Berklee Vaillancourt is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Berklee partners with clients and their Wealth Management Advisors to address unique service and planning needs. Berklee has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects experience across various facets of client relationship management and financial planning within the firm.

Christopher Pucko is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. He utilizes the resources of Fidelity alongside his understanding of clients' unique situations to assist in building financial plans aimed at meeting family goals. Christopher's experience at Fidelity spans multiple roles since 2007, including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Service Representative/Full Trader. This progression reflects his extensive background in various aspects of financial services. He holds insurance licenses in Arkansas and California.

Michael Carson is a Financial Consultant who collaborates closely with clients to develop personalized financial plans that align with their goals, values, and priorities. He aims to help clients gain confidence in their financial futures through tailored strategies. He has held several roles at Fidelity Investments, including Regional Center Planning Consultant from 2022 to 2024, Workplace Planning Consultant from 2020 to 2022, and Defined Contributions Service Representative from 2019 to 2020. Michael holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys spending time at the beach, participating in family activities, maintaining fitness, playing golf, and caring for pets.

Matthew Pouliot is a Financial Consultant I at Fidelity Investments, where he has been working since 2025. He focuses on creating comprehensive and customized financial plans that help clients navigate various life stages, including home purchasing, college savings, and retirement preparation. His approach emphasizes providing clients with clarity and confidence to make informed financial decisions. Matthew has accumulated extensive experience in the financial services industry, holding multiple roles at Fidelity Investments since 2007, including Investment Solutions Consultant, Client Management Representative, and Retirement Solutions Representative. Prior to Fidelity, he worked as a Client Associate at Wells Fargo Advisors and as an Investments Associate at Northwestern Mutual. He also held a position as a Loan Officer at Homeowners Assistance. He holds insurance licenses in Arkansas and California. Details about his educational background and personal interests have not been provided.