William Sturges is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC since 2026, and previously spent 17 years with First Technology Federal Credit Union and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

William Laws is a financial advisor at Fidelity with 26 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. In addition to his advisory roles at various Fidelity entities since 1999, he teaches the Certified Financial Planning Program at Suffolk University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Samantha Benoit is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has progressed through various roles at Fidelity Investments, including Investment Solutions 2 (2025), Investment Solutions 1 (2023-2025), and Customer Relationship Advocate (2022-2023). Samantha holds an Arkansas Insurance License. In her role, Samantha focuses on helping clients co-create and maintain financial plans aligned with their goals. She emphasizes understanding what matters most to clients and building clear financial paths to support their objectives. Her approach is collaborative and committed, aiming to help clients move forward with clarity and confidence. Outside of her professional work, Samantha enjoys board games, cooking and baking, family activities, golf, outdoor adventures, and traveling.

Nicolas Towey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Harbour Capital and entrepreneurial activities as an eBay seller and operator of Towey Enterprises L.L.C. He has also worked at the University of New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in portfolio development.

John Pallaria is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes positions at Fidelity and a variety of roles connected to High Point University and the Windham School District. 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 employs a blend of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to deliver model portfolios across mutual funds, ETFs, and ETPs.

Sushma Rani Shetty is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including prior work at TD Bank and Gap Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Matthew Jenkins is a Financial Consultant at Fidelity Investments, where he is dedicated to developing personalized financial strategies tailored to his clients' individual circumstances. His approach focuses on building confidence and supporting clients' goals while helping them navigate the changing financial landscape. Matthew has held various roles at Fidelity Investments since 2019, progressing through positions including Investment Management Consultant, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Customer Relations Advocate. He holds insurance licenses in Arkansas and California, which complement his expertise in financial consulting. Outside of his professional work, Matthew's personal interests include cars, comedy, concerts, golf, motorcycles, and snowboarding.

Mary Tobbi is a Planning Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. In her work, Mary focuses on building trust-based relationships with clients to collaboratively address their financial goals and challenges. Mary holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, she has interests in cooking and baking, fitness, hiking, kayaking, reading, and snowboarding.

Stephen Lynn serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads a team of financial professionals focused on providing planning, guidance, and support to clients. He emphasizes creating personalized financial plans tailored to individual client needs and preferences. Stephen has extensive experience within Fidelity Investments, having held various roles since 2006. His previous positions include National Leader of Managed Accounts, Assistant Branch Manager, Regional Planning Consultant, and Financial Planning Consultant, among others. This progression reflects his deep involvement in financial planning and client advisory services. The information provided does not include details on his education, credentials, personal interests, or community involvement.

Jenifer Hamel is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her career includes multiple roles at Fidelity Investments and a brief tenure at Morgan Stanley. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Ryan Maney is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Black Diamond Networks LLC and The Moody Street Group. 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. The firm is noted for its use of systematic methodologies, algorithmic tools including AI, and its advisory role to multiple registered investment companies.

Stanley Greene is a Series 66-licensed financial advisor with Edward Jones in Milford, NH, where he has worked since 2016. He has 10 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Cory Sullivan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at Fidelity since 2022 and prior experience at Lincoln Christian University and SHARE. He also spent 15 years with the Souhegan Valley Boys & Girls Club. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Salsabil Hartley is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has been with Fidelity Investments since 2024. Outside of her advisory work, she is the lead singer of a local band called Whiskey Johnson. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Frank Firicano Jr. is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Monmouth University, Vail Resorts, and Spencer's Gifts LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and systematic methodologies.

Mark Pelletier is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 25 years of industry experience, including prior work at Ameriprise. Outside of his advisory role, he serves as an athletics referee and is involved as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers various investment implementation options, including proprietary and third-party strategies, tailored to client objectives through a network of independent Financial Professionals.

Lisa Madsen is a financial advisor with Edward Jones in Milford, NH, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she maintains a Shaklee distributorship primarily for personal product purchases. 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 nationally with over 23,700 financial advisors.

Alexander George is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Cardinal Capital Group and Northeast Planning Associates, Inc., as well as academic pursuits. 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. The firm also offers fund advisory and model portfolio delivery with oversight of sub-advisers and incorporates AI technologies in its investment process.

John Schaefer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a diverse client base through discretionary management, advisory services, and model portfolios.

Peter Simpson is a financial advisor with LPL Financial in Fitchburg, MA, holding a Series 66 designation and 18 years of industry experience. He previously worked at CUSO Financial Services and CUNA Mutual Group, including roles at Cuna Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.