Ronald Troie is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial career, he spent ten years at Mechanical Management, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Palumbo is a Planning Consultant at Fidelity Investments, where he collaborates with clients to assess their financial needs and develop tailored planning strategies aimed at helping them achieve their goals. He has held this role since 2025. Prior to this, Nicholas worked in various positions within Fidelity Investments, including Relationship Manager at the Regional Center from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Nicholas holds insurance licenses in Arkansas and California. Further details about his educational background and personal interests are not provided.

Connor Butts is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Candela Medical and Cohen Closing and Title. Outside of his advisory role, he serves as a basketball official for the Bedford Basketball League. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios to intermediary platforms.

Zebulon Brooks is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Lonza Biologics, Amazon Web Services, and Kelly Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies, using systematic methodologies and established governance procedures.

Joshua Weiss is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to his financial career, he held various roles including positions in retail and at the University of Vermont. Strategic Advisers LLC, a Fidelity Investments company, offers 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and engages in activities such as commodity pool operation and advisory roles to multiple registered investment companies.

Jesse Desrosiers is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2021. His prior roles include positions at Southern New Hampshire University, Orangetheory Fitness, and Visiting Angels. Fidelity’s Strategic Advisers LLC 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, manages multiple registered investment companies, and employs systematic methodologies and AI-driven tools in portfolio management.

Benjamin Collin is a Planning Consultant at Fidelity Investments. He works closely with clients and their families to develop comprehensive financial plans designed to address their needs and goals across various life circumstances. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant in 2022 before transitioning to his current role in 2024. He holds an Arkansas Insurance License, supporting his capacity to advise clients on insurance-related matters. Outside of his professional work, Benjamin is engaged in family activities and enjoys fitness, golf, parenthood, and traveling.

Michael Artura is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and 24 years of industry experience. His prior work includes roles at CitiGroup Global Markets and several real estate firms. He is associated 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 manage portfolios and serves as an advisor to multiple registered investment companies.

Jack Swords is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Dartmouth College and Holy Cross Campion House. Outside of finance, his background includes supervisory work at Dartmouth Skiway and involvement in community and service roles. 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 systematic portfolio construction methods, and employs delegated management and oversight to address conflicts of interest.

Ileana Ille is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Huntington National Bank, Metro Property Management, Premier Commercial Real Estate, and The Hook Team of Snider Realty Group. Outside of her advisory work, Ileana is the lead singer of a music band called The Company Stores. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate advanced modeling techniques.

David Drouin is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of finance, he coaches youth baseball at Concord Sports Center, providing team coaching and private lessons. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

Michael Tenore is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Baystate Financial, Modern Auto Sales, DMB Financial, Telefluent, and LGCY Power. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Zachary Macomber is a financial advisor with Ameriprise in Manchester, NH, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Outside of his primary role, he acts as a paraplanner and associate financial advisor for Meconi Financial Management & Advisory through Compass Holding Group, LLC. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Macomber.

Thomas Manning is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2015, including roles at Fidelity Personal and Workplace Advisors. Prior to that, he was with Ameriprise from 2007 to 2009. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and systematic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of algorithmic methods and AI in research, as well as its role in constructing model portfolios for Fidelity Institutional Wealth Adviser.

Jason Arcelay is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various roles across Fidelity affiliates since 1997. His career includes positions at Fidelity Personal Trust Company, FSB, and Fidelity Brokerage Services. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

James Ripley is a financial advisor with Fidelity Investments, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held positions in various industries including retail and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its role in managing model portfolios, its use of AI and systematic methods, and its formal advisory capacity to multiple registered investment companies.

Aaron Wilson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles in both mortgage companies and investment firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios utilizing advanced methodologies.

Colin Mulligan is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at On Call International, the University of Pittsburgh, Canobie Lake Park, Pierce Camp Birchmont, and Phillips Exeter Academy. 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. The firm manages a variety of portfolios, including multi-manager and fund-of-funds structures, and incorporates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Wesley Simmons is a Financial Advisor at Merrill Lynch Wealth Management based in Manchester, NH. He began his career in the financial industry in 2019 and joined Merrill Lynch Wealth Management in 2022. Prior to this, he spent four years at another financial firm where he created financial plans for high-net-worth clients. Wesley's expertise includes family wealth management strategies, personal retirement planning, and retirement income. Wesley holds an Associate's Degree in Business Administration from New Hampshire Technical Institute and earned his high school diploma from Goffstown High School. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Wesley enjoys numerous outdoor activities such as adventure sports, camping, hiking, and exploring the natural beauty of New England. He also spends time with his family and engages in various sports including baseball, basketball, football, and golfing.

Alexander Letvinchuk is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked at City National Bank, RBC Capital Markets, Uber Technologies, Yelp Inc, and The North Face. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to clients’ risk profiles using a mix of in-house and third-party managers.