Tucker Dunbar is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked in various roles within Fidelity since 2015, including at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Jeremy Markland is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. His prior roles include positions at Covelo Direct, Barton Associates Inc., and Margaritas Management Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as 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, with notable use of model portfolios and delegated sub-advisers.

Luke Roy is a financial advisor at Fidelity with 9 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity in various capacities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of algorithmic methods and AI in its research process.

Steven Williams is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2007. 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. The firm also serves multiple registered investment companies and utilizes systematic methodologies in managing model portfolios.

Jared Rose is a financial advisor with Mass Mutual Investors Services in Nashua, NH, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. In addition to his advisory role, he is involved in sales of individual life, health, group life, group health insurance, and fixed annuities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using structured, collaborative approaches and firm-approved analytical tools to support client goal setting and recommendations.

Matthew Cloutier is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to work with individuals, families, and business owners by understanding their goals and collaborating on comprehensive wealth plans designed to work towards financial peace of mind. His approach focuses on tailoring financial plans that are easy to understand and aligned with the needs of clients and their loved ones. Matthew has held various positions at Fidelity Investments since 2014, progressing from Customer Service Advocate to his current Vice President, Financial Consultant role. His experience covers financial consulting, investment consulting, relationship management, and workplace planning and advice, contributing to his expertise in wealth management. Outside of his professional work, Matthew's personal interests include beach activities, comedy, fitness, and reading.

Kory Mount is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors. 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 also serves multiple registered investment companies and develops model portfolios using systematic methodologies.

Danny Nguyen is an Investment Management Consultant II at Fidelity Investments. In his role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients based on trust, reliability, and competency. Danny has accumulated extensive experience in the financial services industry, holding various positions at Fidelity Investments since 2014, including Financial Consultant, Investment Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, Retirement Solutions Representative, and Financial Representative. He also served as a Senior Financial Consultant at TD Ameritrade from 2019 to 2020. Outside of his professional work, Danny has personal interests in fitness, football, golf, and spending time at the lake.

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.

Lindsay Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, Smith is self-employed as a bartender at York Golf & Tennis in York, Maine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

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.

Andre Boullion is a Series 66 licensed advisor at LPL Enterprise with recent professional experience primarily in the energy sector, including roles at Shell Exploration and Production Company and its affiliates from 2013 to 2024. He joined LPL Enterprise in 2025 and has no prior advisory industry experience. Outside of his advisory role, he is involved in a non-variable insurance business affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance product sales.