John Merriken Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Fidelity Investments in various roles since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide array of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and is noted for its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Joseph Fagan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions with Northwestern Mutual and Coworx Staffing Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Steven Creamer is a Series 66 licensed financial advisor with Edward Jones, based in Bedford, NH. He has one year of industry experience, including prior roles at Altana Technologies Inc and Motional Ad Inc. Creamer’s background also includes self-employment and work at Seaglass Technology Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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.

Robert Victoria is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments and Advised Assets Group, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers centralized custody and brokerage services.

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 with Fidelity, holding Series 63 and Series 66 registrations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to this, he was employed at Tewksbury Country Club from 2015 to 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services for retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds distinctive roles such as CFTC registration and formal advisory duties to multiple registered investment companies.

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 with Merrill in Manchester, NH, holding a Series 66 designation and 15 years of industry experience. She has been with Bank of America, N.A. and Merrill since 2010. 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’s integration with Bank of America allows access to a broad set of products and services beyond typical investment management.

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 Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She specializes in financial planning strategies focusing on life insurance, annuities, and long-term care. Gina works closely with families and individuals to develop personalized wealth management strategies encompassing areas such as college education planning, retirement income, legacy planning, and family wealth management. She collaborates with a team of Merrill and Bank of America specialists to assist clients with services ranging from college funding to estate planning. Gina holds a Bachelor of Business Administration in Finance from Columbus State University, a Master of Science in Personal Financial Planning from the College for Financial Planning completed in 2016, and a Doctorate in Personal Financial Planning from Kansas State University, earned in December 2023. She carries multiple professional designations, including CERTIFIED FINANCIAL PLANNER4 (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is also a member of the Greater Columbus Chamber of Commerce. A native of Harris County, Georgia, Gina resides in Hamilton, Georgia with her husband Bryan and their three children, Lexie, Katryn, and Elijah. She dedicates time to community involvement through organizations such as the American Cancer Society, Columbus Georgia Lean-In Circle, Columbus Georgia Young Professionals, and Historic Columbus. Gina and her family are active in fundraising and community activities in their area.