Joseph Fagan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work history includes roles at Northwestern Mutual and various non-financial positions before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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. His prior work includes roles at Lalor Family Dental and Gance's Complete Catering before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and multi-manager fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Brian Doherty is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his financial career, he was employed at Tewksbury Country Club for three years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

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. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to registered investment companies and fund-of-funds.

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 licenses and has worked at various Fidelity entities since 2009. 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. The firm offers discretionary and non-discretionary advisory services and serves as an adviser to multiple registered investment companies and fund-of-funds.

Benjamin Brayshaw is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at SAGEPOINT FINANCIAL and Questar Asset Management, Inc. Brayshaw is involved in insurance-related business activities, including fixed and variable life insurance sales and hosting Social Security seminars. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizes asset-allocation and risk-tolerance tools, and offers access to third-party managers and wrap programs.

Alec Lawry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2024, he worked in the restaurant industry and attended the University of New Hampshire. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it maintains a formal advisory role with multiple registered investment companies and fund-of-funds.

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 with Fidelity who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has been with Fidelity Investments since 2005, including seven years at Fidelity Personal and Workplace Advisors before joining his current role in 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it engages in advisory roles uncommon among large institutional peers, such as serving as a commodity pool operator and advising multiple registered investment companies.

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.

Stephen Lamoureux is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he is involved as an insurance broker for homeowner policies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, featuring diverse portfolio management styles and notable municipal advisory capabilities.

Terence Mc Cormick is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its predecessor entities since 1986. Mc Cormick serves on the board of directors for the Londonderry Square Condo Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by a centralized consulting team.

Eric Folia is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2003. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized retirement income recommendations.

John Saben is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Investments Institutional Services Co., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as a registered commodity pool operator with advisory roles to multiple registered investment companies.

Byron Spinney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes positions at Casella, Wheelabrator, and multiple insurance firms, alongside over 20 years with Primerica Financial Services. Outside of advisory roles, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services via a large network of advisors using model-delivery strategies from unaffiliated managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.