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.

Joseph Porcelli is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience in various roles outside finance, including positions in catering and family dental services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Brian Doherty is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his financial career, he was employed at Tewksbury Country Club for three years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Barry Newcombe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. He provides personalized financial services, focusing on understanding clients' concerns and objectives to develop investment plans tailored to their needs and goals. Barry has been assisting clients in establishing and growing their financial assets for over two decades. His approach centers on helping people save and grow their monies to make the fluctuations in life less volatile. He holds an Arkansas Insurance License. Outside of his professional work, Barry enjoys baseball, football, movies, music, and spending time with family and friends through various social activities.

Amanda Rezaoui is a financial advisor at Fidelity with 16 years of industry experience and holds Series 63 and Series 66 designations. She has been with Fidelity Investments and its affiliates since 2009. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a research-driven and algorithmic approach to portfolio construction and oversight. The firm also serves as an advisor to registered investment companies and develops model portfolios for intermediary platforms.

Aileen Morris is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Pinnacle Revenue Management, Pressed Cafe, and Element Energy Systems, among others. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Christopher Stempek is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is registered as a commodity pool operator, advises multiple registered investment companies, and uses AI and systematic methodologies in its investment approach.

Benjamin Brayshaw is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at SagePoint Financial for eight years. Outside of his advisory role, he is involved as President of Operations at Crown Capital Advisors, Inc., which provides training and wholesaling of insurance products, and he manages business brokerage services helping business owners with sales connections. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools such as asset-allocation models and automated rebalancing to manage portfolios that may include a wide range of securities and alternative investments.

Richard Gagne is a financial advisor with Ameriprise in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Global Portfolio Strategies, Inc., Prudential Investment Management Services LLC, and The Prudential Insurance Company of America. Outside of his advisory work, he is involved with The Halpin Co. in a supervisory capacity. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Alec Lawry is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, he held positions in the restaurant industry and worked at the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Andrea Carlin is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2010. 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Oleksandr Hordiychuk is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal ambitions and financial priorities in order to develop tailored strategies that help pursue their goals. His approach includes planning for various milestones such as funding education, retirement preparation, and managing unexpected expenses. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Oleksandr earned a Bachelor's Degree from The Ohio State University. He communicates fluently in English, Ukrainian, and Russian, facilitating client relationships across diverse backgrounds. Oleksandr emphasizes simplicity and transparency in his work to make wealth planning an engaging process. He focuses on ongoing advice and guidance aligned with clients' evolving needs, covering areas from general investing to comprehensive retirement planning.

Matthew Magoon is a financial advisor at Edward Jones in Atkinson, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Darling Consulting Group for two years and served as a Legislative Budget Assistant for the State of New Hampshire. He also has work experience in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Luke Trill is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and advisory solutions, often delegating management to sub-advisers while maintaining oversight.

Nicholas Beltramini is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2014 and Fidelity Investments since 2025. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Gina Hall is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services through a variety of program strategies and manager-constructed offerings. The firm is notably integrated with Bank of America affiliates, providing clients access to capital-markets and tax-efficient investment solutions.

Stephen Lamoureux is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he is involved as an insurance broker for homeowner policies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, featuring diverse portfolio management styles and notable municipal advisory capabilities.

Terence Mc Cormick is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its predecessor entities since 1986. Mc Cormick serves on the board of directors for the Londonderry Square Condo Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by a centralized consulting team.

Eric Folia is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2003. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized retirement income recommendations.

John Saben is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2004, including Fidelity Investments Institutional Services Co, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs within systematic frameworks and long-term asset allocation benchmarks.