Adam Deamicis is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he was involved with several small businesses related to pet care, including Park 9 Dog Daycare and Training and Lakefront Dog Retreat. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for multiple registered investment companies and delivers model portfolios to intermediary platforms, incorporating advanced algorithmic and AI-driven research techniques.

Kaitlyn Cheever is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2011. 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 fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using a systematic investment approach.

Jason Tucker is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC and Berkshire Hathaway Home Services, Verani Realty. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset investment approach.

Michael Wood is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles in Social Security Disability and various positions at New Hampshire Ball Bearings and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brian Cascio is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2013. In addition to his advisory roles, he is affiliated with Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delegates management to sub-advisers while maintaining oversight.

Philip Chiaraluce is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including at Uber, Amazon, Whole Foods Market, and Manchester Community College. Outside of his advisory work, he has experience working on the produce floor at Whole Foods Market during evenings. 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Daniel Gilbert is an Investment Solutions Representative III at Fidelity, where he collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He has been with Fidelity since 2023, initially serving as a Customer Relationship Advocate before advancing to his current role in 2024. In his position, Daniel draws on his experience in client relations and investment solutions to support individuals in navigating their financial journeys. Outside of his professional work, he enjoys comedy, kayaking, movies, and traveling.

Bill Fleming is a Planning Consultant currently employed at Fidelity. In his role, he collaborates with clients to develop personalized financial plans that align with their investment comfort levels and financial goals. His approach emphasizes building relationships based on trust and mutual understanding. Bill has professional experience as a Planning Consultant at Fidelity since 2026 and previously served as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he worked as a Financial Consultant at Santander Investments between 2021 and 2023. He holds an AR Insurance License. Outside of his professional work, Bill enjoys camping, football, outdoor adventures, and sailing.

Jacqueline Mullen is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2001. Outside of her advisory role, she works as an independent contractor coaching nutrition programs and CrossFit classes. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies including AI and long-term asset allocation strategies.

Kweku Koom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he worked at M&T Bank and held various roles including support advocate at the Sevenhills Foundation, where he provided physical and mental support to individuals with special needs. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Thomas Dyer is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2010, he was with Osaic FA, Inc. from 2007 to 2010. Outside of his advisory role, he produces a local business interview show on community access television and advises parents on non-financial aspects related to college preparation through Beacon College Advisors. 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 plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

Robert Crowley is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with multiple Fidelity entities since 1998, including Fidelity Investments Institutional Services Company and Fidelity Brokerage Services. Crowley currently works within Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers 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 provides discretionary and non-discretionary advisory services and is notable for its use of AI and algorithmic methods, as well as its roles with multiple registered investment companies and model portfolio delivery.

Yadollah Rezaee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Primerica Advisors since 2014 and also has concurrent experience at Raytheon Inc. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm employs an independent due-diligence process for asset managers and delegates trading responsibilities to BNY Mellon Advisors.

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.