Brennan Mcinnis is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bernies Beach Bar and Genesis Healthcare, along with several years affiliated with Merrimack College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies and its role as a formal advisor to multiple registered investment companies.

Ryan Thompson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Fidelity Investments in various capacities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Sean Doyle is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, he has developed extensive experience over more than 30 years in the financial services industry, providing advice and services focused on wealth management. Sean leads investment initiatives, crafting portfolios tailored to client objectives, cash-flow needs, and risk tolerances. He works closely with high-net-worth clients, including business owners and executives, to address complex financial situations and collaborates with external tax and legal advisors to create integrated strategies involving legacy design, tax-efficient investments, and business structuring. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, retirement income, and philanthropic planning among others. Sean holds a Bachelor of Science degree in Business Management from Bentley College and earned his Master's Degree in Business Administration from Rivier College. He has obtained several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Sean maintains a commitment to educating clients to preserve and grow their assets while considering comprehensive financial planning elements such as estate planning and tax preparation services. Residing in Londonderry, New Hampshire, Sean lives with his wife Rachael and their three children. Outside of his professional duties, he enjoys outdoor activities including boating, fishing, golfing, hiking, and photography. Sean is involved in his community through participation with St. Jude's Church and volunteering at the St. Jude Food Pantry and Blue Angel Program.

Evan Scooler is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He partners with clients to develop and maintain personalized financial plans that prepare them for life events and adapt to changing market conditions. Prior to his current role, Evan held multiple positions within Fidelity Investments, including Workplace Planning and Guidance Consultant II and I, Customer Resolution Manager, Interim Manager-Tax Exempt, Solutions Lead, and Retirement Services Representative. Evan holds insurance licenses in Arkansas and California. His professional experience spans various aspects of financial consultation and workplace planning, reflecting a comprehensive understanding of retirement services and client guidance. Outside of his professional career, Evan enjoys biking, board games, concerts, fitness activities, music, and spending time with his pets.

Craig Adkison is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various divisions of Fidelity since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel Campagna is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1992. Outside of investment advisory, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a discretionary wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers, operating at scale with approximately $15.5 billion in assets under management.

Lara Chulack is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kurtis Foden is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and 66 licenses. His prior work experience includes roles in the restaurant industry and at Northern Essex Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies supported by proprietary research and technology.

Patrick Conway is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity for over 20 years, during which he has held several positions including Investment Management Consultant II, Director Retirement Planner, Workplace Planning Consultant III, Retirement Relationship Manager, and roles in Retirement Investment Services. His extensive experience covers areas such as retirement planning, investment management, and workplace financial planning. Patrick holds insurance licenses in Arkansas and California. Outside of his professional work, Patrick's personal interests include baseball, family activities, hiking, spending time at the lake, music, and traveling.

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.

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.

Cody Ball is a financial advisor with Charles Schwab based in Bedford, NH. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments. Before entering the financial services industry, his background includes work in education and fitness-related fields. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and formal alternative investment programs.

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. Outside of his advisory role, he is the sole proprietor of Supah Trading Card Games, a business involved in buying and selling sports and trading cards. Fidelity's Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI tools in portfolio management.

James Mcgowan is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Fidelity affiliates since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. No additional outside activities were noted. Fidelity’s affiliate, 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 across mutual funds, ETFs, and ETPs. The firm is notable for its registered commodity pool operator status, advisory roles to multiple registered investment companies, and use of AI-driven methodologies in portfolio management.

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 with Fidelity who holds Series 66 and Series 63 designations and has 13 years of industry experience. She has been with Fidelity and its affiliates since 2013, including her current roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies, employing systematic methodologies and oversight controls.

Arnold Garron is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2019 and previously worked in business development for FitTrace, a sports body composition software company. He also assists the University of New Hampshire's Athletic Director Committee with programs for student-athletes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive retail advisor and branch network, as well as additional capabilities such as a trust company and securities-based lending.

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.