Alyssa Watson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with TD Bank N.A. since 2017 and was previously involved in the hospitality sector with Moorings Inn and Mansell Boat Rentals. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at TD Private Client Wealth LLC, TD Bank N.A., NYLIFE Securities LLC, New York Life Insurance Company, and Massachusetts General Hospital. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Brad Kelley is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and TD Bank N.A. Outside of advising, he owns a website selling sports cards and works as a part-time food delivery driver. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers through its TD Managed Portfolios and related products.

Jean Delgado is a financial advisor with Steward Partners Investment Advisory, LLC in Manchester, NH, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Steward Partners in 2022, Delgado worked at J.P. Morgan Securities LLC, UBS Financial Services Inc, and Morgan Stanley. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management solutions including discretionary and non-discretionary services.

Timothy Belden is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at US Cellular from 2006 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.

Kevin Smith is a CFP® with four years of industry experience, currently serving at Mass Mutual Investors Services. He previously worked at Commonwealth Financial Network for six years and has experience at MassMutual Life Insurance Company. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and also provides programs such as wrap accounts and educational seminars.

Thomas DeCourcy is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2020. He previously worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2015. In his role, Thomas partners with clients to build relationships grounded in knowledge, candor, and respect, focusing on creating holistic wealth plans. His goal is to help clients feel confident in their financial decisions and support their families in managing life's uncertainties. Thomas holds insurance licenses in Arkansas and California.

Mirza Hurtic is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Kyle Karamanoogian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Orca Security, Zycada, Inc, Fastly, Inc., and Teridion Inc. 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 combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it holds a formal advisory role to multiple registered investment companies and fund-of-funds.

Joseph Cartier is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he works as a ski instructor at Wachusett Mountain Ski Area. Morgan Stanley Wealth Management provides advisory services to individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.

Chandler Hall is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Aria Cybersecurity and tenure at John Hall, Inc., as well as time spent at The Pennsylvania State University. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using a broad range of mutual funds, ETFs, and ETPs.

Diana Erickson is a Financial Consultant at Fidelity Investments, where she currently provides financial advisory services. She has been with Fidelity Investments since 2018, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Client Management Representative, and Portfolio Specialist before assuming her current position in 2023. Her experience at Fidelity Investments spans several aspects of financial services, focusing on client management and investment solutions. Diana holds insurance licenses in Arkansas and California, supporting her ability to assist clients in those states. Diana's professional focus is on helping clients build and grow their wealth.

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

Gregory Del Giudice is a Series 66-licensed financial advisor at Charles Schwab with approximately one year of industry experience. He previously worked at NMG Consulting and spent ten years at Chatham Partners. His current roles at Charles Schwab include positions with both Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Adam Anastasoff is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Fidelity Investments since 2006 and is currently affiliated with Fidelity Personal and Workplace Advisors as well as Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also holds registrations and advisory roles that distinguish it among large institutional firms.

Tyler Flecke is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at The Local and held various roles including food service positions. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic, model-driven investment solutions.

Matthew Smith is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Ameriprise, TD Ameritrade, Charles Schwab, and New York Life. Outside of his advisory role, he is a partner in Saloon TCG LLC, a collectibles and trading card business. 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 to manage model portfolios and oversee fund advisory services.

Grant Denniston is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Merrill, Wells Fargo Clearing, and multiple Steward Partners entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Eric Mattison is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity and its related entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative, algorithm-driven portfolio construction, and holds distinctive roles including registration as a commodity pool operator and advisory responsibilities for multiple registered investment companies.

Jordan Dean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Hitchiner Manufacturing Co. Inc. and served six years in the New Hampshire Air National Guard. He also held the role of president on the board of directors for the Maisons De La Monuments Condominium association. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing an investable universe of mutual funds, ETFs, and ETPs to deliver model portfolios supported by advanced algorithmic methods and AI.