Jackson Lewis is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. His prior work history includes roles at Citizens Bank, Apple Inc., Integra Biosciences, and Timberland. 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 to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Gregory Giard is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Dunkin Donuts and Sodexo before joining Fidelity Brokerage Services in 2018. He is currently based in Merrimack, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jack Falvey is a Planning Consultant who partners with clients to provide financial planning services along with customer service. He has experience working with Fidelity Investments, where he served as an Investment Solutions Representative from 2021 to 2022 and as a Customer Relationship Advocate from 2020 to 2021. Outside of his professional work, Jack has interests in cars, comedy, fitness, football, social events with friends, and skiing.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked with Fidelity in various capacities since 2005, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he spent two years at Ameriprise. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that leverage a wide range of mutual funds, ETFs, and ETPs.

Neelabh Trivedi is a financial advisor with Fidelity in Merrimack, NH, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments, New York Life Insurance Company, and prior positions outside finance, such as at Bubbakoo's Burritos and Rutgers University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, model portfolio delivery, and use of algorithmic methods and AI in its investment process.

Taylor Marcoux is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Taylor worked at O'Halloran Group - Keller Williams Coastal Lakes & Mountains and held roles in the automotive and mortgage sectors. 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 across a broad investable universe. The firm serves registered investment companies and offers model portfolios built with systematic methodologies and long-term asset allocation benchmarks.

Nick Fothergill is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant from 2023 to 2024, Investment Solutions Representative from 2022 to 2023, High Net Worth Service Associate in 2022, and Customer Relationship Advocate from 2021 to 2022, all within Fidelity Investments. This progression reflects his experience across various aspects of financial services. In his current role, Nick works closely with clients to understand their individual circumstances and co-create comprehensive financial plans tailored to their goals and aspirations. His approach emphasizes building relationships and developing strategies aimed at pursuing financial peace of mind. Outside of his professional responsibilities, Nick has personal interests in golf and skiing.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Bradford Leblanc is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 licenses and over 38 years of industry experience. He has worked with firms including Securities America Advisors, Investacorp Advisory Services, Cetera Advisors LLC, Commonwealth Financial Network, and Granite State Wealth Management. Leblanc also operates BHL Financial Services, through which he provides client acquisition, servicing, and financial planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to diverse investment products and third-party money managers.

Michael Perkins is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services and Foresters Advisory Services. He operates under the DBA Peak Path Retirement Advisors within Cetera. Cetera Investment Advisers LLC is an SEC‑registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Christopher Roberge is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, serving in various roles including Planning Consultant, Relationship Manager, Financial Representative, and Investment Solution Representative. His professional experience encompasses comprehensive financial planning and client relationship management. Christopher holds insurance licenses for Arkansas and California. Outside of his professional work, Christopher enjoys baseball, football, golf, traveling, and family activities.

Mark Mavropoulos is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has been with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Mark is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Pharoah Neves is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1992, progressing through roles from Customer Service Representative to Financial Consultant and Investment Consultant. Throughout his career, Mr. Neves focuses on comprehensive client profiling and understanding the full financial and family situation to develop plans aimed at achieving financial success, prosperity, stability, and peace of mind for clients and their families. His extensive experience at Fidelity Investments spans over three decades, covering various facets of financial consulting and investment services.

Nicholas Owens is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Co and Nylife Securities LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios.

Oliver Thibault is a Planning Consultant at Fidelity Investments. He has held several roles within Fidelity, including Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Operations Specialist at Supporting Strategies. Oliver holds insurance licenses in Arkansas and California. His professional experience spans client relationship management and financial planning support. Outside of his professional work, Oliver has interests in cars, hiking, outdoor adventures, reading, volunteering, and writing.

George Sanderson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at TD Bank, St. Mary’s Bank, and Albertsons, as well as positions in education at Plymouth State University and the Conval School System. 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 deliver model portfolios and fund advisory services.

Andrew Gillis is a financial advisor at Edward Jones in Hollis, NH, holding a Series 66 designation with three years of industry experience. His work history includes multiple periods at Edward Jones since 2019, with additional roles outside finance including positions at ProScapes and the Tuscaloosa District Courthouse. 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, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Stacie Girouard is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Fidelity and its affiliated entities since 2006. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of model portfolios and provides oversight for sub-advisers and fund governance.

Andrew Chamberland is a Series 66 registered advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked as an indoor skydiving instructor at SkyVenture New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

John Durgin is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity and its related entities since 2007. Outside of his advisory role, he is an author and is currently engaged in writing a novel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.