Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on personal retirement planning, portfolio management services, and retirement income. Clark works with individuals seeking professional investment management and planning for all stages of life. He holds a bachelor's degree in Economics and Computer Science from Providence College. Clark has earned the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, as well as Personal Investment Advisor (PIA) status. He also holds Series 7, 63, and 65 FINRA Registrations. Outside of his professional work, Clark enjoys fishing, hiking, skiing, and spending time with his family.

Tracy Boyd is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Inc. since 1996, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on a variety of investment portfolios, including model portfolios delivered to intermediary platforms.

Patrick Donovan is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Bryant University and the Executive Health & Sports Center, as well as running a catering business. 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 to manage portfolios across mutual funds, ETFs, and ETPs.

Michelle Lauder is a CFP® certificant with 25 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Steward Partners Investment Solutions, Raymond James Financial Services, Wells Fargo Clearing, and Merrill. She serves as a board member and commissioner for the Manchester Transit Authority, overseeing financial matters for the public transit and school bus systems. 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 supports a broad range of investment strategies through a large network of advisors and incorporates operational and research tools to assist client service.

Lauren Beaver is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Grace and Saltgrass Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research and quantitative, algorithm-driven portfolio construction. The firm also manages registered investment companies and delivers model portfolios, incorporating systematic methodologies and oversight of affiliated sub-advisers.

Hunjae Lee is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Lee held roles at the Korean Institute of Public Sector, the International Olympic Committee, and the Republic of Korea Navy. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Jeffrey Lussier is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000. Outside of his advisory role, he is a non-managing member of a private family estate planning LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, including registered investment companies and charitable accounts.

Jacob Wilson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise Financial and has experience in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Susan Brannen is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nathaniel Shaw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Bedford, NH. He has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of his advisory role, Shaw is involved in mentorship at NH Bookkeeping Services LLC and engages in fixed annuity transactions as a licensed insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, using various analytical tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

George Tsiaras is a financial advisor with Fidelity and holds Series 63 and Series 66 designations. He has 15 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he is an incorporator of The Tsiaras Group, a management business for a rental property. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

Frederick Boucher is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is involved in several business ventures including ownership roles in a cigar company and retail sales, and serves on the finance committee of the Boys and Girls Club of Greater Nashua. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrea Riley Arnesen is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Trustees for the YMCA of Greater Nashua. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored recommendation reports, emphasizing assets held in Ameriprise-managed accounts.

Nicholas Kuba is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2011. Fidelity's Strategic Advisers LLC 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with specialized roles in commodity pool operations and fund advisory.

Robbie Mckenna is a CFP® with 19 years of experience in the financial industry, currently serving at Fidelity. He has held various roles within Fidelity and its affiliated entities since 2005. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive registrations and advisory roles that differentiate it among large institutional peers.

Matthew White is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Fidelity Investments since 2015 in various capacities. 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 registered investment companies, use of systematic methodologies, and integration of AI and machine learning tools in its research.

Christopher Larro is a financial advisor with Edward Jones in Manchester, NH. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to this, he worked at United Natural Foods, Inc., Airmar Technology Corporation, and C&S Wholesale Grocers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lindsey Kent is a Financial Consultant at Fidelity Investments. She has held multiple roles within Fidelity since 2021, including Financial Consultant, Financial Consultant I, Planning Consultant, Relationship Manager at PAS, and Workplace Planning Consultant II and I. Her experience encompasses advising clients on financial strategies and managing workplace planning initiatives. Kent holds insurance licenses in Arkansas and California. Her work focuses on empowering individuals and families to develop personalized financial strategies aimed at achieving their unique financial goals. Outside of her professional responsibilities, Lindsey Kent engages in activities such as camping, family activities, hiking, reading, traveling, and yoga.

Cullen Barnes is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and has prior work history with MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his financial advisory role, he is the owner and operator of Wheely Clean Mobile Detailing, a mobile car detailing business he has run since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop tailored financial recommendations.

Andrew Lefebvre is a CFP® professional with 24 years of experience in financial advisory. He is currently affiliated with OSAIC and previously worked at Vaillancourt & Lefebvre Wealth Management, Vaillancourt & Pescatore Financial Group, and Sagepoint Financial, Inc. Lefebvre is also an enrolled agent and partner at VL Accounting, LLC, where he provides tax preparation, filing, advice, and planning services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.