Matthew Sasso is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Fidelity and its affiliated entities since 2014, with a prior year at Citizens Securities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs, and maintains roles as a commodity pool operator and advisor to multiple registered investment companies.

Meghan Timbas is a financial advisor at Edward Jones in Manchester, NH, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Edward Jones Investment and self-employment. Outside of advising, she has experience managing social media for a nonprofit and has worked in accounting and tourism-related positions. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a range of advisory programs and affiliated investment products.

John Davidson is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2023. Prior to that, he spent eight years at Ameriprise and concurrently operates in leadership roles within accounting firms, serving as president and CEO of Davidson & Sons, Inc. and Davidson & Stone, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, supporting implementation through its advisory programs and other providers.

Jason Belyea is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and Citizens Securities. He is also involved in fixed and life insurance through the Bank of New Hampshire and JBC Companies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Jared Manning is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Fidelity Investments and several other firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Eric Nelson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Fidelity Investments Institutional Operations Company and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Allison Moreira is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked across various Fidelity entities since 2010, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2025. 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 portfolios including mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, formal advisory roles with multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

Christopher Gelinas is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at multiple entities, including Globe Wealth Management and Cetera Advisors LLC. Outside of advising, he serves as a research assistant at Globe Wealth Management, supporting representatives in delivering financial services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a broad range of investment options and custodial relationships.

Matthew Lessard is a financial advisor at RBC Capital Markets with 37 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Gregory Timbas is a financial advisor with Edward Jones in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with W. S. Griffith & Co., Inc. since 1995. Outside of his advisory role, he serves as treasurer for the Sudden Pitch Tennis Club in Manchester, assisting with budget preparation and financial oversight. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joseph Williams is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 registrations and has been with UBS since 2008. Outside of his advisory work, he serves as a board member of Holy Family Academy in Manchester, New Hampshire. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Katherine Kippen is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2018, following roles at Fidelity Brokerage Services and Target Corporation. Outside of her advisory work, she serves on the board of directors for the 43 Oak Foundation, a sports and leisure organization, where she performs secretarial duties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans.

James White is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. He has worked with Fidelity Investments since 1996, progressing through roles including Retirement Income Planner, Team Manager, and Service Trading Representative. His career at Fidelity reflects extensive experience in financial planning and client service. James holds a California Insurance License, which supports his work in developing wealth planning strategies tailored to individual client needs. He emphasizes honesty, ethical behavior, and direct communication to build trust and effective client relationships. Outside of his professional role, James has interests in baseball, fitness, golf, skiing, and traveling.

Thomas Mc Williams is a financial advisor with Primerica Advisors in Webster, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Outside of advisory roles, he is involved in sales of loan products and home-related services referrals through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Yocasta Carozza is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2007. Carozza is also the vice president and co-owner of Carozza Eye Care, a family business where she has no operational responsibilities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services delivered through a nationwide network of over 10,000 advisors.

Simon Keeling is a CFP® with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 14 years at Edward Jones before joining Raymond James in 2023. Keeling is also the owner of Keeling Wealth, LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm employs tailored, non-discretionary planning and uses analytical tools including deterministic and probability modeling to support client goals.

Samuel Barker is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and algorithmic methods.

Julia Makris is a financial advisor at UBS Financial Services in Concord, NH, holding a Series 66 designation with three years of industry experience. She has been with UBS since 2018 and has prior work experience at the University of Connecticut and Concord Country Club. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

Pieter Hollenberg is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Regional Advisory Board of the New Hampshire Charitable Foundation and holds a position on the Board of Directors for the Rotary Club of Concord as well as the Capitol Center for the Arts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management through a combination of in-house and third-party resources.

Emily Hoffman is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Concord Family Vision, PLLC, Visionworks, and the University of Massachusetts Amherst. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.