Brendan York is a financial advisor at Edward Jones in Bedford, NH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Barresi Financial and MML Investors Services, LLC from 2021 to 2023. His background also includes service in the U.S. Army from 2016 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Morgan Berberian is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2025, Berberian worked at Bank of America and Merrill, where they spent over a decade. Outside of finance, Berberian is the sole proprietor and owner of Wild Fig Charcuterie, a restaurant and bar located in Hooksett, New Hampshire. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Byron Moser is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with German Autowerks LLC for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Cody Lynch is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and three years of industry experience. His career includes roles at RBC Capital Markets and Mass Mutual Life Insurance Company, as well as military service in the United States Military from 2012 to 2020. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also features specialized services such as divorce planning and employer-sponsored planning programs.

Garrett White is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. Fidelity’s Strategic Advisers LLC serves retail and institutional clients, offering investment management, advisory services, and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods.

Isaac Wyckoff is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Regatta Group LLC, Casa Systems Inc, and the University of Hawaii at Manoa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Christine Grady is a CFP®-designated financial advisor with 26 years of industry experience. She is currently with Fidelity, having worked across multiple Fidelity entities since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Nicole Gilbert is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. She previously worked at Sagepoint Financial, INC for 13 years before joining Fidelity in 2022. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Charles Dunlap is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2011. Dunlap holds a Series 66 designation and operates out of Manchester, NH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Boris Andrijanic is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various capacities within Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI tools, and its advisory role to multiple registered investment companies and model portfolio delivery.

Alethea Fifield is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Michael Aquino is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2008. Prior to that, he was with Broad Street Planning, LLC for five years. Aquino also serves as a notary public and sells non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cameron Legvold is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes roles at General Nutrition Center and community involvement with the YMCA of Greater Boston and the Nashua Silver Knights. 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 to manage a diversified range of funds and model portfolios.

William Butler IV is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Nick Siik is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, serving in various roles including National Planning Consultant, Account Executive, Investment Consultant, and Retirement Investment Specialist. His professional focus includes comprehensive financial planning and investment consulting. Nick holds insurance licenses in Arkansas and California. His approach emphasizes careful attention to detail and proactive steps to support his clients' financial goals, as reflected in his personal statement about the importance of continual progress. Outside of his professional work, Nick engages in activities such as family time, fitness, skiing, traveling, and volunteering.

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.

Jo Ellen Manhardt is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has been with Merrill since 2016. 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 investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.