Joshua Berube is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he has held various roles including work with Easterseals New Hampshire and positions in education and staffing firms. 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 systematic portfolio construction using mutual funds, ETFs, and ETPs. The firm is noted for its advisory roles to registered investment companies, use of algorithmic methods including AI, and management of model portfolios for Fidelity Institutional Wealth Adviser.

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.

Gregory Abelli is a CFP® professional with 12 years of industry experience, currently advising clients at Edward Jones since 2018. His prior roles include positions at BlackRock Investments, LLC, TD Ameritrade, and Pioneer Funds Distributor, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Arianna O’Rourke is a financial advisor at LPL Financial in Westford, MA, holding a Series 66 designation with six years of industry experience. She has worked at LPL Financial since 2019 and is also associated with Sampson West & Associates and Concord River Financial since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Daniel Reed is a Planning Consultant at Fidelity Investments, where he works directly with clients to provide holistic financial planning. He focuses on understanding clients' financial needs and goals to develop strategies that help them progress toward achieving those objectives. His approach aims to increase client knowledge and confidence regarding their financial future. Daniel's experience at Fidelity Investments spans several roles, including Investment Management Consultant and Customer Relationship Advocate, which contribute to his comprehensive understanding of financial planning and investment management. He holds an Arkansas Insurance License, supporting his capacity to address various financial and insurance needs. Outside of his professional work, Daniel has personal interests in board games, movies, reading, and soccer.

Scott Martin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity in 2019, he worked at IBM for nine years and held positions with the Town of Waterville Valley and a brief period of unemployment. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs for intermediary platforms.

Nicholas Drapeau is a financial advisor with Fidelity Investments holding Series 63 and Series 66 designations and three years of industry experience. His prior work history includes roles at Edible Arrangements, Ultimate Mobile Gaming, and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jillian Gingras is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. She has worked in various roles at Fidelity Investments and related firms since 2018. Outside of her advisory work, she operates a small business, Made From Scratch Kitchen, specializing in homemade skincare and baked goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jacob Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held various roles including positions at the University of New Hampshire and several hospitality-related businesses. 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, including fund advisory and model portfolio delivery.

Bradley Rochford is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he collaborates closely with clients and their Financial Consultants to develop tailored financial plans that address specific needs and concerns. Prior to this role, he worked as an Investment Solution Representative from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023, all within Fidelity Investments. Bradley holds an Arkansas Insurance License, which supports his work in financial planning and investment services. He emphasizes the importance of forming strong relationships with clients to maintain trust and longevity in those partnerships. Outside of his professional responsibilities, Bradley's personal interests include comedy, family activities, fitness, football, and skiing.

Blaise Romanowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009, following an internship that began in 2008. Blaise specializes in areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. Blaise earned both his Bachelor's degree in Finance, Economics and Operations Management and his MBA in Finance from Loyola University Chicago, Quinlan School of Business. He holds the Personal Investment Advisor (PIA) designation. Drawing on his interest in behavioral and computational finance, Blaise works closely with clients to develop customized portfolio models tailored to their unique preferences and goals. Outside of his professional role, Blaise participates in community fundraising events for the Alzheimer's Association. He resides in the Lincoln Square area with his wife and their English Bulldog. His personal interests include biking, boating, camping, cooking, fishing, golfing, and spending time with family.

Chris Olson is the Director and Executive Services Officer at Fidelity Investments, where he serves as a dedicated point of contact for Senior Executives regarding their equity compensation benefits. In this role, he provides personalized support tailored to each executive's unique situation, assisting with the integration of equity into comprehensive financial plans. His focus areas include diversification strategies, tax-efficient investing, award analytics, and the development of comprehensive trading plans. Chris has been with Fidelity Investments since 2012, progressing through various roles including Wealth Management Senior Relationship Manager, Senior SPS Executive Services Specialist, Stock Plan Services Representative, and Financial Representative. This experience has equipped him with a broad understanding of wealth management and equity compensation services. Outside of his professional duties, Chris enjoys biking, golf, and skiing.

Declan Quinn is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Keenan Financial and multiple positions at the University of Massachusetts Amherst and the Town of Danvers. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator, its advisory work for registered investment companies, and its use of algorithmic methods and AI in research.

Rajmond Pernokaj is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Northwestern Mutual Investment Management, Citizens Securities Inc., and Fidelity Investments. 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 a variety of fund structures and model portfolios, and is noted for its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Tyler Arnesen is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Prior to his current role, he worked at Bentley University and Nashua High School South. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, featuring a written Recommendation Report and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Richard Wright II is a financial advisor at Merrill with six years of industry experience and a Series 66 designation. He has worked at Merrill since 2017 and has also been associated with Bank of America, N.A. and General Wireless Inc. DBA Radioshack. Merrill, along 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 investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Talhouk is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at Turner’s Seafood and academic positions at Philipps University of Marburg, University of Massachusetts Boston, and North Shore Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of AI technologies and its role as a registered commodity pool operator.

David Maguire Jr. is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, he was with Balanced Healthcare Receivables for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs, and maintains a formal advisory role with multiple registered investment companies.