Robyn Bouchard is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 66 and Series 63 designations and has worked across multiple Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments and serves as an advisor to registered investment companies and fund-of-funds.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.

Ryan Murphy is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Sea-Hare Inc. from 2020 to 2022. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Bruce Madore is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Bank N.A. before joining Fidelity Brokerage Services LLC 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 an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers services such as discretionary portfolio management and fund advisory.

Kyle Slupecki is a financial advisor with Charles Schwab and Co., Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior experience includes 13 years at TD Ameritrade, followed by his current role at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

Benjamin Trotter is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity, he held various roles in the hospitality and service industries and was affiliated with Trinity College for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Edward Marsi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2012 and serves as a family wealth advisor who works with clients and their families to achieve financial goals, solve complex financial problems, and make informed decisions with their wealth. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Ed focuses on a comprehensive approach to managing wealth by addressing the key variables surrounding investments, including the relationship between income and expenses, tax efficiency, drawdown planning, and estate planning services. Edward holds a High School Diploma from Lynn Vocational Technical Institute and has earned several professional designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, basketball, boxing, camping, cooking, fishing, football, music, watching movies, and spending time with his family.

Gregory McGunigle is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2023 as a Customer Relationship Advocate and progressed through various roles including Investment Solutions Representative I and II. In his current role, Gregory works closely with clients to develop financial plans aimed at helping them pursue their financial objectives. His experience at Fidelity Investments spans multiple levels of client relationship and investment support. Outside of his professional responsibilities, Gregory has personal interests that include baseball, concerts, golf, hiking, and skiing.

Nicholas Guarente is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held roles across several industries including healthcare and energy, and has been involved in youth sports as a lacrosse coach for 4 Leaf Lacrosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and uses advanced methods including AI in its research.

Michelle Provencher is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and previously worked at Baystate Financial and Rise Private Wealth Management. She also manages an advisory business through ASK Private Wealth Management LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeff Leclerc is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated advisory entities since 2010. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios through systematic methodologies.

John Vaillancourt is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial Advisors, Inc. from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

Brent Howard is an Active Trader Planning Consultant at Fidelity Investments, where he supports clients alongside Active Trader Wealth Planners. He focuses on delivering a holistic planning process aimed at identifying coordination gaps and uncovering opportunities for clients. Brent has been with Fidelity Investments since 2019, initially serving as a Trade Execution Representative III before transitioning to his current role in 2023. Prior to that, he worked as a Financial Planner at Sagemark Consulting from 2004 to 2019. His background in trading and client service informs his understanding of complex planning needs. Outside of his professional work, Brent enjoys reading, running, and skiing.

Kenneth Zahn is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Granite State Race Services and as a furniture maker with his own woodworking business. 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 to deliver model portfolios. The firm is registered with the CFTC as a commodity pool operator and serves multiple registered investment companies and fund‑of‑funds.

Kyle Gendreau is a financial advisor at Fidelity with a Series 66 designation. He has one year of industry experience, including prior work at Morgan Stanley and various roles outside the financial sector, such as involvement with Jaygees Ice Cream and Lizzy's Homemade Ice Cream. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages multiple registered investment companies and model portfolios using systematic methodologies and oversight controls.

Brad Woolridge is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following a prior 13-year tenure at Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and supports various advisory structures and model portfolios using systematic methodologies.

Brian Mccarthy is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has held various roles within Fidelity since 2013, including positions at Fidelity Investments Institutional Operations Company Inc and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often utilizing affiliated and unaffiliated sub-advisers.

Ryan Hines is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Investments and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that integrates proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

David Roberson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Mack Wilson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fidelity Investments and its affiliated entities since 2006. 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, and offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery.