John Polichetti is a Financial Advisor with Merrill Lynch Wealth Management, based in Manchester, New Hampshire. He works with families, professionals, and business owners to develop personalized financial strategies that address retirement planning, education funding, individual and corporate investment strategies, and legacy planning. His approach is focused on building long-term relationships rooted in trust and transparency. Mr. Polichetti holds both a Bachelor's degree in Business Administration with a concentration in Finance and a Master of Science in Finance from the University of Massachusetts Lowell. During his time at UMass Lowell, he competed as a Division I baseball player. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from southern New Hampshire, John currently resides in Raymond, New Hampshire. His community involvement includes participation with the Adam Keenan Foundation Inc., Boutin-Stone Fund, Inc., Catie's Closet, Inc., and the New Hampshire Food Bank. Outside of work, he enjoys baseball, fishing, golfing, and spending time with his family.

Matthew Giroux is an Investment Solutions Representative III at Fidelity Investments. In his role, he works alongside clients to create personalized plans that assist them in working towards their financial goals. Matthew has progressed through several positions at Fidelity Investments, starting as a Workplace Investing Relationship Management Intern in 2022, then moving through roles as Customer Relationship Advocate, Investment Solutions Representative I, II, and currently III. His experience is centered on client relationship management and investment solutions. He holds an Arkansas Insurance License. Outside of work, Matthew enjoys family activities, golf, spending time at the lake, and skiing.

Dennis Cipriano is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity since 1998, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including fund advisory and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Michael Robin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Boston Billiard Club & Casino and Evoqua Water Technologies LLC. 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 managed solutions, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

James Gignac is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Cameron Avila is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Cambridge Savings Bank and Automation Anywhere, alongside entrepreneurial experience with Executive Auto Detail LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and acts as a formal advisor to multiple registered investment companies.

Shawn Fisher is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at BMT Investments LLC and Great North Property Management, along with nearly three decades at Hewlett Packard Enterprise. 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 across various asset classes.

Girard Mcspiritt is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Travelers Insurance Indemnity and Fidelity Brokerage Services. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing sub-advisers and algorithmic methods in its investment process.

Todd Powers is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked with Cetera and related entities since 2016 and has been affiliated with Powers Financial Group since 2017. Powers is also an agent selling fixed insurance products, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets managed by over 10,000 advisors nationwide.

Matthew Stanieich is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. His prior roles include work at CGI Business Solutions and involvement with the University of New Hampshire Student Philanthropy Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Samuel Nadeau is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Putnam Investments and G&C Concrete Construction. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as a registered commodity pool operator with various advisory roles to registered investment companies.

Amy Sutton is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliated entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using proprietary methodologies.

Laura Vilas Boas Oliveira is a financial advisor at Fidelity with a Series 66 designation and recent industry experience beginning in 2025. Prior to joining Fidelity, her work background includes roles in various service and educational settings. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Daniel Zuber is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity, he worked for J.M. Carr Landscaping and Point Breeze Condominiums. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios with oversight controls and employing systematic methodologies.

Frederick Snell is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing fund advisory services, its use of AI-driven research methods, and its formal advisory positions with registered investment companies.

Alexandra Overton is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations. Alexandra serves as a trustee for The Awesome Foundation-Hamilton & Wenham, where she participates in selecting grant recipients. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Rachael Doyle is a Wealth Management Advisor with the Doyle Group at Merrill Lynch Wealth Management. She works closely with clients and their family members to address their current financial needs and pursue long-term goals by organizing and streamlining multiple facets of their wealth. Rachael begins each client relationship by understanding their unique circumstances, including investment allocations, assets and liabilities, risk tolerance, and wealth-transfer goals, as well as personal objectives such as funding education or supporting philanthropic causes. She then crafts customized financial roadmaps drawing on her experience, team resources, and industry best practices. Rachael has over 10 years of experience in financial services, including her previous ownership of a financial consulting business serving hospitals, nursing homes, insurance companies, and Medicare administrators. She holds a Bachelor of Science degree in Accountancy from Bentley University, an M.B.A. from Rivier University, and the CERTIFIED FINANCIAL PLANNER® certification. She is also a member of the New Hampshire Estate Planning Council and contributes to her community through involvement with a local Boy Scout troop advisory committee and volunteering at a local food pantry and Blue Angel program. Based in Londonderry, New Hampshire, Rachael lives with her husband and three children. Her personal interests include skiing, hiking, kayaking, baseball, bowling, cooking, music, reading, and traveling. She enjoys building long-term relationships with clients and supporting them as they pursue their financial goals and legacies.

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.

Zachary Jameson 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 Dartmouth Hitchcock, AT&T/Prime Communications, and Delaware North Hospitality. He 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios delivered to intermediary platforms.