Christopher Horne is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity divisions since 2014. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including 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 deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Scott Hanley is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic and AI-driven methods in its investment process.

Amy Noble is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she is part of a team focused on delivering personalized service and building long-term client relationships based on trust and reliability. She has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, High Net Worth I Representative, High Net Worth II Representative, before assuming her current position in 2023. This experience has provided her with a solid foundation in wealth management and client service within the financial industry.

Randolph Allaire is a Series 66-credentialed financial advisor with five years of industry experience, currently working at Fidelity. He has held roles at Fidelity Brokerage Services LLC since 2020 and previously worked at Mears Group and several other firms. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. 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.

Krystal Nelson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her background includes roles at Fidelity Brokerage Services and Hampshire Hospitality Holdings. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Karen Gallant is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2002, including prior roles at LPL Financial and Northeast Planning Associates. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, with offerings that include discretionary portfolio management and fund advisory. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in managing its model portfolios.

Gina Ferri is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her background includes roles at Fidelity Investments since 2022, as well as work at Winnisquam Marine and the US Census Bureau. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Zachary Daly is a Series 66-licensed advisor with Fidelity, based in Merrimack, NH, and has four years of industry experience. His prior work includes roles at RBI Boston and Total Wine & More. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Alondra Eme is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Granite State Credit Union and New Balance. 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 to deliver model portfolios from a broad investable universe.

James Banks is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity divisions since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to several registered investment companies.

Michael Brannen is a Benefits & Planning Consultant in Executive Services. He collaborates with clients to develop financial plans aimed at supporting their financial goals, emphasizing strong client relationships built on trust, reliability, and competency. Michael has held several roles at Fidelity Investments, gaining extensive experience in financial planning and client relationship management. His positions include Investment Consultant from 2022 to 2026, Planning Consultant from 2021 to 2022, Relationship Manager from 2019 to 2021, Financial Representative in 2019, and Workplace Planning Consultant II from 2017 to 2019.

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.

Michael Bernier is a financial advisor at Merrill in Nashua, NH, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Robbins Farley LLC. He has been with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Craig Holmy is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Holmy is based in Merrimack, NH. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios across intermediary platforms and maintaining a distinctive advisory role with multiple registered investment companies.

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 with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with various Fidelity entities since 2007 and currently serves as a director on the board of Quayside Yacht Club, a private yacht club in New Hampshire. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Dwight Perry is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2004. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

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.