Audrey Powers is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, her background includes roles in education and computer science departments at several institutions, including the University of New Hampshire and The Pike School. 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 across mutual funds, ETFs, and ETPs. The firm is also known for its advisory roles to registered investment companies and its use of AI and systematic methodologies in portfolio management.

Peter Dupuis is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fidelity Investments and its affiliates since 2003. Outside of his financial career, he serves as the official scorer for the New Hampshire Fisher Cats, a professional minor league baseball team. 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 offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolios delivered to intermediary platforms.

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 branches of Fidelity since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers 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’s services include discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features such as CFTC registration and the use of AI and algorithmic methods in research.

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.

Christopher Colantoni currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. In this position, he leads a team of advisors with the goal of delivering a client experience that warrants pride at all times. Before becoming Branch Leader, he held several roles at Fidelity Investments, including Regional Planning Consultant from 2018 to 2021, Vice President and Financial Consultant from 2016 to 2018, Financial Consultant from 2014 to 2016, and Investment Consultant from 2013 to 2014. Prior to joining Fidelity, Christopher worked as a Regional Sales Representative at RS Funds from 2010 to 2013 and as a Sales Representative at Guardian Insurance from 2009 to 2010. Christopher's career demonstrates extensive experience within financial consulting and leadership roles, focusing on team development and client service. Outside of his professional responsibilities, he has personal interests that include the beach, cars, cooking and baking, and food.

Thomas Morgera is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2024. His background also includes roles in education and various business activities prior to entering the financial services field. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amaris Beal is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity in various roles since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, deploying a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multi-manager and fund-of-funds structures and serves as a registered commodity pool operator and advisor to multiple investment companies.

Stephen Fountain is a financial advisor at Fidelity with Series 63 and Series 66 designations and seven years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for four years each and served in the Goffstown School District for ten years. 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’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and includes roles such as commodity pool operator registration and advisory services to multiple registered investment companies.

Joseph Heffernan is a financial advisor at Fidelity with 20 years of industry experience and holds Series 63 and Series 66 designations. He has worked within various divisions of Fidelity since 2004, including FIDELITY Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs.

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.

Kristin Kissane is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Riversource Fund Distributors, Inc., Bofa Advisors, LLC, and OSAIC. Kristin is also the owner of JM Sweeney LLC, a non-investment business based in Andover, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

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.

Isabelle Smith is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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®-designated financial advisor at Fidelity with three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Putnam Investments and other firms. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures and delivers model portfolios to intermediary platforms.

John Golis is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines, he worked at Fidelity Investments for five years. Outside of his advisory work, he creates video game content as a YouTuber. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice.

Glen Duffy is a CFP® professional with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.