Paul Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His professional background includes roles at Fidelity Investments, New York Life, and service in the New Hampshire Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves both discretionary and non-discretionary advisory needs.

Matthew Schnorf is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He focuses on assisting families with tax-efficient investing, retirement and income planning, as well as legacy and estate planning considerations. His approach centers on understanding clients' goals to position strategies that align with their financial objectives. Matthew has progressed through several roles at Fidelity Investments, including Planning Consultant (2023-2024), Investment Solution Representative (2022-2023), and High Net Worth Service Associate (2021-2022). He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew has personal interests in beach activities, cars, concerts, fitness, music, and outdoor adventures.

Shawn Smith is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked in various capacities at Fidelity since 2006, including roles within Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Michon Whitney is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Whitney held roles in hospitality marketing and residential life at the University of New Hampshire and was involved in small business operations, including a consignment shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Zachary Brooks is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions within Fidelity since 2004. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and oversight of affiliated sub-advisers.

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 Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, she worked at Souhegan High School and was involved with the Hampshire Hills Athletic Club for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies 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. based in Amherst, NH. He holds a Series 66 designation and has 13 years of industry experience, including a decade at Edward Jones prior to joining Raymond James. Benson is also the owner of 109 Ponemah, LLC, a commercial property through which he plans to operate his wealth management practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by extensive research and a broad affiliate network.

Lindsey Valeri is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Bryant University and various organizations in different sectors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach. The firm is noted for its advisory roles to registered investment companies and its use of algorithmic methods and AI in research.

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.

John Murphy Jr. is a financial advisor with Raymond James Financial in Andover, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He is also associated with Addison Avenue Investment Services and Addison Avenue Financial Partners, where he actively provides financial advice. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and government entities, with a focus on tailored, non-discretionary advisory solutions and a notable presence in municipal and public finance.

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 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.