Kristen Crimmins is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 20 years of industry experience. She has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2012 and currently serves at Rise Private Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gerard Davis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2011, advancing through various roles including Financial Consultant, Investment Solutions Consultant, Brokerage Consultant, and Retirement Relationship Manager. His experience spans financial consulting, managed accounts, brokerage services, and retirement solutions. Gerard focuses on providing financial planning, investment guidance, and personalized service to clients and their families. Outside of his professional work, Gerard enjoys spending time at the beach, participating in family activities, engaging in social events with friends, playing golf, traveling, and parenting.

David Koestner is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2003. In his role, he partners with clients to create financial plans and assist them in investing towards their financial goals. He began his career at Fidelity Investments as an Investment Consultant from 2003 to 2005, then served as a Financial Consultant from 2005 to 2008 before advancing to his current position in 2008. Throughout his tenure, he has focused on advising clients on financial planning and investment strategies.

Brittany Taccone is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Cornerstone at Hampton and Arizona State University-Online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a broad range of portfolios and advisory strategies.

Michael Driscoll is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held various roles including positions at Fusion On Main and St. Bonaventure University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elizabeth Sullivan is a Financial Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans tailored to their individual needs. She focuses on building strong relationships and providing ongoing support as clients' financial situations and goals change. Elizabeth has been with Fidelity Investments since 2015, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant. She holds the CERTIFIED FINANCIAL PLANNER™ designation and maintains insurance licenses in Arkansas and California.

Joseph Lemire is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Matthew Carpenter is a financial advisor with Fidelity, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Fidelity, he worked in various roles including party rentals and the food service industry. He attended Westfield State University from 2021 to 2025. 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 systematic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes algorithmic methods and AI for research and portfolio management.

John Reger II is a CFP® with 26 years of industry experience, currently advising at Ameriprise in Bedford, NH. His prior work includes 12 years at Citizens Securities, Inc. He is co-owner of Rise Tax Strategies, LLC, which provides tax preparation services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with advisors to deliver non-discretionary, tax-aware withdrawal strategies.

Zach Glantz is a Planning Consultant at Fidelity Investments. In his role, he works closely with clients to assist them in achieving financial well-being for themselves and their families. Zach emphasizes building long-term relationships and providing a supportive environment for his clients. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before transitioning to his current position in 2025. Zach holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Zach is interested in baseball, golf, movies, spending time with friends and attending social events, and caring for pets.

Randolph Santana Martinez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles in food service and material handling. He operated a home baking business for one year before beginning his career in financial advising. 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 algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Karen O’rourke is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 24 years of industry experience. She has worked at Ameriprise since 2013 and is currently associated with Rise Private Wealth Management. Outside of her advisory role, she co-owns Rise Tax Strategies, LLC, a tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rocco Laurano is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he spent 11 years at T-Mobile. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Henriquez is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been affiliated with various Fidelity entities since 2015, including Fidelity Investments and Fidelity Personal and Workplace Advisors. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple funds.

Elisabeth Larson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. She previously worked at Fidelity Investments, where she was employed for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various affiliated investment products and fiduciary advisory services.

Rebecca Gearty is a Planning Consultant at Fidelity Investments, where she partners with clients as part of their dedicated Wealth Management Team to create and maintain personalized financial plans. She has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate and Central Relationship Manager before her current position. Rebecca holds insurance licenses in Arkansas and California, supporting her role in financial planning. Outside of her professional work, she engages in personal interests such as beach activities, cooking and baking, family activities, social events with friends, parenthood, and scuba diving.

Alexander Archetti is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, he was involved in entrepreneurial and community-oriented roles, including five years at The Market at Tuscan Kitchen, LLC, and a year at Methuen High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

David Lavallee is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has been with Fidelity Investments since 2010 and currently works within 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in formal advisory roles for multiple registered investment companies and fund-of-funds.

Spencer Mc Cormick is a financial advisor with Ameriprise in Londonderry, NH, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016, following three years at Appli-Tec, Inc. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Vylette Leone is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2018. Prior to joining Fidelity Investments in 2025, her background includes roles in education and community work. 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 manages advisory services for multiple registered investment companies.