Alison Chorney is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors, manages fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and formal advisory roles to 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 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1999. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management and fund advisory services, including managing model portfolios with oversight of affiliated and unaffiliated sub-advisers.

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.

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 a Series 66 designation and has worked at Fidelity in various capacities since 2011, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Prior to that, she was with Edward Jones for two years. Outside of her advisory work, she is a consultant for Mary Kay Cosmetics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jake Mc Pherson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America and Fidelity Brokerage Services. Outside of his financial career, he has worked as waitstaff at Chunky's Cinema Pub. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Oliver Matte is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He has worked across several Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

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 at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2009. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including management of model portfolios and fund advisory.

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 at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he has held various roles including work with Easterseals New Hampshire and positions in education and staffing firms. 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 systematic portfolio construction using mutual funds, ETFs, and ETPs. The firm is noted for its advisory roles to registered investment companies, use of algorithmic methods including AI, and management of model portfolios for Fidelity Institutional Wealth Adviser.

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.