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.

Mark Lozier is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Merrill and has previously worked at Fidelity and Workers Credit Union. Outside of his advisory work, Lozier owns a sole proprietorship providing personal and household services in Merrimack, New Hampshire. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for a range of individual and institutional clients.

Antoine Meehan is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Brown Brothers Harriman and MFS LLC. He is also involved with Meehan Financial Services, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Matthew Landino is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at firms including Rockland Trust Company and Lucror Inc. Outside of finance, his background includes roles in retail and education. 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 across mutual funds, ETFs, and ETPs. The firm is also notable for its role in managing registered investment companies and its use of advanced technologies such as AI and algorithmic methods in portfolio development.

Michael Curtin is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at DoorDash Inc. for three years and was involved with Kerry Boles/Varsity Soccer at Pinkerton Academy for six years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Alexander Lawrence is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior work experience includes roles at Best Buy and Nashua Community College, as well as involvement with Neil Stone's Karate Academy. Fidelity’s Strategic Advisers LLC, where Lawrence is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Olivia Gierlich is a Wealth Management Advisor at Merrill Lynch Wealth Management, working with a select group of families, retirees, corporate executives, business owners, and entrepreneurs in the Boston area. She focuses on understanding and connecting with her clients to create customized financial strategies that align with their goals and simplify their financial lives. Olivia collaborates with clients' tax advisors and estate attorneys to develop coordinated approaches to complex financial challenges. Her expertise includes portfolio management, personal retirement planning, executive compensation, divorce transition planning, socially responsible and ESG investing, and family wealth management strategies. She utilizes advanced probability planning software to construct individualized financial roadmaps and offers personalized advice to address the diverse financial concerns of her clients. Olivia earned a bachelor's degree from the Massachusetts Institute of Technology in Management Science/Finance with a minor in International Politics. She holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Olivia resides in Cambridge, MA, and is active in her community through involvement with MIT's Alumni Association and the Pi Beta Phi Bostonian Alumnae Club. Her personal interests include traveling, reading, playing softball, and exploring new culinary experiences.

Cameron Egan is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of finance, he has been involved in general carpentry contracting since 2020. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that range across multiple asset classes with discretionary and non-discretionary options.

Byron Moser is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with German Autowerks LLC for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Garrett White is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. Fidelity’s Strategic Advisers LLC serves retail and institutional clients, offering investment management, advisory services, and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods.

Isaac Wyckoff is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Regatta Group LLC, Casa Systems Inc, and the University of Hawaii at Manoa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Lisa Walker Gallant is a ChFC® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. She serves as Chair of the Finance Committee for the Boys and Girls Club of Greater Salem, where she is a current board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Christine Grady is a CFP®-designated financial advisor with 26 years of industry experience. She is currently with Fidelity, having worked across multiple Fidelity entities since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Nicole Gilbert is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. She previously worked at Sagepoint Financial, INC for 13 years before joining Fidelity in 2022. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Timothy Goode is a Planning Consultant at Fidelity Investments, where he has been serving since 2024. In this role, he partners with individuals and families to develop personalized financial plans that address their unique goals and financial needs. His approach emphasizes building strong relationships and maintaining trust and communication with clients and their families. Timothy's experience at Fidelity Investments spans several roles, including Financial Representative from 2021 to 2024 and Financial Customer Associate from 2020 to 2021. This progression reflects his growing expertise in financial planning and client service within the company. Outside of his professional responsibilities, Timothy enjoys baseball, fishing, football, golf, and spending time with his pets.

Boris Andrijanic is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various capacities within Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI tools, and its advisory role to multiple registered investment companies and model portfolio delivery.