Jahaziel Martinez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Isabella Med Spa LLC and has an ongoing role at T-Mobile. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, its role advising multiple registered investment companies, and its registration as a commodity pool operator.

Thomas Dyer is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Osaic FA, Inc. from 2007 to 2010. Outside of his advisory role, he produces a local business interview show on community access television and provides guidance to parents on non-financial aspects related to college planning through Beacon College Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, with a focus on customizable strategies and a broad platform that integrates advisory and non-advisory financial services.

Chad Pick is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Fidelity in various roles since 2011. 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, delivering model portfolios constructed from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Robert Crowley is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in multiple roles within Fidelity since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, management of fund‑of‑funds structures, and formal advisory roles to registered investment companies.

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®-certified financial advisor with 23 years of industry experience, currently affiliated with LPL Financial since 2006. He previously worked at Mass Mutual Investors Services from 2004 to 2006. In addition to his advisory role, he serves as an adjunct faculty member teaching finance-related courses at Southern New Hampshire University, Kaplan Financial, and other local colleges. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Matt Kirby is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals, families, and business owners to develop collaborative financial strategies focused on long-term confidence and well-being. His approach emphasizes partnership and advocacy to support clients through evolving financial challenges. Kirby has been with Fidelity Investments since 2014, progressing through roles including Portfolio Specialist, Senior Portfolio Specialist, and Planning Consultant. His professional experience centers on portfolio management and financial planning. He holds the CFP® designation, reflecting his credentials in financial planning.

Nikolla Gjini is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and having one year of industry experience. His work history includes roles at Fidelity Investments, Salem Five Bank, and other organizations. Outside of his advisory role, he works as an Uber driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios.

Rafael Brito is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with PFS Investments Inc. since 2017 and has been associated with Primerica Financial Services since 2004. Outside of advising, Brito is involved with Primerica Mortgage, LLC and Primerica Client Services, Inc. through referrals of home-related products and owns Brito Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies supported by third-party managers and custodial services, focusing primarily on individual investors rather than institutional portfolios.

Brett Frittitta is a financial advisor at Fidelity with six years of industry experience. He previously worked at Putnam Investments for eight years before joining Fidelity Brokerage Services and Fidelity Investments. Frittitta serves as a trustee for the Community Center Trust Lawrence Lodge 902 OSIA, a nonprofit organization focused on managing property maintenance and upgrades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and supports multiple registered investment companies and fund-of-funds.

Sierra Brady is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Granite State Management and Resources and has diverse experience in healthcare and education sectors. 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 deliver model portfolios and advisory solutions.

John Curtin is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing Ameriprise-managed accounts and using algorithmic tools overseen by a dedicated committee.

Nicholas Salafia is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Concord Group Insurance Company and Lincoln Financial Distributors prior to his current role. 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. The firm is notable for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory roles with multiple registered investment companies.

Cory Latham is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2004, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Emily Coleman is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.

Connor Slein is a financial advisor with Edward Jones in Salem, NH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at American Funds and American Funds Distributors, Inc. Outside of his advisory work, he serves as Head of Operations for Funapee Family Realty LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Maddy Aslansan is a Financial Consultant at Fidelity Investments. She collaborates with clients to develop and implement personalized financial plans aimed at building, preserving, and transferring wealth. Maddy supports individuals and their families through each stage of their financial journey. She has been with Fidelity Investments since 2019, holding various roles including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. This progression reflects her experience in financial planning and client relationship management. Further educational background and personal interests have not been provided.

Kyle Vallee is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at GW & Wade Wealth Management LLC and Stoneham Municipal Employees Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.