Nicholas Villeneuve is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Fidelity Investments since 2021 and previously spent five years at TD Ameritrade. Outside of his advisory role, Villeneuve serves as a board member and treasurer for Neighborworks Southern New Hampshire, a nonprofit focused on providing affordable housing. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios and registered investment companies.

Andrew Benson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Raymond James, he spent 10 years with Edward Jones. He is involved in several business ventures, including ownership of 109 Ponemah, LLC, where he manages a commercial property intended to house his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports advisory programs with comprehensive analytical tools and a focus on compliance and technological advancement.

Lindsey Valeri is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, she held roles at Bryant University, Enterprise Rent-a-Car, and various other organizations. 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 model portfolios and fund advisory services.

Perry Radford is a financial advisor at Edward Jones with 10 years of industry experience, holding a Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he coaches youth soccer teams in Goffstown, New Hampshire. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment solutions under a fiduciary standard.

Jennifer Woodhead is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she partners with clients to understand their unique goals and create customized financial plans that align with these objectives. Jennifer's professional experience includes her current position at Fidelity Investments since 2022, where she initially served as a Workplace Planning Consultant before advancing to her current role in 2023. Prior to joining Fidelity, she worked at Charles Schwab Independent Branch as an Associate Financial Consultant from 2020 to 2022 and as a Client Service Specialist from 2018 to 2020. Earlier in her career, Jennifer was an Applications Consultant at Standard & Poor's from 2001 to 2004.

Anthony Luciano is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at various Fidelity entities since 1994, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Garrett Jacobsmeier is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at UMass Dining Services, Concord Academy, and Brickhouse Center Pizza. 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 fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves both registered investment companies and intermediary platforms.

Dylan Babcock is a Series 66 credentialed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Putnam Investments and was involved in coaching skating and hockey skills as an independent contractor for Power Edge LLC. 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 across mutual funds, ETFs, and ETPs. The firm serves various clients including an IRS-qualified Charitable Gift Fund and registered investment companies, and utilizes systematic methodologies with oversight controls in its investment approach.

Maxwell Yee is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Seacoast United and Enterprise Rent-a-Car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and offers model portfolios through intermediary platforms.

Jared Mcintosh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of experience at the firm. His prior roles include positions at Nextdoor Speakeasy, Rochambeau, and Dryft Revere. He has also worked in various non-financial capacities including at Essex County Brewing Co and the University of Massachusetts Amherst. 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 research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic, long-term asset allocation strategies.

Zachary Rowe is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes positions at the University of Connecticut School of Nursing and Doordash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features such as registration as a commodity pool operator and use of AI in research.

Caroline Poser is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. She has prior work history with The American Baptist Churches and Porter Consulting, as well as over a decade of self-employment experience. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in managing registered investment companies, using systematic methodologies, and employing AI-driven research tools.

James Marcou is a financial advisor at Fidelity with 14 years of industry experience and holds Series 63 and Series 66 designations. He has been with Fidelity Investments since 2012, including seven years with Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios to intermediary platforms and managing registered investment companies.

Nate Rumford is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop customized financial plans that align with their family's unique needs. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Retirements Representative, Investment Solutions Representative I and II, before becoming a Planning Consultant in 2024. Nate holds insurance licenses in Arkansas and California and brings a comprehensive understanding of financial planning and investment solutions to his role. His experience at Fidelity Investments encompasses client advising and retirement planning. Outside of his professional work, Nate enjoys outdoor activities such as boating, camping, fishing, golf, hiking, and spending time at the lake.

Matthew Peters is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Primerica Financial Services since 2001 and was employed at Wurth USA for 15 years. Outside of his advisory role, he is involved in sales of home security and automation products through affiliate companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by third parties and supports accounts with custodial and trade execution services from Pershing and BNY Mellon Advisors.

Mariya Dimitrova is a financial advisor with Edward Jones in Chelmsford, MA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jack Gillis is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Northeast Planning Associates, Sea View Technologies, and several food service businesses. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Devin Lafrance is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Robert Half, KBW Recruiting and Staffing, and has experience related to the University of New Hampshire and Manchester Country Club. 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 to develop model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of algorithmic methods and AI in research.

Joseph Chingas is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients and their families to develop and refine comprehensive financial plans aimed at helping them progress toward their financial goals and achieve peace of mind. Joseph has been with Fidelity Investments since 2013, serving in various capacities including Financial Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. His professional experience encompasses a broad range of financial services and investment consulting responsibilities. Outside of his professional work, Joseph has personal interests in fitness, golf, hiking, music, parenthood, and reading.

Daniel St. Jean is a financial advisor with MML Investors Services and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at New York Life Insurance Company and Eagle Strategies. He is also the president and owner of Retirement Financial Group, Inc., where he oversees financial statement preparation and tax-related accounting. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including money-manager services and educational seminars.