Michael Mackey is a financial advisor with Wells Fargo Clearing in Salem, NH, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at Fidelity and its affiliates since 2006. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Tyler Colby is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Desert Cove Recovery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Travis Stewart is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been affiliated with Fidelity Brokerage Services, Inc. since 1998 and currently works with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers 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 manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI in research and model portfolio development.

John Paul Barry is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has been associated with various divisions of Fidelity since 1999 and also serves at Strategic Advisors Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jake Hammond is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James Financial, Hemlock Creek Wealth Management LLC, and Citizens Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large footprint of financial advisors and branch offices nationwide.

Robert Kliskey is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Alexander Technology Company. In addition to his advisory role, he has worked as an independent contractor delivering food for DoorDash in the Manchester area. He is affiliated with 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 deliver discretionary and non-discretionary advisory services, including model portfolios.

Tabitha Egnet is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads a team of financial advisors and professionals dedicated to helping clients make educated and confident financial decisions for themselves and their families. Tabitha has been with Fidelity Investments since 2019, holding several leadership positions including Branch Leader from 2022 to 2023, Team Leader of Workplace Planning and Advice from 2020 to 2022, Talent Champion in 2020, and Team Leader of Client Services from 2019 to 2020.

Morgan Smiddy is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 credential and has held roles at Fidelity Investments since 2021. Prior to his career in finance, he worked in the automotive sales industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing multi-manager and fund-of-funds portfolios. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Nicholas Brigham is a financial advisor at Edward Jones in Bedford, NH with two years of industry experience. He holds a Series 66 designation and previously worked in real estate with Berkshire Hathaway Home Services Verani Realty and eXp Realty. Outside of advising, he is co-owner and founder of Koda Properties LLC, a real estate investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as affiliated investment and trust services.

Moira Moran is a financial advisor at Fidelity with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2020, joining Fidelity Investments in 2025. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Austin Denison is a financial advisor at Fidelity with four years of industry experience. His career includes roles at Batteries Plus Bulbs and service in the United States Marine Corps Reserve. 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 diversified investment strategies.

Brian Conway is a CFP® with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Axiom Advisors, LLC, and Cambridge Investment Research entities since 2005. Outside of advisory services, he operates as an independent insurance agent and holds partnerships in several related business entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Paul Stacy is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He has worked at Fidelity in various capacities since 2021 and has prior experience with Equitable Advisors and AXA Advisors. Outside of financial services, he is employed at B&P Pavement Marking Services LLC, where he is involved in parking lot striping and floor epoxy work. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates AI-driven methods in its investment process.

Christopher Straw is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory and fund management services.

Andrei Taradai is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with various Fidelity entities since 1995, including Fidelity Investments Institutional Services Company and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as vice president of the Over The Hill Soccer League and acts as a soccer referee for youth and adult games in Massachusetts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering a range of services including oversight of sub-advisers and management of registered investment companies.

Robert Kochakian is a Wealth Management Advisor at Merrill Lynch Wealth Management, co-leading Degraeve, Kochakian & Associates, a full-service wealth advisory practice with offices in Andover, Beverly, and Boston, Massachusetts. He joined Merrill Lynch in 2016 after ten years with U.S. Trust Family Office and prior experience at Fidelity Investments. Robert works with individuals, families, and business owners, including successful professionals and corporate executives, to build, preserve, and administer their wealth through personalized and actionable wealth management and investment strategies. Robert’s expertise encompasses corporate executive services, retirement and education planning, executive and equity compensation, liquidity management, tax minimization, and individualized investment strategies. He utilizes a goals-based wealth management process to help clients identify life goals, simplify financial complexities, and make impactful financial decisions. Robert collaborates with specialists to address various aspects of his clients' financial lives, including long-term care, insurance needs, and access to banking and lending solutions through Bank of America. He holds a Bachelor of Science degree in Computer Science from the University of Lowell and an MBA from Babson College. Robert is a CERTIFIED FINANCIAL PLANNER™ certificant, a Certified Private Wealth Advisor®, and a Personal Investment Advisor. He is fluent in English and Armenian. Outside of work, Robert enjoys spending time with his family and engaging in activities such as golfing, ice hockey, music, swimming, and traveling.

Richard Girard is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at UPS and service on the Manchester School Board. Outside of advising, he serves as a Justice of the Peace and Notary in Manchester and hosts the program "Girard at Large." Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on individual investors rather than institutional clients.

Brian Becker is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and has over 30 years of experience as a financial advisor. Brian specializes in areas including Retirement Income Planning, College Funding Analysis, Asset and Investment Allocation Analysis, Risk Management and Insurance Analysis, Cash and Liquidity Management, and Credit Management. Brian graduated cum laude from the University of Massachusetts Lowell with a business degree and has attended advanced finance and management courses at the Wharton School of Business and Purdue University. He develops customized wealth management plans aimed at helping clients pursue their long-term financial goals, maintaining an ongoing review process to oversee the progress of these plans annually. Outside of his professional role, Brian resides in New Hampshire with his wife Jennifer and their two sons. His personal interests include boating, fishing particularly fly fishing, reading, and spending time with his family.