Justin Ivins is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience in security services and community college education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Christopher Mullen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2021, as well as positions at Amazon, Riverstone LLC, and the University of Connecticut. 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 deliver model portfolios and advisory services.

James Sargavakian is a financial advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. Prior to joining Fidelity, his background includes various roles primarily in education and short-term entrepreneurial activities. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates, including fund advisory and model portfolio delivery.

Christopher Hayes is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Andrew Madi is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and Chase Bank. 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. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and holds registrations and advisory roles that distinguish it among large institutional peers.

Katherine Cushing is a financial advisor with Fidelity Investments who holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Fidelity, she worked at Anthropologie and held various positions in retail. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

David Malone Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Donald Blalock is a Series 66-licensed financial advisor with Edward Jones in Milford, NH, where he has worked since 2010. He has 16 years of industry experience. Outside of his advisory role, he owns and maintains a rental property in Wolfeboro, 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 discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

David Schultz is a Financial Consultant at Fidelity Investments. With over 16 years of experience, he focuses on building personal relationships to understand clients' needs and goals, working closely to create customized strategies that support their financial objectives over time. His career at Fidelity Investments includes roles such as Investment Management Consultant III, Portfolio Specialist, Client Management Representative, Relationship Manager, Premium Service Representative, and Financial Representative, spanning from 2010 to the present. David holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in beach activities, bowling, fitness, golf, skiing, and traveling.

Andriana Nyzio is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Her prior roles include positions at TD Bank and various organizations in education and customer service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.

Christopher O'Brien is a Series 66 licensed financial advisor at Fidelity with 16 years of industry experience. He has been with Fidelity Investments and its affiliates since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Matthew Emmons is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various divisions of Fidelity Investments since 2007. He is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors.

Danielle Reimer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her background includes roles in education and retail prior to joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory work, fund advisory, and model portfolios, and is noted for its use of systematic methodologies and AI-driven research.

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.

Emily French is a financial advisor at Edward Jones in Hampstead, NH, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she worked for twelve years at HPMS Inc., The Therapy Connection, an online medical supply retailer, where she performed data entry and customer service duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices across the United States.

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 at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Investments and its affiliate Fidelity Personal and Workplace Advisors since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies and AI-driven research tools.

Ryan Tibbo is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Goldfinch Financial, Southern New Hampshire University, MowTown Power Equipment, and New Hampshire Technical Institute. Outside of his advisory role, he works as a teacher's assistant for the Harvard Division of Continuing Education. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services supported by model portfolios, third-party subadvisors, and proprietary research.

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.