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 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, where he has worked since 1997. He leads The Doyle Group, a team based in Manchester, New Hampshire, focusing on delivering customized wealth management strategies to individuals and families. Sean specializes in advising high-net-worth clients, including business owners and executives, with complex financial situations. His services encompass wealth transfer, money management, business planning, wealth preservation, retirement planning, and lending programs through Bank of America, N.A. He emphasizes an educational approach to help clients preserve and grow their assets, considering comprehensive financial planning that includes estate and tax preparation services. Sean holds a Bachelor of Science degree in Business Management with a minor in international studies from Bentley College and a Master's Degree in Business Administration from Rivier College. He maintains professional credentials including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Sean is involved with St. Jude's Church and contributes to community initiatives such as the St. Jude Food Pantry and the Blue Angel Program. Residing in Londonderry, New Hampshire, Sean lives with his wife Rachael and their three children. In his free time, he enjoys boating, fishing, golfing, hiking, photography, traveling, and spending time with his family.

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 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and 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.

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.

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.

Troy Aarthun is a CFP® with 22 years of industry experience currently affiliated with Ameriprise. His prior roles include positions at Rise Private Wealth Management, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. He serves as Secretary of the Rotary Club of Merrimack Board of Directors and Chairman of the John O'Leary Adult Community Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

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.

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. 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.

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.

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.