Nicole Gilbert is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. She previously worked at Sagepoint Financial, INC for 13 years before joining Fidelity in 2022. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Boris Andrijanic is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and a range of advisory roles including management of registered investment companies and model portfolios for intermediary platforms.

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 with Fidelity who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has been affiliated with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is known for its formal advisory role to registered investment companies and its use of AI and systematic methodologies in portfolio management.

Gary Seckendorf is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Wells Fargo Clearing from 2016 to 2026 and Wells Fargo Advisors LLC from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Riley is a financial advisor at Fidelity with three years of industry experience. She previously worked at Coldwell Banker Residential Brokerage for five years and has a Series 66 designation. Outside of her advisory role, she is involved in real estate as a licensed Realtor, earning referral fees by connecting clients with realtors for transaction services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to various clients, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term asset allocation approach.

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 with Fidelity, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He previously worked at Brown Investment Management and Fidelity Brokerage Services LLC. Outside of his advisory work, Fallon is the sole proprietor of Esmeralda Books LLC, where he writes and publishes children's books in both digital and paperback formats. Fidelity Strategic Advisers LLC, where Fallon is affiliated, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios comprised of mutual funds, ETFs, and ETPs.

Christopher Kinnane is a financial advisor with Ameriprise who holds a Series 66 designation and has 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2005 and currently serves at Rise Private Wealth Management. Outside of advising, he co-owns RPWM Partners LLC, an entity involved in managing his advisory business, and Rise Tax Strategies, LLC, which focuses on tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income planning service that provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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 at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he served in multiple roles including with the Pease Fire Department and the New Hampshire Air National Guard. His background includes military service with the United States Air Force. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and its formal advisory roles to multiple registered investment companies.

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.