Joshua Wright is a financial advisor with RBC Capital Markets in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and three years at Prudential Equity Group. He serves on the board of directors for the Manchester Development Corporation, focusing on economic growth planning in Manchester. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies through a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

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.

Adam Diorio is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. since 2010 and Primerica Financial Services since 2008, as well as two years at 3 Phase Line Construction. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.

Timothy Skwiot is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he coaches the high school fishing team in Windham, NH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and is noted for its advisory role to registered investment companies and use of AI-driven research methodologies.

Gregory Rollins is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked within various divisions of Fidelity since 2007, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering solutions such as discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations that support its commodity pool operations and advisory roles.

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.

Amy Bright is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill and Bank of America since 2013. Outside of her advisory role, she is the sole owner of a rental property business based in Savannah, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware investment options.

Victoria Walters is a Series 66-licensed financial advisor with Fidelity, based in Merrimack, NH, and has one year of industry experience. Prior to joining Fidelity, she held positions at The Home Depot and Target. She also serves as a Notary Public for the State of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Catie Donahue is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. She has held several roles within Fidelity, including Planning Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, demonstrating a broad range of experience in financial services. Catie holds insurance licenses in Arkansas and California. She emphasizes understanding clients' goals and priorities to develop strategies that align with their financial plans. She works as part of a Wealth Management team, utilizing additional resources and specialized skills to support her approach. Outside of her professional role, Catie has interests in baseball, cooking and baking, golf, music, outdoor adventures, and pets.

Sam Jefferson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at KAMBI and engaged in academic and tutoring activities. Outside of advising, he tutors students and working professionals in the Boston area. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various fund structures.

Aleesha Jordan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Hollister, Applebee’s, and TJX Companies, as well as involvement with UMass Dartmouth and RAI Counseling Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Thomas Harkins is a Series 66-registered financial advisor with LPL Financial, based in Londonderry, NH. He has eight years of industry experience, including twelve years at Enterprise Holdings LLC prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Brian Lampron is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior career includes long tenure at Commonwealth Financial Network and more recent roles at various Cetera entities and Financial Strategies Retirement Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools and supports advisory programs through a large network of affiliated advisory firms.

Hayden Cassidy is a Financial Consultant at Fidelity Investments, where he works closely with clients to help them achieve their retirement, income, and legacy goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Hayden's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2023, Planning Consultant - Premium at Fidelity Investments from 2022 to 2023, and Investment Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity, he served as a Wealth Management Advisor at The Bulfinch Group from 2017 to 2021. He holds insurance licenses in Arkansas and California.

Douglas Williams is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including at Zen Habitats and North American Entertainment Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with systematic investment approaches.

Sydney Bissonette is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Bissonette has worked in various roles including at Merrimack YMCA and Oleary Hoop Camp. Outside of finance, Bissonette operates a babysitting service as a sole proprietor. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.