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Michael F

CFP®, Series 63, Series 66

Nashua, NH

Fidelity

Michael Fulchino is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014. He has built a career focused on wealth management and financial planning, working closely with clients to develop customized plans that align with their priorities. His professional experience spans over two decades in the financial services industry. Prior to his current role, Michael held several positions at Fidelity Investments, including Senior Account Executive, Income Planning Consultant, Investments Representative, and Financial Representative. His career began in banking, with roles at Fleet Bank and Bank of America as a Sales and Service Representative and Bank Teller. Michael emphasizes building genuine partnerships with clients to concentrate on their most important financial goals. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

Wealth management Income planning Financial Professional
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Jack P

Series 66

Merrimack, NH

Fidelity

Jack Philbin is a Series 66-registered financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at Dick's Sporting Goods, Rollstone Bank & Trust, and Brady Associates Asset Management. Outside his advisory role, he has held various positions across retail, education, and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing multi-manager and fund-of-funds portfolios. The firm employs a systematic investment process combining fundamental research with quantitative analysis and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
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Aaron R

Series 63, Series 66

Merrimack, NH

Fidelity

Aaron Rago is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Uber, Micronics Filtration, and Robert Half Technology. Outside of his advisory duties, he volunteers as a financial officer for a local chapter of Toastmasters International. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Charitable giving & philanthropy Active portfolio management
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James Z

Series 66

Merrimack, NH

Fidelity

James Zidar is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at FedEx and entrepreneurial experience at Stealz, Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Simon W

Series 63, Series 66

Merrimack, NH

Fidelity

Simon Wells is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Northway Bank and Michael Timothy's. 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 a charitable gift fund. The firm combines fundamental research with quantitative and algorithmic approaches to construct model portfolios and oversees management through affiliated and unaffiliated sub-advisers.

Charitable giving & philanthropy Active portfolio management
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Brendan J

Series 63, Series 66

Merrimack, NH

Fidelity

Brendan Jackson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes multiple roles at The Deck and a position at Roger Williams University. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios assembled from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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Catherine D

Series 63, Series 66

Merrimack, NH

Fidelity

Catherine Diodati is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2002. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Andrew D

Series 66

Merrimack, NH

Edward Jones

Andrew Dean is a financial advisor at Edward Jones in Merrimack, NH, holding a Series 66 designation. He has one year of experience in the industry. Prior to joining Edward Jones, he was involved with Dean Home Co., LLC for seven years and worked at Vigneault Construction for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Savannah H

Series 63, Series 66

Merrimack, NH

Fidelity

Savannah Harrington Greenough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has been with Fidelity since 2022 and previously worked in roles including at Dean College Phonathon and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable gift funds, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Charitable giving & philanthropy Active portfolio management
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Zackery D

Series 63, Series 66

Merrimack, NH

Fidelity

Zackery Duclos is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to help co-create personalized plans aimed at pursuing their financial goals. He joined Fidelity Investments in 2023, initially serving as a Customer Relationship Advocate before advancing to his current position in 2024. Zackery holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. His professional focus includes client relationship management and investment solutions within the financial services sector.

Wealth management Financial Professional
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Jesse K

Series 63, Series 66

Nashua, NH

Fidelity

Jesse Kroger is a Planning Consultant at Fidelity Investments, where he assists individuals and families in designing and implementing personalized financial plans. He collaborates with clients to clarify their goals, address their concerns, and develop strategies that provide confidence in their financial future. Jesse has been with Fidelity Investments since 2023, where he has held several roles including Customer Relationship Advocate, Workplace Planning Consultant, Financial Representative, and Relationship Manager before assuming his current position. This progression reflects his experience in client relationship management and financial planning. Outside of his professional work, Jesse enjoys family activities, football, movies, and volunteering.

General retirement planning Income planning Cash flow / budgeting Parents Young Families
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Andrew P

Series 63, Series 66

Merrimack, NH

Fidelity

Andrew Pineau is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2018, with additional experience at Veritude and Coach. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of AI and systematic methodologies, its role as a commodity pool operator, and its formal advisory responsibilities to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Mariah E

Series 63, Series 66

Merrimack, NH

Fidelity

Mariah Elkins is a Financial Consultant at Fidelity Investments, where she has been employed since 2020. She has held several roles within Fidelity, including Planning Consultant, Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience covers various aspects of financial consulting and client relationship management, providing her with a comprehensive understanding of investment and financial planning. Mariah holds insurance licenses for Arkansas and California. Outside of her professional work, Mariah enjoys activities such as biking, golf, reading, skiing, tennis, and traveling.

Wealth management Financial Professional
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Keaton M

Series 63, Series 66

Merrimack, NH

Fidelity

Keaton Miller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at 110 Grill, FedEx Ground, Merrimack Ten Pin Bowling Alley, and Merrimack High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies alongside established proxy-voting and governance procedures.

Charitable giving & philanthropy Active portfolio management
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Trevor B

Series 63, Series 66

Merrimack, NH

Fidelity

Trevor Black is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Christopher L

Series 66

Merrimack, NH

Fidelity

Christopher Lewis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Atkinson Resort & Country Club and Proeducation Solutions. He also has a background with Southern New Hampshire University spanning several years. Fidelity’s Strategic Advisers LLC provides 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, serving a broad range of investors with systematic, model-based investment strategies.

Charitable giving & philanthropy Active portfolio management
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Kimberly P

Series 63, Series 66

Merrimack, NH

Fidelity

Kimberly Papik is a financial advisor at Fidelity with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2001. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Brenda F

Series 63, Series 66

Merrimack, NH

Fidelity

Brenda Farmer is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for IBM Global Business Services for sixteen years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Connor B

Series 63, Series 66

Littleton, MA

Fidelity

Connor Bassett is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop comprehensive financial plans tailored to their specific needs. Connor emphasizes active listening and collaboration to help clients pursue their financial goals based on their top priorities. He has held multiple positions at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This range of experience within the company has contributed to his understanding of various aspects of financial planning and client relationship management. Outside of his professional work, Connor engages in activities such as family events, fitness, football, social gatherings with friends, golf, and traveling.

Wealth management
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Molly M

Series 66

Nashua, NH

Fidelity

Molly McKenna is a Planning Consultant at Fidelity Investments. She has progressed through various roles within the company, including Workplace Planning Consultant I, II, and III between 2023 and 2024. Molly focuses on collaborating with individuals, families, and business owners to develop financial plans tailored to their evolving goals and circumstances. Her approach emphasizes creating and maintaining strategies aimed at providing clients with confidence and peace of mind regarding both their short- and long-term financial objectives. Outside of her professional responsibilities, Molly has interests in fitness, hiking, parenthood, Pilates, scuba diving, and traveling.

General retirement planning Income planning Retirement income strategy Cash flow / budgeting Debt management Parents Young Families
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