Nicholas Vaughn is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held positions at firms including Paychex, Rentokil Pest Control, and KraftHeinz. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, registered investment companies, and an IRS-qualified Charitable Gift Fund.

Josh Perillo is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients develop financial plans and ensuring they have the resources to pursue their goals. Josh has been with Fidelity Investments since 2020, progressing from a Customer Relationship Advocate to an Onboarding Team Leader before becoming a Planning Consultant. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Josh enjoys activities such as biking, fitness, hiking, outdoor adventures, snowboarding, and spending time with his pets.

Greg Abate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2011, progressing through roles including Investment Management Consultant III, Senior Portfolio Specialist, and Portfolio Specialist. His professional experience encompasses various aspects of financial consulting and portfolio management. Greg holds insurance licenses in Arkansas and California. He emphasizes building collaborative and open relationships with his clients to understand their financial goals and provide tailored planning support. Outside of his professional work, Greg engages in family activities, enjoys movies, reading, traveling, and writing.

Andrew Hernandez is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity Investments in 2020, he worked at Staples Inc. in various roles from 2014 to 2020. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios that employ systematic methodologies and long-term asset allocation benchmarks.

Christopher Brown is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. Prior to joining Fidelity, he spent eight years at Crotched Mountain Golf Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with roles in fund advisory and model portfolio delivery.

John Spindler is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2007. Outside of his advising work, he owns and manages one rental property. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Julius Swaim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Omni Wealth Management, and LifeTime. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Travis Labrie is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, Commonwealth Financial Network, and Symetra. Labrie is also involved in fixed insurance sales as a supplemental business activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting.

Cameron Gilroy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at Johnson Lumber, Beowulf Security Consultants, and The Deck LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Marc Charles is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Comcast Business for seven years and Mattress Firm for three years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs 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.

Edward Cotton is a financial advisor with Equitable Advisors in Nashua, NH, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, previously associated with Axa Advisors. Outside of his advisory role, he serves as a co-trustee for his parents' living trust and holds power of attorney to manage trades if his father becomes incapacitated. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Paige Albert is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her career includes multiple roles at Fidelity Investments and academic positions at the University of New Hampshire. Prior to financial services, she worked in education and hospitality sectors. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Susan Wheel is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Manchester, NH. She has been with Merrill since 2003, beginning her career as a Registered Client Associate. Licensed in multiple states, Susan assists clients with a range of financial objectives including investing, lending, and banking needs. Her professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She holds a High School Diploma from Burlington High School and has attended the University of New Hampshire at Manchester. Prior to joining Merrill, Susan achieved her licensing at Fidelity Investments and worked as a Corporate Sales Manager for Herrington Catalog. Susan is involved in community service, including volunteering with Children's Hospital at Dartmouth (CHAD). She pursues personal interests such as camping, cooking, fishing, horseback riding, interior decorating, painting, swimming, and yoga.

Amanda Edgerly is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC 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 using proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a notable role in delivering model portfolios and serving as a registered commodity pool operator.

Cathleen Brennan is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for eight years. Outside of her advisory role, her family is involved in a trucking company based in Nashua, NH. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a discretionary investment option, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Bolles is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with several Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, often delegating management while maintaining oversight and addressing conflicts of interest.

Christel Smit is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Joshua Nero is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of investment advisory programs under a fiduciary standard.

Peter Smith is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios, employing systematic methodologies and oversight controls.

Clifton Spinney Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 26 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Wells Fargo in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.