Brandon Kou is a financial advisor with LPL Financial, holding a Series 66 license and currently in his first year in the industry. Prior to joining LPL Financial, he held various roles in the food service industry and served in the United States Army for eight years. He has also been involved with Le Du Thai Eatery for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and other subadvisors.

Gino Molettieri is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 24 years of industry experience. Prior to joining Raymond James in 2025, he spent 11 years with Commonwealth Financial Network. Molettieri is also president of Lumen Wealth Management, a business focused on investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

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.

Kyle Nelson is a Financial Consultant at Fidelity Investments. He collaborates with local individuals and families to develop and maintain financial plans tailored to their specific needs. His objective is to serve as a primary and trusted financial advisor, providing support and guidance to help clients manage unexpected life changes. He has been with Fidelity Investments since 2015, progressing through various roles including Stock Plan Associate, Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2023. This experience has equipped him with a comprehensive understanding of financial planning and client relationship management. Outside of work, Kyle enjoys spending time outdoors with his wife, daughter, and their two Bernese Mountain Dogs. His personal interests include beach activities, biking, family outings, hiking, and skiing.

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.

Natasha Harkins Dube is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, TD Bank, and Citizens Bank. Prior to her financial services career, she was involved in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Ronald Pemberton is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Comcast Corporation for ten years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Lore Ford IV is a Series 66-registered financial advisor at Fidelity with five years of industry experience. He previously worked at First Command Brokerage Services, Inc., First Command Advisor Services, Inc., and First Command Insurance Services, Inc. He also served in the New Hampshire National Guard for 18 years. 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 analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Colin Gonzales is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Market Basket, and multiple financial services firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Brien is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior work includes roles at Princor Financial Services Corp and Principal Life Insurance Co. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios made up of mutual funds, ETFs, and ETPs.

Stanley Carter is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Cornerstone Masonry and RSIG Security, as well as academic experience at Merrimack College and Franklin High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Justin Ivins is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience in security services and community college education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Christopher Mullen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2021, as well as positions at Amazon, Riverstone LLC, and the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

James Sargavakian is a financial advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. Prior to joining Fidelity, his background includes various roles primarily in education and short-term entrepreneurial activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates, including fund advisory and model portfolio delivery.

Christopher Hayes is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Andrew Madi is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments and Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and holds registrations and advisory roles that distinguish it among large institutional peers.

Katherine Cushing is a financial advisor with Fidelity Investments who holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Fidelity, she worked at Anthropologie and held various positions in retail. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.