Teagan Vitali is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Vitali worked in various roles in the hospitality industry and also spent four years at Plymouth State University. Fidelity’s Strategic Advisers LLC, where Vitali is based, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Scott Norris is a financial advisor at Fidelity with four years of industry experience. He previously worked at State Street Global Advisors for five years. Outside of his advisory role, Norris serves as an adult leader for the Boy Scouts of America, supporting planning, activities, and fundraising for the troop. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and systematic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Thomas Slattery is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Morgan Stanley since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

Marc Chareth is a financial advisor with Edward Jones in Milford, NH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he owns a single-family rental property adjacent to his primary residence. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of more than 23,000 financial advisors.

Peter Cunningham is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work experience includes roles at Verizon Wireless, Trinity Logistics, and consulting engagements. Fidelity’s Strategic Advisers LLC division 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 manage model portfolios built from mutual funds, ETFs, and ETPs.

Craig Schuh is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants and branch leaders dedicated to helping clients achieve their financial goals. His leadership role focuses on fostering a community-oriented approach to financial planning, aiming to provide clients with peace of mind and fulfillment. Craig has held multiple positions at Fidelity Investments since 2007, including roles such as Vice President, Regional Coaching Consultant; Vice President, Regional Planning Consultant; Regional Sales Director for Managed Accounts; and Manager of Retirement Relationship and Stock Plan Services. His extensive experience spans various aspects of financial planning, regional consulting, and sales within the organization. Outside of his professional responsibilities, Craig enjoys family activities, fitness, spending time at the lake, skiing, and traveling.

James Leary is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2006, progressing through various roles including Financial Consultant, Retirement Solutions Representative, Account Executive, Investment Representative, and others. Prior to his tenure at Fidelity, James was a Branch Development Specialist at TD Ameritrade in 2013. Throughout his career, James has gained extensive experience in financial consulting and retirement solutions. He is licensed to sell insurance in California. His approach focuses on understanding clients' current situations, goals, and priorities to provide tailored financial planning guidance. Outside of his professional responsibilities, James enjoys boating, cooking and baking, gardening, golf, spending time at the lake, and skiing.

Brendan Murray is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He began his career with Fidelity Investments in 2021, progressing from Workplace Planning Consultant to Financial Consultant I before advancing to his current position. His professional focus involves assisting clients in achieving their financial goals by developing tailored plans and strategies. Brendan holds insurance licenses in Arkansas and California, supporting his capacity to deliver comprehensive financial advice. Outside of his professional work, Brendan's interests include fitness, golf, playing musical instruments, outdoor adventures, caring for pets, and skiing.

Joshua Wright is a financial advisor at RBC Capital Markets with 26 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board of the Manchester Development Corporation, focusing on economic growth planning and development in Manchester, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies using a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities.

Kaitlin Tobin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. She has held positions at Fidelity Investments and Clearbridge Technology Group, and her background includes work outside finance with community organizations such as The Giving Room. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains distinctive features such as commodity pool operator registration and advisory roles to multiple registered investment companies.

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 at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with various Fidelity entities since 2007. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

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.