Gregory Morgan is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Robert Half AccountTemps, and the New Hampshire Housing Financial Authority. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Elizabeth Thomas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in media and health sectors, such as Fox Business Network and Elevance Health, as well as involvement with the York School District and Studigo LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and delivery of model portfolios, and utilizes systematic methodologies and oversight controls to manage client assets.

Autumn Bishop is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience in diverse roles including positions at Massage Envy and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

James Mastrianni is a Planning Consultant at Fidelity Investments. He is committed to helping individuals and families achieve their financial goals by collaborating closely with clients to develop comprehensive financial plans tailored to their unique objectives. His approach centers on building trusting relationships to support clients through various life events. James has held several roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, and High Net Worth Associate, gaining experience across diverse areas of financial advising. He holds an Arkansas Insurance License. Outside of his professional responsibilities, James enjoys activities such as fishing, football, golf, skiing, traveling, and participating in social events with friends.

Byron Thresher is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 1998, progressing through various roles including Retirement Relationship Manager, Income Planning Consultant, and Retirement Investment Specialist. His extensive experience spans over twenty-five years, focusing on assisting clients with long-term and disciplined investment strategies. Throughout his career, Byron has worked closely with clients to understand their overall financial situations, providing guidance tailored to their specific needs and goals. He holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and income strategies. Outside of his professional responsibilities, Byron enjoys board games, family activities, hiking, kayaking, skiing, and table tennis.

Colin Gallagher is the Vice President, Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. Prior to this, he served as Vice President, Financial Consultant at Fidelity Investments from 2013 to 2018. He began his career as a Financial Advisor at Morgan Stanley, where he worked from 2009 to 2013. Colin focuses on understanding his clients' financial goals and aspirations to design tailored financial plans that suit their individual circumstances. His experience spans over a decade in financial consulting and advising, emphasizing personalized planning. No additional information regarding Colin's education, credentials, personal interests, or community involvement is provided.

Jaclyn Provost is a financial advisor at Fidelity with professional experience spanning three years. She holds the Series 66 and Series 63 licenses and has previously worked at Northeast Credit Union and several other firms including Jamberry and DoorDash. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Nicholas Baudo is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Enterprise and John Hancock. Outside of finance, he has held various roles including work at Saint Thomas Aquinas High School and the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Gada Asvaraksh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Gada worked at Comcast for six years, RGH Hospitality for two years, and Hilton Hotels and Resorts for eighteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Alicia Steere is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and algorithmic portfolio construction. The firm is noted for its use of model portfolios, formal advisory roles to registered investment companies, and application of AI tools in research.

Christopher White is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he serves as Treasurer of the Lexington Ski Club, a family ski club focused on social activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large client base with an integrated operational model that includes advisory, brokerage, custody, and alternative investment services.

Michael Rinaldi is a CFP® and CFA® charterholder with five years of experience in financial advising. He is currently with Edward Jones and has previously worked at Baystate Financial, MassMutual, Northwestern Mutual, and Athena Capital Advisors. 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 discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Andrew McFarlin is a Financial Consultant at Fidelity Investments, where he has held various roles since 2016. His current position involves partnering with clients across all life stages to develop and implement financial plans aimed at achieving their long-term goals. Andrew's professional experience spans several positions at Fidelity Investments, including Planning Consultant, Investment Solutions Representative III, Regional Center Investment Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, he worked at New England Private Wealth Advisors, MFS Service Center Inc, and Boston Partners Financial Group. He holds insurance licenses for Arkansas and California. Outside of his professional career, Andrew has personal interests that include cars, family activities, food, golf, lakes, and pets.

Xavier Rios is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at The Home Depot and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages multi-manager and fund-of-funds structures with oversight that addresses conflicts of interest.

Haley Iovaine is a Planning Consultant at Fidelity Investments, where she focuses on collaborating with individuals and their families to develop holistic financial plans. Her goal is to help clients feel comfortable and confident as they work toward achieving their financial objectives, including retirement, college savings, and financial independence. Haley has been with Fidelity Investments since 2019, holding positions such as Customer Experience Associate, Financial Representative, Financial Associate, Relationship Manager, and currently Planning Consultant. This progression demonstrates her growing experience in client relationship management and financial planning within the company.

Hannah Trask is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients and their Wealth Management Advisors to develop and implement financial plans tailored to their unique goals and needs. She has been in this role since 2021. Prior to her current position, Hannah held several roles at Fidelity Investments, including Relationship Manager from 2020 to 2021, Financial Representative from 2019 to 2020, and Customer Relationship Advocate from 2017 to 2019. This progression reflects her experience in client relationship management and financial planning within the firm.

Erica Hubbard is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves on the Board of Directors and acts as Publicity Coordinator for the Windham Baseball and Softball League. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supporting clients through a centralized retirement-income consulting team.

Steven Tolpa is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Steven works with individuals and families to develop personalized financial plans tailored to their unique situations and goals. His professional experience encompasses a range of responsibilities within financial consulting, focusing on helping clients achieve long-term financial success. Steven emphasizes integrity, passion, and values in his approach to financial planning. Outside of his professional role, Steven enjoys family activities, fishing, golf, and skiing.

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.