Brooke Spicer is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Outside of her advisory role, she maintains a travel blog called Travel Babble Repeat where she shares travel experiences. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Ethan Keyes is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes various roles at Gordon College and Retirement Resources Investment Corporation. 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 manages model portfolios utilizing mutual funds, ETFs, and ETPs, and has regulatory registrations and advisory roles that distinguish it among large institutional firms.

William Johnson is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 2000. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios using systematic methodologies.

Madan Thebe is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PFS Investments, Inc. and Primerica Financial Services. He is also the owner of Madan K. Thebe/Faith Math LLC, a business involved in referrals for home security and automation products, as well as loan product sales. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by third-party asset managers and supports clients primarily through a large network of financial advisors.

Erol Senel is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2007, including a tenure at TD Ameritrade from 2009 to 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work, portfolio management, and fund consulting. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Andrew Giovanniello is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he held various positions including roles in education and retail. Outside of his advisory work, he is the founder of Metropolitan Properties LLC, a residential rental property business in southern New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and the construction of model portfolios using proprietary research, quantitative analysis, and systematic methodologies.

Zachery Morris is a Series 66-licensed financial advisor with 11 years of industry experience, currently working at Fidelity. His tenure includes roles at Fidelity Brokerage Services since 2015 and Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund advisory and model portfolios, with oversight controls and conflict-of-interest evaluations in place.

Kevin Therrien is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles outside the financial sector, such as involvement with Rhode Race and Events and teaching positions at Nashua Community College and Southern New Hampshire University. 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 a range of investment products including mutual funds and ETFs.

Shannon Ponte is a financial advisor at Fidelity with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its brokerage services since 2015. 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’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, with oversight and evaluation designed to address conflicts of interest.

Mike Kiritsy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients and their families to develop personalized financial plans tailored to their unique goals. Mike has been with Fidelity Investments since 2009, where he has held several positions including Investment Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Service and Trading Representative. His extensive experience spans various aspects of financial consulting and retirement solutions.

Tyler Skvorak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has been a senior loan officer at Homestead Mortgage Loans since 2014, assisting consumers with mortgage lending. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using a collaborative and software-driven approach to develop client-focused investment strategies.

John paul Sayah is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Workplace Planning Consultant at the same firm from 2022 to 2025. His professional experience is focused on providing financial planning services. He holds insurance licenses in Arkansas and California and is proficient in Arabic, French, and Spanish. John paul approaches financial planning by prioritizing client relationships and aligning strategies with clients' values and goals. Outside of his professional work, John paul has personal interests that include art, painting, spending time at the beach, caring for pets, and playing soccer.

Douglas Howes is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with Woodbury Financial Services, Inc. for 16 years. Outside of his advisory role, he serves as Vice President of the Atkinson Youth Baseball & Softball Association and is a board member of the Southern New Hampshire Softball League. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services utilizing various asset-allocation tools and third-party arrangements.

Jeffrey Reaves is a Financial Consultant at Fidelity Investments, where he has been working since 2023. In his role, he focuses on understanding clients' priorities and assisting them in planning for life events and achieving their financial goals. He maintains ongoing relationships with clients to help them stay on track or adjust their plans as needed. Jeffrey has been with Fidelity Investments since 2019, progressing through roles including Investment Solutions Representative, Portfolio Specialist, and Investment Consultant. He holds an Arkansas Insurance License.

Kerry Santerre is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. His current role at Fidelity Investments began in 2025. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kyle Egnet is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Staples for three years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple funds.

Jean Paul Fauvel is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, while also serving as a registered commodity pool operator and adviser to multiple registered investment companies.

Blake Murray is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance Company. Outside of financial services, he spent two years involved with 603 Brewery and has experience in education and family dentistry settings. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Kelly O'Hara is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked in various roles across multiple firms, including Fidelity Investments since 2020. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages oversight of sub-advisers and share allocations.

Sean Lynch is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. Lynch has served on the boards of charitable organizations including the Aria Covey Foundation and FeedNH, and he is a committee member with the Scouts of New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party investment management with a range of portfolio and financial planning services.