James White is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. He has worked with Fidelity Investments since 1996, progressing through roles including Retirement Income Planner, Team Manager, and Service Trading Representative. His career at Fidelity reflects extensive experience in financial planning and client service. James holds a California Insurance License, which supports his work in developing wealth planning strategies tailored to individual client needs. He emphasizes honesty, ethical behavior, and direct communication to build trust and effective client relationships. Outside of his professional role, James has interests in baseball, fitness, golf, skiing, and traveling.

Matthew Soucy is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Fidelity, including Fidelity Brokerage Services Inc since 2000 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He has been with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers 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 manage portfolios composed of mutual funds, ETFs, and ETPs, and it is involved in advisory roles for multiple registered investment companies and fund-of-funds.

Ryan Le Brun is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 66 designations and three years of industry experience. His background includes roles at Bank of America, Fidelity Investments, and several other firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Ryan Lemire is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors and Raymond James Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and manages these through a combination of in-house oversight and delegated sub-advisers.

Zachary Siegel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Children's Hospital Cincinnati and entrepreneurial ventures such as USA Balloonatics LLC and Totally Lit Events LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight on sub-advisers and an established role in managing and advising multiple registered investment companies.

Glenn Lewis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Alku and Valpey Financial Services LLC. Outside of advisory work, he is active as a TikTok Shop affiliate, posting videos to promote small products. 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.

Amber Rheaume is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 licenses and has worked exclusively with Fidelity since 2016, including roles at Fidelity Brokerage Services, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Yocasta Carozza is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2007. Carozza is also the vice president and co-owner of Carozza Eye Care, a family business where she has no operational responsibilities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services delivered through a nationwide network of over 10,000 advisors.

Brian Lak is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at InstaCart and Big Y Foods, Inc. He is currently based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in formal advisory roles for multiple registered investment companies and fund-of-funds.

Robert Dunlap is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Dunlap serves as a board member of Massasecum Timber Corporation, a timber production company based in New Hampshire. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to support its advisory services.

Jeffrey Bryk is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity affiliates since 2016. Outside of his advisory role, he works part-time as a cashier at an auction house in New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

Stephen Diblasi is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at T-Mobile and Keller Williams Realty. Outside of his advisory role, he also works as an independent contractor for DoorDash and a company reviewing AI responses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and provides advisory services including fund management and model portfolio delivery.

Imad Moussaddak is a Series 66-licensed financial advisor at Fidelity with 10 years of industry experience. He has worked with various Fidelity divisions since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s clients include an IRS-qualified Charitable Gift Fund and registered investment companies, and it employs systematic methodologies alongside oversight of sub-advisers and fund selections.

Gavin Grant is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Best Buy, Trinity Logistics, and Bedford School District. Fidelity's 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 proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Russell Demarest is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a trustee on the investment committee of the Congregational Church of Amherst, NH. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, focusing on collaborative annual engagements that utilize firm-approved software to analyze client goals and deliver written recommendations.

Matthew Whelan is a financial advisor at Fidelity Investments with a Series 66 designation and less than one year of industry experience. His professional background includes positions at Integrated Financial Partners and Argent Wealth Management. Outside of finance, he has worked in education and recreational services, including roles at Melrose Public Schools, Bentley University, and Bellevue Golf Club. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its formal advisory roles and regulatory registrations.

Ashley Concha Vera is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she held positions at Fresenius Medical Care and Crotched Mountain Rehab. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Steven Schehl is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, Merrill, and Banc of America Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Frederick Kline is a financial advisor with UBS Financial Services in Manchester, NH, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2024, he worked at Merrill and Fidelity Investments. His background includes roles outside finance, such as positions at Skydive New England and several hospitality and real estate businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Brisbane Eme is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2022. He collaborates with clients to build financial plans by addressing where they currently stand, where they are headed, and how to achieve their goals through actionable steps with measurable outcomes. Brisbane has been with Fidelity Investments since 2019, progressing through roles including CRA-Full Trader, Investment Solutions Representative, and Relationship Manager. His experience spans various facets of financial services, emphasizing client relationship management and investment solutions. Outside of his professional work, Brisbane has interests in soccer and traveling.