Daniel Wagner is a financial advisor with Ameriprise who holds the Series 66 designation and has 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Wagner also manages an independent advisory business through OC&C Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Juan Diaz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC, NYLIFE Securities LLC, and New York Life Insurance Co., as well as positions outside finance such as at Lawrence Public Schools and Merrimack Valley YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

James Rubera is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Brent Smith is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to joining Fidelity, he spent a year at Ameriprise. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, 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 across mutual funds, ETFs, and ETPs, and is noted for its advisory roles and use of systematic methodologies.

Chase Maceachern is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Martingale Wharf and various non-financial employers. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

William Flaherty is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles in education and community organizations, including Reading Public Schools and the YMCA Greater Boston. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies.

Melissa Tulley is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chris Basmaji is a Financial Consultant at Fidelity Investments, a position held since 2017. In this role, he guides clients and their families in developing financial strategies aimed at achieving their lifetime goals. He emphasizes a planning-based approach that prioritizes the specific needs of each client. Chris holds an Arkansas Insurance License, which supports his professional work in financial consulting. His experience focuses on creating long-term relationships with clients by aligning financial plans with their personal objectives.

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.

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.

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.

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.

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.

Jacquelyn Cloutier is a Series 66-licensed financial advisor with 8 years of industry experience. She is currently with LPL Financial and has previously worked at Broad Street Planning, Bank of America, Merrill, and John Hancock Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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.

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.

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.

Michael Franco is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2017, with prior experience at Sii from 2015 to 2017. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

Erin Davis is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008. Outside of her advisory role, she serves as an estate administrator. 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. The firm is noted for its use of systematic methodologies, model portfolios, and advisory roles to multiple registered investment companies.

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.