Matthew Emmons is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various divisions of Fidelity Investments since 2007. He is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors.

Danielle Reimer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her background includes roles in education and retail prior to joining Fidelity. Fidelity’s Strategic Advisers LLC offers 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 provides discretionary and non-discretionary advisory work, fund advisory, and model portfolios, and is noted for its use of systematic methodologies and AI-driven research.

Morgan Liphardt is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Aflac, CID Consulting LLC, and worked in various positions including teaching at St John Fisher College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Emily French is a financial advisor at Edward Jones in Hampstead, NH, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she worked for twelve years at HPMS Inc., The Therapy Connection, an online medical supply retailer, where she performed data entry and customer service duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices across the United States.

Conor Kirby is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. He works with Strategic Advisers LLC, a Fidelity Investments company that 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 model portfolios and oversee affiliated sub-advisers.

Craig Hogan is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Investments and its affiliate Fidelity Personal and Workplace Advisors since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies and AI-driven research tools.

Ryan Tibbo is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Goldfinch Financial, Southern New Hampshire University, MowTown Power Equipment, and New Hampshire Technical Institute. Outside of his advisory role, he works as a teacher's assistant for the Harvard Division of Continuing Education. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services supported by model portfolios, third-party subadvisors, and proprietary research.

Steven Balloch is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at S.I.I. for 15 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in the sale of fixed insurance products and general office administration. Additionally, he is a Notary Public in the state of New Hampshire. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and advisory, financial planning, and managed accounts, utilizing various asset-allocation tools and third-party platforms to support investment strategies.

Lisa Caulton is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, Ms. Caulton is the sole proprietor of a manufacturing business, D.D. Bean & Sons, Co., based in Jaffrey, New Hampshire, and serves as a trustee and co-trustee for trusts in Dublin, New Hampshire. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Cody Spicer is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Adecco USA Inc and Robert Half. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a wide range of portfolios including multi-manager and fund-of-funds structures.

Patrick Forrestall is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role at Fidelity, he held positions at The Cheesecake Factory, City Tap House, and SimpliSafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Brian Artus is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2000. He began his career in investments at Fidelity in 2000, progressed to a proactive role from 2001 to 2006, and has served as a Financial Consultant from 2006 to the present. In his work, Brian collaborates with clients and their families to develop financial plans tailored to their objectives and preferences. He holds insurance licenses in Arkansas and California.

David Lafferty is a CFA® charterholder with 28 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent 16 years at Cdc Ixis Asset Management Distributors, Lp. He holds a Series 63 license and is based in Windham, NH. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment offerings.

Ian Macdermott is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 30 years of experience working with successful families, business owners, non-profits, endowments, and Taft Hartley plans to help preserve and grow wealth aligned with their unique goals. Ian's expertise includes family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible investing, tax minimization, and retirement income planning. Prior to his current role, Ian worked at Morgan Stanley for seven years and at Merrill for eleven years. He began his career at Prudential Securities in 1992. Ian holds a Bachelor's degree from the University of New Hampshire. He has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A native of New Hampshire residing in Bedford with his wife and two children, Ian has been actively involved in his community. He has served as past president of Farnum Center, a board member for twenty years, past president of Manchester Country Club, and past chairman of Share Our Strength's Taste of the Nation event in Manchester, NH. Additionally, he has chaired the investment committee for the Daniel Webster Council of the Boy Scouts. Ian's personal interests include playing golf, skiing, and biking.

Slater Sullivan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, Slater worked in various roles across media and production companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including 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 manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Dakota O’Malley is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of AI in research, and formal governance procedures.

Jonathan Reheuser is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He has held various roles within Fidelity, including Retirement Relationship Manager from 2014 to 2015, Retirement Solutions Representative from 2011 to 2014, and Retirement Representative from 2007 to 2011. Prior to his tenure at Fidelity, he worked as a Financial Adviser at Commonwealth Financial Network from 2003 to 2004, Morgan Stanley DW Inc. from 1998 to 2002, and Commonwealth Equity Services Inc. in 1998. Jonathan holds insurance licenses for Arkansas and California. His professional experience encompasses financial consulting and retirement planning, supporting clients in achieving their financial goals. Outside of his professional work, Jonathan is interested in biking, fitness, pets, reading, running, and skiing.

Mary Heline is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage various investment products and model portfolios.

Benjamin Forleo 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 2018. Outside of his advisory role, he serves as a Board Member at Large for the Lake Naticook Conservation Association, where he helps oversee efforts to preserve water quality and the well-being of Lake Naticook, and he is a partner at Sunset Property Management & Consulting. 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 deliver model portfolios and manage a diverse range of funds.

Katrina Quispe is a financial advisor with Ameriprise, holding Series 63 and Series 65 registrations and four years of industry experience. Her prior roles include positions at Fidelity Investments and Edward Jones Investments. Outside of her advisory work, she occasionally serves as a substitute cantor at Ste. Marie Parish, including singing for Sunday masses and weddings. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create customized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.