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.

Daniel Michelon is a financial advisor at OSAIC with 22 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Sagepoint Financial, Capital Financial Services, and Crown Capital Advisors, where he remains president and co-owner of an insurance product wholesale operation. Michelon is involved in the creation of marketing materials and agent recruitment for Crown Capital Advisors. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of integrated brokerage and advisory services. The firm employs asset-allocation tools, risk assessment, and automated portfolio management to construct diversified investment portfolios.

Nicole Estee is a financial advisor at Fidelity with Series 63 and Series 66 designations and 18 years of industry experience. She has been with Fidelity Investments and its affiliated firms since 2007, including her current roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products and model portfolios.

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.

Autumn Bishop is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to her current role, she has worked at various organizations including Massage Envy and Southern New Hampshire University. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Robert Hermann is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Raymond James, he spent two decades with Fidelity in various advisory roles. He is also employed as an associate at Paquette and Shaw Financial Services LLC, where he provides financial planning and investment assistance to clients. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored advisory solutions, including a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses, supported by a broad network of institutional resources.

Byron Thresher is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 1998, progressing through various roles including Retirement Relationship Manager, Income Planning Consultant, and Retirement Investment Specialist. His extensive experience spans over twenty-five years, focusing on assisting clients with long-term and disciplined investment strategies. Throughout his career, Byron has worked closely with clients to understand their overall financial situations, providing guidance tailored to their specific needs and goals. He holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and income strategies. Outside of his professional responsibilities, Byron enjoys board games, family activities, hiking, kayaking, skiing, and table tennis.

Jaclyn Provost is a financial advisor at Fidelity with professional experience spanning three years. She holds the Series 66 and Series 63 licenses and has previously worked at Northeast Credit Union and several other firms including Jamberry and DoorDash. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Nicholas Baudo is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Enterprise and John Hancock. Outside of finance, he has held various roles including work at Saint Thomas Aquinas High School and the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Gada Asvaraksh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Gada worked at Comcast for six years, RGH Hospitality for two years, and Hilton Hotels and Resorts for eighteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Alicia Steere is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and algorithmic portfolio construction. The firm is noted for its use of model portfolios, formal advisory roles to registered investment companies, and application of AI tools in research.

Andrew McFarlin is a Financial Consultant at Fidelity Investments, where he has held various roles since 2016. His current position involves partnering with clients across all life stages to develop and implement financial plans aimed at achieving their long-term goals. Andrew's professional experience spans several positions at Fidelity Investments, including Planning Consultant, Investment Solutions Representative III, Regional Center Investment Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, he worked at New England Private Wealth Advisors, MFS Service Center Inc, and Boston Partners Financial Group. He holds insurance licenses for Arkansas and California. Outside of his professional career, Andrew has personal interests that include cars, family activities, food, golf, lakes, and pets.

Xavier Rios is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at The Home Depot and other organizations. 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 discretionary and non-discretionary advisory services and manages multi-manager and fund-of-funds structures with oversight that addresses conflicts of interest.

Kristina Mairead Vailas is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill for four years. Outside of financial services, she had a brief role with Houlagan Lacrosse LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

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.

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.