Arthur Meconi III is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages Compass Holding Group LLC, an entity established to protect his financial planning practice. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Colantuoni is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2005, currently working within Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio methods, and maintains roles such as commodity pool operator and advisor to registered investment companies.

Lisa Grasso is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Outside of her advisory role, she serves as president of the Chelmsford Dog Association, an organization focused on local community education. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

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.

Jeffrey Horton is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Squam Lakes Financial Advisors LLC. Charles Schwab & Co., Inc. serves primarily 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 alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

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.

Kevin Cook is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Fidelity Brokerage Services Inc since 1999 and has also worked with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while maintaining governance and proxy-voting procedures.

Karen Pearl is a financial advisor with MassMutual Investors Services in Bedford, NH, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 41 years of industry experience and has been with Massachusetts Mutual Life Insurance Company and its subsidiary, MML Investors Services, since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

Andrew York is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Bedford, NH. Outside of his advisory role, York oversees the delegation and finance aspects of a real estate rental business through Henderson Hill, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branch offices, as well as for offering affiliated capabilities such as a trust company, mutual funds, and securities-based lending.

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.

Jeffrey Space is a financial advisor with Charles Schwab, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. He is currently based in Bedford, New Hampshire. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and cash-sweep services to a large client base, primarily high- and ultra-high-net-worth individuals. The firm offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and affiliated managed accounts.

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.