Stephen Davis is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Strategic Advisers, and Fidelity Personal and Workplace Advisors since 1996. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains roles such as commodity pool operator registration and advisory services to multiple funds.

Philip Summers is a financial advisor with Cambridge Investment Research Advisors and holds 0 years of industry experience. He has been affiliated with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. since 2026. Summers also has 18 years of experience with Generations Law Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various investment implementation platforms and strategies.

Andre Boullion is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he worked in the energy sector with Shell affiliates from 2013 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services supported by model portfolios and third-party asset management. The firm combines advisory programs with a range of financial products, including insurance through an affiliated agency.

Jackson Harrigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience and previously worked at the University of Massachusetts Amherst and Bryant University. Harrigan is also associated with Bluebird Private Wealth LLC as an investment advisor representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals utilizing various portfolio management and platform strategies.

Amelia Gagnon is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 designation and has been affiliated with various Fidelity entities since 2016, including Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and consulting services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Austin Martel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at TS Event Productions LLC and participation in community organizations such as The Boys and Girls Club of Souhegan Valley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Siqiao Chen is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Chen has worked at Fidelity Investments since 2021 and has prior experience in various roles outside the financial industry, including positions at Eastern Industrial Automation and hospitality-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

Andrew Pacheco is an Investment Management Consultant II at Fidelity Investments. In this role, he supports Financial Consultants and collaborates with clients to co-create plans aimed at achieving their personal and financial goals. Andrew has experience as a Planning Consultant at Fidelity Investments since 2024 and previously served as a Workplace Planning Consultant from 2022 to 2024. His work focuses on financial planning and investment management. Outside of his professional responsibilities, Andrew's personal interests include cars, comedy, family activities, social events with friends, and movies.

John Sakolosky is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios built from mutual funds, ETFs, and ETPs with oversight controls and an emphasis on addressing conflicts of interest.

Megan Bach is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been associated with Cetera and its affiliates since 2013 and also serves as vice president of finance for the Hickory Hill Swim & Tennis Club. Additionally, she acts as a co-troop leader for a Girl Scouts USA troop. Cetera Investment Advisers LLC is a multi-manager platform serving individual and institutional clients with portfolio management, financial planning, and retirement services. The firm supports a range of investment strategies, including automated allocations, third-party managers, and bespoke portfolios, managing over $256 billion in assets.

Kevin Sullivan is a financial advisor with LPL Financial in Stoneham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Salem Five Bank and LPL Financial since 2015. Outside of advising, he manages a two-unit rental property. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers financial planning and a range of advisory programs with discretionary and non-discretionary management, supported by internal and third-party research and technology-driven solutions.

Sheryl Wein is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Waddell & Reed, The Wein Group, and various insurance carriers. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs along with financial planning, retirement consulting, and brokerage services supported by in-house and third-party research.

Curtis Forcier is a Financial Consultant at Fidelity Investments, where he has worked since 2022. Prior to his current role, he held several positions within Fidelity Investments, including Planning Consultant, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. He began his career in the investment field as an Inbound Sales representative at MFS Investment Management in 2020. Curtis holds insurance licenses in Arkansas and California. His approach centers on listening to clients' goals and challenges to develop personalized financial strategies. He focuses on building relationships based on trust and transparency, aiming to simplify complex financial matters and provide reliable guidance throughout clients' financial journeys.

Adora Graves is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Prior to her career in finance, she worked at Instacart and White Rhino Capital. Outside of her advisory role, she is employed in manual labor for a painting business in Maine. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund advisory.

Alexis Dunphy is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020 and joined Fidelity Investments in 2025. Outside of finance, she is licensed as a cosmetologist. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary investment solutions.

Nicole Chaloux is a financial advisor with Edward Jones in Windham, NH, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Edward Jones since 2016 and also has a background with Granite State Gold Buyers, where she has been active since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

James Barri is a Financial Consultant at Fidelity Investments, where he partners with clients to develop, implement, and maintain financial plans tailored to their goals. He has been with Fidelity Investments since 2018, progressing through various roles that have expanded his experience and expertise in financial planning and client relationship management. James's career at Fidelity began as a Workplace Planning and Advice Associate in 2018, followed by positions as Financial Representative, Relationship Manager, and Planning Consultant before assuming his current role as Financial Consultant in 2025. This progression reflects his comprehensive experience in delivering financial advice and planning services to clients.

Aaron Ezra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has a substantial history with Fidelity, having served in various roles including Planning Consultant, Investment Management Consultant, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant since 2018. Prior to his career at Fidelity, Aaron worked as a Relationship Banker at Huntington Bank from 2016 to 2018. In his current role, Aaron works closely with clients to develop financial plans tailored to their individual goals, concerns, and financial situations. He focuses on creating strategies that provide clients with peace of mind across all market conditions, allowing them to concentrate on living fulfilling lives. Outside of his professional work, Aaron enjoys baseball, movies, and puzzles.

Brendan Slein is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Deloitte & Touche LLP from 2012 to 2018. Outside of his advisory role, he serves on the Board of Directors and as Secretary for Salemhaven Inc. and is a member of the New Hampshire Society of CPA’s Investment Committee. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Peter Mclaughlin is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2000. Outside of his advisory work, he has held retail positions in customer service and sales at several local stores. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.