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.

Gregory Pinsonneault is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2012, progressing through positions including Investment Consultant, Workplace Planning and Advice specialist, and Service Associate. His career reflects a sustained commitment to providing financial advisory services. Gregory collaborates with clients to develop comprehensive and holistic financial plans tailored to their individual goals and personal circumstances. His approach emphasizes understanding each client's unique vision and preferences to effectively manage their finances. Outside of his professional work, Gregory has interests in art, hiking, military service, reading, running, and writing.

Otto Rademacher is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held roles in various non-financial fields including hospitality and education. 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 manages discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery, with distinctive involvement in commodity pool operations and AI-driven research.

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 five years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2020, with prior roles at Granite State Credit Union, New Balance, and LOFT Outlet. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its registered advisory roles with multiple investment companies.

James Banks is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services Inc since 1999. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, with an investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated management structures, and its advisory roles to registered investment companies and fund-of-funds.

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 with Fidelity and holds Series 63 and Series 66 designations. He has 18 years of industry experience, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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 at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various roles since 2007. Outside of his advisory work, he serves as a director on the board of Quayside Yacht Club, a private yacht club in New Hampshire. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs.

Dwight Perry is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. 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.

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.

Nicole Goddard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She has held roles at Waldman Plastic Surgery and Dermatology, Lamprey Health Care, and other organizations prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Angelo Kotsironis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Utility Cloud AESC, the United States House of Representatives, and involvement with small businesses such as Dylan and Pete's Ice Cream and Primo Pizza LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered investment companies and its application of algorithmic methods and AI in research.

David Salzberg is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, businesses, and non-profit organizations define and achieve their financial goals. He joined Merrill Lynch in 2011 and draws on over 25 years of senior management experience in the software development industry, including roles in international business development and product strategy at both large public companies and start-ups. This background supports his ability to develop sophisticated wealth management strategies for his clients. David’s expertise encompasses a comprehensive approach to financial planning that integrates investment management, tax planning, insurance, risk assessment, family dynamics, retirement planning, and estate considerations. His client focus areas include college education planning, divorce transition planning, legacy planning, socially responsible and values-based investing, and managing new wealth. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the State University of New York System. In addition to his professional career, David is involved in community service and the arts. He serves on the Concord Hospital Trust Board and its Planned Giving & Major Gifts Committee, volunteers as a Meal Coordinator at the Friendly Kitchen in Concord, NH, and has participated in various arts organizations and museum boards. His personal interests include baseball, cooking, gardening, music, painting, reading, and traveling.

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.

Amy Katz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at St. Mary’s Bank and held various roles in retail and healthcare-related fields. Outside of her advisory work, she operates an Etsy shop where she crochets and sells handmade items. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies.