Andrew Dembowski is a Planning Consultant with Fidelity Investments, where he has held progressively responsible roles since 2022. His experience includes positions as Workplace Planning Associate and Workplace Planning Consultant I, II, and III. In his current role, Andrew focuses on building deep relationships with clients to understand their unique circumstances and co-create tailored financial plans aimed at their financial well-being. Andrew holds insurance licenses in Arkansas and California, supporting his ability to serve clients across multiple jurisdictions. His professional approach centers on client collaboration and personalized financial planning. Outside of work, Andrew enjoys activities such as baseball, boating, football, golf, and spending time with friends and pets.

Lindsay Perrin is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones, she worked at Wells Fargo Clearing and was involved with the Hampshire Hills Athletic Club for nearly a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Nicholas Villeneuve is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Fidelity Investments since 2021 and previously spent five years at TD Ameritrade. Outside of his advisory role, Villeneuve serves as a board member and treasurer for Neighborworks Southern New Hampshire, a nonprofit focused on providing affordable housing. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios and registered investment companies.

Andrew Benson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Raymond James, he spent 10 years with Edward Jones. He is involved in several business ventures, including ownership of 109 Ponemah, LLC, where he manages a commercial property intended to house his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports advisory programs with comprehensive analytical tools and a focus on compliance and technological advancement.

Lindsey Valeri is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, she held roles at Bryant University, Enterprise Rent-a-Car, and various other organizations. 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 model portfolios and fund advisory services.

Perry Radford is a financial advisor at Edward Jones with 10 years of industry experience, holding a Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he coaches youth soccer teams in Goffstown, New Hampshire. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment solutions under a fiduciary standard.

Jennifer Woodhead is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she partners with clients to understand their unique goals and create customized financial plans that align with these objectives. Jennifer's professional experience includes her current position at Fidelity Investments since 2022, where she initially served as a Workplace Planning Consultant before advancing to her current role in 2023. Prior to joining Fidelity, she worked at Charles Schwab Independent Branch as an Associate Financial Consultant from 2020 to 2022 and as a Client Service Specialist from 2018 to 2020. Earlier in her career, Jennifer was an Applications Consultant at Standard & Poor's from 2001 to 2004.

Anthony Luciano is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at various Fidelity entities since 1994, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Samuel Paul is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and 12 years of industry experience. Prior to joining Mass Mutual Investors Services in 2023, he worked for NYLIFE Securities LLC and New York Life for a decade. Outside of financial services, he was involved with the Common Man Restaurant for ten years. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and various asset management programs using firm-approved analytical tools, with a focus on collaborative, annual planning engagements.

Garrett Jacobsmeier is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at UMass Dining Services, Concord Academy, and Brickhouse Center Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves both registered investment companies and intermediary platforms.

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 at Merrill with 33 years of industry experience. He has held roles at Merrill since 1997 and at Bank of America, N.A. since 2011. He holds the Series 63 and Series 65 credentials. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 63 and Series 66 designations and two years of industry experience. His prior work includes positions at the University of Connecticut School of Nursing and Doordash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features such as registration as a commodity pool operator and use of AI in research.

John Ecklund is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Financial Strategies Retirement Partners, and Equitable Advisors, LLC. Outside of finance, he has experience working at Rays Seafood and in educational roles at the University of New Hampshire, Trinity High School, and Hillside Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 14 years of industry experience and holds Series 63 and Series 66 designations. He has been with Fidelity Investments since 2012, including seven years with Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios to intermediary platforms and managing registered investment companies.

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 in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Primerica Financial Services since 2001 and was employed at Wurth USA for 15 years. Outside of his advisory role, he is involved in sales of home security and automation products through affiliate companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by third parties and supports accounts with custodial and trade execution services from Pershing and BNY Mellon Advisors.