Chad Pick is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Fidelity in various roles since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Brian Lavoie is a CFP®-certified financial advisor with 23 years of industry experience, currently affiliated with LPL Financial since 2006. He previously worked at Mass Mutual Investors Services from 2004 to 2006. In addition to his advisory role, he serves as an adjunct faculty member teaching finance-related courses at Southern New Hampshire University, Kaplan Financial, and other local colleges. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nolan Kane is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to co-create personalized plans aimed at helping them achieve their financial goals. Nolan has been with Fidelity Investments since 2023, initially serving as a Customer Relationship Advocate before advancing to his current position in 2024. He holds an Arkansas Insurance License. Outside of his professional work, Nolan's personal interests include fishing, football, and golf.

Marshall Ben Tisdale is a financial advisor with Edward Jones in Westford, MA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Edward Jones since 2003. Outside of advising, he is involved in managing several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors.

Matt Kirby is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals, families, and business owners to develop collaborative financial strategies focused on long-term confidence and well-being. His approach emphasizes partnership and advocacy to support clients through evolving financial challenges. Kirby has been with Fidelity Investments since 2014, progressing through roles including Portfolio Specialist, Senior Portfolio Specialist, and Planning Consultant. His professional experience centers on portfolio management and financial planning. He holds the CFP® designation, reflecting his credentials in financial planning.

Brian Miller is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including at Mass Eye and Ear and Bentley University. Fidelity’s Strategic Advisers LLC, where Miller is based, offers 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Nikolla Gjini is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and having one year of industry experience. His work history includes roles at Fidelity Investments, Salem Five Bank, and other organizations. Outside of his advisory role, he works as an Uber driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios.

Brett Frittitta is a financial advisor at Fidelity with six years of industry experience. He previously worked at Putnam Investments for eight years before joining Fidelity Brokerage Services and Fidelity Investments. Frittitta serves as a trustee for the Community Center Trust Lawrence Lodge 902 OSIA, a nonprofit organization focused on managing property maintenance and upgrades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and supports multiple registered investment companies and fund-of-funds.

Sierra Brady is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Granite State Management and Resources and has diverse experience in healthcare and education sectors. 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 deliver model portfolios and advisory solutions.

Nicholas Salafia is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Concord Group Insurance Company and Lincoln Financial Distributors prior to his current role. 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. The firm is notable for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory roles with multiple registered investment companies.

Cory Latham is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2004, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Emily Coleman is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.

Maddy Aslansan is a Financial Consultant at Fidelity Investments. She collaborates with clients to develop and implement personalized financial plans aimed at building, preserving, and transferring wealth. Maddy supports individuals and their families through each stage of their financial journey. She has been with Fidelity Investments since 2019, holding various roles including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. This progression reflects her experience in financial planning and client relationship management. Further educational background and personal interests have not been provided.

Kyle Vallee is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at GW & Wade Wealth Management LLC and Stoneham Municipal Employees Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Philip Chu is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at UST Securities Corp and Bank of America for 17 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Ruger is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments since 2008, including a brief tenure at Ameriprise in 2007. Strategic Advisers LLC, a Fidelity Investments company, 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 serves a diverse client base and is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Shane Crayton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior work experience includes roles in healthcare, fitness, and education sectors. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services that include discretionary and non-discretionary management.

Christine Patane is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, with additional experience at Premier Mortgage Lending. Outside of her advisory role, she serves as a property manager for a multi-family real estate business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Amy Locke is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across several Fidelity divisions since 2014. 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. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with notable involvement in commodity pool operations and the use of AI-driven research methods.

Ryan Kerr is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2006, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. His prior experience includes positions at Edward Jones, Charles Schwab, Citizens Securities, and UBS Financial Services. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.