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Christopher F

Series 66

Merrimack, NH

Fidelity

Christopher Furnari is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity Investments and Fidelity Brokerage Services, as well as prior positions outside the financial industry with the New Hampshire Department of Agriculture and Amerigas Propane Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios and fund-of-funds structures.

Charitable giving & philanthropy Active portfolio management
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Brian H

Series 63, Series 66

Merrimack, NH

Fidelity

Brian Hinkley is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to create, implement, and monitor financial plans aimed at achieving their financial goals. He focuses on building trusting, long-lasting relationships with clients through open communication and transparency. Brian has been with Fidelity Investments since 2014, holding various positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Investment Management Consultant before assuming his current role. His experience covers a broad range of financial services and client management. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Brian enjoys biking, boating, camping, fishing, skiing, and traveling.

Wealth management
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Peter K

Series 63, Series 66

Nashua, NH

Fidelity

Pete Krug is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of advisors serving clients in the greater Nashua community, focusing on helping them make educated and informed financial decisions for themselves and their families. Prior to this position, he served as Assistant Branch Leader at Fidelity Investments from 2018 to 2022. Pete and his team work collaboratively to support clients in progressing financially and co-creating thoughtful strategies aligned with their financial and life goals. His professional experience centers on leadership within Fidelity's branch operations. Outside of his professional responsibilities, Pete enjoys golf, hiking, spending time with pets, reading, skiing, and traveling.

Wealth management Retirement income strategy Income planning
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Richard M

Series 66

Merrimack, NH

Fidelity

Richard Mack is a Series 66 licensed financial advisor with Fidelity Investments, based in Merrimack, NH, and has three years of industry experience. His prior roles include positions outside finance, such as working at Trinity Solar, Lyft Massachusetts, and several local businesses. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and serves as an advisor to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Scott K

Series 63, Series 66

Merrimack, NH

Fidelity

Scott Kopycinski Jr. is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, he worked at Wholefoods Market for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Charitable giving & philanthropy Active portfolio management
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Kristina S

Series 63, Series 66

Merrimack, NH

Fidelity

Kristina Servaes is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Fidelity Brokerage Services LLC, Hannaford Supermarkets, Plymouth State University, and Canobie Lake Park. 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 proprietary research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios delivered to intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Jared C

Series 66

Merrimack, NH

Fidelity

Jared Crockett is a Vice President and Financial Consultant. He partners with individuals and their families to create, implement, and monitor financial plans aimed at pursuing their goals. Jared has been with Fidelity Investments since 2016, initially serving as a Premium Relationship Associate, then as a Workplace Planning and Guidance Consultant until 2019, and subsequently as a Financial Consultant until 2025. Prior to that, he was a Financial Advisor at McAdam Financial from 2014 to 2016. He holds insurance licenses in Arkansas and California.

General retirement planning Income planning Cash flow / budgeting
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Jacquelyn C

Series 66

Nashua, NH

LPL Financial

Jacquelyn Cloutier is a financial advisor with LPL Financial based in Nashua, NH. She holds a Series 66 designation and has eight years of industry experience. Her prior work history includes roles at Broad Street Planning, Bank of America, Merrill, and John Hancock Investments. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, a range of advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Marisa R

Series 66

Merrimack, NH

Fidelity

Marisa Reilly is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. She has worked at various divisions within Fidelity, including Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides 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 manages multi-manager and fund-of-funds structures and is noted for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Sarah S

Series 63, Series 66

Nashua, NH

Fidelity

Sarah Sekula is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity since 2020, progressively advancing through roles including Regional Center Planning Consultant, Client Services Team Leader, Investment Solutions Representative, and Customer Relationship Advocate. Her professional experience encompasses wealth management and client service within the financial sector. Sarah applies emotional intelligence in financial planning, aiming to provide a holistic approach tailored to each client's values and financial story. Sarah holds insurance licenses in Arkansas and California. Outside of work, she enjoys cooking and baking, exploring culinary interests, music and singing, and traveling.

Wealth management
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William G

Series 66

Merrimack, NH

Fidelity

William Granger is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles at Mass Bay Brewing Co. and various academic positions at Saint Michael's College and the University of Wollongong. He is part of 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 deliver model portfolios and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Michael F

Series 63, Series 66

Merrimack, NH

Fidelity

Michael Franco is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity in various capacities since 2017, including roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Prior to joining Fidelity, he worked at Sii from 2015 to 2017. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while also offering oversight and advisory roles uncommon among large institutional peers.

Charitable giving & philanthropy Active portfolio management
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Erin D

Series 63, Series 66

Merrimack, NH

Fidelity

Erin Davis is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity since 2008 across various roles, including Fidelity Personal and Workplace Advisors. Outside of her advisory work, she serves as an estate administrator. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive features include CFTC registration, formal advisory roles for multiple registered investment companies, and use of AI-driven research methods.

Charitable giving & philanthropy Active portfolio management
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Maryellen F

Series 63, Series 65

Londonderry, NH

Primerica Advisors

Maryellen Fish is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 credentials and having eight years of industry experience. She has worked at Primerica Financial Services since 2017 and is currently a teacher with VIPKID. Her other activities include part-time work related to investment product sales and referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ryan H

Series 63, Series 66

Merrimack, NH

Fidelity

Ryan Ho is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NBT Bank and Recordsforce. He also worked at the University of New Hampshire during his early career. 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, with notable activities including its registration as a commodity pool operator and use of AI and algorithmic methods in research.

Charitable giving & philanthropy Active portfolio management
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Maura G

Series 63, Series 66

Merrimack, NH

Fidelity

Maura Gomes is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Charitable giving & philanthropy Active portfolio management
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Sarah E

Series 63, Series 66

Merrimack, NH

Fidelity

Sarah Ewen is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she assists clients in developing personalized investment strategies that align with their individual goals, objectives, and motivations. Her approach focuses on thoughtful planning and guidance to support clients in achieving long-term financial stability and confidence. Prior to becoming a Planning Consultant, Sarah held several roles within Fidelity Investments, including Investment Solutions Representative III (2025-2026), Investment Solutions Representative II (2025), Investment Solutions Representative I (2024-2025), and Customer Relationship Advocate (2023-2024). Her career progression within Fidelity reflects her growing experience and expertise in investment solutions. Sarah holds insurance licenses in Arkansas and California. Outside of her professional life, she engages in activities such as spending time at the beach, participating in family activities, attending social events with friends, enjoying music, parenting, and traveling.

Wealth management Passive / index investing
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Tristan B

Series 66

Merrimack, NH

Fidelity

Tristan Bedinger is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked in mortgage and credit union roles. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages model portfolios using mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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Bryan H

Series 66, Series 63

Nashua, NH

Thrivent Investment Management

Bryan Herrera Burgos is a financial advisor with Thrivent Investment Management in Nashua, NH. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Thrivent, he worked at Fidelity Investments and TD Bank, among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Glen H

Series 63, Series 65

Merrimack, NH

Fidelity

Glen Hamel is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Valic Financial Advisors, Eagle Point Investment Advisors, and LPL Financial. He has been with Fidelity Investments since 2019. 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 fundamental research with quantitative and algorithmic methods and serves multiple registered investment companies with oversight and governance procedures.

Charitable giving & philanthropy Active portfolio management
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