Keith Mc Ewen is a financial advisor at RBC Capital Markets in Nashua, NH, holding a Series 66 designation with six years of industry experience. He previously worked at State Street Bank & Trust and Olympia Moving and Storage. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile and implemented through a combination of in-house and third-party managers.

John Di Ruggiero is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with MML Investors Services since 2016 and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in insurance sales through Lionstreet and manages a financial services partnership called Highstreet Insurance Partners. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements without discretionary authority.

Melody Drew Geaber is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2010. Outside of her advisory role, she is involved as an influencer for a marketing platform where she reviews and promotes products. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base through discretionary management, fund advisory, and model portfolio delivery, incorporating systematic methodologies and long-term asset allocation benchmarks.

Usman Mirza is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has progressed through multiple roles within Fidelity since 2021, including Planning Consultant and various levels of Investment Solutions Representative. This experience has provided him with comprehensive knowledge in financial planning and investment solutions. Usman works closely with clients to develop customized financial plans that align with their short and long-term goals. He emphasizes building strong relationships based on trust, reliability, and competency. Usman holds insurance licenses in Arkansas and California. His professional background reflects a steady advancement within the financial services industry, with a focus on client-centered financial consulting and planning.

Brennan McInnis is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes multiple roles at Fidelity Investments since 2023 and earlier positions in healthcare and education. He also has experience in entrepreneurial ventures, including ownership involvement with Bernies Beach Bar. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple funds and model portfolio platforms.

Ryan Thompson is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2010. Fidelity’s Strategic Advisers LLC 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 discretionary and non-discretionary portfolios. The firm’s offerings include fund advisory, model portfolio delivery, and management consulting, with distinctive roles such as commodity pool operator registration and advisory services to registered investment companies.

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 worked at various Fidelity entities since 2003. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios for intermediary platforms.

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.

Rebecca Thompson is a Planning Consultant at Fidelity Investments, where she currently works with clients to understand their personal and financial priorities and co-create comprehensive plans aimed at building confidence in their financial futures. She has been with Fidelity Investments since 2023 and has progressed through a series of roles within the workplace planning division, including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before assuming her current position. Throughout her tenure at Fidelity Investments, Rebecca has developed experience in financial planning and client consultation. Specific areas of expertise are not detailed in the available information. Educational background and personal interests or community involvement have not been provided.

Kurtis Foden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked in the restaurant industry and held positions at Northern Essex Community College and the University of Massachusetts Lowell. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is notable for its use of AI and formal advisory roles to multiple registered investment companies.

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.

Christopher Bartman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.

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, 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.