Clifton Spinney Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 26 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Wells Fargo in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amar Zornic is currently a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Relationship Manager, Investment Solutions Representative 1, and Customer Relationship Advocate. Prior to joining Fidelity, Amar worked at Citizens Bank from 2016 to 2022, where he held positions as Teller, Personal Banker, and Loan Officer. Throughout his career, Amar has partnered with individuals, families, and business owners to develop and maintain financial plans that address both short and long-term goals. His approach emphasizes building relationships that adapt to clients' changing goals and circumstances, aiming to provide confidence and peace of mind in their financial planning.

Carla Beck is a financial advisor with Edward Jones in Chester, NH, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. She serves on the Parish Finance Council at St. Thomas Aquinas Catholic Church in Derry, NH, where she assists with budget preparation and financial reporting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Daniel Fraser is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including Fidelity Brokerage Services LLC and Commonwealth Financial Network. Outside of his advisory role, he is co-owner of Fraser Properties, LLC, a residential real estate management entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a wide range of institutional consulting and portfolio management programs.

Cory Jon Murray is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to his current role, he held positions at Raytheon, Instacart, and Planet Fitness. Outside of his advisory work, he sells collectibles on the TCGPlayer auction site. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brandon Goudreau is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Advantage Surveillance and Capital Investigating. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Erin Woods is a financial advisor at Ameriprise Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise in Bedford, NH since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Sean Smalley is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Flatiron Financial Group and LPL Financial. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 advice through a centralized consulting team.

Kyle Archambault is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. He previously worked at Black Diamond Networks and has experience in various roles outside finance, including education and logistics. 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 to manage discretionary and non-discretionary portfolios.

Benjamin Evans is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles in various service and hospitality positions. Fidelity’s Strategic Advisers LLC 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.

Blake O Neal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Valic Financial Advisors, Inc. and Corebridge Financial/AIG from 2019 to 2025. Outside of his advisory role, Blake occasionally works as a rideshare driver for Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Cole Mitchell is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and securities licenses Series 63 and Series 65. He has three years of industry experience and previously worked at Forbes Financial Planning, Inc. and Ameriprise. Outside of finance, he has been involved with Bryant University Intramurals and held various roles in other industries including real estate and hospitality. 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 collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.

Michael Soleau is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. He has worked at Fidelity Investments since 2010, including seven years with Fidelity Personal and Workplace Advisors. Prior to that, he was with Edward Jones for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm employs systematic methodologies and incorporates algorithmic portfolio construction and AI in its investment process.

Wade Ojala is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior experience includes roles at WTPK, LLC and JHS Interiors, where he was involved in non-investment-related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning and investment strategies supported by both proprietary and third-party research.

Jason Farrow is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over 18 years, working in various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, and 401k Service Associate. Jason specializes in wealth planning and partners with clients to create individualized financial roadmaps. His experience spans multiple facets of financial consulting, and he holds insurance licenses in Arkansas and California. Outside of his professional work, Jason enjoys camping, fishing, hiking, outdoor adventures, skiing, and traveling.

Troy Neily is a financial advisor with Ameriprise in Bedford, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Ameriprise since 2019, Flatiron Financial Group from 2009 to 2019, and LPL Financial from 2006 to 2019. He is also involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored, algorithm-supported recommendations primarily for clients with Ameriprise-managed accounts.

Garret Aube is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Mass Mutual, he worked at Fidelity Investments and has been involved with his own analytical reporting business, Aube's Due Diligence. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based recommendations.

Taylor Dow is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Alku. Outside of his advisory role, he coaches tumbling classes at a dance studio. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves registered investment companies and intermediary platforms.

Michael Bronson is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and two years of industry experience. His prior roles include positions at BlockFi, Arrowstreet Capital, and Harvard Management Company. Outside of finance, he has experience working with youth services and university athletics programs. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and comprehensive asset management.

Juan Diaz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC, NYLIFE Securities LLC, and New York Life Insurance Co., as well as positions outside finance such as at Lawrence Public Schools and Merrimack Valley YMCA. 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. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.