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 two years of industry experience. His prior work includes roles at Commonwealth Financial Group and various positions outside finance such as at Amazon Logistics and the City of Manchester. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, utilizing systematic methodologies and AI-driven research in portfolio management.

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 with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nine years before joining Osaic. Outside of his advisory role, he is an insurance agent offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance, and he co-owns a wealth advisory entity used for expense management. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes various investment tools and third-party platforms to construct diversified portfolios and supports complex corporate and platform arrangements.

Robert Carpenter is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 licenses and five years of industry experience. His background includes roles outside finance, such as working with NH Sportsplex and Grand Slam Pizza. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and supports its advisory services with compliance and governance frameworks.

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 with Fidelity, holding a Series 66 designation and four years of industry experience. His career history includes roles at Fidelity Investments and prior positions in the retail and restaurant sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, multiple sub-advisers, and its advisory role to registered investment companies and fund-of-funds.

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 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage multi-manager fund structures.

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.