Kyle Gauthier is a CFP® professional with eight years of industry experience. He is currently affiliated with Edelman Financial Engines and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Citizens Securities, Inc., Citizens Bank, and also had a brief tenure with the San Diego Padres. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

John Gibson is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Amazon.com and spent several years as a homemaker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Jahaziel Martinez is a financial advisor with Fidelity, holding a Series 66 license and currently based in Merrimack, NH. He has one year of industry experience at Fidelity Investments and a background that includes roles at Isabella Med Spa LLC and T-Mobile. 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 to create model portfolios from a broad investable universe of funds and ETFs. The firm also holds distinctive roles such as commodity pool operator registration and advisory duties for multiple registered investment companies.

Chad Pick is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various divisions of Fidelity Investments since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves in advisory capacities to multiple registered investment companies.

Brian Lavoie is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial in Nashua, NH. He has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2006. In addition to his advisory work, Lavoie periodically serves as an adjunct faculty member teaching finance-related courses at Southern New Hampshire University, Kaplan Financial, and other local colleges. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-based solutions.

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 the Series 66 and Series 63 designations. Prior to joining Fidelity, he worked at Mass Eye and Ear and Bentley University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies and oversight controls in its management processes.

Nikolla Gjini is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Salem Five Bank, Bleta-Cotti Inc, and Target. Outside of his advisory role, he also works as an Uber driver. 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 diversified model portfolios.

Thomas Scala is a financial advisor with Fidelity, holding a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments beginning in 2024 and prior experience in sales and hospitality sectors. 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 systematic portfolio construction. The firm serves a diverse client base through discretionary management, fund advisory, and model portfolio solutions.

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 at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She has held positions at Granite State Management and Resources, Wentworth Douglas Hospital, and Great Bay Community College prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and model portfolio platforms.

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 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

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 with Fidelity Investments, holding 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 retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive capabilities such as commodity pool operation and advisory roles to multiple registered funds.

Raj Patel is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked at T-Mobile for seven years before joining Fidelity. His earlier roles include work at 2020 Companies and the University of Massachusetts Lowell. Fidelity’s Strategic Advisers LLC, where Patel is based, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

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.