Jack Falvey is a Planning Consultant who partners with clients to provide financial planning services along with customer service. He has experience working with Fidelity Investments, where he served as an Investment Solutions Representative from 2021 to 2022 and as a Customer Relationship Advocate from 2020 to 2021. Outside of his professional work, Jack has interests in cars, comedy, fitness, football, social events with friends, and skiing.

Neelabh Trivedi is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 credentials and has worked at Fidelity Investments since 2020, with prior experience at New York Life Insurance Company. Outside of finance, he has experience working in the food service industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory roles for multiple funds.

Taylor Marcoux is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Taylor worked at O'Halloran Group - Keller Williams Coastal Lakes & Mountains and held roles in the automotive and mortgage sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm serves registered investment companies and offers model portfolios built with systematic methodologies and long-term asset allocation benchmarks.

Eesa Hafeez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, Hafeez held various roles including positions at Trader Joe’s, Kohl’s Department Stores, and the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Christopher Roberge is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, serving in various roles including Planning Consultant, Relationship Manager, Financial Representative, and Investment Solution Representative. His professional experience encompasses comprehensive financial planning and client relationship management. Christopher holds insurance licenses for Arkansas and California. Outside of his professional work, Christopher enjoys baseball, football, golf, traveling, and family activities.

Mark Mavropoulos is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has been with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Mark is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Nicholas Owens is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at New York Life Insurance Company, Nylife Securities LLC, and Core Physicians. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and employs systematic methodologies including AI-driven research.

Oliver Thibault is a Planning Consultant at Fidelity Investments. He has held several roles within Fidelity, including Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Operations Specialist at Supporting Strategies. Oliver holds insurance licenses in Arkansas and California. His professional experience spans client relationship management and financial planning support. Outside of his professional work, Oliver has interests in cars, hiking, outdoor adventures, reading, volunteering, and writing.

George Sanderson is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His prior roles include positions at TD Bank, St. Mary's Bank, and Albertsons, as well as work in education at Plymouth State University and the Conval School System. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Stacie Girouard is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Fidelity and its affiliated entities since 2006. Strategic Advisers LLC, a Fidelity company, offers 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 manage a broad range of model portfolios and provides oversight for sub-advisers and fund governance.

Andrew Chamberland is a Series 66 registered advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked as an indoor skydiving instructor at SkyVenture New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

John Durgin is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity and its related entities since 2007. Outside of his advisory role, he is an author and is currently engaged in writing a novel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Carrie Sivigny is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various Fidelity divisions since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad array of mutual funds, ETFs, and ETPs.

Sarah Melendez is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity. She has been with Fidelity Investments in various roles since 2006. Outside of her advisory work, she contributes to the Prospects Athletic Foundation by assisting in organizing fundraising events and creates content for her personal TikTok account. Sarah is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Mary Pitard is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Southern New Hampshire University, Yankee Candle Company, and Hanover Hill Healthcare Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Kyle Cocciardi is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to co-create personalized plans aimed at helping them progress toward their financial goals. He has experience in various positions within the financial services industry, including Client Relationship Associate at Fidelity Investments, Retail Banker at NBT Bank, Bank Teller at Gorham Savings Bank, and Customer Service Representative at Jane Bell: All State Insurance. Kyle holds an Arkansas Insurance License.

Aron O'Grady is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Catholic Medical Center and CPIN. Outside of his advisory role, he personally creates and sells handmade leather products through his small business, Aron's Leatherwork. Fidelity Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Scott Minichiello is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leverages a comprehensive approach to managing wealth by understanding each client's financial situation, family, and priorities to develop customized strategies that remain flexible to evolving needs and market conditions. Scott has been providing clients access to Merrill's investment insights alongside the banking services of Bank of America since joining Merrill in 2011. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2021. Scott began his finance career with Bank of America in 2005, working with both personal and business clients. As a member of The Roberts, Minichiello & Associates Wealth Management Group, he employs a holistic and disciplined approach to serving a diverse clientele, including entrepreneurs, professors, physicians, technology executives, business owners, and multi-generational families. His areas of focus include education planning, family wealth management, legacy planning, retirement income, portfolio management, and socially responsible investing. Scott emphasizes understanding clients' goals and coordinating with their trusted advisors to optimize and organize their wealth. A New Hampshire native, Scott graduated from the University of New Hampshire in 2005. Beyond his professional work, he has been involved with community organizations such as Meals on Wheels and the Friends of Norris Cotton Cancer Center.

Gunnar Tache is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles in property management, technology research, and various positions in different sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Michele Vincent is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, Vincent is involved with the Smyth Public Library in Candia, New Hampshire, in a community service capacity. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a range of investment and financial planning offerings.