Peter Angle is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo firms since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Jonathan Stallsmith is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Beyond his advisory role, he owns and operates Purple Finch Enterprises, LLC, a video production company. Prior to and alongside his current position, he has worked with organizations including Hopkinton High School and Bank of NH Pavilion. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing multiple investment models and maintaining oversight of portfolio management.

Dale Lewis is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently affiliated with Cetera and has prior experience at firms including LPL Financial and Avantax Advisory Services. Outside of his advisory work, Lewis is the owner of Taxes and a Plan, a tax preparation and accounting services business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Joseph Caci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Primerica Advisors and affiliated entities since 1997 and is involved in sales of investment-related products as well as referral activities for home security and automation services through related companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Ryan Nelson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at Edward Jones and ProEquities, Inc., spanning over 18 years. He is also president of Ryan Nelson Wealth Management, a support company focused on investing and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses analytical tools and risk profiling to tailor non-discretionary advice and supports a diverse client base through its extensive advisor network.

Daniel Omogrosso Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Ameriprise since 2005. Outside of his advisory role, he serves as president of OC&C, Inc., a financial planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients near or in retirement.

Christine Rauser is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at RBC Capital Markets for six years before joining Ameriprise in 2022. Outside of her advisory role, she manages her business activities through an LLC. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Joe Fucci is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with individuals, families, and business owners to develop customized financial plans aimed at achieving their financial goals. Joe collaborates closely with clients to create strategies that promote financial peace of mind. Joe has been with Fidelity Investments since 2016, holding several roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Investment Solution Representative, and Premium Relationship Associate. His experience spans various aspects of financial consulting and client relationship management. He holds a California Insurance License, which supports his professional practice in the financial services industry.

Jillian Fillip is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and two years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2023. Prior to her financial services career, she worked at Young Living and has been employed with the Manchester School District since 2002. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

David Weisberg is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fidelity Brokerage Services Inc. since 2000 and has worked across various Fidelity divisions, including Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, he holds a 5.56% ownership stake and serves as assistant property manager in a family LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with oversight and use of AI-driven research methods.

Noah Caruso is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for Andover Little League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Amar Zornic is currently a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Relationship Manager, Investment Solutions Representative 1, and Customer Relationship Advocate. Prior to joining Fidelity, Amar worked at Citizens Bank from 2016 to 2022, where he held positions as Teller, Personal Banker, and Loan Officer. Throughout his career, Amar has partnered with individuals, families, and business owners to develop and maintain financial plans that address both short and long-term goals. His approach emphasizes building relationships that adapt to clients' changing goals and circumstances, aiming to provide confidence and peace of mind in their financial planning.

Blake O Neal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Valic Financial Advisors, Inc. and Corebridge Financial/AIG from 2019 to 2025. Outside of his advisory role, Blake occasionally works as a rideshare driver for Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Michael Soleau is a financial advisor with Fidelity, holding a Series 66 designation and 15 years of industry experience. He has been with Fidelity Investments and its affiliates since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee multiple fund advisory services.

Linda Bruce is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Painewebber Incorporated. Bruce is based in Lynn, MA. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm integrates algorithmic automation in its planning process and provides a broad range of advisory, brokerage, and insurance solutions.

Daniel Wagner is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Wagner manages an advisory business outside of his primary role. Ameriprise serves individuals approaching or in retirement with specialized retirement-income planning services, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and the use of algorithmic automation.

James Rubera is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Melissa Tulley is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pete Krug is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of advisors serving clients in the greater Nashua community, focusing on helping them make educated and informed financial decisions for themselves and their families. Prior to this position, he served as Assistant Branch Leader at Fidelity Investments from 2018 to 2022. Pete and his team work collaboratively to support clients in progressing financially and co-creating thoughtful strategies aligned with their financial and life goals. His professional experience centers on leadership within Fidelity's branch operations. Outside of his professional responsibilities, Pete enjoys golf, hiking, spending time with pets, reading, skiing, and traveling.

Sarah Sekula is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity since 2020, progressively advancing through roles including Regional Center Planning Consultant, Client Services Team Leader, Investment Solutions Representative, and Customer Relationship Advocate. Her professional experience encompasses wealth management and client service within the financial sector. Sarah applies emotional intelligence in financial planning, aiming to provide a holistic approach tailored to each client's values and financial story. Sarah holds insurance licenses in Arkansas and California. Outside of work, she enjoys cooking and baking, exploring culinary interests, music and singing, and traveling.