Nate Rumford is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop customized financial plans that align with their family's unique needs. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Retirements Representative, Investment Solutions Representative I and II, before becoming a Planning Consultant in 2024. Nate holds insurance licenses in Arkansas and California and brings a comprehensive understanding of financial planning and investment solutions to his role. His experience at Fidelity Investments encompasses client advising and retirement planning. Outside of his professional work, Nate enjoys outdoor activities such as boating, camping, fishing, golf, hiking, and spending time at the lake.

Matthew Peters is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has nine years of industry experience and has worked at Primerica Advisors since 2019. Prior to this, he spent 15 years at Wurth USA and has been affiliated with Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third parties and supports account custody through Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Mariya Dimitrova is a financial advisor with Edward Jones in Chelmsford, MA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jack Gillis is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Northeast Planning Associates, Sea View Technologies, and several food service businesses. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Devin Lafrance is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Robert Half, KBW Recruiting and Staffing, and has experience related to the University of New Hampshire and Manchester Country Club. 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 to develop model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of algorithmic methods and AI in research.

Joseph Chingas is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients and their families to develop and refine comprehensive financial plans aimed at helping them progress toward their financial goals and achieve peace of mind. Joseph has been with Fidelity Investments since 2013, serving in various capacities including Financial Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. His professional experience encompasses a broad range of financial services and investment consulting responsibilities. Outside of his professional work, Joseph has personal interests in fitness, golf, hiking, music, parenthood, and reading.

Daniel St. Jean is a financial advisor with MML Investors Services and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at New York Life Insurance Company and Eagle Strategies. He is also the president and owner of Retirement Financial Group, Inc., where he oversees financial statement preparation and tax-related accounting. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including money-manager services and educational seminars.

Dylan Baker is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Veritude prior to joining Raymond James in 2019. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and emphasizes tailored, non-discretionary recommendations supported by risk-based reviews and institutional consulting solutions.

Kevin Halloran is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004 and is also principal of Broad Street Planning, LLC. Halloran is an independent insurance agent selling fixed life and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

John Merriken Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Fidelity Investments in various roles since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide array of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and is noted for its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Joseph Fagan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions with Northwestern Mutual and Coworx Staffing Services. 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 uses a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Derrick Anderson is a financial advisor at Fidelity with eight years of industry experience and holds Series 63 and Series 66 designations. His prior work includes roles at Maverick Technical Institute and Marketsource. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment solutions.

Robert Victoria is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments and Advised Assets Group, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers centralized custody and brokerage services.

Joseph Porcelli is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience in various roles outside finance, including positions in catering and family dental services. 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 diversified portfolios.

Leigh King is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, King worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, King is the owner of LEK Enterprises LLC, a real estate holding company. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports and a broad range of advisory, brokerage, and insurance solutions.

Brian Doherty is a financial advisor with Fidelity, holding Series 63 and Series 66 registrations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to this, he was employed at Tewksbury Country Club from 2015 to 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services for 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 portfolios, and it holds distinctive roles such as CFTC registration and formal advisory duties to multiple registered investment companies.

Barry Newcombe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. He provides personalized financial services, focusing on understanding clients' concerns and objectives to develop investment plans tailored to their needs and goals. Barry has been assisting clients in establishing and growing their financial assets for over two decades. His approach centers on helping people save and grow their monies to make the fluctuations in life less volatile. He holds an Arkansas Insurance License. Outside of his professional work, Barry enjoys baseball, football, movies, music, and spending time with family and friends through various social activities.

Amanda Rezaoui is a financial advisor at Fidelity with 16 years of industry experience and holds Series 63 and Series 66 designations. She has been with Fidelity Investments and its affiliates since 2009. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a research-driven and algorithmic approach to portfolio construction and oversight. The firm also serves as an advisor to registered investment companies and develops model portfolios for intermediary platforms.

Aileen Morris is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Pinnacle Revenue Management, Pressed Cafe, and Element Energy Systems, among others. She is affiliated with 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Christopher Stempek is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2009. 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 across mutual funds, ETFs, and ETPs. The firm is registered as a commodity pool operator, advises multiple registered investment companies, and uses AI and systematic methodologies in its investment approach.