Brendon Vachon is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2009, progressing through roles including Financial Consultant, Portfolio Specialist, and Retirement Relationship Manager. In his current role, Brendon partners with clients and their families to develop proactive financial plans that support personal, family, and purposeful goals. He focuses on empowering clients to make informed and resourceful investment decisions through comprehensive financial planning. Brendon holds insurance licenses in Arkansas and California.

Erik Niland is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. His prior experience includes eight years at Royal Alliance Associates, Inc. and eight years at JHFN SII. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Jared Stephenson is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients and their lead advisors to support the execution of financial plans, ensuring alignment with clients' evolving goals and priorities. He focuses on coordinating next steps, providing guidance and support, and maintaining client communication throughout the process. Jared has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, Investment Solutions Representative Levels I and II, Investment Management Consultant I, before becoming a Planning Consultant. His areas of focus include tax-efficient investing, risk management, and retirement planning. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Thomas Adams is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he collaborates with Financial Consultants as part of dedicated planning teams to support clients in achieving their financial goals. Prior to this, he worked as an Investment Solutions Representative I & II from 2022 to 2023 and as a Customer Relationship Advocate from 2021 to 2022, all within Fidelity Investments. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Thomas has interests in football, outdoor adventures, pets, and skiing.

Alison Chorney is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors, manages fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Michael Beck is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles at St. Mary's Bank and CUNA Brokerage Services, Inc. Outside of advisory work, he serves as a financial advisor at St. Mary's Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Alexander Williams is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he helps clients develop personalized investment strategies by understanding their unique goals, concerns, and motivations. His approach focuses on thoughtful planning and guidance to support clients in achieving long-term financial stability and confidence. Alexander's experience at Fidelity Investments spans multiple roles since 2022, including Investment Solutions Representative at various levels and High Net Worth Service Associate. This progression reflects his growing expertise in investment solutions and client service within the financial industry. He holds an Arkansas Insurance License and has personal interests in art, comedy, food, gardening, theater, and writing.

Maria Gilderdale is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 1999 and holds a Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Alexis Webber Mccollaum is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Fidelity, she worked at New York Life Insurance Company and has experience in part-time modeling and dance instruction. Outside of finance, she teaches hip hop and other dance styles at local studios. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors by providing investment management and advisory services. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Matthew Williams is a financial advisor with RBC Capital Markets in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s advisory risk profile.

Joey Poisson is a financial advisor at Fidelity with a Series 66 designation and began his advisory career in 2024. Prior to joining Fidelity Investments, he held positions in various industries including automotive sales, physical therapy, and e-commerce. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Bill Ouellette is a Planning Consultant at Fidelity Investments, where he develops tailored engagement strategies to support clients' unique financial planning needs. He partners with clients to understand their short and long term goals and builds customized plans to help them work towards those objectives. Establishing strong relationships with clients and their families is a top priority for him, and he is committed to maintaining trust, reliability, and professionalism. Bill has been serving as a Planning Consultant at Fidelity Investments since 2022. In this role, he focuses on creating personalized financial plans that align with clients' specific goals. Outside of his professional work, Bill's personal interests include beach activities, cooking and baking, family activities, golf, theater, and traveling.

Christopher Coriaty is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1999. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management and fund advisory services, including managing model portfolios with oversight of affiliated and unaffiliated sub-advisers.

Jayden Mcpherson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Jayden held positions in automotive sales and logistics and has worked as an independent contractor for rideshare and food delivery companies. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work and portfolio management utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Richard Anniballi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked for Whole Foods Market for ten years and was self-employed for a year. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies, delivering model portfolios, and utilizing advanced methodologies including AI in its investment process.

Thomas Pare is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Northeast Planning Associates, Inc. and Veravest Investment Advisors, Inc. He is a shareholder in a CPA firm, Hession & Pare, PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies that include discretionary and non-discretionary options.

Michael Paquette is a CFP® professional with 28 years of industry experience, currently advising at Raymond James Financial Services, Inc. since 2013. He is also a partner at Kiersten Rose Realty Trust, LLC, a real estate brokerage and development firm. Outside of financial advisory, he holds ownership and consulting roles in several small businesses, including a startup and a bookkeeping service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to inform client decisions, supporting implementation through various advisory programs.

Kurt Martin is a Planning Consultant with experience at Fidelity Investments, where he has served as a Relationship Manager since 2023 and previously as a High Net Worth Associate in 2023. His professional approach focuses on fully understanding the financial situations of individuals and families to collaborate and offer guidance towards personalized financial goals. Throughout his tenure at Fidelity Investments, Kurt has developed expertise in client relationship management and financial planning. His work involves co-creating pathways tailored to the unique objectives of his clients. Outside of his professional role, Kurt enjoys cooking and baking, participating in social events with friends, and engaging in sports such as golf and tennis. He also has an interest in music.

Lance Crate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company, including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate, all between 2021 and 2024. In his role, Lance works with families, individuals, and small business owners at different stages of their financial journeys. He focuses on understanding clients' goals, motivations, and aspirations to develop and implement financial strategies tailored to their needs. Outside of his professional responsibilities, Lance has personal interests that include fishing, football, golf, and spending time by the lake.

Mary Beth Gilroy is a financial advisor at Fidelity with 16 years of industry experience. She holds a Series 66 designation and has worked at Fidelity in various capacities since 2011, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Prior to that, she was with Edward Jones for two years. Outside of her advisory work, she is a consultant for Mary Kay Cosmetics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.