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 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity in 2025, Pressly worked at National Agents Alliance and operated under their own name for a year. Outside of financial advising, Pressly has worked as a delivery driver for a pizza chain. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kathryn Hill is a financial advisor at Fidelity with 10 years of industry experience and holds Series 63 and Series 65 credentials. She has been with various divisions of Fidelity since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she serves as a bookkeeper for a family startup property development company based in Boston. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and offers specialized services such as fund advisory and model portfolio delivery.

Yevgeniya Grigorchenko is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2024, she worked at Auto Approve, LLC and H&R Block. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

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 two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity, his work history includes roles outside the financial industry such as Data Annotation Tech and involvement with the Collegiate Summer Venture Program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment structures and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Stephen Davis is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Strategic Advisers, and Fidelity Personal and Workplace Advisors since 1996. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains roles such as commodity pool operator registration and advisory services to multiple funds.

Amelia Gagnon is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 designation and has been affiliated with various Fidelity entities since 2016, 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, offering discretionary portfolio management, fund advisory, and consulting services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

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 been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and incorporates quantitative and qualitative research to manage diversified portfolios, including tax-aware strategies and risk management techniques.

Siqiao Chen is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Chen has worked at Fidelity Investments since 2021 and has prior experience in various roles outside the financial industry, including positions at Eastern Industrial Automation and hospitality-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

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 the Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services since 2017, joining Fidelity Investments in 2025. Outside of his advisory work, he occasionally conducts local real estate photography in Bedford, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.

John Sakolosky is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios built from mutual funds, ETFs, and ETPs with oversight controls and an emphasis on addressing conflicts of interest.

Paul Pouliot is a financial advisor with Ameriprise in Manchester, NH, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Pouliot serves as a non-voting member of the Goffstown Police Association board, participates in the Palace Theatre Community Advisory Board, and volunteers as Luncheon Committee Chair for the Manchester Expeditionary Brigade. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research and algorithmic tools to produce personalized, non-discretionary retirement income recommendations.

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.

Adora Graves is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Prior to her career in finance, she worked at Instacart and White Rhino Capital. Outside of her advisory role, she is employed in manual labor for a painting business in Maine. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund advisory.