Christine Marcucci is a financial advisor at Edward Jones with 16 years of industry experience. She has been with Edward Jones since 2009 and holds a Series 66 credential. Outside of her advisory role, she is involved in several local organizations, including the Nashua Fish and Game Club, Boys and Girls Club of Nashua, the Miss NH Local Scholarship Program, and the Discover Dance Organization, serving in various non-financial capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as its affiliated financial services and fiduciary approach.

Scott Tracy is a financial advisor with Fidelity Investments based in Merrimack, NH. He holds Series 63 and Series 66 certifications and has four years of industry experience. Prior to joining Fidelity, he worked at Elliot Hospital and held a long tenure with the New Hampshire State Police. Fidelity’s Strategic Advisers LLC, where Tracy is affiliated, offers 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 analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Nicole Andersen is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Merrill since 2009 and previously worked at TD Ameritrade in 2005. Andersen serves as a board member and Education Committee Chair for the Labrador Retriever Club of Greater Boston, organizing educational events for club members. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Darbyshire is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he is part of a team that focuses on delivering personalized service and building lifelong client relationships. The team assists families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. John has been with Fidelity Investments since 2015, holding various roles including Financial Service Associate, High Net Worth Service Associate, High Net Worth Service Associate II, and currently as a Wealth Management Planning Consultant. His experience at Fidelity spans several years, providing him with a background in serving high net worth clients and wealth management planning.

Thomas Sweeney Jr. is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity divisions since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Daniel Raskiewicz is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of advanced technologies in its research processes.

Peter Anthony is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2008. He has been with Fidelity Investments since 2004, progressing through positions including Financial Planning Consultant, Senior Investment Consultant, Investment Representative, and Financial Representative. Peter holds insurance licenses in Arkansas and California. His professional approach focuses on building partnerships with clients based on trust, emphasizing attentive listening and clear communication to tailor financial guidance to individual needs. Outside of his professional work, Peter enjoys boating, fishing, hiking, fitness activities, and spending time with family, particularly at the lake.

Alora Gates is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, she held roles at Macy's, Bath and Body Works, and worked as a self-employed individual and at iD Tech Camps. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe including mutual funds, ETFs, and ETPs.

Bradley Wallace is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at various school departments and financial institutions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Amy Norander is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior work includes roles at Amherst Financial Group, LPL Financial, and over two decades at Northeast Planning Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diversified range of portfolios and model strategies.

Brenna Andrews is a financial advisor affiliated with Fidelity, holding a Series 66 designation and with two years of industry experience. Her prior roles include positions at Knopman Marks and work experience outside finance at DoorDash and San Carlos Restaurant. She works 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 utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Samuel Mcgrath 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 in various sectors, including technology and education. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, and it holds registrations and advisory roles that differentiate it within the institutional investment space.

Mark Tuson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Waddell & Reed, Inc. from 1999 to 2021 and has also operated Tasg, LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a network of over 22,800 advisors.

Kim Castelo is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 18 years of industry experience. Her career includes a decade at Edward Jones before joining Ameriprise Financial Services in 2018 and Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware planning focused on dependable income sources. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools, with an emphasis on asset allocation and Social Security claiming strategies.

Ryan Callahan is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Nashua, NH. His prior experience includes roles at LPL Financial, Northeast Planning Associates, Lincoln Financial Distributors, and Fidelity Investments. Outside of his advisory work, he serves on the Board of Directors for The Geoff Higginbotham Memorial Foundation and hosts a podcast focused on Bryant University football, his alma mater. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Michael Mackey is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nathan Post is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including several positions in the hospitality sector and at Nashua Community College. Fidelity’s 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 to manage portfolios across mutual funds, ETFs, and ETPs.

Stephanie Wilkinson is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. 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 roles with registered investment companies, use of AI and systematic methodologies, and formal advisory responsibilities including model portfolio delivery.

Tyler Colby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and was previously employed at Desert Cove Recovery for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios. The firm also serves as an advisor to registered investment companies and utilizes algorithmic methods and AI in its investment process.

Travis Stewart is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Stewart is based in Merrimack, NH. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles for multiple investment funds.