Justin Jones is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Jones also serves in a fiduciary capacity for an irrevocable trust. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services including affiliated trust custody and insurance product facilitation.

Ian Vasquez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity in 2021, he worked in various roles including positions at Enterprise Rent-a-Car and GourmetGiftBaskets.com, and was affiliated with Franciscan University of Steubenville for several years. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with a focus on systematic investment methodologies.

Kevser Cengel Sazak is a financial advisor at Fidelity with 10 years of industry experience and a Series 66 designation. She has previously worked at TD Wealth Management, Wells Fargo Advisors, JP Morgan Chase & Co, and Merrill Edge Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory roles to registered investment companies, use of AI and algorithmic methods, and its proxy-voting and governance procedures.

Eric Lesage is a certified financial planner (CFP®) with 15 years of industry experience. He is currently with OSAIC Wealth, Inc and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Incorporated. Lesage serves as a trustee of an irrevocable trust and is a partner in an insurance brokerage firm, in addition to acting as a notary public. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by multiple custodial and product arrangements.

Timothy Dodge is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and other firms including TD Ameritrade and Scottrade. Outside of his advisory role, he serves as a member at large on the board of directors for the Londonderry Athletic Field Association, a nonprofit youth sports organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and use of AI-driven research methodologies.

Justin Fannion is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019, with prior experience at Loomis Armored US from 2014 to 2019. 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 develop and manage model portfolios.

Ian Fitch is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and currently serves as Commander of the James L Melvin American Legion Post 379. Fitch is also affiliated with the Boxford, MA Fire Department. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to support client goals, and it maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Lori Lambert is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 65 licenses. She has 31 years of industry experience, including prior roles at WS Griffith Securities, Inc. and Broad Street Planning, LLC. Lambert is also involved in selling fixed annuities and long-term care insurance. 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, and institutional platforms.

Austin Schwartz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments and prior experience in other business ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund-of-funds and model portfolios, and operates with oversight of affiliated and unaffiliated sub-advisers.

Kevin Garnick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale of non-investment products including loan products through Primerica Mortgage, LLC and home security and automation services through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

Andy Teodorescu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2023. His prior work includes roles at Citizens Bank and TD Bank, as well as entrepreneurial experience running Lotus Mind Body Inc. from 2007 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Heather Watts is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, she worked at Invest Financial Corp from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Steven Mongelli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at Citizens Investment Service and Edward Jones Investments and served nine years in the U.S. Army National Guard. Outside of his advisory role, he works as a call firefighter for Townsend Fire-EMS in Massachusetts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund advisory and model portfolios, and is noted for its use of algorithmic methods and its role as a commodity pool operator.

Jonathan Kokosa is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015, transitioning to Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC 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 it serves in advisory roles less common among large institutional peers.

Brendan Jones currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of advisors dedicated to assisting clients in planning for their financial futures by developing personalized savings, income, and investment plans tailored to individual needs. Prior to this, he held several positions within Fidelity Investments, including Vice President, Client Services Leader from 2022 to 2024, and Regional Coaching Consultant from 2020 to 2022. Brendan's experience at Fidelity spans various roles since 2011, encompassing responsibilities in client services, planning, and team leadership. Throughout his career, Brendan has developed expertise in financial planning and client service leadership, focusing on supporting clients throughout their decision-making processes. Outside of his professional work, Brendan's personal interests include board games, cooking and baking, fitness, and soccer.

Nicholas Soukup is a financial advisor at Merrill with Series 66 and Series 63 credentials. He has been with Merrill and Bank of America since 2025. Prior to joining Merrill, his background includes roles at Cellular Solutions, LLC and Wireless Asset Slice, Inc. 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.

Lauren Tullos is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at Stonex Securities Inc., Trust Advisory Group Ltd., and First American Insurance Underwriters. In addition to her advisory work, she is licensed as an insurance agent and involved with Lewis Financial Services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Samantha Fleming is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial for 10 years. Fleming is also involved with Scott Advisory Group, providing financial planning services outside of her primary firm. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools, supporting various investment strategies and a broad range of program offerings.

Bradford Deluca is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, American Income Life, Southern New Hampshire University, and United Parcel Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a diverse client base including registered investment companies and charitable funds.

Anuradha Nandakumar is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Nandakumar is currently based in Merrimack, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.