Alethea Fifield is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2010. 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 combines fundamental research with quantitative analysis and uses algorithmic portfolio construction techniques, serving a broad range of investors through discretionary and non-discretionary services.

Michael Aquino is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2008 and concurrently operates Broad Street Planning, LLC. Additionally, he serves as a notary public, providing these services without charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Cameron Legvold is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at General Nutrition Center, YMCA of Greater Boston, Nashua Silver Knights, and Nichols College. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Nick Siik is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, serving in various roles including National Planning Consultant, Account Executive, Investment Consultant, and Retirement Investment Specialist. His professional focus includes comprehensive financial planning and investment consulting. Nick holds insurance licenses in Arkansas and California. His approach emphasizes careful attention to detail and proactive steps to support his clients' financial goals, as reflected in his personal statement about the importance of continual progress. Outside of his professional work, Nick engages in activities such as family time, fitness, skiing, traveling, and volunteering.

Daniel Maydwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at Merrill Lynch for four years and has been with Fidelity Investments since 2025. Prior to his finance career, he was employed at the New York Athletic Club for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it serves a range of intermediary platforms.

Alan Jeffers is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Cambridge Focus, ShoreGroup Solutions, and Pepperdine University, where he also volunteered at the university's Volunteer Center. Fidelity’s Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Corey Callahan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC, Fidelity Personal and Workplace Advisors, and Strategic Advisers LLC since 2017. His prior experience includes a year at Cal Logistics LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios that include mutual funds, ETFs, and ETPs, and offers advisory roles to multiple registered investment companies and fund-of-funds.

Bradford Crocker is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2011. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, with oversight controls and a focus on governance.

Jennifer Riley is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked for five years at Coldwell Banker Residential Brokerage and spent several years as a homemaker. She also engages in real estate referrals, receiving referral fees by connecting clients to realtors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Michael Ferris is a financial advisor with Edward Jones in Nashua, NH, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at MFS Fund Distributors, Inc. for ten years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Stephen Fallon is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fidelity Investments and its affiliated brokerage services since 2017. Outside of his advisory role, Fallon is the sole proprietor of Esmeralda Books LLC, where he writes, designs, and publishes children’s books in both digital and paperback formats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a distinctive focus on systematic methodologies and long-term asset allocation.

Jay McCaig is a Financial Consultant at Fidelity Investments. He partners with individuals and families to help grow, preserve, and transition wealth across generations. Jay leads with planning to help clients implement strategies aligned with their financial goals while leveraging the resources of Fidelity. He has been with Fidelity Investments since 2007, holding various roles including Retirement Solutions Representative, Managed Solutions Consultant, Investment Solutions Consultant for Fidelity Life Insurance, and currently as a Financial Consultant since 2020. Outside of his professional work, Jay's personal interests include biking and golf.

Benjamin Arrigo is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to his current role, he served in the United States Air Force and worked with the Pease Fire Department under both federal and state capacities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods to construct portfolios, and it also serves multiple registered investment companies with oversight and governance capabilities.

Peter Murphy is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC since 2006 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Deb DeFelice is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She specializes in helping clients develop personalized financial plans and provides guidance designed to create realistic paths toward achieving their financial goals. Her experience in the financial services industry spans several decades, including roles as a Portfolio Specialist, Client Management Representative, and Retirement Solutions Representative at Fidelity Investments since 2011. Prior to that, she worked as a Financial Consultant at Merrill Lynch, Pierce, Fenner and Smith from 1983 to 1988. She holds insurance licenses in Arkansas and California. Outside of her professional career, Deb enjoys spending time at the beach, fitness activities, social events with friends, traveling, and caring for pets.

Matthew Rigatti is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cantella & Co., Inc., Signator Financial Services, Inc., Jhfn Sii, and John Hancock. Outside of his advisory role, he operates a sole proprietorship offering fixed protection insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by advanced portfolio construction tools and access to multiple third-party money managers and platforms.

Frank Sapareto is the sole advisor at FVS Financial, an independent investment advisory firm based in Derry, NH. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Trustmont Financial Group, Fortune Financial Services, Advisory Group Equity Services, and Source Capital Group. Sapareto has served in the New Hampshire Legislature since 1998. He is also licensed as a real estate broker and insurance agent, maintaining affiliations with both industries alongside his advisory work. FVS Financial provides portfolio management and financial planning primarily for individual clients, managing approximately $11 million in assets across about 25 client relationships. The firm offers personalized investment strategies and pension consulting, combining advisory services with real estate and insurance expertise.

Christopher Gandia is a CFP® professional with 17 years of experience in financial advising. He has been with Northport Harbor Financial Services, LLC since 2008 and also serves the Town of Londonderry in New Hampshire. Northport Harbor Financial Services, LLC provides personalized investment advisory and portfolio management services exclusively to high-net-worth clients. The firm maintains a small client base and focuses on tailored advice and ongoing portfolio oversight rather than mass-market products.