Valerie McClendon is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. Her career includes roles at Financial Strategies Retirement Partners and Commonwealth Financial Network, as well as over two decades at Qualified Benefits, Inc. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, and public sector entities. The firm offers specialized services such as the SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains capabilities in municipal and public finance advisory.

Amanda Alksnitis is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America, The Patriot Financial Group, and Alder Tree Financial. Outside of her advisory role, she serves as co-president of Capitol Region Mothers of Multiples and teaches horse riding and training in Canterbury, NH. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a large nationwide network of independent advisors.

Blake Thomas is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has advanced through several roles at Fidelity, including Investment Solutions Representative, Investment Management Consultant I and II, before attaining his current position in 2022. Blake partners with clients to understand their financial goals and implements strategies to develop comprehensive lifetime financial plans. He holds insurance licenses in Arkansas and California, supporting his ability to provide tailored financial advice. Outside of his professional work, Blake enjoys cars, fishing, golf, outdoor adventures, parenthood, and photography.

Jillian Allaire is a financial advisor at Fidelity with 11 years of industry experience. She has worked at Fidelity Brokerage Services since 2018 and previously at Sullivan and Cogliano and Fidelity Investments. Outside of her advisory role, she serves as a board member of the Putney Pond Neighborhood Association, participating in annual meetings to support community decisions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Joseph Rockwell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021. Outside of his advisory role, he has been involved with UMass Men's Rugby from 2019 to 2021. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Ethan Keyes is a financial advisor at Fidelity Investments with a Series 66 designation and less than one year of industry experience. His prior work history includes various roles at Gordon College and Wheaton College, as well as a position at the Danvers Community YMCA. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage investments, and it is noted for its roles as a commodity pool operator, advisory services to registered investment companies, and use of AI in research.

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 has roles at Primerica Financial Services and Triangle Credit Union dating back over a decade. Additionally, he owns Madan K. Thebe/Faith Math LLC, through which he engages in various business activities including sales of loan products and home-related services referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven portfolio strategies managed by third-party asset managers.

Erol Senel is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research in portfolio management.

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 financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. He has worked in various roles at Fidelity since 2015, including positions with Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Kevin Therrien is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity Investments, he held various roles including positions in education and event management. 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, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Shannon Ponte is a financial advisor at Fidelity with Series 66 and Series 63 designations and eight years of industry experience. She has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

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 with Fidelity, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked primarily within Fidelity Brokerage Services since 2017, with a brief period outside the industry. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, offers 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 manage discretionary and non-discretionary assets, and it provides model portfolios to intermediary platforms.

Jean Paul Fauvel is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and provides formal advisory services to multiple registered investment companies and fund‑of‑funds.

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.