Michele Vincent is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, Vincent is involved with the Smyth Public Library in Candia, New Hampshire, in a community service capacity. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a range of investment and financial planning offerings.

Asa Fiske is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Alku, Digital Federal Credit Union, and Granite State Credit Union. 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 diversified model portfolios.

Matthew Elkin is a financial advisor with Ameriprise in Derry, NH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering non-discretionary recommendations through a centralized consulting team.

David Eaton is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2006. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and the incorporation of AI in its research processes.

John Zhao is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity since 2021. Outside his advisory role, he has worked as an independent contractor for Prolific Academic Ltd, an academic research firm. Fidelity’s affiliate, 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction using a broad investable universe, and is noted for its use of algorithmic methods and AI in research as well as its advisory role to multiple registered investment companies.

Dominick Riccio is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Pembroke Pines Country Club and the University of New Hampshire. Fidelity, through Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of systematic methodologies, and incorporation of AI in research processes.

John Mahan is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

Adam Gabryjelski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Strategic Advisers LLC. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Casey Creamer is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Edward Jones since 2021. Prior to Edward Jones, he worked at Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he is an owner and member of Creamer Solutions LLC, a leasing company for long-haul trucks in Bedford, NH. Edward Jones is a full-service wealth management firm serving 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 manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joseph Dinaso is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Wells Fargo Funds Distributor, LLC, Dunham & Associates Investment Counsel, Inc., and Prudential Insurance Company of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Lorens Jorgensen is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has been with various Fidelity affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Thomas Scribner II is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity entities since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity 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 uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Jennifer Seaton is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Charles Schwab. Outside of her advisory role, she serves as a committee member for Women in Sales, a New Hampshire organization focused on connecting and supporting women in sales roles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm’s approach involves assessing client risk tolerance and aligning clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Zachary Kirby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Home Depot and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Thomas Kraemer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at State Street Corporation. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight of affiliated and unaffiliated sub-advisers.

Jeffrey Dewolfe is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities LLC and Great West. Dewolfe has been with Fidelity since 2021. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Meagan Glancy is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has prior work history at United Parcel Service and the United States Air Force. 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 across mutual funds, ETFs, and ETPs.

Guy Angiuoni Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is actively involved as a high school ice hockey coach. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Lisa LaPierre is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2018. She has worked with Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Retirement Solutions Representative, and Senior Investment Representative. Her career at Fidelity reflects extensive experience in financial planning and wealth management. Throughout her career, Lisa has focused on assisting families in diverse situations by developing customized wealth plans that address their unique goals. She emphasizes building trusted advisor relationships through a family-focused approach. Lisa holds insurance licenses for Arkansas and California, supporting her comprehensive financial services. Her professional background demonstrates a long-standing commitment to financial planning and client service within Fidelity Investments, spanning over a decade in multiple advisory and relationship management roles.