Brendon Vachon is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2009, progressing through roles including Financial Consultant, Portfolio Specialist, and Retirement Relationship Manager. In his current role, Brendon partners with clients and their families to develop proactive financial plans that support personal, family, and purposeful goals. He focuses on empowering clients to make informed and resourceful investment decisions through comprehensive financial planning. Brendon holds insurance licenses in Arkansas and California.

Jared Stephenson is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients and their lead advisors to support the execution of financial plans, ensuring alignment with clients' evolving goals and priorities. He focuses on coordinating next steps, providing guidance and support, and maintaining client communication throughout the process. Jared has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, Investment Solutions Representative Levels I and II, Investment Management Consultant I, before becoming a Planning Consultant. His areas of focus include tax-efficient investing, risk management, and retirement planning. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Thomas Adams is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he collaborates with Financial Consultants as part of dedicated planning teams to support clients in achieving their financial goals. Prior to this, he worked as an Investment Solutions Representative I & II from 2022 to 2023 and as a Customer Relationship Advocate from 2021 to 2022, all within Fidelity Investments. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Thomas has interests in football, outdoor adventures, pets, and skiing.

Alison Chorney is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Alexander Williams is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he helps clients develop personalized investment strategies by understanding their unique goals, concerns, and motivations. His approach focuses on thoughtful planning and guidance to support clients in achieving long-term financial stability and confidence. Alexander's experience at Fidelity Investments spans multiple roles since 2022, including Investment Solutions Representative at various levels and High Net Worth Service Associate. This progression reflects his growing expertise in investment solutions and client service within the financial industry. He holds an Arkansas Insurance License and has personal interests in art, comedy, food, gardening, theater, and writing.

Alexis Webber Mccollaum is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Fidelity, she worked at New York Life Insurance Company and has experience in part-time modeling and dance instruction. Outside of finance, she teaches hip hop and other dance styles at local studios. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors by providing investment management and advisory services. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Joey Poisson is a financial advisor at Fidelity with a Series 66 designation and began his advisory career in 2024. Prior to joining Fidelity Investments, he held positions in various industries including automotive sales, physical therapy, and e-commerce. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Bill Ouellette is a Planning Consultant at Fidelity Investments, where he develops tailored engagement strategies to support clients' unique financial planning needs. He partners with clients to understand their short and long term goals and builds customized plans to help them work towards those objectives. Establishing strong relationships with clients and their families is a top priority for him, and he is committed to maintaining trust, reliability, and professionalism. Bill has been serving as a Planning Consultant at Fidelity Investments since 2022. In this role, he focuses on creating personalized financial plans that align with clients' specific goals. Outside of his professional work, Bill's personal interests include beach activities, cooking and baking, family activities, golf, theater, and traveling.

Christopher Coriaty is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services Inc and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a wide range of clients, offering investment management and advisory services through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolio solutions for both retail and institutional investors.

Jayden Mcpherson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Jayden held positions in automotive sales and logistics and has worked as an independent contractor for rideshare and food delivery companies. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work and portfolio management utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Richard Anniballi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked for Whole Foods Market for ten years and was self-employed for a year. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies, delivering model portfolios, and utilizing advanced methodologies including AI in its investment process.

Michael Paquette is a CFP® with 28 years of industry experience, currently serving as a financial advisor 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 his advisory role, Paquette is involved in several business ventures including a startup company and a bookkeeping services firm, where he provides consulting and mentorship. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and supports a substantial portion of its advisory business on a non-discretionary basis.

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.

Lance Crate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company, including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate, all between 2021 and 2024. In his role, Lance works with families, individuals, and small business owners at different stages of their financial journeys. He focuses on understanding clients' goals, motivations, and aspirations to develop and implement financial strategies tailored to their needs. Outside of his professional responsibilities, Lance has personal interests that include fishing, football, golf, and spending time by the lake.

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.

Jake Mc Pherson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His background includes roles at Bank of America, Fidelity Brokerage Services, and Conway Technology Group. Outside the financial sector, he has worked in the hospitality industry as waitstaff at Chunky's Cinema Pub. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

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.

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.