Shauna Rooksberry serves as Vice President and Financial Consultant at Fidelity Investments. In this role, she leverages over a decade of experience to assist clients in building wealth, navigating life changes, and preparing for their financial futures. Shauna emphasizes the importance of financial planning and is committed to Fidelity's values of integrity and client-first service. Her tenure at Fidelity includes positions such as Relationship Manager, Financial Consultant, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Licensed Financial Representative, spanning from 2012 to the present. Shauna holds insurance licenses in Arkansas and California.

Sean Reid is a financial advisor at Charles Schwab & Co., Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. He is also the owner of Reid Limited LLC through which he manages his personal brokerage trading activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, integrating advisory, brokerage, custody, and cash-sweep services at scale.

Ryan Leland is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and currently serves as an assistant pastor of marketplace ministries at Orchard Christian Fellowship in Londonderry, NH, where he preaches occasionally and assists in worship services. Ryan has been with Fidelity and its affiliated entities since 2005 in various capacities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to diverse clients, including retail and institutional investors. Their investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Sean Chartier is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in roles outside the financial sector, including at Atlantic Family Dental and Beacon Funding. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios and oversight controls.

Justin Hall is a CFP® professional with 20 years of experience in the financial industry. He is currently with Ameriprise and previously worked at Rise Private Wealth Management. Hall is involved in several business ventures outside of investment advisory, including ownership in real estate, retail, and tax preparation companies. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Erin Blanchard is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She has been with Merrill and Bank of America N.A. since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment offerings with Bank of America’s broader corporate platform, including access to swaps, derivatives, lending, and custody services.

Matthew Murphy is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Fidelity Personal and Workplace Advisors since 2018. 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 in their investment approach. The firm also serves as an advisor to registered investment companies and constructs model portfolios using systematic methodologies.

Brian Sim is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to various clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Brian Kenny is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Fidelity, he worked at Somerset Hills YMCA. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while addressing potential conflicts of interest.

Todd Micklovich is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2015, serving initially as a Financial Consultant before his current role. Prior to Fidelity, Todd worked at Cantella & Co., Inc. from 2005 to 2015, advancing from Registered Representative to Registered Principal. With over 20 years of experience in financial consulting, Todd focuses on helping clients manage their financial resources to create purposeful and fulfilling lives. His career reflects extensive experience in financial advising and consulting. Outside of his professional work, Todd engages in activities such as family activities, social events with friends, golf, parenthood, soccer, and traveling.

Kimberly Peterson is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2022, initially serving as a Financial Representative before advancing to her current position. Prior to joining Fidelity, Kimberly worked as a Financial Advisor trainee at First Command from 2021 to 2022. Throughout her career, Kimberly has emphasized building lasting relationships with clients, focusing on understanding their unique goals to develop customized financial plans and personalized portfolios. Her professional experience spans financial advising and planning consultancy within the investment sector. Outside of her professional work, Kimberly's personal interests include beach activities, parenthood, skiing, and tennis.

Kate Tanguay is Vice President and Executive Services Regional Leader at Fidelity Investments. In this role, she leads a team of Benefits & Planning Consultants and Executive Planning Consultants, focusing on aligning clients' financial goals with personalized benefits strategies. She aims to empower her team and clients through strategic insight, collaborative leadership, and a commitment to financial well-being. Kate has extensive experience at Fidelity Investments, having served in multiple leadership positions including Regional Director of Executive Services since 2023, Team Leader in Stock Plan Services (2021-2023), and Team Leader roles in Workplace Planning & Advice, Client Services, and Fixed Income disciplines spanning from 2013 to 2021. Earlier in her career, she was a Financial Advisor with Edward Jones from 2009 to 2012. Outside of her professional responsibilities, Kate enjoys family activities, fitness, social events with friends, gardening, running, and traveling.

Jason Diosa is a Financial Consultant at Fidelity, a position he has held since 2025. He collaborates with families to develop, implement, and maintain financial strategies tailored to their individual goals, emphasizing trust and personalized investment approaches. Jason has extensive experience at Fidelity Investments, having served in various roles since 2008. His previous positions include Investment Consultant (2024-2025), Benefits and Planning Consultant for Executive Services (2020-2024), Senior Relationship Manager (2017-2020), Relationship Manager (2011-2017), and Financial Representative (2008-2011). Outside of his professional work, Jason's personal interests include beach activities, family time, food, reading, running, and traveling.

Arthur Mcsweeney is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and eight years of industry experience. His career includes roles at Fidelity and Citizens Securities, Inc., as well as a prior position at United Parcel Service. He is associated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research and quantitative analysis, employing systematic portfolio construction methods and model portfolios to serve a diverse investor base.

Laura Stewart is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs and utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.

Ryan Charette is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2000. Outside of his advisory role, he serves as an Emergency Medical Technician with the New Boston Fire Department. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced technologies such as AI in portfolio management.

Konnor Dutton is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as a five-year tenure at Pizza Pizzaz and positions at Fitchburg State University. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Paul D'amico is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has been with Fidelity Investments since 2007 and has served with Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic methods to construct model portfolios from a broad investable universe, applying oversight controls and managing conflicts of interest.

Liam Downing is a financial advisor at Fidelity with Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Fidelity, he worked at Triumvirate Environmental for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Mitchell Leestma is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Aventine Ridge Partners for three years and has additional experience with Anhuser Busch InBev and in academic roles at The Fletcher School of Law and Diplomacy and The Tuck School of Business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.