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 with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Before joining Fidelity, Hartley worked in various roles outside the financial industry. Outside of advising, Hartley is the lead singer of a local band called Whiskey Johnson. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

David Brochu is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and distinguishes itself with a tiered wrap fee structure and active model curation.

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.

Robert Bonfiglio is a financial advisor with Ameriprise in Bedford, NH, holding CFP® and ChFC® designations and having 36 years of industry experience. He has worked extensively at Ameriprise Financial Services and its related entities since 1989 and most recently joined Rise Private Wealth Management in 2026. Bonfiglio is a co-owner of Rise Tax Strategies, LLC, a tax preparation business, and serves as vice president on the board of Families in Transition, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide clients with income-focused, tax-aware withdrawal strategies.

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.

Laura Nelson is a financial advisor with Merrill based in Manchester, NH, holding a Series 66 designation and having 1 year of industry experience. She has been with Merrill since 2007. In addition to her advisory role, she serves as attorney in fact for family members and as a successor trustee for a family trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joseph Hubbell is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Raymond James & Associates and Snowden Lane Partners. Outside of his advisory work, he serves as a Harbor Master and member of the Harbor Control Commission in the Incorporated Village of Harbor, Lloyd Harbor, NY. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven approach and offers a combination of brokerage and advisory solutions across a large platform of 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.

Gregory Timbas is a financial advisor with Edward Jones in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with W. S. Griffith & Co., Inc. since 1995. Outside of his advisory role, he serves as treasurer for the Sudden Pitch Tennis Club in Manchester, assisting with budget preparation and financial oversight. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Benjamin Cardinale is a ChFC® with 33 years of industry experience and is currently with Mass Mutual Investors Services. He has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is also an insurance agent handling individual and group life and health policies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary authority over client investments.

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.

Jacob Grant is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Instacart and Ferncroft Country Club. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Daniel Mccarthy is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked concurrently with LPL Financial and First Technology Federal Credit Union since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Morin is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been associated with Fidelity Investments in various capacities since 1998 and currently works at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shi Fu is a Financial Consultant at Fidelity Investments, a role held since 2023. Since joining the company in 2019, Shi has held various positions including Planning Consultant, Relationship Manager, Investment Solution Representative, and Customer Relationship Advocate. This progression reflects a broad experience across client relationship management and financial planning within the firm. Shi holds insurance licenses in Arkansas and California, supporting professional capabilities in providing insurance-related financial advice. Shi's approach to financial advising emphasizes understanding clients' individual stories and goals to deliver tailored strategies for wealth growth, protection, and transfer. Outside of work, Shi has interests in art, fitness, hiking, outdoor adventures, parenthood, and volunteering.

James Knowles is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. His career includes roles at Fidelity Brokerage Services LLC and multiple positions outside finance, such as at Dick's Sporting Goods and Lifetime Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Debra Nelson is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances, and includes a notable range of financial products such as insurance-related vehicles and bank deposit sweep options.

Rishabh Trivedi is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Planning Consultant, Investment Solutions II, High Net Worth, and Customer Relations Advocate, reflecting a broad range of experience within the firm. He holds insurance licenses in Arkansas and California, supporting his ability to assist clients with diverse financial planning needs. Rishabh works with individuals and families to help them make informed financial decisions through a collaborative and detail-oriented approach. Outside of his professional activities, Rishabh enjoys spending time with friends, attending social events, listening to music, caring for pets, and traveling.