Andrew Gillis is a financial advisor at Edward Jones in Hollis, NH, holding a Series 66 designation with three years of industry experience. His work history includes multiple periods at Edward Jones since 2019, with additional roles outside finance including positions at ProScapes and the Tuscaloosa District Courthouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Stacie Girouard is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and formal advisor to multiple registered investment companies.

Andrew Chamberland is a Series 66 registered advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked as an indoor skydiving instructor at SkyVenture New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

John Durgin is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Outside of his advisory work, he is an author writing a novel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Nathan Auclair is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 24 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers brokerage, advisory, and consulting services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment vehicles.

Carrie Sivigny is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been associated with various divisions of Fidelity since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Sarah Melendez is a Certified Financial Planner (CFP®) at Fidelity with 19 years of industry experience. She has been with Fidelity Investments and its affiliates since 2006. Outside of her advisory role, she is involved with the Prospects Athletic Foundation’s event planning committee and creates content for a personal TikTok account. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kyle Cocciardi is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to co-create personalized plans aimed at helping them progress toward their financial goals. He has experience in various positions within the financial services industry, including Client Relationship Associate at Fidelity Investments, Retail Banker at NBT Bank, Bank Teller at Gorham Savings Bank, and Customer Service Representative at Jane Bell: All State Insurance. Kyle holds an Arkansas Insurance License.

Aron O'Grady is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Catholic Medical Center and CPIN. Outside of his advisory role, he operates a small business creating and selling handmade leather products. 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 to deliver diversified model portfolios.

Elizabeth Therrien is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. She has two years of industry experience, including prior roles at Ameriprise and Rise Private Wealth Management. Her background also includes positions in real estate and property management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning focused on dependable income and tax-aware withdrawal strategies. The firm utilizes internal research and third-party data to support its investment approach, with a firm structure that incorporates affiliated product offerings.

Scott Minichiello is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He takes a comprehensive and personalized approach to wealth management, working closely with clients and their families to understand their financial situations and priorities. Scott helps clients develop customized and flexible wealth management strategies that adapt to changing needs and market conditions. Drawing on Merrill's investment insights and Bank of America's banking resources, he supports clients in navigating various aspects of their financial lives. Since 2011, he has been part of The Streb Palatucci Wealth Management Group, serving entrepreneurs, professionals, executives, business owners, and multiple generations of families. Scott began his career in finance with Bank of America in 2005, where he gained experience in consumer and business banking. In 2021, he earned his CERTIFIED FINANCIAL PLANNER™ certification to better assist clients with their unique planning needs. He also holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott received his bachelor's degree from the University of New Hampshire. As a New Hampshire native, Scott has deep ties to the region and enjoys outdoor activities such as hiking, snowboarding, tennis, golf, and boating on New Hampshire's lakes as well as the Florida oceans. His community involvement includes board positions with the Friends of Norris Cotton Cancer Center and previous service as president and board member of the Manchester Kiwanis Club.

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.

Han Lee is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds the Series 66, Series 65, and Series 63 licenses. Prior to joining Edelman Financial Engines, he worked at Merrill and Symmetry Financial Group, and was involved with Chicken Squadron LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer diversified portfolios and both discretionary and non-discretionary investment management.

Mark Chmiel is a financial advisor with J.P. Morgan Securities who holds Series 66 and Series 63 licenses and has four years of industry experience. His background includes roles at JPMorgan Chase Bank, Santander Securities, Santander Bank, and Travelex Currency Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

Nancy Burt is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 19 years of industry experience. She has worked with Ameriprise Financial Services since 2007 and is currently associated with Rise Private Wealth Management. Burt is also co-owner of Rise Tax Strategies, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice focused on dependable income sources.

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.

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.