Eric Benson is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, progressing through roles including Financial Consultant, Workplace Planning Consultant, Retirement Solutions Representative, and Investment Solutions Representative. In his current role since 2022, he partners with clients to develop individualized financial roadmaps and supports them in proactively achieving their financial goals. Eric holds insurance licenses in Arkansas and California. His professional experience centers on financial planning and consulting, with a focus on helping clients strategize for the future. Outside of work, Eric's personal interests include cars, family activities, food, football, and parenthood.

Cierra Wacker is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. She has worked at Fidelity Investments since 2021 and has held roles in several other companies during 2021. 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. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Jonathan Daley is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles at Centient1, T-Mobile, Home Depot, and One Rate Wireless (MetroPCS Franchise). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Douglas Johnson is a financial advisor with MML Investors Services in Bedford, NH, holding the Series 66 designation and 13 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, Johnson is involved as an officer and team manager of a youth travel baseball organization and operates a sports memorabilia sales business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning along with educational seminars and various investment programs.

Pressly Mead is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Mead held roles at National Agents Alliance and operated a personal advisory business. Outside of financial services, Mead has worked as a delivery driver for a regional pizza chain. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative and algorithmic portfolio construction methods. The firm is noted for its role advising multiple registered investment companies and for its use of AI-driven research in portfolio management.

Kathryn Hill is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with various divisions of Fidelity since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she is involved as a bookkeeper for a family startup focused on property development in Boston. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI in its research.

Yevgeniya Grigorchenko is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Auto Approve, LLC, H&R Block, and Merchant Marketing Services USA. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, and is noted for its use of AI methods and formal advisory roles to multiple registered investment companies.

Rebecca Clark is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020 and joined Fidelity Investments in 2025. Outside of her advisory role, she provides petsitting services for four clients. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jessica Henriquez is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Fidelity Investments and FIDELITY Brokerage Services LLC since 2015. Henriquez is also affiliated with Southern New Hampshire University. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a range of clients through discretionary and non-discretionary advisory services.

Zachary Weiss is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in data annotation technology and participated in the Collegiate Summer Venture Program. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it has distinctive roles such as commodity pool operator registration and advisory duties for multiple registered investment companies.

Stephen Davis is a financial advisor at Fidelity with Series 63 and Series 66 designations and 31 years of industry experience. His career includes roles at Fidelity Brokerage Services, Inc., Strategic Advisers, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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’s approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs, and includes unique roles such as commodity pool operator registration and formal advisory duties for multiple registered investment companies.

Amelia Gagnon is a Series 66 licensed financial advisor with 10 years of industry experience. She has been with Fidelity since 2016, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversee multiple registered investment companies.

Austin Martel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at TS Event Productions LLC and participation in community organizations such as The Boys and Girls Club of Souhegan Valley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Truls Skogsrud is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Fisher Investments since 2014, following a one-year tenure at Thrivent Investment Management. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm uses a centralized investment approach combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Siqiao Chen is a financial advisor at Fidelity with five years of industry experience. Chen holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to this, Chen held various roles including positions at East Boson Savings Bank and Eastern Industrial Automation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage a broad range of investment products.

Andrew Pacheco is an Investment Management Consultant II at Fidelity Investments. In this role, he supports Financial Consultants and collaborates with clients to co-create plans aimed at achieving their personal and financial goals. Andrew has experience as a Planning Consultant at Fidelity Investments since 2024 and previously served as a Workplace Planning Consultant from 2022 to 2024. His work focuses on financial planning and investment management. Outside of his professional responsibilities, Andrew's personal interests include cars, comedy, family activities, social events with friends, and movies.

Peter Wallace is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity brokerage services since 2017. Outside of his advisory role, he occasionally works as a real estate photographer. 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 to manage portfolios including mutual funds, ETFs, and ETPs.

John Sakolosky is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked across various Fidelity entities since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

John Serrecchia is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at MetLife Securities Inc., Mariner, and New England Securities prior to joining MassMutual. Outside of advising, he is an enrolled agent providing tax preparation services and works as an independent insurance agent. MassMutual Investors Services operates as a subsidiary of MassMutual, offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers through annual, collaborative planning engagements.

Curtis Forcier is a Financial Consultant at Fidelity Investments, where he has worked since 2022. Prior to his current role, he held several positions within Fidelity Investments, including Planning Consultant, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. He began his career in the investment field as an Inbound Sales representative at MFS Investment Management in 2020. Curtis holds insurance licenses in Arkansas and California. His approach centers on listening to clients' goals and challenges to develop personalized financial strategies. He focuses on building relationships based on trust and transparency, aiming to simplify complex financial matters and provide reliable guidance throughout clients' financial journeys.