Philip Martin is a Financial Consultant at Fidelity Investments, where he currently advises clients on financial planning and investment strategies. He has been with Fidelity Investments since 2007, serving in various roles including Investment Management Consultant III, Senior Portfolio Specialist, Private Client Group Representative, and 401k Representative. His professional experience spans over a decade in the financial services industry. Philip's approach to financial planning involves leading with a financial plan, assessing the current financial state of clients, and co-creating plans that work towards their individual goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice.

David Shuker is a financial advisor with Primerica Advisors in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors since 1993 and served in the Timberlane Regional School District for 21 years. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Amanda Mara is a financial advisor at Fidelity with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following previous roles at Charles Schwab and Putnam Retail Management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Jooson Kim is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2014, as well as at Merrill for one year. Outside of his advisory role, he is the sole proprietor of Supah Trading Card Games, a business focused on buying and selling sports and trading cards. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

James Mcgowan is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary fundamental research with quantitative and algorithmic methods in its investment process and serves in advisory roles for multiple registered investment companies.

Mark Wheeler is a financial advisor with Primerica Advisors in Nashua, NH. He holds Series 63 and Series 65 credentials and has four years of industry experience. Wheeler has worked with Primerica Advisors and Primerica Financial Services since 2019 and is also an independent consultant at Bravura Partners LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Michael Cascini is a financial advisor with Primerica Advisors in Hudson, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. Cascini serves on the financial review board of Crossway Christian Church, where he oversees the organization's checks and balances process. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Ronald Pemberton is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Comcast Corporation for ten years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Lore Ford IV is a Series 66-registered financial advisor at Fidelity with five years of industry experience. He previously worked at First Command Brokerage Services, Inc., First Command Advisor Services, Inc., and First Command Insurance Services, Inc. He also served in the New Hampshire National Guard for 18 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Ann Levesque is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and may delegate management to sub-advisers while maintaining oversight and conflict-of-interest controls.

Colin Gonzales is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Market Basket, and multiple financial services firms. Fidelity’s Strategic Advisers LLC provides 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Brien is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior work includes roles at Princor Financial Services Corp and Principal Life Insurance Co. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios made up of mutual funds, ETFs, and ETPs.

Thomas Heacock is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is a licensed notary for the State of New Hampshire and sells non-variable life insurance and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Stanley Carter is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Cornerstone Masonry and RSIG Security, as well as academic experience at Merrimack College and Franklin High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Justin Ivinwood is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Signal 88 Security and RSIG Security before joining Fidelity Investments in 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including specialized advisory work and model portfolio construction. The firm’s approach combines proprietary research with quantitative analysis and algorithmic portfolio management, serving a diverse client base through systematic investment methodologies.

Christopher Mullen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2021, as well as positions at Amazon, Riverstone LLC, and the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

James Sargavakian is a financial advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. Prior to joining Fidelity, his background includes various roles primarily in education and short-term entrepreneurial activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates, including fund advisory and model portfolio delivery.

Christopher Hayes is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. Its investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios developed through systematic methodologies.

Andrew Madi is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and Chase Bank. 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. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and holds registrations and advisory roles that distinguish it among large institutional peers.

Katherine Cushing is a financial advisor with Fidelity Investments who holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Fidelity, she worked at Anthropologie and held various positions in retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.