Tim Andrews 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 and related entities since 2016. Outside of his financial career, Andrews serves as a pulpit supply minister for the Presbyterian Church in America, providing gospel preaching support for ministers on vacation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Christina Laplume is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2016. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Gary Lane is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Lane serves as treasurer for a nonprofit organization responsible for road maintenance at a camp in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a combination of fundamental research, quantitative analysis, and systematic portfolio construction.

Linda Sirois is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1998 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Duffield is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Fidelity, he worked at Essex Bay Engineering and Protlabs, and held roles at Skillsoft earlier in his career. He co-owned Duff's Stuff LLC from 2015 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and an IRS-qualified Charitable Gift Fund.

Biren Patel is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFP® and Series 66 credentials and has worked at firms including Fidelity Investments, TD Bank, and Bar Harbor Bank and Trust. Outside of advisory work, he is employed as a delivery driver and also serves as a notary 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 institutions. The firm offers financial planning, model portfolio programs, access to third-party asset managers, and institutional platforms, combining extensive resources with a large network of investment adviser representatives.

Michael Redmond is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2007, serving in various roles including Portfolio Specialist, Client Management Representative, and Financial Representative. Michael focuses on coaching clients to refine their approach to retirement planning by understanding their individual needs and implementing tailored strategies. He holds insurance licenses in Arkansas and California.

George Daher is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity affiliates since 2007. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, role as a commodity pool operator, and advisory services to multiple registered investment companies.

Nathan Murphy is an advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles in various businesses and six years of service in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Louis Ellis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Fidelity Investments, Ameriprise Financial Services, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory capacities uncommon among large institutional peers.

Rouya Nasseri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Santander Securities, Citizens Bank, and Tempus Unlimited Inc., where she also provided personal care assistance. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

James Halloran is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial, he worked at Fidelity Brokerage Services and Fidelity Investments. He also holds a role at Southern New Hampshire University alongside his advisory work. 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 services including financial planning and access to model portfolios, combining a broad advisory platform with extensive non-advisory financial activities.

Rob Rigsby is a financial advisor with LPL Financial in Bedford, NH, holding a Series 66 designation and 15 years of industry experience. He has worked at firms including Waddell & Reed, Wells Fargo Clearing, Merrill, and Morgan Stanley. Rigsby also serves as a manager of WTPK, LLC, and works as an insurance agent for various carriers associated with W&R Insurance Agencies. 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 solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Mathew Fabiani is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2025, following roles at Ameriprise Financial Services and Morgan Stanley in various capacities from 2011 to 2025. He serves as Chair of the Andover Contributory Retirement Board in North Andover, MA. 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 provides both brokerage and advisory solutions, employing research-driven investment strategies and offering a broad range of financial products.

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.

Scott Dutton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1988. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of thousands of advisors.

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.