William Gray is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he assists clients by understanding their situations and goals to develop strategies that help keep them on track financially. He emphasizes engaging in conversations to identify what is most important to clients and the goals they are saving for, enabling him to co-create tailored financial plans. Prior to his current role, William worked at Fidelity Investments as an Investment Solutions Representative from 2021 to 2023. His earlier experience includes positions as a Registered Representative at MML Investor Services and Hornor Townsend & Kent, as well as roles with Mass Mutual Life Insurance Company, Penn Mutual Life Insurance Company, and Northwestern Mutual between 2018 and 2021. This range of experience reflects his background in investment consulting and financial advisory services. Outside of his professional work, William's personal interests include football, golf, and skiing.

Eric Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Retirement Wealth Advisors and Change Path, LLC. Outside of advisory services, he is a licensed insurance agent. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm’s investment approach combines client-specific asset allocation with fundamental and technical analysis and utilizes model portfolios along with a sub-adviser to manage client accounts.

Jennifer Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 11 years of industry experience. She holds the Series 65 credential and has worked at JEHM Wealth & Retirement since 2016. Lahaie is also president of the Laurel Lake Homeowners Association. JEHM Wealth & Retirement serves individual and high-net-worth clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.