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 with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked within various divisions of Fidelity since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ryan Tibbo is a financial advisor with LPL Financial based in Manchester, NH. He holds a Series 66 designation and has five years of industry experience. In addition to his advisory role, Tibbo serves as a teacher's assistant for the Harvard Division of Continuing Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 credentials and five years of industry experience. Prior to joining Fidelity, he held roles at The Cheesecake Factory, City Tap House, and SimpliSafe. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

Diane Hunt is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009, previously working at Banc Of America Investment Services, Inc. from 2006 to 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles in both the financial sector and creative industries, such as working with FrameForge Storyboard Studio and film production companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

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 Series 66-licensed financial advisor with nine years of industry experience. She currently works at Fidelity Investments and has held positions at Bank of America, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivery of model portfolios. The firm integrates proprietary fundamental research with quantitative and algorithmic methods, supporting a range of affiliated and unaffiliated sub-advisers and providing advisory services to multiple registered investment companies.

Benjamin Forleo is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Forleo serves as a Board Member at Large for the Lake Naticook Conservation Association, where he helps make decisions to preserve the water quality and overall well-being of Lake Naticook. He is also a partner at Sunset Property Management & Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios comprised of mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Katrina Quispe is a financial advisor with Ameriprise in Bedford, NH, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at Fidelity Investments and Edward Jones Investments. Outside of finance, she occasionally serves as a substitute cantor at Ste. Marie Parish and may perform at weddings there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written plans and ongoing advice focused on retirement income strategies.

Ananth Krishna Shankar is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Core Connection, Beacon Capital Partners, and the World Resources Institute, with additional experience in academic and sustainability-related organizations. 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 develop model portfolios. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Carlie Howard is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity in 2022, she worked in various roles including at Ledgewood Bay Northbridge Communities and Songbird Piano Studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.