Adam Talhouk is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at Turner’s Seafood and academic positions at Philipps University of Marburg, University of Massachusetts Boston, and North Shore Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of AI technologies and its role as a registered commodity pool operator.

Ben Tobeler is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes positions at Rise Private Wealth Management and time at Southern New Hampshire University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides clients with written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

David Maguire Jr. is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, he was with Balanced Healthcare Receivables for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs, and maintains a formal advisory role with multiple registered investment companies.

Audrey Powers is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. She has held roles at the University of New Hampshire Computer Science Department and The Pike School. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation.

Peter Dupuis is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Fidelity Investments since 2003. Outside of his advisory role, he serves as an official scorer for the New Hampshire Fisher Cats, a minor league baseball team. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gunther Bron is a Financial Consultant at Fidelity Investments, where he currently collaborates with clients to develop customized financial plans. His approach is informed by his personal experience helping his parents navigate retirement and draws on his various roles within Fidelity in both planning and trading. Since joining Fidelity in 2020, Gunther has held multiple positions including Planning Consultant, Relationship Manager, Client Management Representative, Investment Solutions Representative, and Customer Relationship Advocate. This range of experience supports his work in creating tailored financial roadmaps for clients. Gunther holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, he enjoys camping, fitness, hiking, running, and skiing.

Mathieu Lavallee is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1998, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 across mutual funds, ETFs, and ETPs.

Kyle Geddes is the Vice President and Financial Consultant at Fidelity Investments since 2026. In this role, he partners with clients and their families to develop financial plans tailored to their long-term goals. He focuses on understanding clients' financial objectives and collaborates with them to create investment strategies aimed at pursuing these goals. Kyle has been with Fidelity Investments since 2018, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle engages in activities such as fitness, golf, skiing, and volunteering. He also has an interest in food and spending time at the lake.

Brian Lavallee serves as Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2001. His professional experience includes roles as a Retirement Specialist, Relationship Officer, and Financial Consultant, demonstrating a long-term commitment to the firm and a comprehensive understanding of financial consulting. Brian holds insurance licenses in Arkansas and California. He emphasizes integrity and personalized financial planning, aiming to create plans that are tailored, easy to understand, and aligned with the needs of clients and their families. Outside of his professional role, Brian engages in family activities, fitness, hiking, running, parenthood, and volunteering.

Stephen Fountain is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at NYLIFE Securities LLC and New York Life Insurance Co. He also spent ten years with the Goffstown School District. 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 uses a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios and oversight of sub-advisers.

Joseph Heffernan is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. 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 to deliver model portfolios. The firm also serves multiple registered investment companies and uses systematic methodologies and AI-driven research in its investment process.

Evan Hartnett is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients to build and maintain financial plans aimed at securing their financial future. He collaborates with Financial Consultants to utilize all available resources to earn clients' trust and help them work toward their financial goals. Prior to his current position, Evan served as a Workplace Planning Consultant at Fidelity Investments from 2007 to 2022. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services.

Rachel Beygelman is a financial advisor with Fidelity in Merrimack, NH. She holds the Series 66 designation and began her career in the financial industry in 2025. Her previous work includes roles outside of finance, such as positions with TCG Fandom and involvement with the Rhode Island School of Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with commodity pool operations, advisory roles to registered investment companies, and use of advanced AI and systematic methodologies in portfolio management.

Laszlo Hobausz is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves in a successor capacity for a trust in Sunapee, New Hampshire. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and the Global Investment Committee’s research to model outcomes, while generally acting in an advisory capacity.

Annette Crnilovic is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1995. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Isabelle Smith is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2014. 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 portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight.

Nicholas Tierno is a CFP® with Series 66 and Series 63 licenses, currently affiliated with Fidelity. He has three years of experience in the financial industry, including roles at Fidelity Investments and Putnam Investments. 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 across mutual funds, ETFs, and ETPs.

John Golis is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Fidelity Investments. Outside of his advisory role, he creates video game-related content as a YouTuber. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term strategies.

Erik Hallenbeck is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Rise Private Wealth Management, Northwestern Mutual, and Fidelity Investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal advice.

Christopher Pucko is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. He utilizes the resources of Fidelity alongside his understanding of clients' unique situations to assist in building financial plans aimed at meeting family goals. Christopher's experience at Fidelity spans multiple roles since 2007, including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Service Representative/Full Trader. This progression reflects his extensive background in various aspects of financial services. He holds insurance licenses in Arkansas and California.