Chad Bureau is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated entities since 2009. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Sullivan is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Fidelity in various capacities since 2010, including roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight through affiliated and unaffiliated sub-advisers.

Michael Blasi is the Director and Executive Services Officer at Fidelity Investments. In this role, he serves as the dedicated point of contact for senior executives of Stock Plan Services companies, providing service aimed at deepening both stock plan relationships and Fidelity personal relationships. Michael has been with Fidelity Investments since 2007, serving as an Executive Services Officer throughout his tenure. His experience centers on executive services within the stock plan sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Jonathan McLellan is a Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2004, serving in various roles including Investment Consultant, Financial Planning Consultant, Senior Investment Representative, Investment Representative, and Financial Representative. Prior to joining Fidelity, Jonathan worked as a 401(k) Plan Administrator at Putnam Investments from 1997 to 2004. With 29 years of experience in the financial services industry, Jonathan has developed extensive expertise in helping families plan, invest, and manage their wealth. He emphasizes creating customized financial plans that address each client's unique situation and preferences. Jonathan holds insurance licenses for Arkansas and California. Outside of his professional career, Jonathan's personal interests include baseball, football, fitness, traveling, and spending time with family.

Sonya Knowlton is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to registered investment companies and its use of algorithmic and AI-driven methods in portfolio management.

Rebecca Chakarian is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Fidelity since 2007, including seven years at Fidelity Personal and Workplace Advisors. Outside of her advisory role, she teaches fitness classes at a local studio and serves as an officer for a homeowners association. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients, employing a systematic approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Rachael Cronin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Fidelity Investments, RBC Capital Markets, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both non-discretionary and discretionary options tailored to plan objectives and demographics.

William Laws is a CFP® with 26 years of industry experience, currently serving at Fidelity. His career includes roles at Fidelity Brokerage Services Inc since 1999 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He also teaches the Certified Financial Planning Program at Suffolk University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Michael Lindquist is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property in Eastham, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Benoit is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has progressed through various roles at Fidelity Investments, including Investment Solutions 2 (2025), Investment Solutions 1 (2023-2025), and Customer Relationship Advocate (2022-2023). Samantha holds an Arkansas Insurance License. In her role, Samantha focuses on helping clients co-create and maintain financial plans aligned with their goals. She emphasizes understanding what matters most to clients and building clear financial paths to support their objectives. Her approach is collaborative and committed, aiming to help clients move forward with clarity and confidence. Outside of her professional work, Samantha enjoys board games, cooking and baking, family activities, golf, outdoor adventures, and traveling.

Nicolas Towey 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 Harbour Capital and entrepreneurial activities as an eBay seller and operator of Towey Enterprises L.L.C. He has also worked at the University of New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in portfolio development.

Joseph O’Keefe is a financial advisor with Raymond James & Associates in Bedford, NH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Merrill, and Advest, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Pallaria is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes positions at Fidelity and a variety of roles connected to High Point University and the Windham School District. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to deliver model portfolios across mutual funds, ETFs, and ETPs.

Matthew Jenkins is a Financial Consultant at Fidelity Investments, where he is dedicated to developing personalized financial strategies tailored to his clients' individual circumstances. His approach focuses on building confidence and supporting clients' goals while helping them navigate the changing financial landscape. Matthew has held various roles at Fidelity Investments since 2019, progressing through positions including Investment Management Consultant, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Customer Relations Advocate. He holds insurance licenses in Arkansas and California, which complement his expertise in financial consulting. Outside of his professional work, Matthew's personal interests include cars, comedy, concerts, golf, motorcycles, and snowboarding.

Mary Tobbi is a Planning Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. In her work, Mary focuses on building trust-based relationships with clients to collaboratively address their financial goals and challenges. Mary holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, she has interests in cooking and baking, fitness, hiking, kayaking, reading, and snowboarding.

Stephen Lynn serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads a team of financial professionals focused on providing planning, guidance, and support to clients. He emphasizes creating personalized financial plans tailored to individual client needs and preferences. Stephen has extensive experience within Fidelity Investments, having held various roles since 2006. His previous positions include National Leader of Managed Accounts, Assistant Branch Manager, Regional Planning Consultant, and Financial Planning Consultant, among others. This progression reflects his deep involvement in financial planning and client advisory services. The information provided does not include details on his education, credentials, personal interests, or community involvement.

Eric Nelson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Fidelity Investments Institutional Operations Company and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Michael Ryan is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Signator Investors, Inc. from 2006 to 2008 before joining LPL Financial in 2008. In addition to his advisory role, he provides tax preparation services to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jenifer Hamel is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her career includes multiple roles at Fidelity Investments and a brief tenure at Morgan Stanley. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Norman Long is a financial advisor with Ameriprise in Nashua, NH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations, emphasizing assets held in Ameriprise-managed accounts.