Gregory Giard is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Dunkin Donuts and Sodexo before joining Fidelity Brokerage Services in 2018. He is currently based in Merrimack, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He has worked with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. 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 is noted for its role as a commodity pool operator, its advisory services to registered investment companies, and its use of AI-driven methodologies in portfolio management.

Neelabh Trivedi is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at New York Life Insurance Company. Trivedi’s background also includes employment outside the financial sector at Bubbakoo's Burritos and Bed Bath & Beyond. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, offering model portfolios and discretionary management with oversight and evaluation of share classes to address conflicts of interest.

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.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Bradford Leblanc is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 licenses and over 38 years of industry experience. He has worked with firms including Securities America Advisors, Investacorp Advisory Services, Cetera Advisors LLC, Commonwealth Financial Network, and Granite State Wealth Management. Leblanc also operates BHL Financial Services, through which he provides client acquisition, servicing, and financial planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to diverse investment products and third-party money managers.

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 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, Nylife Securities LLC, New York Life Insurance Company, and TD Bank. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

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 at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work history includes roles at TD Bank, St. Mary’s Bank, Albertsons, Plymouth State University, and the Conval School System. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a distinctive role as a registered commodity pool operator and advisor to multiple registered investment companies.

Andrew Gillis is a financial advisor at Edward Jones in Hollis, NH, holding a Series 66 designation with three years of industry experience. His work history includes multiple periods at Edward Jones since 2019, with additional roles outside finance including positions at ProScapes and the Tuscaloosa District Courthouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Stacie Girouard is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and formal advisor to multiple registered investment companies.

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 designations and has worked at various Fidelity entities since 2007. Outside of his advisory work, he is an author writing a novel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Nathan Auclair is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 24 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers brokerage, advisory, and consulting services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment vehicles.

Carrie Sivigny is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been associated with various divisions of Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Sarah Melendez is a Certified Financial Planner (CFP®) at Fidelity with 19 years of industry experience. She has been with Fidelity Investments and its affiliates since 2006. Outside of her advisory role, she is involved with the Prospects Athletic Foundation’s event planning committee and creates content for a personal TikTok account. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Mary Pitard is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to her current role, she held positions at Southern New Hampshire University, Yankee Candle Co., and Hanover Hill Healthcare Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive involvement in commodity pool operations and advisory roles to registered investment companies.