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 with RBC Capital Markets in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and three years at Prudential Equity Group. He serves on the board of directors for the Manchester Development Corporation, focusing on economic growth planning in Manchester. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies through a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Kaitlin Tobin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. She has held positions at Fidelity Investments and Clearbridge Technology Group, and her background includes work outside finance with community organizations such as The Giving Room. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains distinctive features such as commodity pool operator registration and advisory roles to multiple registered investment companies.

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.

Timothy Skwiot is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he coaches the high school fishing team in Windham, NH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Christina Funk is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at Stephen Graham, Northwestern Mutual Investment Services LLC, J Hogan, Coventry First, and NEST Chestnut Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Adam Schumacher is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and is noted for its advisory role to registered investment companies and use of AI-driven research methodologies.

Gregory Rollins is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with various Fidelity entities since 2007. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

Peter Motsis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Derry, NH. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with advisory support from a centralized consulting team.

Evan Digiovanni is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked in diverse roles including positions at Orangetheory Fitness and Merrimack College. Strategic Advisers LLC, a Fidelity Investments company, 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Matthew Argetsinger is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He works primarily with high net worth individuals and families, collaborating closely to develop, implement, and maintain comprehensive financial plans tailored to their needs. His approach involves a team-based Private Client relationship model to navigate financial challenges and support long-term personal and financial goals. Matthew's career in financial services spans over 25 years, including roles such as Retirement Investment Specialist at Fidelity Investments, Financial Advisor at H & R Block Financial Advisors and AG Edwards, as well as earlier experience in trading and account executive positions. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Matthew's interests include golf and hiking.

Amy Bright is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill and Bank of America since 2013. Outside of her advisory role, she is the sole owner of a rental property business based in Savannah, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware investment options.

Victoria Walters is a Series 66-licensed financial advisor with Fidelity, based in Merrimack, NH, and has one year of industry experience. Prior to joining Fidelity, she held positions at The Home Depot and Target. She also serves as a Notary Public for the State of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Catie Donahue is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. She has held several roles within Fidelity, including Planning Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, demonstrating a broad range of experience in financial services. Catie holds insurance licenses in Arkansas and California. She emphasizes understanding clients' goals and priorities to develop strategies that align with their financial plans. She works as part of a Wealth Management team, utilizing additional resources and specialized skills to support her approach. Outside of her professional role, Catie has interests in baseball, cooking and baking, golf, music, outdoor adventures, and pets.

Sam Jefferson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at KAMBI and engaged in academic and tutoring activities. Outside of advising, he tutors students and working professionals in the Boston area. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various fund structures.

Timothy Stetson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2017, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, Timothy held the role of Relationship Manager at Bank of America in 2018. As a CERTIFIED FINANCIAL PLANNER™, Timothy focuses on understanding clients' goals and concerns to simplify personal financial matters. He is committed to building lasting relationships based on trust and assisting clients in developing comprehensive financial plans. Outside of his professional work, Timothy is interested in board games, cars, family activities, social events with friends, parenthood, and volunteering.

Colin Lessard is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity Investments since 2024. Outside of finance, he is an assistant manager for sales and service at The Bike Barn, a retail bicycle shop. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Thomas Harkins is a Series 66-registered financial advisor with LPL Financial, based in Londonderry, NH. He has eight years of industry experience, including twelve years at Enterprise Holdings LLC prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.