Garrett White is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. Fidelity’s Strategic Advisers LLC serves retail and institutional clients, offering investment management, advisory services, and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods.

Isaac Wyckoff 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 Regatta Group LLC, Casa Systems Inc, and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and fund-of-funds.

Lisa Walker Gallant is a ChFC® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. She serves as Chair of the Finance Committee for the Boys and Girls Club of Greater Salem, where she is a current board member. 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.

Christine Grady is a CFP®-certified financial advisor with 25 years of industry experience, currently with Fidelity in Nashua, NH. She has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves in formal advisory roles for multiple registered investment companies.

Gregory Palmer is a financial advisor with Mass Mutual Investors Services in Londonderry, NH, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He previously worked at MetLife Securities for 16 years before joining MassMutual in 2017. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers specialized planning programs, including estate settlement and employer-sponsored planning.

Nicole Gilbert is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. She previously worked at Sagepoint Financial, INC for 13 years before joining Fidelity in 2022. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Charles Dunlap is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2011. Dunlap holds a Series 66 designation and operates out of Manchester, NH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Boris Andrijanic is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and a range of advisory roles including management of registered investment companies and model portfolios for intermediary platforms.

Alethea Fifield is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction techniques, serving a broad range of investors through discretionary and non-discretionary services.

Michael Aquino is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2008 and concurrently operates Broad Street Planning, LLC. Additionally, he serves as a notary public, providing these services without charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Cameron Legvold 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 General Nutrition Center, YMCA of Greater Boston, Nashua Silver Knights, and Nichols College. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

William Butler IV is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Nick Siik is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, serving in various roles including National Planning Consultant, Account Executive, Investment Consultant, and Retirement Investment Specialist. His professional focus includes comprehensive financial planning and investment consulting. Nick holds insurance licenses in Arkansas and California. His approach emphasizes careful attention to detail and proactive steps to support his clients' financial goals, as reflected in his personal statement about the importance of continual progress. Outside of his professional work, Nick engages in activities such as family time, fitness, skiing, traveling, and volunteering.

Daniel Maydwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at Merrill Lynch for four years and has been with Fidelity Investments since 2025. Prior to his finance career, he was employed at the New York Athletic Club for four years. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it serves a range of intermediary platforms.

Leigh Richardson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is employed at Monadnock Oil and Vinegar Co., LLC, where he works in sales. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Alan Jeffers is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Cambridge Focus, ShoreGroup Solutions, and Pepperdine University, where he also volunteered at the university's Volunteer Center. Fidelity’s Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Jo Ellen Manhardt is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Corey Callahan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC, Fidelity Personal and Workplace Advisors, and Strategic Advisers LLC since 2017. His prior experience includes a year at Cal Logistics LLC. 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. The firm manages portfolios that include mutual funds, ETFs, and ETPs, and offers advisory roles to multiple registered investment companies and fund-of-funds.

Bradford Crocker is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has been affiliated with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is known for its formal advisory role to registered investment companies and its use of AI and systematic methodologies in portfolio management.

Jennifer Riley is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked for five years at Coldwell Banker Residential Brokerage and spent several years as a homemaker. She also engages in real estate referrals, receiving referral fees by connecting clients to realtors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.