Stephen Davis is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Strategic Advisers, and Fidelity Personal and Workplace Advisors since 1996. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains roles such as commodity pool operator registration and advisory services to multiple funds.

Andre Boullion is a Series 66 licensed advisor at LPL Enterprise with recent professional experience primarily in the energy sector, including roles at Shell Exploration and Production Company and its affiliates from 2013 to 2024. He joined LPL Enterprise in 2025 and has no prior advisory industry experience. Outside of his advisory role, he is involved in a non-variable insurance business affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance product sales.

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 financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 designation and has been affiliated with various Fidelity entities since 2016, 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, offering discretionary portfolio management, fund advisory, and consulting services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

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.

Truls Skogsrud is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and incorporates quantitative and qualitative research to manage diversified portfolios, including tax-aware strategies and risk management techniques.

Siqiao Chen is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Chen has worked at Fidelity Investments since 2021 and has prior experience in various roles outside the financial industry, including positions at Eastern Industrial Automation and hospitality-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

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 the Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services since 2017, joining Fidelity Investments in 2025. Outside of his advisory work, he occasionally conducts local real estate photography in Bedford, New Hampshire. 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 manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.

John Sakolosky is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios built from mutual funds, ETFs, and ETPs with oversight controls and an emphasis on addressing conflicts of interest.

Paul Pouliot is a financial advisor with Ameriprise in Manchester, NH, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Pouliot serves as a non-voting member of the Goffstown Police Association board, participates in the Palace Theatre Community Advisory Board, and volunteers as Luncheon Committee Chair for the Manchester Expeditionary Brigade. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research and algorithmic tools to produce personalized, non-discretionary retirement income recommendations.

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.

Robert Burns is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he is affiliated, 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 is noted for its use of systematic methodologies, its advisory role to registered investment companies, and its integration of AI and algorithmic methods in portfolio management.

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 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2000. Outside of his advisory work, he has held retail positions in customer service and sales at several local stores. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Austin Baker is a financial advisor at Fidelity with Series 66 and Series 63 registrations and one year of industry experience. His prior work includes roles in hospitality and catering, including at Souhegan Woods Golf Club and McNulty and Foley Express & Catering. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

David Tardiff is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. His tenure at Fidelity includes roles at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2012. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.