Shelly Gillis is a CFP® with 21 years of industry experience and has been with Edward Jones since 2004. She holds Series 63 and Series 66 licenses and is based in Hollis, NH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Tyler Maider is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 credential and has prior experience working in various roles including the hospitality sector and administrative positions. Outside of finance, he has worked at a private athletic club, handling front desk operations and member services. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery with oversight of affiliated and unaffiliated sub-advisers.

Shona Armstrong is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 66 designation and has worked across multiple Fidelity divisions since 2006. 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 to manage model portfolios across various investment vehicles.

Lucas Spicer is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. Prior to his current role, he has held various positions including coaching fitness classes at a local gym. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base ranging from retail and institutional investors to registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, delivering model portfolios through intermediary platforms.

David Greco is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. He is dedicated to helping clients maximize their relationships with Fidelity by utilizing the available tools and resources to build financial plans aligned with their goals and aspirations. David has accumulated extensive experience within Fidelity Investments, serving in various capacities since 2010. His prior positions include Scrum Master from 2021 to 2024, Guidance Support Specialist from 2015 to 2021, Workplace Planning and Guidance Consultant from 2013 to 2015, and Defined Benefits Representative from 2010 to 2013. Outside of his professional work, David has personal interests that include baseball, cars, family activities, food, football, and skiing.

Chaz Newton is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Commonwealth Financial Group for two years and held various positions in logistics and retail sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including institutional and retail investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and involvement in advisory roles for registered investment companies.

Michael Yotts is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 15 years of experience in providing comprehensive financial guidance. He works closely with clients to understand their life priorities and collaborates to create personalized wealth management strategies tailored to their goals and aspirations. Michael's approach emphasizes the importance of a full financial picture and the integration of insights from Merrill and banking solutions from Bank of America. As a CERTIFIED FINANCIAL PLANNER® practitioner, Michael specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, retirement planning, tax minimization, socially responsible investing, and small business strategies. He and his team provide services encompassing concentrated stock management, asset and liability management, trust and estate planning, and access to lending services. His professional designations include CFP, CPWA, CSRIC, CTFA, and PIA. Michael holds a Bachelor's Degree from Southern New Hampshire University and a Certificate in Financial Planning from Boston University. He is a member of the Greater Boston Bankers Association and supports community organizations including Better Money Habits, New Hampshire Food Bank, and Southern New Hampshire University. Michael resides in southern New Hampshire with his wife and young son and has interests in baseball, camping, cooking, hiking, music, photography, reading, skiing, and traveling.

Jeffrey Davis is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors Corporation for nine years. Outside of advisory work, he is also an insurance agent offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance, and he co-owns a wealth advisory expense management entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios across various asset classes.

Robert Carpenter is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity since 2021 and prior experience in various industries such as sports and food service. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

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 66 and Series 63 credentials and five years of industry experience. He has worked at Fidelity Investments since 2020 and previously spent eight years with The Renewable Trading Company. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction and provides model portfolios to intermediary platforms.

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 with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. He has worked at Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. Their investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from 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 licenses and has worked with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and utilizes systematic methodologies, including AI tools, to manage portfolios and oversee affiliated sub-advisers.

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 with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held various positions across industries including education and beverage distribution, and has experience as a hockey official since 2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.

Benjamen Rafferty is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Prime Buchholz & Associates. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, and public sector entities. The firm offers tailored, typically non-discretionary advisory services supported by a broad network of institutional and municipal finance resources.