David Kiley is a Series 66-licensed financial advisor with LPL Financial, based in Bedford, NH, with 17 years of industry experience. He has been associated with LPL Financial since 2008 and is a partner at Olbricht Kiley Group, LLC, a CPA firm providing accounting, tax advice, and consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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.

Brian Miller is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including at Mass Eye and Ear and Bentley University. Fidelity’s Strategic Advisers LLC, where Miller is based, offers 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Nikolla Gjini is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and having one year of industry experience. Prior to Fidelity, Gjini worked at Bleta-Cotti Inc, Salem Five Bank, and held various positions including driving for Uber. Outside of finance, he has experience providing rideshare services as an Uber driver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct systematic model portfolios across mutual funds, ETFs, and ETPs.

Thomas Scala is a financial advisor with Fidelity, holding a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments beginning in 2024 and prior experience in sales and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and systematic portfolio construction. The firm serves a diverse client base through discretionary management, fund advisory, and model portfolio solutions.

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 at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Granite State Management and Resources, Wentworth Douglas Hospital, and Great Bay Community College. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves a variety of clients, including registered investment companies and charitable funds.

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.

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 63 and Series 66 credentials 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 retail and institutional clients, including management of model portfolios based on proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its investment approach.

Raj Patel is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked at T-Mobile for seven years before joining Fidelity. His earlier roles include work at 2020 Companies and the University of Massachusetts Lowell. Fidelity’s Strategic Advisers LLC, where Patel is based, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Philip Chu is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at UST Securities Corp and Bank of America for 17 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Ruger is a Series 66-licensed financial advisor with Fidelity, based in Nashua, NH, with 18 years of industry experience. He has been with Fidelity Investments since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves as an advisor to multiple registered funds and institutional platforms.

Shane Crayton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior work experience includes roles in healthcare, fitness, and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services that include discretionary and non-discretionary management.

Christine Patane is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, with additional experience at Premier Mortgage Lending. Outside of her advisory role, she serves as a property manager for a multi-family real estate business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Raymond Halpin is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004, including 11 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner and president of The Halpin Company, which manages bookkeeping, tax filing, and related business operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Amy Locke is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across several Fidelity divisions since 2014. 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 offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with notable involvement in commodity pool operations and the use of AI-driven research methods.

Nora Dube is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for seven years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach includes model-based asset allocations and proprietary research tailored to clients’ goals and risk tolerances.