Joshua Small is Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop holistic financial plans centered around their needs, focusing on clients' top priorities through active listening and patience. Joshua has been with Fidelity Investments since 2011, holding various roles including Financial Consultant, Retirement Relationship Manager, Workplace Planning and Guidance Consultant II and I, and Defined Contribution Representative II. His experience spans a range of financial consulting and retirement planning positions within the company.

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.

Joan Sweeney is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. She previously worked at OSAIC for seven years and spent 22 years with Signator Investors, Inc. and John Hancock Life Insurance Company. Outside of her advisory role, she is involved with JM Sweeney LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging technology and a broad platform to support its network of over 22,800 advisors.

Joshua Berube is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Easterseals New Hampshire and KBW Financial Staffing and Recruiting. Outside of finance, he has experience working at Juliano's Italian Pizzeria and involvement with local school districts and sports clubs. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

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.

Arianna O’Rourke is a financial advisor at LPL Financial in Westford, MA, holding a Series 66 designation with six years of industry experience. She has worked at LPL Financial since 2019 and is also associated with Sampson West & Associates and Concord River Financial since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shawn Avery is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has real estate ownership interests. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

Daniel Reed is a Planning Consultant at Fidelity Investments, where he works directly with clients to provide holistic financial planning. He focuses on understanding clients' financial needs and goals to develop strategies that help them progress toward achieving those objectives. His approach aims to increase client knowledge and confidence regarding their financial future. Daniel's experience at Fidelity Investments spans several roles, including Investment Management Consultant and Customer Relationship Advocate, which contribute to his comprehensive understanding of financial planning and investment management. He holds an Arkansas Insurance License, supporting his capacity to address various financial and insurance needs. Outside of his professional work, Daniel has personal interests in board games, movies, reading, and soccer.

Scott Martin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity in 2019, he worked at IBM for nine years and held positions with the Town of Waterville Valley and a brief period of unemployment. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs for intermediary platforms.

Nicholas Drapeau is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Ultimate Mobile Gaming and Edible Arrangements, as well as attendance at Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Jillian Gingras is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. She has worked in various roles at Fidelity Investments and related firms since 2018. Outside of her advisory work, she operates a small business, Made From Scratch Kitchen, specializing in homemade skincare and baked goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jacob Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, his work history includes positions in various service and hospitality roles, as well as multiple engagements at the University of New Hampshire. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

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.

Rajmond Pernokaj is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Northwestern Mutual Investment Management, Citizens Securities Inc., and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of fund structures and model portfolios, and is noted for its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.