Carlie Howard is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity in 2022, she worked in various roles including at Ledgewood Bay Northbridge Communities and Songbird Piano Studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Brian Magoon is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and the Series 66 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Jakob Zylak is a CFP® and ChFC® with eight years of experience in financial advising, currently with Ameriprise Financial Services, LLC since 2020. His prior roles include work at Ameriprise Financial Services, Inc. and community involvement with New Hampshire Job Corps, as well as collegiate residential life and soccer refereeing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s retirement income service features a centralized team support model and incorporates proprietary research and third-party data within a defined investment framework.

Susan Natsios is a financial advisor at RBC Capital Markets with 32 years of industry experience. She has held her current position since 2010. Her credentials include Series 63 and Series 66 registrations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, 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, supported by comprehensive portfolio management and financial planning services.

Travis Corbin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has developed his career at Fidelity through various roles including Director, Retirement Planner from 2013 to 2019, Retirement Relationship Manager from 2009 to 2012, Retirement Solutions Representative from 2007 to 2009, and Customer Support Service in 2007. Prior to joining Fidelity, he worked as an Agent at New York Life Insurance Company from 2005 to 2006. Travis holds insurance licenses in Arkansas and California. He focuses on helping clients develop clear financial plans aimed at confident retirement. His approach involves forming strong financial plans that can be reviewed and adjusted over time to meet clients' goals. Outside of his professional work, Travis is interested in baseball, camping, football, scuba diving, swimming, and volunteering.

Troy Mottard is a financial advisor with Merrill in Manchester, NH, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Bank of America, N.A. and owned a landscaping business, M Outdoor Works, which he operates outside of securities trading hours. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Mcgrath is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he serves as Youth Director at Bay State Baptist Church, where he leads the youth group and organizes events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Jaime Mendez is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2023. Their professional journey includes roles as an Investment Management Consultant II and Client Management Representative at Fidelity Investments, as well as senior positions in fixed income trading and wholesaling at MFS Investment Management. Jaime began their career in investment operations at Scudder Kemper Investments. Jaime holds insurance licenses in Arkansas and California. They emphasize a collaborative approach to financial planning, focusing on active listening and building trust with clients to guide them through their financial goals. Outside of work, Jaime enjoys outdoor activities such as camping, hiking, kayaking, and snowboarding, as well as music.

Paul Dery is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. He has been with Fidelity Investments since 2000, initially serving as a Service Trading Representative from 2000 to 2004, then as an Investment Representative from 2004 to 2007 before advancing to his current role. With 25 years of industry experience and 18 years as a Financial Consultant, Paul has encountered a wide range of financial scenarios, which contributes to his comprehensive understanding of the field. In his role, Paul focuses on helping clients simplify, develop, and implement strategies to build, preserve, and distribute wealth efficiently and effectively. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Paul has interests that include fitness, football, golf, music, parenthood, and pets.

Dawn Cillo is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held positions at PaineWebber Inc. for 21 years and Granite VNA for one year before joining Morgan Stanley Smith Barney LLC in 2022. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Melissa Nordaby is a financial advisor with Cambridge Investment Research Advisors based in Bedford, NH. She holds Series 63 and Series 65 designations and has 26 years of industry experience, including 20 years with Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Christopher Horne is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Fidelity Investments since 2023, Fidelity Personal and Workplace Advisors from 2018 to 2025, and FIDELITY Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Scott Hanley is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple investment vehicles.

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 financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2020 and joined Fidelity in 2025. Prior to this, his career included roles at Mears Group, Reeds Ferry Sheds, and several other firms. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, serving a broad client base including registered investment companies and charitable funds.

Krystal Nelson is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2017. Prior to joining Fidelity Investments in 2025, she spent three years with Mill Falls at the Lake, Hampshire Hospitality Holdings. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs.

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 63 and Series 66 credentials and five years of industry experience. She has worked at Fidelity Investments since 2020 and has prior experience 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, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI and algorithmic tools in portfolio management.