Abby Wedge is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, where she works to develop investment plans that align with clients' financial goals. She collaborates with a team of wealth planning specialists to provide consistent service aimed at helping clients pursue their financial objectives. Abby has held several roles in the investment industry, including Senior Client Portfolio Specialist at Franklin Distributors in 2024, Investment Director at Putnam Investments from 2022 to 2024, and Investment Product Analyst at Putnam Investments from 2018 to 2022. Earlier in her career, she held positions in marketing and dealer services at Putnam Investments from 2015 to 2017. Outside of her professional work, Abby enjoys family activities, football, social events with friends, outdoor adventures, skiing, and spending time with pets.

Colin Miller is a financial advisor at Fidelity with the Series 66 credential and two years of industry experience. Prior to joining Fidelity, he has held various roles including coaching at FC Stars outside of his advisory work. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Thomas Lynch is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. In addition to his advisory role, he serves on the board of directors for Salem Haven Nursing Home, a nonprofit long-term care facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Benjamin Gastonguay is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Fidelity Investments and various educational and community organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Matthew Pellegrino is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. His prior work includes roles in the hospitality sector at various restaurants. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Teagan Vitali is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Vitali worked in various roles in the hospitality industry and also spent four years at Plymouth State University. Fidelity’s Strategic Advisers LLC, where Vitali is based, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Scott Norris is a financial advisor at Fidelity with four years of industry experience. He previously worked at State Street Global Advisors for five years. Outside of his advisory role, Norris serves as an adult leader for the Boy Scouts of America, supporting planning, activities, and fundraising for the troop. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and systematic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Marc Chareth is a financial advisor with Edward Jones in Milford, NH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he owns a single-family rental property adjacent to his primary residence. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of more than 23,000 financial advisors.

Peter Cunningham is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work experience includes roles at Verizon Wireless, Trinity Logistics, and consulting engagements. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.

Susan Frenette is a Series 66-licensed financial advisor with Edward Jones based in Amherst, NH, and has five years of industry experience. Her prior roles include positions at Pinnacle Mortgage Corp., Scott Griffin Financial, Fairway Independent Mortgage Company, and Residential Mortgage Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment products. The firm operates on a fiduciary standard and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, tax-efficient solutions, and securities-based lending.

Brendan Murray is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He began his career with Fidelity Investments in 2021, progressing from Workplace Planning Consultant to Financial Consultant I before advancing to his current position. His professional focus involves assisting clients in achieving their financial goals by developing tailored plans and strategies. Brendan holds insurance licenses in Arkansas and California, supporting his capacity to deliver comprehensive financial advice. Outside of his professional work, Brendan's interests include fitness, golf, playing musical instruments, outdoor adventures, caring for pets, and skiing.

Joshua Wright is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RBC Capital Markets in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board of directors for the Manchester Development Corporation, focusing on economic growth planning in Manchester, NH. RBC Wealth Management provides services to individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored investment strategies through a range of advisory programs and portfolio management options.

Geoffrey Bearden is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to develop personalized financial plans aligned with their unique goals. He emphasizes building strong relationships to support clients in achieving their future objectives. He has been with Fidelity Investments since 2021, progressing through roles including Financial Customer Associate and Retirement Brokerage Services before his current position. Geoffrey holds insurance licenses in Arkansas and California. Outside of his professional work, Geoffrey has interests in baseball, football, golf, movies, and music.

Christina Funk is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at Stephen Graham, Northwestern Mutual Investment Services LLC, J Hogan, Coventry First, and NEST Chestnut Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Adam Schumacher is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity affiliates since 2015. 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’s investment process combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Gregory Rollins is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and its formal advisory role to multiple registered investment companies.

Steven Amico is a financial advisor with Cetera in Peterborough, NH, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera and its affiliates since 2016 and previously at Investors Capital Corp. Amico is also licensed as an insurance agent selling life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures.

Peter Motsis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Derry, NH. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with advisory support from a centralized consulting team.

Evan Digiovanni is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked in diverse roles including positions at Orangetheory Fitness and Merrimack College. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Matthew Argetsinger is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He works primarily with high net worth individuals and families, collaborating closely to develop, implement, and maintain comprehensive financial plans tailored to their needs. His approach involves a team-based Private Client relationship model to navigate financial challenges and support long-term personal and financial goals. Matthew's career in financial services spans over 25 years, including roles such as Retirement Investment Specialist at Fidelity Investments, Financial Advisor at H & R Block Financial Advisors and AG Edwards, as well as earlier experience in trading and account executive positions. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Matthew's interests include golf and hiking.