Anthony Luciano is a financial advisor with Fidelity who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked at various Fidelity entities since 1994, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Samuel Paul is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His career includes ten years with New York Life and NYLIFE Securities LLC, followed by his current role since 2023. Prior to his financial services career, he was involved with the Common Man Restaurant for a decade. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools for goal analysis and offers a range of planning programs including recently introduced divorce planning and event-driven estate and employer-sponsored solutions.

Elisa Giroux is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Rise Private Wealth Management and Keller Williams Realty Metropolitan. Elisa also maintained a real estate license alongside her advisory career. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Garrett Jacobsmeier is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various roles including positions at UMass Dining Services and Concord Academy, and has entrepreneurial experience with Brickhouse Center Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Dylan Babcock is a Series 66 credentialed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Putnam Investments and was involved in coaching skating and hockey skills as an independent contractor for Power Edge LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves various clients including an IRS-qualified Charitable Gift Fund and registered investment companies, and utilizes systematic methodologies with oversight controls in its investment approach.

Maxwell Yee is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Seacoast United and Enterprise Rent-a-Car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and offers model portfolios through intermediary platforms.

Lawrence Streb is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Merrill since 1997 and at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s platform, providing access to a wide set of products and services.

Jared Mcintosh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of experience at the firm. His prior roles include positions at Nextdoor Speakeasy, Rochambeau, and Dryft Revere. He has also worked in various non-financial capacities including at Essex County Brewing Co and the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic, long-term asset allocation strategies.

Zachary Rowe is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at the University of Connecticut School of Nursing, DoorDash, and Target. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.

John Ecklund is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Commonwealth Financial Network, Financial Strategies Retirement Partners, and Equitable Advisors, as well as outside activities involving Rays Seafood and teaching at the University of New Hampshire. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized solutions including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains a notable presence in municipal and public finance advisory.

Caroline Poser is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. She has prior work history with The American Baptist Churches and Porter Consulting, as well as over a decade of self-employment experience. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in managing registered investment companies, using systematic methodologies, and employing AI-driven research tools.

James Marcou is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers advisory services with a focus on systematic methodologies and long-term asset allocation.

Nate Rumford is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop customized financial plans that align with their family's unique needs. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Retirements Representative, Investment Solutions Representative I and II, before becoming a Planning Consultant in 2024. Nate holds insurance licenses in Arkansas and California and brings a comprehensive understanding of financial planning and investment solutions to his role. His experience at Fidelity Investments encompasses client advising and retirement planning. Outside of his professional work, Nate enjoys outdoor activities such as boating, camping, fishing, golf, hiking, and spending time at the lake.

Matthew Peters is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has nine years of industry experience and has worked at Primerica Advisors since 2019. Prior to this, he spent 15 years at Wurth USA and has been affiliated with Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third parties and supports account custody through Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Jack Gillis is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Northeast Planning Associates, Sea View Technologies, and several food service businesses. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Payton Vitale Warner is a financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining MassMutual and MML Investors Services, LLC, Warner worked at Hartwood Consulting Group and served in the United States Marine Corps for four years. 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 various programs including wrap and money-manager options, as well as educational seminars.

Devin Lafrance is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Robert Half, KBW Recruiting and Staffing, and has experience related to the University of New Hampshire and Manchester Country Club. 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 to develop model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of algorithmic methods and AI in research.

Daniel St. Jean is a financial advisor with MML Investors Services and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at New York Life Insurance Company and Eagle Strategies. He is also the president and owner of Retirement Financial Group, Inc., where he oversees financial statement preparation and tax-related accounting. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including money-manager services and educational seminars.

Dylan Baker is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Veritude prior to joining Raymond James in 2019. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and emphasizes tailored, non-discretionary recommendations supported by risk-based reviews and institutional consulting solutions.

Kevin Halloran is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004 and is also principal of Broad Street Planning, LLC. Halloran is an independent insurance agent selling fixed life and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.