Philip Summers is affiliated with Cambridge Investment Research Advisors and holds no prior industry experience as a financial advisor. He has been with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. since 2026. Additionally, he has been associated with Generations Law Group since 2008. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and managing a multi-billion dollar asset base.

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.

Christopher Adams is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Amelia Gagnon is a Series 66 licensed financial advisor with 10 years of industry experience. She has been with Fidelity since 2016, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversee multiple registered investment companies.

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 24 years of industry experience. He holds Series 66 and Series 63 designations and has been with Fidelity in various capacities since 2017. Outside of his advisory role, he is involved in local real estate photography on a part-time basis. 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 proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from a range of mutual funds, ETFs, and ETPs.

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 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles 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 a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

David Tardiff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2012. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Katie Heimbach is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 credential and previously worked at Janney Montgomery Scott, LLC from 2012 to 2018 and at Athleta in 2018. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Richard Abbott is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. He has been with Fidelity Investments since 2008, progressing through various roles including PAS Sales, Portfolio Specialist, Senior Portfolio Specialist, and Investment Management Consultant before assuming his current position in 2024. This extensive experience has provided him with a comprehensive understanding of investment management and client service within the wealth management sector.

Steven Auger is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Santander and McAdam Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and utilizing affiliates for implementation and portfolio services.