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.

Eric Nelson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.

Michael Ryan is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Signator Investors, Inc. from 2006 to 2008 before joining LPL Financial in 2008. In addition to his advisory role, he provides tax preparation services to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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.

Norman Long is a financial advisor with Ameriprise in Nashua, NH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations, emphasizing assets held in Ameriprise-managed accounts.

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.

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.

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.

Laura Nelson is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she serves as successor trustee for the Heintzelman Family Trust and holds power of attorney responsibilities for family members. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

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.

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.

Amanda Schell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at MFS Investment Management for six years. Outside of finance, she has experience in athletics supervision and hospitality roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Edwin Bonilla is a financial advisor with Fidelity in Merrimack, NH. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining the firm, his background includes roles in retail and education sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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 Mc Carthy is a financial advisor with Raymond James Financial in Nashua, NH, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior work includes roles at First Tech Federal Credit Union, LPL Financial, and Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary consulting and supports institutional consulting and portfolio management through a large network of advisors.

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.