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 Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in data annotation technology and participated in the Collegiate Summer Venture Program. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it has distinctive roles such as commodity pool operator registration and advisory duties for multiple registered investment companies.

Erin Kelley is a Planning Consultant at Fidelity Investments, where she collaborates with local clients to develop tailored financial plans aimed at achieving their personal and financial goals. She emphasizes building ongoing relationships with clients to support their financial objectives. Kelley has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a comprehensive understanding of client needs and financial planning strategies.

Stephen Davis is a financial advisor at Fidelity with Series 63 and Series 66 designations and 31 years of industry experience. His career includes roles at Fidelity Brokerage Services, Inc., Strategic Advisers, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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’s approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs, and includes unique roles such as commodity pool operator registration and formal advisory duties for multiple registered investment companies.

Andre Boullion is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Shell Exploration and Production Company and its affiliates for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs model-driven investment strategies and offers access to third-party asset managers and financial planning services.

Jackson Harrigan is a financial advisor with Cambridge Investment Research Advisors in Acton, MA. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Cambridge, he worked at the University of Massachusetts Amherst and Bryant University. Harrigan is also associated with Bluebird Private Wealth LLC as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides a range of portfolio management options across multiple platform arrangements.

Amelia Gagnon is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been associated with various Fidelity entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both 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 to create and manage model portfolios.

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.

Siqiao Chen is a financial advisor at Fidelity with five years of industry experience. Chen holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to this, Chen held various roles including positions at East Boson Savings Bank and Eastern Industrial Automation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage a broad range of investment products.

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 Series 63 and Series 66 designations and 24 years of industry experience. He has worked with Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Outside of his advisory role, he occasionally pursues local real estate photography during late afternoons and weekends. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

John Sakolosky is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked across various Fidelity entities since 2011, 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, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Alexis Dunphy is a financial advisor with Fidelity, holding 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 finance, she is licensed as a cosmetologist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary investment solutions.

Nicole Chaloux is a financial advisor with Edward Jones in Windham, NH, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Edward Jones since 2016 and also has a background with Granite State Gold Buyers, where she has been active since 2011. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Brendan Slein is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Deloitte & Touche LLP from 2012 to 2018. Outside of his advisory role, he serves on the Board of Directors and as Secretary for Salemhaven Inc. and is a member of the New Hampshire Society of CPA’s Investment Committee. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Peter Mclaughlin is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Outside of his advisory role, he is employed in retail positions including at an off-price department store, a shoe store, and a flooring chain. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage funds and model portfolios.

Austin Baker is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Before joining Fidelity, he held various roles primarily outside the financial sector, including positions at Souhegan Woods Golf Club and McNulty and Foley Express & Catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its advisory role to multiple registered investment companies.