Nick Aspromonti is currently serving as an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to co-create personalized plans aimed at helping them work toward their financial goals. Nick has progressively developed his expertise through various roles at Fidelity Investments, including positions as Investment Solutions Representative II and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. This experience has provided him with a broad understanding of client service and investment solutions. Additional information regarding Nick's education, credentials, personal interests, or community involvement has not been provided.

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 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.

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.

William Johnson is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 2000. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios using systematic methodologies.

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.

Joy Baron is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Signator Investors, Inc. and John Hancock. Baron is also a partner at Coastal Wealth Management, an LLC focused on financial services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, with a range of programs supported by affiliated broker-dealer and RIA relationships.

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.

Jason Sechrist is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2025. He held previous roles at Cambridge Investment Research and John Hancock Funds. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

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.

Mike Kiritsy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients and their families to develop personalized financial plans tailored to their unique goals. Mike has been with Fidelity Investments since 2009, where he has held several positions including Investment Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Service and Trading Representative. His extensive experience spans various aspects of financial consulting and retirement solutions.

Joyce Curtis is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Her prior experience includes 15 years at Invest Financial Corporation and 5 years at Veravest Investment Advisors, Inc. She is also an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, employing both proprietary research and third-party strategies across various platforms.

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.

Douglas Howes is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and LPL Financial. He serves as Vice President of the Atkinson Youth Baseball & Softball Association and as a board member for Southern New Hampshire Softball, both nonprofit organizations. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment process incorporates model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager selections.

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.