Patrick Riley is a financial advisor with Fidelity Investments holding a Series 66 credential. He has been with Fidelity since 2023 and has experience from various roles prior to joining the firm, including positions at Siena College and other local organizations. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage a diverse set of investment portfolios.

Andrew Batey is a financial advisor with J.P. Morgan Securities in Manchester, NH, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior work includes roles at Citizens Securities from 2015 to 2020 before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Jared Breault is a financial advisor at UBS Financial Services with 27 years of experience in the industry. He previously worked at Merrill and Bank of America before joining UBS in 2024. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation strategies.

Dominic Jablonski is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Planning Consultant from 2023 to 2024, a Relationship Manager from 2021 to 2023, and an Investment Solutions Representative from 2019 to 2021, all within Fidelity Investments. He works one-on-one with individuals, families, and business owners to navigate markets and life events, aiming to build wealth through personalized financial plans. His approach focuses on making investing clear and simple for his clients. Dominic holds insurance licenses in Arkansas and California. Outside of his professional work, Dominic's personal interests include biking, fishing, hiking, parenthood, and traveling.

Nicholas Vaughn is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held positions at firms including Paychex, Rentokil Pest Control, and KraftHeinz. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, registered investment companies, and an IRS-qualified Charitable Gift Fund.

Josh Perillo is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients develop financial plans and ensuring they have the resources to pursue their goals. Josh has been with Fidelity Investments since 2020, progressing from a Customer Relationship Advocate to an Onboarding Team Leader before becoming a Planning Consultant. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Josh enjoys activities such as biking, fitness, hiking, outdoor adventures, snowboarding, and spending time with his pets.

Greg Abate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2011, progressing through roles including Investment Management Consultant III, Senior Portfolio Specialist, and Portfolio Specialist. His professional experience encompasses various aspects of financial consulting and portfolio management. Greg holds insurance licenses in Arkansas and California. He emphasizes building collaborative and open relationships with his clients to understand their financial goals and provide tailored planning support. Outside of his professional work, Greg engages in family activities, enjoys movies, reading, traveling, and writing.

Andrew Hernandez is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity Investments in 2020, he worked at Staples Inc. in various roles from 2014 to 2020. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios that employ systematic methodologies and long-term asset allocation benchmarks.

Christopher Brown is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. Prior to joining Fidelity, he spent eight years at Crotched Mountain Golf Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with roles in fund advisory and model portfolio delivery.

John Spindler is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2007. Outside of his advising work, he owns and manages one rental property. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Julius Swaim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Omni Wealth Management, and LifeTime. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Travis Labrie is a financial advisor with Raymond James Financial holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Fidelity Investments, Commonwealth Financial Network, and Symetra. Labrie also engages in fixed insurance sales as a minor part of his business activities. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual investors, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm provides tailored, typically non-discretionary advisory solutions and is notable for its municipal and public finance affiliations and institutional fiduciary support.

Cameron Gilroy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at Johnson Lumber, Beowulf Security Consultants, and The Deck LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Marc Charles is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Comcast Business for seven years and Mattress Firm for three years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Edward Cotton is a financial advisor with Equitable Advisors in Nashua, NH, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, previously associated with Axa Advisors. Outside of his advisory role, he serves as a co-trustee for his parents' living trust and holds power of attorney to manage trades if his father becomes incapacitated. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Paige Albert is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her career includes multiple roles at Fidelity Investments and academic positions at the University of New Hampshire. Prior to financial services, she worked in education and hospitality sectors. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Susan Wheel is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Manchester, NH. She has been with Merrill since 2003, beginning her career as a Registered Client Associate. Licensed in multiple states, Susan assists clients with a range of financial objectives including investing, lending, and banking needs. Her professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She holds a High School Diploma from Burlington High School and has attended the University of New Hampshire at Manchester. Prior to joining Merrill, Susan achieved her licensing at Fidelity Investments and worked as a Corporate Sales Manager for Herrington Catalog. Susan is involved in community service, including volunteering with Children's Hospital at Dartmouth (CHAD). She pursues personal interests such as camping, cooking, fishing, horseback riding, interior decorating, painting, swimming, and yoga.

Kraig Morris is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals focused on partnering with clients to provide an exceptional financial planning experience. Kraig has been with Fidelity Investments since 2005, gaining extensive experience in various roles including Regional Planning Consultant, Planning and Guidance Desk Associate, Account Executive, and Investment Consultant. His career progression reflects a comprehensive background in financial planning and client services. Outside of his professional responsibilities, Kraig enjoys family activities, golf, and skiing.

Joe Fucci is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with individuals, families, and business owners to develop customized financial plans aimed at achieving their financial goals. Joe collaborates closely with clients to create strategies that promote financial peace of mind. Joe has been with Fidelity Investments since 2016, holding several roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Investment Solution Representative, and Premium Relationship Associate. His experience spans various aspects of financial consulting and client relationship management. He holds a California Insurance License, which supports his professional practice in the financial services industry.

Amanda Edgerly is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2012. 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 systematic investment process using proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a notable role in delivering model portfolios and serving as a registered commodity pool operator.