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.

Christine Rauser is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at RBC Capital Markets for six years before joining Ameriprise in 2022. Outside of her advisory role, she manages her business activities through an LLC. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

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 licenses and four years of industry experience. He has worked at Fidelity Investments since 2020 and previously held multiple roles at Staples Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also holds unique registrations and advisory roles that distinguish it among large institutional peers.

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 at Raymond James Financial with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, Commonwealth Financial Network, and Symetra. Labrie is also involved in fixed insurance sales as a supplemental business activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting.

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 over 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2003. Outside of his advisory role, he serves as co-trustee for his parents’ living trust and holds power of attorney to manage trades if his father becomes incapacitated. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and managers.

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.

Cathleen Brennan is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for eight years. Outside of her advisory role, her family is involved in a trucking company based in Nashua, NH. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a discretionary investment option, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Bolles is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with several Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, often delegating management while maintaining oversight and addressing conflicts of interest.

Christel Smit is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

David Weisberg is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fidelity Brokerage Services Inc. since 2000 and has worked across various Fidelity divisions, including Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, he holds a 5.56% ownership stake and serves as assistant property manager in a family LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with oversight and use of AI-driven research methods.