Samuel Paul is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2023, he was with NYLIFE Securities LLC and New York Life for 10 years. Additionally, he was involved with Common Man Restaurant for 10 years. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Garrett Jacobsmeier is a financial advisor with Fidelity Investments in Merrimack, NH. He holds the Series 66 and Series 63 designations and has two years of industry experience. Prior to joining Fidelity, he worked in various roles including positions at UMass Dining Services and Concord Academy, as well as entrepreneurial experience with Brickhouse Center Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for managing model portfolios using systematic methodologies and for its advisory roles with multiple registered investment companies and fund‑of‑funds.

Dylan Babcock is a Series 66 credentialed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Putnam Investments and was involved in coaching skating and hockey skills as an independent contractor for Power Edge LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves various clients including an IRS-qualified Charitable Gift Fund and registered investment companies, and utilizes systematic methodologies with oversight controls in its investment approach.

Maxwell Yee is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Seacoast United and Enterprise Rent-a-Car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and offers model portfolios through intermediary platforms.

Lawrence Streb is a financial advisor at Merrill with 33 years of industry experience. He has held roles at Merrill since 1997 and at Bank of America, N.A. since 2011. He holds the Series 63 and Series 65 credentials. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Mcintosh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of experience at the firm. His prior roles include positions at Nextdoor Speakeasy, Rochambeau, and Dryft Revere. He has also worked in various non-financial capacities including at Essex County Brewing Co and the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic, long-term asset allocation strategies.

Zachary Rowe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2023, he worked at the University of Connecticut School of Nursing and DoorDash, among other roles. 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 research, quantitative analysis, and systematic portfolio construction, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

John Ecklund is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Financial Strategies Retirement Partners, and Equitable Advisors, LLC. Outside of finance, he has experience working at Rays Seafood and in educational roles at the University of New Hampshire, Trinity High School, and Hillside Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Caroline Poser is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. She has prior work history with The American Baptist Churches and Porter Consulting, as well as over a decade of self-employment experience. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in managing registered investment companies, using systematic methodologies, and employing AI-driven research tools.

James Marcou is a financial advisor at Fidelity with 14 years of industry experience and holds Series 63 and Series 66 designations. He has been with Fidelity Investments since 2012, including seven years with Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios to intermediary platforms and managing registered investment companies.

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 in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Primerica Advisors in 2021, he spent 15 years at Wurth USA and has been affiliated with Primerica Financial Services since 2001. He also receives compensation for referrals of home security, automation products, and other home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charities. The firm employs model-based investment strategies created by third-party managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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.

Payton Vitale Warner is a financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining MassMutual and MML Investors Services, LLC, Warner worked at Hartwood Consulting Group and served in the United States Marine Corps for four years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager options, as well as educational seminars.

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.

Daniel St. Jean is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at notable firms including New York Life Insurance Company and Eagle Strategies, and he is also the president and owner of Retirement Financial Group, Inc., where he manages accounting and financial statement preparation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and charitable organizations, employing firm-approved analytical tools and offering event-driven planning programs.

John Merriken Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Fagan is a financial advisor with Fidelity Investments in Merrimack, NH. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Northwestern Mutual investment services and staffing firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods, with oversight of affiliated and unaffiliated sub-advisers.

Steven Creamer is a Series 66 licensed financial advisor with Edward Jones, based in Bedford, NH. He has one year of industry experience, including prior roles at Altana Technologies Inc and Motional Ad Inc. Creamer’s background also includes self-employment and work at Seaglass Technology Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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.