Abby Wedge is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, where she works to develop investment plans that align with clients' financial goals. She collaborates with a team of wealth planning specialists to provide consistent service aimed at helping clients pursue their financial objectives. Abby has held several roles in the investment industry, including Senior Client Portfolio Specialist at Franklin Distributors in 2024, Investment Director at Putnam Investments from 2022 to 2024, and Investment Product Analyst at Putnam Investments from 2018 to 2022. Earlier in her career, she held positions in marketing and dealer services at Putnam Investments from 2015 to 2017. Outside of her professional work, Abby enjoys family activities, football, social events with friends, outdoor adventures, skiing, and spending time with pets.

Colin Miller is a financial advisor at Fidelity with the Series 66 credential and two years of industry experience. Prior to joining Fidelity, he has held various roles including coaching at FC Stars outside of his advisory work. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Shearin is a CFP® professional with Morgan Stanley in Manchester, NH, holding securities licenses Series 63 and Series 65. He has 33 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney dating back to 2009. Outside of his advisory work, he is involved as a lender in an unrelated business activity based in Westminster, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Fady Iskander is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following four years at Citizens Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of advisory and brokerage services.

Thomas Lynch is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. In addition to his advisory role, he serves on the board of directors for Salem Haven Nursing Home, a nonprofit long-term care facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Benjamin Gastonguay is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Fidelity Investments and various educational and community organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Matthew Pellegrino is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. His prior work includes roles in the hospitality sector at various restaurants. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Teagan Vitali is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Vitali worked in various roles in the hospitality industry and also spent four years at Plymouth State University. Fidelity’s Strategic Advisers LLC, where Vitali is based, 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 composed of mutual funds, ETFs, and ETPs.

Dennis Sherlock is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2017 and has also been affiliated with First Tech Federal Credit Union since 2014. Additionally, he provides financial advice as an associate at Addison Avenue Investment Services. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm’s services include non-discretionary advisory tailored through financial planning tools and risk-based reviews, with a notable focus on municipal and public finance clients supported by a broad affiliate network.

Scott Norris is a financial advisor at Fidelity with four years of industry experience. He previously worked at State Street Global Advisors for five years. Outside of his advisory role, Norris serves as an adult leader for the Boy Scouts of America, supporting planning, activities, and fundraising for the troop. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and systematic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Thomas Slattery is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Morgan Stanley since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

Peter Cunningham is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work experience includes roles at Verizon Wireless, Trinity Logistics, and consulting engagements. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to 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 model portfolios built from mutual funds, ETFs, and ETPs.

Craig Schuh is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants and branch leaders dedicated to helping clients achieve their financial goals. His leadership role focuses on fostering a community-oriented approach to financial planning, aiming to provide clients with peace of mind and fulfillment. Craig has held multiple positions at Fidelity Investments since 2007, including roles such as Vice President, Regional Coaching Consultant; Vice President, Regional Planning Consultant; Regional Sales Director for Managed Accounts; and Manager of Retirement Relationship and Stock Plan Services. His extensive experience spans various aspects of financial planning, regional consulting, and sales within the organization. Outside of his professional responsibilities, Craig enjoys family activities, fitness, spending time at the lake, skiing, and traveling.

Susan Frenette is a Series 66-licensed financial advisor with Edward Jones based in Amherst, NH, and has five years of industry experience. Her prior roles include positions at Pinnacle Mortgage Corp., Scott Griffin Financial, Fairway Independent Mortgage Company, and Residential Mortgage Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment products. The firm operates on a fiduciary standard and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, tax-efficient solutions, and securities-based lending.

James Leary is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2006, progressing through various roles including Financial Consultant, Retirement Solutions Representative, Account Executive, Investment Representative, and others. Prior to his tenure at Fidelity, James was a Branch Development Specialist at TD Ameritrade in 2013. Throughout his career, James has gained extensive experience in financial consulting and retirement solutions. He is licensed to sell insurance in California. His approach focuses on understanding clients' current situations, goals, and priorities to provide tailored financial planning guidance. Outside of his professional responsibilities, James enjoys boating, cooking and baking, gardening, golf, spending time at the lake, and skiing.

Brendan Murray is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He began his career with Fidelity Investments in 2021, progressing from Workplace Planning Consultant to Financial Consultant I before advancing to his current position. His professional focus involves assisting clients in achieving their financial goals by developing tailored plans and strategies. Brendan holds insurance licenses in Arkansas and California, supporting his capacity to deliver comprehensive financial advice. Outside of his professional work, Brendan's interests include fitness, golf, playing musical instruments, outdoor adventures, caring for pets, and skiing.

Joshua Wright is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RBC Capital Markets in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board of directors for the Manchester Development Corporation, focusing on economic growth planning in Manchester, NH. RBC Wealth Management provides services to individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored investment strategies through a range of advisory programs and portfolio management options.

Kaitlin Tobin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments in 2024, she worked at Clearbridge Technology Group and has held various roles including positions in education and hospitality. She is involved with The Giving Room, a nonprofit organization, since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios.

Geoffrey Bearden is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to develop personalized financial plans aligned with their unique goals. He emphasizes building strong relationships to support clients in achieving their future objectives. He has been with Fidelity Investments since 2021, progressing through roles including Financial Customer Associate and Retirement Brokerage Services before his current position. Geoffrey holds insurance licenses in Arkansas and California. Outside of his professional work, Geoffrey has interests in baseball, football, golf, movies, and music.

Adam Diorio is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. since 2010 and Primerica Financial Services since 2008, as well as two years at 3 Phase Line Construction. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.