Eric Telfer is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Peter Buckley is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1998. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios.

Casey Dumais is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey partners with clients and their families to develop and execute customized financial plans, aiming to be their primary, trusted advisor while delivering an exceptional client experience through the resources available at Fidelity. Casey has been with Fidelity Investments since 2007, holding various positions including Financial Representative, Facilitator, Retirement Investment Services, Portfolio Specialist, Investment Solutions Consultant in Managed Accounts, Senior Investment Operations Analyst, Research Associate, and Financial Consultant. This extensive experience encompasses investment solutions, portfolio management, retirement investment services, and client consultation. Outside of work, Casey enjoys cooking and baking, spending time on family activities, parenthood, and skiing.

Denise Hosey is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Fidelity since 2006 in various roles, including Fidelity Personal and Workplace Advisors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple sub-advisers while maintaining governance and proxy-voting procedures.

Nicholas Oconnor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at the University System of New Hampshire and Conifer Health Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios through a blend of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jake McNeely is an Investment Solutions Representative III at Fidelity Investments, where he assists clients in creating customized financial plans tailored to their short- and long-term needs. His role focuses on identifying strategies aligned with clients' financial goals to help guide their investment decisions. Jake has been with Fidelity Investments since 2023, previously serving as a Customer Relationship Advocate and High Net Worth Service Associate before his current position. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Jake engages in personal interests including family activities, fitness, football, golf, music, and traveling.

Connor Buscema is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and one year of industry experience. His prior roles include work at Embargo and Paradigm Energy Services, as well as positions during and following his education at the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Elizabeth Hall is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation. Prior to her current role, she was involved with Grahall, LLC, a human resources consulting firm, where she served as an officer until recently phasing out her involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves in advisory roles for various registered investment companies and fund-of-funds.

Mary Lambert is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Fidelity, she held roles at Bentley University and Cervello Inc. Outside of finance, she spent several years working at Granite Fields Golf Club. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Roderick Davidson III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Fidelity Brokerage Services LLC since 2015 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management and fund advisory services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael O’Regan is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at DHK Financial Advisors and several companies outside the financial sector such as Swell Oyster Co. and Three Chimneys Inn. He has also been involved with Sagamore Golf Inc. and held positions in education at UNH, Winnicunnet, and North Hampton School. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jon Provost is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been affiliated with various Fidelity entities since 2001, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and the broader Fidelity Investments firm. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory services to registered investment companies, and the development of model portfolios utilizing AI and systematic methodologies.

John Cairns is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at several country clubs, including Myopia Hunt Club where he served as a caddie. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Adam Deamicis is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he was involved with several small businesses related to pet care, including Park 9 Dog Daycare and Training and Lakefront Dog Retreat. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for multiple registered investment companies and delivers model portfolios to intermediary platforms, incorporating advanced algorithmic and AI-driven research techniques.

Kaitlyn Cheever is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using a systematic investment approach.

Jason Tucker is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC and Berkshire Hathaway Home Services, Verani Realty. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and a multi-asset investment approach.

Michael Wood is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles in Social Security Disability and various positions at New Hampshire Ball Bearings and Southern New Hampshire University. 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. The firm also serves multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brian Cascio is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2013. In addition to his advisory roles, he is affiliated with Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delegates management to sub-advisers while maintaining oversight.

Philip Chiaraluce is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including at Uber, Amazon, Whole Foods Market, and Manchester Community College. Outside of his advisory work, he has experience working on the produce floor at Whole Foods Market during evenings. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Daniel Gilbert is an Investment Solutions Representative III at Fidelity, where he collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He has been with Fidelity since 2023, initially serving as a Customer Relationship Advocate before advancing to his current role in 2024. In his position, Daniel draws on his experience in client relations and investment solutions to support individuals in navigating their financial journeys. Outside of his professional work, he enjoys comedy, kayaking, movies, and traveling.