Ian Clarke Pounder is a financial advisor with Raymond James Financial in Nashua, NH, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Raymond James Financial and its related entity since 2009. Outside of his advisory role, he serves on the finance and investment committee of Bishop Guertin High School, a nonprofit private school, where he reviews the school budget and investment programs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jared Leclair is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at All Renewable Energy Inc and Advarra Inc. Outside of financial advising, he serves as ski staff for the Watertown Recreation Department, chaperoning middle and high school students on trips to Wachusett Mountain. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also manages model portfolios and serves as a formal advisor to multiple registered investment companies and fund-of-funds.

Mark Nichols is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked for Woodbury Financial Services, Inc. for 16 years. Nichols also operates his own CPA firm, providing accounting and tax services, and serves on the investment committee for the Pike School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage a variety of investment portfolios.

Blake Field is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes multiple roles at the University of New Hampshire Campus Recreation and involvement with the Italian Home for Children and the Jewish Community Center of Chicago. 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 to manage model portfolios across a variety of investment vehicles.

Matthew Pilcher is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he operated Pilcher Toys LLC, a sole proprietorship focused on buying and selling toys. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction.

Daniel Illg is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and over 17 years of industry experience. He has been with Fidelity Investments since 2008 and currently serves in roles including with Fidelity Personal and Workplace Advisors. Outside of finance, he is the Music Director at Kathy Blake Dance Studio and is the sole proprietor of FitFuzion LLC, a dance fitness studio. 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 to deliver customized model portfolios.

Jonathan Stallsmith is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Beyond his advisory role, he owns and operates Purple Finch Enterprises, LLC, a video production company. Prior to and alongside his current position, he has worked with organizations including Hopkinton High School and Bank of NH Pavilion. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing multiple investment models and maintaining oversight of portfolio management.

Christopher Rosetti is a financial advisor with Fidelity in Merrimack, NH, holding a Series 66 designation. He joined Fidelity in 2026 and has prior experience working in education and communications roles, including positions at Marist College, Beverly Public Schools, and North Road Communications. 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 to deliver model portfolios and fund advisory services.

Dale Lewis is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently affiliated with Cetera and has prior experience at firms including LPL Financial and Avantax Advisory Services. Outside of his advisory work, Lewis is the owner of Taxes and a Plan, a tax preparation and accounting services business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Joel VanPatten is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his current role, he focuses on helping clients work towards realizing their financial goals through building trust and comprehensive planning. Prior to becoming a Financial Consultant, Joel held several positions at Fidelity Investments, including Relationship Manager from 2019 to 2022, Investment Solutions Representative from 2017 to 2019, and Customer Relationship Advocate from 2017 to 2018. He holds insurance licenses for Arkansas and California. Outside of his professional duties, Joel has interests in biking, cars, music, outdoor adventures, painting, and skiing.

Kevin Collins is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional capabilities alongside specialized investment and structured-product services.

Wendy Miller is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Fidelity Brokerage Services LLC since 2019 and prior experience with Blue Door Coffee and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Ryan Lantagne is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he spent seven years at T-Mobile/Sprint. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Mallory Vasquez is a financial advisor at Fidelity with a Series 66 designation and has been in the industry for one year. Prior to joining Fidelity in 2025, she held positions at Citizens and worked in several non-financial roles including Massage Envy and Cherry Hill Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

David Farmer is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Gwfs Equities, Inc. and Jackson Hewett. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates, including model portfolios built from mutual funds, ETFs, and ETPs.

Karen Lizotte is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at State Farm Insurance, Mannatech, and CITIZENS Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Joseph Caci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Primerica Advisors and affiliated entities since 1997 and is involved in sales of investment-related products as well as referral activities for home security and automation services through related companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Aaron Rathbone is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Copper Door, DoorDash, and community involvement with several Christian churches and ministries. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Jason Lenotte is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2013. Outside of his advisory role, he serves as a part-time police officer in Salem, New Hampshire. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Matthew O'Connor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Oxford Global Resources and WinterWyman. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-of-funds.