Michelle Scott is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in teaching group fitness classes at Hampshire Hills Athletic Club in Milford, New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of systematic methodologies in managing model portfolios.

Kimberlee Hemmer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Beachbody, LLC and Brady Corporation. Outside of her advisory role, she is involved in her local community as the Supervisor of the Checklist for the town of Mason, NH. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Gregg Flegal is a CFP® professional with 33 years of industry experience, currently advising at Edward Jones since 2002. He holds Series 63 and Series 65 licenses and is based in Goffstown, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexis Fajardo is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Fidelity, Alexis worked at Custom Wireless and Autozone. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work and model portfolio construction using proprietary fundamental research combined with quantitative analysis and algorithmic methodologies. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and systematic approaches in portfolio management.

Melise Vance is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she supports clients in working towards financial success by partnering with them and their Wealth Planners to ensure that financial plans meet their needs both now and into the future. Prior to her current role, Melise served as a Relationship Manager at Fidelity Investments from 2017 to 2025. She holds insurance licenses in Arkansas and California. Outside of her professional work, Melise enjoys board games, family activities, singing, traveling, and volunteering.

Steven Gontarz is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities at Fidelity since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it operates distinctive advisory and governance roles within the industry.

Paul Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His professional background includes roles at Fidelity Investments, New York Life, and service in the New Hampshire Army National Guard. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves both discretionary and non-discretionary advisory needs.

Matthew Schnorf is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He focuses on assisting families with tax-efficient investing, retirement and income planning, as well as legacy and estate planning considerations. His approach centers on understanding clients' goals to position strategies that align with their financial objectives. Matthew has progressed through several roles at Fidelity Investments, including Planning Consultant (2023-2024), Investment Solution Representative (2022-2023), and High Net Worth Service Associate (2021-2022). He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew has personal interests in beach activities, cars, concerts, fitness, music, and outdoor adventures.

Shawn Smith is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2006, as well as at Waddell & Reed from 2005 to 2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management alongside fund advisory services. The firm’s investment process integrates fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Michon Whitney is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Whitney held roles in hospitality marketing and residential life at the University of New Hampshire and was involved in small business operations, including a consignment shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Brian Burbach is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Concord Christian Academy and South Merrimack Christian Academy for over two decades combined. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Brooks is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Their investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies to manage model portfolios across mutual funds, ETFs, and ETPs.

Andrew Dembowski is a Planning Consultant with Fidelity Investments, where he has held progressively responsible roles since 2022. His experience includes positions as Workplace Planning Associate and Workplace Planning Consultant I, II, and III. In his current role, Andrew focuses on building deep relationships with clients to understand their unique circumstances and co-create tailored financial plans aimed at their financial well-being. Andrew holds insurance licenses in Arkansas and California, supporting his ability to serve clients across multiple jurisdictions. His professional approach centers on client collaboration and personalized financial planning. Outside of work, Andrew enjoys activities such as baseball, boating, football, golf, and spending time with friends and pets.

Lindsay Perrin is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and a period at Souhegan High School, alongside long-term involvement with Hampshire Hills Athletic Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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.