Derik Paquette is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. His prior work includes roles at SemiGen, Inc and Vishay Ultrasource, as well as multiple positions associated with Northeastern University and Rogers Corporation. He is also an associate with Paquette & Shaw Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through unique affiliations.

Nabil Bou Mitri is a financial advisor with Fidelity in Boston, MA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2014 and has worked at Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients, offering products such as discretionary portfolio management and multi-manager fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Todd Sweeney is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Fidelity Brokerage Services, Inc. since 1997 and has worked with Fidelity Personal and Workplace Advisors since 2018. 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 is noted for its use of systematic methodologies, model portfolio delivery, and formal advisory roles to multiple registered investment companies.

Benjamin O’Connell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at the Boys and Girls Club of Souhegan Valley and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios driven by proprietary research and quantitative analysis.

Matthew Tylus is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment, Travis Terry & Co, HD Vest Investment Services, Clemons University, and Ameriprise Financial Services Inc. since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Sheridan Marinelli is a financial advisor at Fidelity with Series 63 and Series 66 credentials. Marinelli joined Fidelity in 2025 and has previous work experience in various roles, including positions at Celebrity Cheer, The Grill at Clemson Marina, and Abraham Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, model portfolio delivery, and formal advisory roles to multiple registered investment companies.

Khadija Ouldsahraouia is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Putnam Investments and Sephora. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies with a focus on systematic methodologies and oversight.

Frank Oliver is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 13 years of industry experience. He has been associated with Fidelity and its affiliates since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight of sub-advisers and share class allocations.

Alex Tanguay is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been applying over 20 years of experience in the financial services industry since joining in 2008. His team focuses on helping affluent individuals, families, and institutions pursue their financial goals by providing customized solutions based on clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Alex's advice is tailored to support clients' current lifestyle, retirement income needs, and legacy goals with an emphasis on simplicity, transparency, and a disciplined process. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alex is a graduate of Boston University's Questrom School of Business. He is a member of the Financial Planning Association and serves on the Board of Advisors for Big Brothers Big Sisters, where he has been an active mentor for over sixteen years. Originally from Cape Cod, Massachusetts, Alex resides in Salem, New Hampshire with his wife Nacole and their son Jack. In his spare time, he is an avid runner and cyclist who has completed numerous marathons. Alex is also involved with the Knights of Columbus in his community.

Paul Jobin is a CFP® with 25 years of experience in the financial services industry, currently associated with MassMutual Investors Services. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2011 and has prior experience with Colonial Life starting in 2009. Outside of his advisory role, he also works as an independent cycling coach, designing training plans for cyclists. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements and a range of investment and educational programs.

Paul Hesse is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior firms include Wells Fargo Clearing, Morgan Stanley, and Ameriprise Financial Services Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Arnum is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1994, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered investment companies and use of AI in research.

David Towle is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity in various roles since 2006. Outside of his advisory work, Towle assists at a garden center and participates in community events such as local fairs. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Adam Marshall is the Director, Executive Services Officer at Fidelity Investments, a position he has held since 2023. He focuses on building relationships with clients and understanding their families and Equity Compensation needs to help them work towards their vision of financial success. Adam has been with Fidelity Investments since 2014, serving in various roles including Benefits & Planning Consultant, Executive Service Specialist, and Relationship Retirement Manager. His experience encompasses executive services and retirement planning, providing him with comprehensive expertise in these areas.

Daniel Simard is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He joined the firm in 2025 and previously worked at Liguori Accounting and various nonprofit and public sector organizations. Outside of advising, he serves as Treasurer for the Exeter Area Chamber of Commerce, where he assists with financial oversight and staff education. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Michael Young is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2015, as well as a brief tenure at Empower Retirement. Outside of finance, he operates Michael Young Photography as a sole proprietor. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad clientele including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Charles Redmond is a financial advisor at Fidelity with Series 66 credentials and over two years of experience. His prior work includes roles at Davenport's Bar and Grille and Boards & Brews. Fidelity’s Strategic Advisers LLC provides 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 deliver systematic, model-based investment solutions.

Cameron Bourbeau is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has developed extensive experience within Fidelity, having progressed through various positions including Investment Management Consultant II, Investment Solutions Representative III and II, High Net Worth Advisor, and Customer Relationship Advocate from 2021 to 2026. Prior to joining Fidelity, Cameron worked as a Bank Teller at St. Mary's Bank in 2021. He holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial guidance. Cameron's approach focuses on partnering with clients to help them build confidence in their financial futures through thoughtful guidance and strategic planning. Outside of his professional commitments, Cameron's personal interests include boating, family activities, fishing, football, golf, and skiing.

Scott Manship is a financial advisor at Fidelity with one year of industry experience. He previously worked at T-Mobile for nine years before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI technologies in its investment process.

Cameron Perkins is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments and several creative and entrepreneurial ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction.