Mark Levesque is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016. Levesque serves on the board of the Nashua Rotary West, a nonprofit organization focused on charitable activities and community scholarships. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Kevin Lucius is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments since 2020 and prior experience at The Renewable Trading Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in research.

Brendan O'Brien is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017. Prior to that, he was employed at Rite Aid and the University of New Hampshire. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures and model portfolios.

Brandon Borneman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Demoulas Market Basket and several restaurants. He is currently based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a registered commodity pool operator, and its advisory services to multiple registered investment companies.

Ronald Paolo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Northeast Metropolitan Regional Vocational High School, Merrimack College, and Vector Marketing. 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 across mutual funds, ETFs, and ETPs.

Anne Casey is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Andrea Michelon is a financial advisor at UBS Financial Services with 18 years of experience in the industry. She held a position at Merrill from 2009 to 2023 before joining UBS. Outside of her advisory work, Michelon serves as a consultant for Arbonne, focusing on nutritional products, cosmetics, and lifestyle coaching. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and financial planning solutions.

Matthew Smith is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior work includes roles at Crazedkicks LLC and Finish Line. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction methods. The firm is noted for its algorithm-driven investment process and its advisory role to multiple registered investment companies.

James Reicher is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in wireless sales roles at Verizon and in the retail sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a noted focus on systematic methodologies and long-term asset allocation.

Cameron Lariviere is a financial advisor at Fidelity with Series 66 certification and one year of industry experience. Prior to joining Fidelity, he held positions across various organizations including Sant Bani School, McLane, and New Hampshire Liquor & Wine Outlet. Outside of finance, he has served as a hockey official for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and advisory services for registered investment companies and utilizes systematic methodologies alongside oversight controls.

Benjamen Rafferty is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2026 and previously held roles at Fidelity Brokerage Services LLC and Prime Buchholz & Associates. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary advice to client goals and has specialized offerings in municipal finance and SIMPLE IRA employer consulting.

Ashley Stewart is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Fidelity in various capacities since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research and quantitative analysis. The firm also serves as a commodity pool operator and adviser to multiple registered investment companies.

Vitor Diniz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has a progressive career within the company, having held roles such as Workplace Planning Consultant Team Leader, Workplace Planning Consultant Help Desk, Workplace Planning Consultant, and Financial Services Representative from 2019 onward. Vitor focuses on collaborating with clients to develop tailored wealth planning strategies that enable them to confidently pursue their financial goals. He holds insurance licenses in Arkansas and California, which support his work in financial and insurance planning. Outside of his professional career, Vitor has interests in fitness, football, parenthood, snowboarding, and soccer.

Kyle Pageau is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Fidelity entities since 2017. Prior to his financial career, he held roles in the restaurant industry and at the University of New Hampshire. 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 manage a range of portfolios, including fund-of-funds and model portfolios.

Kelsey Laplante is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2020. Her prior experience includes roles at Southeast Insurance Group, Coole Swan, Anchor Promotions, and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, managing model portfolios with oversight and the use of systematic methodologies.

Jeremy Forrence is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and over 18 years of industry experience. He has worked at Fidelity since 2008, including roles with Fidelity Personal and Workplace Advisors from 2018 to 2025. 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. The firm serves a range of clients, including charitable gift funds and registered investment companies, and offers services such as discretionary portfolio management and fund advisory.

Maria Callaghan is a CFP® professional with 14 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has held positions at firms including Commonwealth Financial Network, Northwest Asset Management, and Fidelity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance consulting alongside a range of advisory programs.

Daniel Curran is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Before joining Ameriprise, he served in the United States Army from 2018 to 2023. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Brian Smith is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked in landscape construction and related businesses. Outside of his advisory role, he owns and operates Stonesmith's Hardscapes, a landscaping and stone installation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Lucas Burke is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Watson Construction and By Appointment Only. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.