Christopher Coriaty is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services Inc and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a wide range of clients, offering investment management and advisory services through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolio solutions for both retail and institutional investors.

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 holds Series 63 and Series 65 licenses and has been with LPL since 2007. Prior to that, he worked at Northeast Planning Associates, Inc. from 2003 to 2018. He is a shareholder in Hession & Pare, PC, a CPA firm affiliated with his advisory practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Paquette is a CFP® with 28 years of industry experience, currently serving as a financial advisor 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 his advisory role, Paquette is involved in several business ventures including a startup company and a bookkeeping services firm, where he provides consulting and mentorship. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and supports a substantial portion of its advisory business on a non-discretionary basis.

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 the Series 66 designation and has been with Fidelity Investments since 2011. Outside of her advisory work, she is a consultant for Mary Kay Cosmetics, where she purchases products and sells them at wholesale prices to acquaintances. 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 manage discretionary and non-discretionary portfolios, with a focus on long-term asset allocation and systematic methodologies.

Jake Mc Pherson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His background includes roles at Bank of America, Fidelity Brokerage Services, and Conway Technology Group. Outside the financial sector, he has worked in the hospitality industry as waitstaff at Chunky's Cinema Pub. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Eric Ellis is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Ellis serves on the Board of Directors for Make A Wish New Hampshire. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Oliver Matte is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

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.

Iuliana Robinson is a Series 66-licensed financial advisor at Merrill with six years of industry experience. She has been with Merrill since 2019 and has worked at Bank of America, N.A. since 2015. Outside of her advisory role, she is a board member of the New Hampshire Women’s Foundation, a nonprofit organization focused on opportunity and equality for women and girls in New Hampshire. She is also involved with a family-owned painting company and engages in limited rental property activities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical managed accounts.

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 with Fidelity, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at various Fidelity entities since 2009, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a commodity pool operator, and its advisory work with registered investment companies and fund-of-funds.

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.

Joshua Berube is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Easterseals New Hampshire and KBW Financial Staffing and Recruiting. 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 various investment vehicles including registered investment companies and fund-of-funds and employs systematic methodologies and long-term asset allocation benchmarks.

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.

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.