Mostafa Sharaf is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. He holds an AR Insurance License. Mostafa emphasizes building deep relationships with clients by understanding their individual stories and co-creating strategies aligned with their values and goals. His approach aims to establish trust and lasting partnerships, making the team feel like an extension of clients' families. Outside of his professional work, Mostafa has interests in the beach, fitness, friends and social events, music, soccer, and traveling.

Alvaro Koury is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2016. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages both discretionary and non-discretionary accounts.

Conner Mann is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and Financial Consultants to develop comprehensive financial plans aimed at providing clarity and confidence for their financial futures. Prior to this, Conner held various roles at Fidelity Investments, including Investment Solutions Representative II and I, as well as Customer Relationship Advocate, gaining experience in client service and investment solutions. Conner holds insurance licenses in Arkansas and California, supporting his work in providing financial planning and investment advice. His approach emphasizes understanding the unique and complex circumstances of each client to build lasting relationships and support their financial goals. Outside of his professional responsibilities, Conner's personal interests include fishing, fitness, kayaking, parenthood, and running.

Wayne Mccormick is a CFP® and ChFC® affiliated with LPL Financial, with 16 years of experience in the financial services industry. He has held positions at several firms including Steward Partners and Raymond James Financial Services. McCormick serves as secretary and board member for Families in Transition, a nonprofit organization based in Manchester, NH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging a large network of advisors and integrated operational tools.

Mallory Papp is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked at We Know A Guy, LLC and has experience in real estate management and retail. 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 in its investment process. The firm is notable for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Jason Emery is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2007. Outside of his advisory role, Emery owns a photography and multimedia business and operates Wicked Sweet Farm, where he grows livestock and greens and manages marketing and social media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in managing registered investment companies and model portfolios delivered through multiple platforms.

Sophia Eggleton is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. She has held roles at Fidelity Investments since 2023 and has prior experience in various positions including roles at country clubs and universities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory and fund management with a focus on systematic methodologies, algorithmic portfolio construction, and long-term asset allocation. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Brian Luce is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and various investment programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships and utilizes firm-approved software tools to analyze client goals and deliver written recommendations.

Jack Cowette is a Series 66 licensed financial advisor with LPL Financial in Manchester, NH, where he has worked since 2022. He has one year of industry experience and prior work includes roles at St. Mary’s Bank and the University of New Hampshire. Outside of finance, he previously worked in the restaurant industry at Giovanni's Roast Beef & Pizza. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Chad Perkins is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios drawn from mutual funds, ETFs, and ETPs.

Thomas Frazier is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has six years of industry experience, including prior positions at City National Bank and The Main Street America Group. Outside of his advisory work, he is a part-owner of two farms in Fitzwilliam, NH, involved in oversight capacities. He also serves on the investment committee of a nonprofit elementary school, reviewing its endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory and portfolio management programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and incorporating tax management and responsible investing options.

Seth Mcnally is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Cetera Investment Services, and Banc of America Investment Services. Outside of his advisory work, he serves on several public advisory committees and nonprofit boards, including the Hampton Harbor Bridge Public Advisory Committee and the New Hampshire Seacoast Greenway Alliance. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual and corporate financial planning services.

Kyle Nicholson 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 banking at First National Bank (ME) and had employment experience outside finance with Brooklyn Pizza Co. and Kebo Valley Golf Course. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund advisory and model portfolios built from mutual funds, ETFs, and ETPs using proprietary research, quantitative analysis, and algorithmic portfolio construction.

Walter Zarenko is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to evaluate existing plans and build new financial strategies aimed at achieving greater peace of mind. He serves as a primary, trusted advisor focused on ensuring clear, comprehensive plans that clients can confidently rely on. Walter and his team are committed to supporting clients and their loved ones through evolving goals and life events. Walter's professional experience includes roles at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant in 2024. Prior to this, he was a Premier Advisor at Citizens Securities Inc. from 2020 to 2022, a Licensed Banker at Citizens Bank from 2018 to 2020, and worked in financial and client relations at Archer Insurance Agency from 2016 to 2018. He holds insurance licenses for Arkansas and California.

John Brennan III is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. outside of Merrill and Bank of America. 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.

Jared Dobens is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held various roles primarily in the automotive sales sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Patrick Heffernan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity in 2019, he worked at United Parcel Service and Compass Retirement Consulting. Outside of advising, he works as an independent contractor delivering food for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Stephen Wise is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. Prior to this, he was associated with Southern New Hampshire University and Duffley Development. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers formal advisory services to multiple registered funds.

Thomas Baker is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity, including Fidelity Brokerage Services, LLC since 2002 and Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Harrison Smith is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.