Alicia Majeski is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. She specializes in financial planning, focusing on building client relationships based on trust and providing attentive service. Her approach centers on simplifying complex financial concepts and guiding conversations by personal goals, followed by education, execution, and monitoring. Prior to her current role, Alicia worked as a Wealth Management Specialist at Tilton Wealth Management from 2017 to 2022. Throughout her career, she has developed expertise in wealth management and financial planning. Outside of her professional work, Alicia has personal interests that include fitness, outdoor adventures, parenthood, skiing, traveling, and yoga.

David Hackmeier is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and E*TRADE in various capacities since 2012. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options along with centralized custodial and order-routing services.

Ashley Stewart is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Fidelity in various capacities since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research and quantitative analysis. The firm also serves as a commodity pool operator and adviser to multiple registered investment companies.

Mary Butler Aldrich is a financial advisor at LPL Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she spent 31 years with Waddell & Reed, Inc. and various insurance carriers. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Vitor Diniz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has a progressive career within the company, having held roles such as Workplace Planning Consultant Team Leader, Workplace Planning Consultant Help Desk, Workplace Planning Consultant, and Financial Services Representative from 2019 onward. Vitor focuses on collaborating with clients to develop tailored wealth planning strategies that enable them to confidently pursue their financial goals. He holds insurance licenses in Arkansas and California, which support his work in financial and insurance planning. Outside of his professional career, Vitor has interests in fitness, football, parenthood, snowboarding, and soccer.

Kyle Pageau is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Fidelity entities since 2017. Prior to his financial career, he held roles in the restaurant industry and at the University of New Hampshire. 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 a range of portfolios, including fund-of-funds and model portfolios.

Kelsey Laplante is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2020. Her prior experience includes roles at Southeast Insurance Group, Coole Swan, Anchor Promotions, and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, managing model portfolios with oversight and the use of systematic methodologies.

Jeremy Forrence is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and over 18 years of industry experience. He has worked at Fidelity since 2008, including roles with Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a range of clients, including charitable gift funds and registered investment companies, and offers services such as discretionary portfolio management and fund advisory.

Brian Smith is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked in landscape construction and related businesses. Outside of his advisory role, he owns and operates Stonesmith's Hardscapes, a landscaping and stone installation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Lucas Burke is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Watson Construction and By Appointment Only. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

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.

Colleen Bellamy is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She has accumulated 30 years of experience in finance, specializing in wealth planning that prioritizes lifestyle and legacy. Colleen focuses on building deep relationships and purposeful plans to help clients achieve clarity, confidence, and fulfillment throughout their financial journeys. Prior to her current role, Colleen served as Senior Vice President in Asset Management at Fidelity Investments from 2016 to 2026. Her previous experience also includes managing director responsibilities at J.P. Morgan Private Bank between 2009 and 2015, and vice president roles in corporate finance at JPMorganChase from 1993 to 2015. Outside of her professional work, Colleen has personal interests in fitness, hiking, spending time at the lake, parenthood, and skiing.

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.

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.

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.