Bradley Rochford is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he collaborates closely with clients and their Financial Consultants to develop tailored financial plans that address specific needs and concerns. Prior to this role, he worked as an Investment Solution Representative from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023, all within Fidelity Investments. Bradley holds an Arkansas Insurance License, which supports his work in financial planning and investment services. He emphasizes the importance of forming strong relationships with clients to maintain trust and longevity in those partnerships. Outside of his professional responsibilities, Bradley's personal interests include comedy, family activities, fitness, football, and skiing.

Chris Olson is the Director and Executive Services Officer at Fidelity Investments, where he serves as a dedicated point of contact for Senior Executives regarding their equity compensation benefits. In this role, he provides personalized support tailored to each executive's unique situation, assisting with the integration of equity into comprehensive financial plans. His focus areas include diversification strategies, tax-efficient investing, award analytics, and the development of comprehensive trading plans. Chris has been with Fidelity Investments since 2012, progressing through various roles including Wealth Management Senior Relationship Manager, Senior SPS Executive Services Specialist, Stock Plan Services Representative, and Financial Representative. This experience has equipped him with a broad understanding of wealth management and equity compensation services. Outside of his professional duties, Chris enjoys biking, golf, and skiing.

Declan Quinn is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Keenan Financial and multiple positions at the University of Massachusetts Amherst and the Town of Danvers. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator, its advisory work for registered investment companies, and its use of algorithmic methods and AI in research.

Rajmond Pernokaj is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citizens Securities Inc. and Northwestern Mutual Investment Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction while maintaining oversight of delegated management and addressing potential conflicts of interest.

Tyler Arnesen is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Prior to his current role, he worked at Bentley University and Nashua High School South. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, featuring a written Recommendation Report and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Louis Cardinale is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Outside of his advisory role, he is an insurance agent specializing in individual and group life and health insurance and serves as a general partner in a business expense sharing LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and delivers recommendations primarily focused on investment categories and strategies.

Richard Wright II is a financial advisor at Merrill with six years of industry experience and a Series 66 designation. He has worked at Merrill since 2017 and has also been associated with Bank of America, N.A. and General Wireless Inc. DBA Radioshack. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Talhouk is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at Turner’s Seafood and academic positions at Philipps University of Marburg, University of Massachusetts Boston, and North Shore Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of AI technologies and its role as a registered commodity pool operator.

Ben Tobeler is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes positions at Rise Private Wealth Management and time at Southern New Hampshire University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides clients with written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

David Maguire Jr. is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, he was with Balanced Healthcare Receivables for one year. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs, and maintains a formal advisory role with multiple registered investment companies.

Audrey Powers is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she held various roles including positions at the University of New Hampshire Computer Science Department and The Pike School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combined approach of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its advisory roles with registered investment companies and use of algorithmic and AI-driven research methods.

Peter Dupuis is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Fidelity Investments since 2003. Outside of his advisory role, he serves as an official scorer for the New Hampshire Fisher Cats, a minor league baseball team. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gunther Bron is a Financial Consultant at Fidelity Investments, where he currently collaborates with clients to develop customized financial plans. His approach is informed by his personal experience helping his parents navigate retirement and draws on his various roles within Fidelity in both planning and trading. Since joining Fidelity in 2020, Gunther has held multiple positions including Planning Consultant, Relationship Manager, Client Management Representative, Investment Solutions Representative, and Customer Relationship Advocate. This range of experience supports his work in creating tailored financial roadmaps for clients. Gunther holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, he enjoys camping, fitness, hiking, running, and skiing.

Mathieu Lavallee is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1998, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kyle Geddes is the Vice President and Financial Consultant at Fidelity Investments since 2026. In this role, he partners with clients and their families to develop financial plans tailored to their long-term goals. He focuses on understanding clients' financial objectives and collaborates with them to create investment strategies aimed at pursuing these goals. Kyle has been with Fidelity Investments since 2018, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle engages in activities such as fitness, golf, skiing, and volunteering. He also has an interest in food and spending time at the lake.

Brian Lavallee serves as Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2001. His professional experience includes roles as a Retirement Specialist, Relationship Officer, and Financial Consultant, demonstrating a long-term commitment to the firm and a comprehensive understanding of financial consulting. Brian holds insurance licenses in Arkansas and California. He emphasizes integrity and personalized financial planning, aiming to create plans that are tailored, easy to understand, and aligned with the needs of clients and their families. Outside of his professional role, Brian engages in family activities, fitness, hiking, running, parenthood, and volunteering.

Amaris Beal is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight through affiliated or unaffiliated sub-advisers.

Stephen Fountain is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at NYLIFE Securities LLC and New York Life Insurance Co. He also spent ten years with the Goffstown School District. 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 uses a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios and oversight of sub-advisers.

Joseph Heffernan is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm also serves multiple registered investment companies and uses systematic methodologies and AI-driven research in its investment process.

Evan Hartnett is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients to build and maintain financial plans aimed at securing their financial future. He collaborates with Financial Consultants to utilize all available resources to earn clients' trust and help them work toward their financial goals. Prior to his current position, Evan served as a Workplace Planning Consultant at Fidelity Investments from 2007 to 2022. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services.