Jennifer Crain is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has prior work experience at Mystic Valley Regional Charter School spanning over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios through systematic methodologies.

Joan Sweeney is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2025. She previously worked at OSAIC for seven years and spent over two decades at Signator Investors, Inc. and John Hancock Life Insurance Company. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Joshua Berube is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Easterseals New Hampshire and KBW Financial Staffing and Recruiting. 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 various investment vehicles including registered investment companies and fund-of-funds and employs systematic methodologies and long-term asset allocation benchmarks.

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 financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2021, he worked at BlackRock Investments and TD Ameritrade. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 with LPL Financial based in Westford, MA, holding a Series 66 designation and six years of industry experience. She has worked with LPL Financial since 2021 and previously held roles at Waddell & Reed, Inc. and Concord River Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and retirement plan consulting services.

John De Simone is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and four years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Co. He is also the president of the JGD Memorial Foundation, a charitable organization involved in fundraising and organizing a golf tournament. 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 emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers a range of investment and educational programs.

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.

Timothy Fifield is a Series 63-licensed financial advisor with Ameriprise, based in Essex, MA, and has 14 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2016 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he owns TPFG LLC, an entity established to manage his practice. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Nicholas Drapeau is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2021, he worked in various roles including at Edible Arrangements and Ultimate Mobile Gaming. 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 is also noted for its registration as a commodity pool operator, advisory role to registered investment companies, and use of AI-driven research methods.

Jillian Gingras is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked with firms including GWFS Equities and Advised Assets Groups. Outside of her advisory role, she operates a homemade skincare and baked goods business called Made From Scratch Kitchen. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jacob Martin is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of New Hampshire and several local businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and fund advisory services.

Valeria Pankey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Roessel Joy, Alo Yoga, Lemon & Thyme, and LuluLemon Athletica. 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 to manage a range of investment products and model portfolios.

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.