companies and fund-of-funds.

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.

Craig Holmy is a financial advisor with Fidelity and holds Series 63 and Series 66 designations. He has 18 years of industry experience, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kimberly Snow Lawlor is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2019 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with options for portfolio customization and alternative investments.

Alexander Fernandez Rana is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various roles since 2007. Outside of his advisory work, he serves as a director on the board of Quayside Yacht Club, a private yacht club in New Hampshire. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs.

Dwight Perry is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift 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 mutual funds, ETFs, and ETPs.

Joseph Paredez is a financial advisor with Edward Jones in Hooksett, NH, holding CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience. He worked at infinex Investments, Inc. from 2014 to 2017 and has been with Edward Jones since 2017. Outside of his financial career, he was involved with Uno's from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Dennis Daggett is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long-term roles at Primerica Advisors and Primerica Financial Services, as well as 15 years with the State of New Hampshire Administrative Office of the Courts. Outside of finance, he owns and operates Dennis Daggett Photography. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and uses third-party asset managers monitored through an independent due-diligence process.

Nicole Goddard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She has held roles at Waldman Plastic Surgery and Dermatology, Lamprey Health Care, and other organizations prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Angelo Kotsironis is a financial advisor at Fidelity with Series 66 and Series 63 licenses 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 such as Dylan and Pete's Ice Cream and Primo Pizza LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered investment companies and its application of algorithmic methods and AI in research.

David Salzberg is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, businesses, and non-profit organizations define and achieve their financial goals. He joined Merrill Lynch in 2011 and draws on over 25 years of senior management experience in the software development industry, including roles in international business development and product strategy at both large public companies and start-ups. This background supports his ability to develop sophisticated wealth management strategies for his clients. David’s expertise encompasses a comprehensive approach to financial planning that integrates investment management, tax planning, insurance, risk assessment, family dynamics, retirement planning, and estate considerations. His client focus areas include college education planning, divorce transition planning, legacy planning, socially responsible and values-based investing, and managing new wealth. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the State University of New York System. In addition to his professional career, David is involved in community service and the arts. He serves on the Concord Hospital Trust Board and its Planned Giving & Major Gifts Committee, volunteers as a Meal Coordinator at the Friendly Kitchen in Concord, NH, and has participated in various arts organizations and museum boards. His personal interests include baseball, cooking, gardening, music, painting, reading, and traveling.

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.

Daniel Michelon is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Capital Financial Services, and Crown Capital Advisors, where he is also President and co-owner. Outside of his advisory role, he leads Crown Capital Advisors, a firm involved in insurance product wholesaling and marketing agent recruitment. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options and is known for its scale, affiliate network, and recent consolidation activities.

Evelyn Jordan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and Edward Jones. Outside of finance, she is co-owner and social media manager of Grappellis Pizza in Peterborough, NH. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a wide range of investment advisory solutions supported by a large network of advisors and branch offices nationwide.

Nicole Estee is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2007. Her career includes seven years at Fidelity Personal and Workplace Advisors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that incorporate mutual funds, ETFs, and ETPs.

Jill Loveren is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

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.