Michael Paquette is a CFP® professional with 28 years of industry experience, currently advising at Raymond James Financial Services, Inc. since 2013. He is also a partner at Kiersten Rose Realty Trust, LLC, a real estate brokerage and development firm. Outside of financial advisory, he holds ownership and consulting roles in several small businesses, including a startup and a bookkeeping service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to inform client decisions, supporting implementation through various advisory programs.

Kurt Martin is a Planning Consultant with experience at Fidelity Investments, where he has served as a Relationship Manager since 2023 and previously as a High Net Worth Associate in 2023. His professional approach focuses on fully understanding the financial situations of individuals and families to collaborate and offer guidance towards personalized financial goals. Throughout his tenure at Fidelity Investments, Kurt has developed expertise in client relationship management and financial planning. His work involves co-creating pathways tailored to the unique objectives of his clients. Outside of his professional role, Kurt enjoys cooking and baking, participating in social events with friends, and engaging in sports such as golf and tennis. He also has an interest in music.

Mary Beth Gilroy is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 66 designation and has been with Fidelity Investments since 2011. Outside of her advisory work, she is a consultant for Mary Kay Cosmetics, where she purchases products and sells them at wholesale prices to acquaintances. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on long-term asset allocation and systematic methodologies.

Eric Ellis is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Ellis serves on the Board of Directors for Make A Wish New Hampshire. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Oliver Matte is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities 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, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Samuel Boyle is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his background includes a variety of roles in the performing arts and hospitality sectors. He is also an independent contractor at Krystal Ballroom, where he creates syllabi and teaches dance in multiple styles. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified fund structures.

Iuliana Robinson is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2019 and has been with Bank of America, N.A., in various capacities since 2015. Outside of her advisory role, she serves as a board member of the New Hampshire Women's Foundation and is involved in a family-owned commercial and residential painting business. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Everett is a CFP®-certified financial advisor with 38 years of industry experience, currently serving clients at Ameriprise in Nashua, NH. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Timothy Hanover III is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at various Fidelity entities since 2009, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 use of systematic methodologies, its role as a commodity pool operator, and its advisory work with registered investment companies and fund-of-funds.

Jennifer Crain is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has prior work experience at Mystic Valley Regional Charter School spanning over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios through systematic methodologies.

Joshua Berube is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Easterseals New Hampshire and KBW Financial Staffing and Recruiting. 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 various investment vehicles including registered investment companies and fund-of-funds and employs systematic methodologies and long-term asset allocation benchmarks.

Corey Brown is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2019, serving in various roles including Investment Solutions Representative, Investment Consultant, and Financial Representative. Corey focuses on helping clients develop comprehensive financial roadmaps to work toward their financial goals. He holds an Arkansas Insurance License. Outside of his professional work, Corey has interests in golf and volunteering.

James Cote is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2014, progressing through various positions including Financial Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions Representative. Prior to joining Fidelity, he worked at Putnam Investments in roles focused on client and participant services from 2012 to 2014. James holds insurance licenses in Arkansas and California. His experience encompasses financial consulting and relationship management within the investment industry. He approaches financial planning with a practical mindset influenced by his upbringing, emphasizing hard work and the value of earned achievements. Outside of his professional work, James enjoys activities such as baseball, cars, golf, and spending time with his family. He also has an interest in food and values parenthood.

Daniel Reed is a Planning Consultant at Fidelity Investments, where he works directly with clients to provide holistic financial planning. He focuses on understanding clients' financial needs and goals to develop strategies that help them progress toward achieving those objectives. His approach aims to increase client knowledge and confidence regarding their financial future. Daniel's experience at Fidelity Investments spans several roles, including Investment Management Consultant and Customer Relationship Advocate, which contribute to his comprehensive understanding of financial planning and investment management. He holds an Arkansas Insurance License, supporting his capacity to address various financial and insurance needs. Outside of his professional work, Daniel has personal interests in board games, movies, reading, and soccer.

Emma Wright is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, her work history includes roles in education, childcare, and retail. 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 to manage diversified portfolios and deliver model solutions to intermediary platforms.

Scott Martin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity in 2019, he worked at IBM for nine years and held positions with the Town of Waterville Valley and a brief period of unemployment. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs for intermediary platforms.

Nicholas Drapeau is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2021, he worked in various roles including at Edible Arrangements and Ultimate Mobile Gaming. 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 also noted for its registration as a commodity pool operator, advisory role to registered investment companies, and use of AI-driven research methods.

Jillian Gingras is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked with firms including GWFS Equities and Advised Assets Groups. Outside of her advisory role, she operates a homemade skincare and baked goods business called Made From Scratch Kitchen. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jacob Martin is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of New Hampshire and several local businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and fund advisory services.

Valeria Pankey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Roessel Joy, Alo Yoga, Lemon & Thyme, and LuluLemon Athletica. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.