Kory Mount is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and maintaining oversight through affiliated and unaffiliated sub-advisers.

Danny Nguyen is an Investment Management Consultant II at Fidelity Investments. In his role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients based on trust, reliability, and competency. Danny has accumulated extensive experience in the financial services industry, holding various positions at Fidelity Investments since 2014, including Financial Consultant, Investment Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, Retirement Solutions Representative, and Financial Representative. He also served as a Senior Financial Consultant at TD Ameritrade from 2019 to 2020. Outside of his professional work, Danny has personal interests in fitness, football, golf, and spending time at the lake.

Eric Benson is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, progressing through roles including Financial Consultant, Workplace Planning Consultant, Retirement Solutions Representative, and Investment Solutions Representative. In his current role since 2022, he partners with clients to develop individualized financial roadmaps and supports them in proactively achieving their financial goals. Eric holds insurance licenses in Arkansas and California. His professional experience centers on financial planning and consulting, with a focus on helping clients strategize for the future. Outside of work, Eric's personal interests include cars, family activities, food, football, and parenthood.

Cierra Wacker is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. She has worked at Fidelity Investments since 2021 and has held roles in several other companies during 2021. 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. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Jonathan Daley is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles at Centient1, T-Mobile, Home Depot, and One Rate Wireless (MetroPCS Franchise). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Lindsay Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, Smith is self-employed as a bartender at York Golf & Tennis in York, Maine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Douglas Johnson is a financial advisor with MML Investors Services in Bedford, NH, holding the Series 66 designation and 13 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, Johnson is involved as an officer and team manager of a youth travel baseball organization and operates a sports memorabilia sales business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning along with educational seminars and various investment programs.

Pressly Mead is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Mead held roles at National Agents Alliance and operated a personal advisory business. Outside of financial services, Mead has worked as a delivery driver for a regional pizza chain. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative and algorithmic portfolio construction methods. The firm is noted for its role advising multiple registered investment companies and for its use of AI-driven research in portfolio management.

Kathryn Hill is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with various divisions of Fidelity since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she is involved as a bookkeeper for a family startup focused on property development in Boston. Fidelity’s Strategic Advisers LLC provides 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 is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI in its research.

Yevgeniya Grigorchenko is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Auto Approve, LLC, H&R Block, and Merchant Marketing Services USA. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, and is noted for its use of AI methods and formal advisory roles to multiple registered investment companies.

Rebecca Clark is a financial advisor at Fidelity with 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 her advisory role, she provides petsitting services for four clients. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jessica Henriquez is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Fidelity Investments and FIDELITY Brokerage Services LLC since 2015. Henriquez is also affiliated with Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a range of clients through discretionary and non-discretionary advisory services.

Zachary Weiss is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in data annotation technology and participated in the Collegiate Summer Venture Program. Fidelity’s subsidiary, 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 fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it has distinctive roles such as commodity pool operator registration and advisory duties for multiple registered investment companies.

Stephen Davis is a financial advisor at Fidelity with Series 63 and Series 66 designations and 31 years of industry experience. His career includes roles at Fidelity Brokerage Services, Inc., Strategic Advisers, Fidelity Personal and Workplace Advisors, 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 a Charitable Gift Fund. The firm’s approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs, and includes unique roles such as commodity pool operator registration and formal advisory duties for multiple registered investment companies.

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.

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 worked at Fisher Investments since 2014, following a one-year tenure at Thrivent Investment Management. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm uses a centralized investment approach combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk through tax-aware processes and defensive tactics.

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.