Daniel Maydwell is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at Merrill Lynch for four years and has been with Fidelity Investments since 2025. Prior to his finance career, he was employed at the New York Athletic Club for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it serves a range of intermediary platforms.

Leigh Richardson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is employed at Monadnock Oil and Vinegar Co., LLC, where he works in sales. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Alan Jeffers is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Cambridge Focus, ShoreGroup Solutions, and Pepperdine University, where he also volunteered at the university's Volunteer Center. Fidelity’s Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Corey Callahan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2017, including Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he was with Cal Logistics LLC for one year. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and an IRS-qualified Charitable Gift Fund, and employs systematic methodologies and oversight controls in its portfolio management.

Bradford Crocker is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

Jennifer Riley is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked for five years at Coldwell Banker Residential Brokerage and spent several years as a homemaker. She also engages in real estate referrals, receiving referral fees by connecting clients to realtors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Michael Ferris is a financial advisor with Edward Jones in Nashua, NH, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at MFS Fund Distributors, Inc. for ten years before joining Edward Jones in 2022. 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 and offers a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Stephen Fallon is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is the sole proprietor of Esmeralda Books LLC, where he writes, designs, and publishes children's books in both digital and paperback formats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. Their investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Jay McCaig is a Financial Consultant at Fidelity Investments. He partners with individuals and families to help grow, preserve, and transition wealth across generations. Jay leads with planning to help clients implement strategies aligned with their financial goals while leveraging the resources of Fidelity. He has been with Fidelity Investments since 2007, holding various roles including Retirement Solutions Representative, Managed Solutions Consultant, Investment Solutions Consultant for Fidelity Life Insurance, and currently as a Financial Consultant since 2020. Outside of his professional work, Jay's personal interests include biking and golf.

Benjamin Arrigo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity in 2022, he served in roles including the Pease Fire Department and the New Hampshire Air National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Marc Kolopsky is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its affiliated firm since 2005. He serves on the Board of Directors and Finance Committee of Temple Beth Abraham in Nashua, NH. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Peter Murphy is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Deb DeFelice is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She specializes in helping clients develop personalized financial plans and provides guidance designed to create realistic paths toward achieving their financial goals. Her experience in the financial services industry spans several decades, including roles as a Portfolio Specialist, Client Management Representative, and Retirement Solutions Representative at Fidelity Investments since 2011. Prior to that, she worked as a Financial Consultant at Merrill Lynch, Pierce, Fenner and Smith from 1983 to 1988. She holds insurance licenses in Arkansas and California. Outside of her professional career, Deb enjoys spending time at the beach, fitness activities, social events with friends, traveling, and caring for pets.

Matthew Rigatti is a financial advisor at OSAIC with 29 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Signator Financial Services, Inc., Jhfn Sii, and John Hancock. In addition to his advisory work, he operates a sole proprietorship offering fixed protection insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of investment programs and third-party manager options.

Frank Sapareto is the sole advisor at FVS Financial, an independent investment advisory firm based in Derry, NH. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Trustmont Financial Group, Fortune Financial Services, Advisory Group Equity Services, and Source Capital Group. Sapareto has served in the New Hampshire Legislature since 1998. He is also licensed as a real estate broker and insurance agent, maintaining affiliations with both industries alongside his advisory work. FVS Financial provides portfolio management and financial planning primarily for individual clients, managing approximately $11 million in assets across about 25 client relationships. The firm offers personalized investment strategies and pension consulting, combining advisory services with real estate and insurance expertise.

Christopher Gandia is a CFP® professional with 17 years of experience in financial advising. He has been with Northport Harbor Financial Services, LLC since 2008 and also serves the Town of Londonderry in New Hampshire. Northport Harbor Financial Services, LLC provides personalized investment advisory and portfolio management services exclusively to high-net-worth clients. The firm maintains a small client base and focuses on tailored advice and ongoing portfolio oversight rather than mass-market products.

Scott Dudley is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been affiliated with LPL Financial since 2001 and also provides financial planning and consulting services through Eagle Point Investment Advisors, Inc., an independent firm he has been involved with since 2012. Outside of advisory work, he is a minority investor in a brewery restaurant. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Joseph Suozzo Jr. is a financial advisor with LPL Financial based in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Eagle Point Investment Advisors, Inc., Joe Suozzo Insurance Corp, and Allstate Financial Services. He also provides financial planning and consulting services independently through Eagle Point Investment Advisors, Inc. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Edward Hickey Jr. is a CFP®-designated financial advisor with LPL Financial, based in Bedford, NH, and has 28 years of industry experience. He has been associated with LPL Financial since 1998 and founded Eagle Point Investment Advisors, Inc. in 2012, through which he provides financial planning and consulting services as an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment and service options, combining large-scale advisory operations with various non-advisory product offerings.