Michael Soleau is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. He has worked at Fidelity Investments since 2010, including seven years with Fidelity Personal and Workplace Advisors. Prior to that, he was with Edward Jones for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm employs systematic methodologies and incorporates algorithmic portfolio construction and AI in its investment process.

Jason Farrow is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over 18 years, working in various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, and 401k Service Associate. Jason specializes in wealth planning and partners with clients to create individualized financial roadmaps. His experience spans multiple facets of financial consulting, and he holds insurance licenses in Arkansas and California. Outside of his professional work, Jason enjoys camping, fishing, hiking, outdoor adventures, skiing, and traveling.

Gregory Pennini is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at LPL Financial for 13 years and held roles at Carrthaxton Financial Group, LLC. Pennini is also involved in fixed insurance sales and owns Carrthaxton Realty Trust, LLC, an entity that owns property where his sales branch is located. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a broad range of investment strategies and manages over $256 billion in assets with more than 10,000 advisors nationwide.

Taylor Dow is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Alku. Outside of his advisory role, he coaches tumbling classes at a dance studio. Fidelity’s affiliate, 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 manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves registered investment companies and intermediary platforms.

Daniel Wagner is a financial advisor with Ameriprise who holds the Series 66 designation and has 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Wagner also manages an independent advisory business through OC&C Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Juan Diaz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC, NYLIFE Securities LLC, and New York Life Insurance Co., as well as positions outside finance such as at Lawrence Public Schools and Merrimack Valley YMCA. 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. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

James Rubera is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Brent Smith is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to joining Fidelity, he spent a year at Ameriprise. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its advisory roles and use of systematic methodologies.

Chase Maceachern is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Martingale Wharf and various non-financial employers. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

William Flaherty is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles in education and community organizations, including Reading Public Schools and the YMCA Greater Boston. 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. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies.

Melissa Tulley is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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.

Chris Basmaji is a Financial Consultant at Fidelity Investments, a position held since 2017. In this role, he guides clients and their families in developing financial strategies aimed at achieving their lifetime goals. He emphasizes a planning-based approach that prioritizes the specific needs of each client. Chris holds an Arkansas Insurance License, which supports his professional work in financial consulting. His experience focuses on creating long-term relationships with clients by aligning financial plans with their personal objectives.

Michael Meehan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include four years with Lincoln Financial Advisors Corporation and an earlier tenure at LPL Financial. He also operates Meehan Financial Services, a business related to his advisory work and non-variable insurance. 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 various financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and tailored strategies supported by operational and research tools.

Eleni Liakakis is a CFP® with 17 years of experience in the financial services industry. She has worked at Cetera and its affiliated entities since 2019, and previously spent nine years at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment program options and third-party managers.

Christopher Furnari is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity Investments and Fidelity Brokerage Services, as well as prior positions outside the financial industry with the New Hampshire Department of Agriculture and Amerigas Propane Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and fund-of-funds structures.

Brian Hinkley is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to create, implement, and monitor financial plans aimed at achieving their financial goals. He focuses on building trusting, long-lasting relationships with clients through open communication and transparency. Brian has been with Fidelity Investments since 2014, holding various positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Investment Management Consultant before assuming his current role. His experience covers a broad range of financial services and client management. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Brian enjoys biking, boating, camping, fishing, skiing, and traveling.

Jason Tholander is a financial advisor with Raymond James Financial, holding a Series 66 license and 25 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he manages a property used as a branch office and is involved in supporting related business activities. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Pete Krug is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of advisors serving clients in the greater Nashua community, focusing on helping them make educated and informed financial decisions for themselves and their families. Prior to this position, he served as Assistant Branch Leader at Fidelity Investments from 2018 to 2022. Pete and his team work collaboratively to support clients in progressing financially and co-creating thoughtful strategies aligned with their financial and life goals. His professional experience centers on leadership within Fidelity's branch operations. Outside of his professional responsibilities, Pete enjoys golf, hiking, spending time with pets, reading, skiing, and traveling.

Kristina Servaes is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Fidelity Brokerage Services LLC, Hannaford Supermarkets, Plymouth State University, and Canobie Lake Park. 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 combines proprietary research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios delivered to intermediary platforms.

Jared Crockett is a Vice President and Financial Consultant. He partners with individuals and their families to create, implement, and monitor financial plans aimed at pursuing their goals. Jared has been with Fidelity Investments since 2016, initially serving as a Premium Relationship Associate, then as a Workplace Planning and Guidance Consultant until 2019, and subsequently as a Financial Consultant until 2025. Prior to that, he was a Financial Advisor at McAdam Financial from 2014 to 2016. He holds insurance licenses in Arkansas and California.