Shawn Monty is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Commonwealth Financial Network for 31 years and Financial Strategies Retirement Partners for 18 years, where he was a managing partner and co-owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals while integrating technology and cybersecurity measures into its operations.

John Cairns is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at several country clubs, including Myopia Hunt Club where he served as a caddie. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Adam Deamicis is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he was involved with several small businesses related to pet care, including Park 9 Dog Daycare and Training and Lakefront Dog Retreat. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for multiple registered investment companies and delivers model portfolios to intermediary platforms, incorporating advanced algorithmic and AI-driven research techniques.

Carter Matthews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Onyx Speciality Papers, Pittsfield Public Schools, Berkshire Law Group, and the University of Massachusetts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic methods in its investment process.

Kaitlyn Cheever is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a broad client base and maintains roles in registered investment companies and fund-of-funds management.

Jason Tucker is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC and Berkshire Hathaway Home Services, Verani Realty. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset investment approach.

Michael Wood is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Market Basket and Social Security Disability, as well as positions in manufacturing and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and offers model portfolios and advisory services with an emphasis on oversight, systematic methodologies, and governance.

Brian Cascio is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2013. He is also affiliated with Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model solutions.

Philip Chiaraluce is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including at Uber, Amazon, Whole Foods Market, and Manchester Community College. Outside of his advisory work, he has experience working on the produce floor at Whole Foods Market during evenings. 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 deliver model portfolios and discretionary management services.

Daniel Gilbert is an Investment Solutions Representative III at Fidelity, where he collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He has been with Fidelity since 2023, initially serving as a Customer Relationship Advocate before advancing to his current role in 2024. In his position, Daniel draws on his experience in client relations and investment solutions to support individuals in navigating their financial journeys. Outside of his professional work, he enjoys comedy, kayaking, movies, and traveling.

Bill Fleming is a Planning Consultant currently employed at Fidelity. In his role, he collaborates with clients to develop personalized financial plans that align with their investment comfort levels and financial goals. His approach emphasizes building relationships based on trust and mutual understanding. Bill has professional experience as a Planning Consultant at Fidelity since 2026 and previously served as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he worked as a Financial Consultant at Santander Investments between 2021 and 2023. He holds an AR Insurance License. Outside of his professional work, Bill enjoys camping, football, outdoor adventures, and sailing.

Jacqueline Mullen is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services Inc since 2001. Outside of her advisory role, she works as an independent contractor providing nutrition coaching and CrossFit instruction. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm serves various clients, including charitable funds and registered investment companies, and incorporates algorithmic methods and AI in its investment process.

Kweku Koom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he worked at M&T Bank and held various roles including support advocate at the Sevenhills Foundation, where he provided physical and mental support to individuals with special needs. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Heather O'Leary is a financial advisor at Charles Schwab with 22 years of industry experience. She has been with Charles Schwab since 2008 and holds Series 63 and Series 66 credentials. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory guidance with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by research and due diligence on alternative investments.

John Gibson is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Amazon.com and spent several years as a homemaker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Jahaziel Martinez is a financial advisor with Fidelity, holding a Series 66 license and currently based in Merrimack, NH. He has one year of industry experience at Fidelity Investments and a background that includes roles at Isabella Med Spa LLC and T-Mobile. 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 create model portfolios from a broad investable universe of funds and ETFs. The firm also holds distinctive roles such as commodity pool operator registration and advisory duties for multiple registered investment companies.

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.