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.

Michael Quinn is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Reagan is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience with Keenan Financial and has worked in various educational and service roles before entering the financial sector. In addition to his advisory duties, Reagan is a licensed insurance agent and occasionally offers clients commissionable insurance products outside of his advisory role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term orientation.

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.

Travis Terry is a financial advisor with Ameriprise in Salem, NH, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise and HD Vest, as well as running his own CPA firm, Travis Terry & Company, since 2000. He serves on the Board of Directors for the Bank of New England. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.

Anthony Parise is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has progressed through various positions within Fidelity Investments since 2022, including Workplace Planning Associate and several levels of Workplace Planning Consultant. His work centers on understanding clients' personal stories and goals to define what success means for them and to incorporate their past experiences into future financial planning. Anthony holds an AR Insurance License. Outside of his professional responsibilities, he engages in social events with friends and has interests that include visiting museums, reading, and writing.

Jonata Ferreira is a financial advisor at Fidelity with three years of industry experience. Before joining Fidelity Investments, Jonata worked at CPA Enterprises LLC and has entrepreneurial experience owning Lyn Ferreira LLC, which provides online virtual fitness services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.