Joseph Rockwell is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, his background includes roles at Market Basket and involvement with UMass Men's Rugby. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Taylor Mailloux is a financial advisor at Fidelity with seven years of industry experience. Their background includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as experience outside finance at Woodpellets.com/Nagler Group and Massage Envy. 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 manage portfolios composed of mutual funds, ETFs, and ETPs.

Brooke Spicer is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Outside of her advisory role, she maintains a travel blog called Travel Babble Repeat where she shares travel experiences. 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.

Ethan Keyes is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes various roles at Gordon College and Retirement Resources Investment Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios utilizing mutual funds, ETFs, and ETPs, and has regulatory registrations and advisory roles that distinguish it among large institutional firms.

Aidan Magner is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held roles at International Data Corporation, Alku, The Deck, and Andover Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a broad range of investors and registered investment companies.

Madan Thebe is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at PFS Investments, Inc. since 2016 and Primerica Financial Services since 2014, with earlier experience at Triangle Credit Union and H&R Block. He is also the owner of Madan K. Thebe/Faith Math LLC. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports clients with custodial and trade execution services.

Erol Senel is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities since 2007, including a tenure at TD Ameritrade from 2009 to 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work, portfolio management, and fund consulting. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Andrew Giovanniello is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he held various positions including roles in education and retail. Outside of his advisory work, he is the founder of Metropolitan Properties LLC, a residential rental property business in southern New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and the construction of model portfolios using proprietary research, quantitative analysis, and systematic methodologies.

Zachery Morris is a Series 66-licensed financial advisor with 11 years of industry experience, currently working at Fidelity. His tenure includes roles at Fidelity Brokerage Services since 2015 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund advisory and model portfolios, with oversight controls and conflict-of-interest evaluations in place.

Kevin Therrien is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His work history includes roles in education and event management, as well as various operational positions. Strategic Advisers LLC, a Fidelity Investments company, 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 to create model portfolios from mutual funds, ETFs, and ETPs.

Shannon Ponte is a financial advisor at Fidelity with 9 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Fidelity Investments since 2015. Strategic Advisers LLC, a Fidelity Investments company, 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 manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Stephen Coolidge is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he focuses on developing financial plans that align with clients' priorities and goals, emphasizing personalized strategies based on individual client needs. Prior to his current role, Stephen worked as an Investment Solutions Consultant at Fidelity Investments Life Insurance from 2013 to 2018. His experience spans various aspects of financial consulting, with a focus on investment solutions and executive planning. Stephen values understanding each client's unique situation to provide tailored financial advice. Additional information regarding his education, credentials, personal interests, or community involvement was not provided.

Tyler Skvorak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has been a senior loan officer at Homestead Mortgage Loans since 2014, assisting consumers with mortgage lending. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using a collaborative and software-driven approach to develop client-focused investment strategies.

John paul Sayah is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Workplace Planning Consultant at the same firm from 2022 to 2025. His professional experience is focused on providing financial planning services. He holds insurance licenses in Arkansas and California and is proficient in Arabic, French, and Spanish. John paul approaches financial planning by prioritizing client relationships and aligning strategies with clients' values and goals. Outside of his professional work, John paul has personal interests that include art, painting, spending time at the beach, caring for pets, and playing soccer.

Jeffrey Reaves is a Financial Consultant at Fidelity Investments, where he has been working since 2023. In his role, he focuses on understanding clients' priorities and assisting them in planning for life events and achieving their financial goals. He maintains ongoing relationships with clients to help them stay on track or adjust their plans as needed. Jeffrey has been with Fidelity Investments since 2019, progressing through roles including Investment Solutions Representative, Portfolio Specialist, and Investment Consultant. He holds an Arkansas Insurance License.

Kerry Santerre is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. His current role at Fidelity Investments began in 2025. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kyle Egnet is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes multiple roles at Fidelity Brokerage Services, LLC, spanning from 2017 to the present, and a three-year position at Staples. Strategic Advisers LLC, a Fidelity Investments company, 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, employing model portfolios made up of mutual funds, ETFs, and ETPs, and it fulfills advisory roles involving commodity pool operations and fund governance.

Jean Paul Fauvel is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, while also serving as a registered commodity pool operator and adviser to multiple registered investment companies.

Blake Murray is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance Company. Outside of financial services, he spent two years involved with 603 Brewery and has experience in education and family dentistry settings. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Kelly O'Hara is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked in various roles across multiple firms, including Fidelity Investments since 2020. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages oversight of sub-advisers and share allocations.