Brandon Ecklund is a Financial Consultant at Fidelity Investments, serving clients since 2025. He specializes in creating and maintaining holistic financial plans and personalized investment strategies tailored to the unique situations of individuals and families in the North Shore area. Brandon has held several roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His experience encompasses various aspects of financial consulting and investment services. He is dedicated to assisting clients in planning for retirement and managing life events, aiming to be a consistent and trusted contact throughout their financial journey.

Dimitri Hatzelamprou is an Investment Solutions Representative III at Fidelity Investments. In his role, he helps individuals and families work towards their financial goals through tailored investment strategies and personalized guidance. Dimitri focuses on translating complex financial concepts into actionable plans that empower clients to make confident financial decisions. Dimitri joined Fidelity Investments in 2023 and has held several positions within the company, including Customer Relationship Advocate and High Net Worth Associate before becoming an Investment Solutions Representative. He holds a Bachelor of Arts degree in Finance and Accounting from Saint Anselm College. Outside of his professional work, Dimitri is involved in family activities and enjoys fitness, golf, and traveling.

John Bradshaw is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Soake Pools for three years and Atkinson Thin Film for 28 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with distinctive capabilities including commodity pool operation registration and advisory roles to multiple registered investment companies.

Matthew Houghton is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Keith Daigneault is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2005. Outside of his advisory role, he is involved with GPS Coaching, where he meets with individuals to help them make progress toward greater personal fulfillment. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages diverse client portfolios, including fund advisory and model portfolios, and maintains distinctive roles such as a registered commodity pool operator and advisor to multiple registered investment companies.

Alicia Clancy is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been affiliated with Merrill since 2011. Outside of her advisory role, she volunteers as a parent classroom volunteer at Hollis Primary School. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Guichard is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His background includes military service in the United States Marine Corps and work in various roles prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies and fund-of-funds.

Shyamal Patel is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously worked at Deloitte Tax LLP and PwC, and is also employed as a CPA at Westford Tax and Financial Group, where he provides tax preparation, bookkeeping, payroll services, and IRS notice assistance. Additionally, he supports financial advisory services by preparing client applications and communicating with clients in a financial assistant role. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning options, overseeing over $256 billion in assets across more than 10,000 advisors.

Colby Steinfeld is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Keenan Financial and held a support staff position at Weston Golf Club. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and use of systematic methodologies in building model portfolios.

David Olsen is a CFP® and ChFC® with 33 years of industry experience. He is currently an advisor at Fidelity and has held various roles within the company since 1998. Outside of his advisory work, Olsen serves as an elder at Rockingham Christian Church, providing leadership and oversight. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Mary Laase is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Bankers Life Securities Inc and Bankers Life & Casualty Company. Outside of her advisory work, she serves as secretary for the East Alton Meeting House Society, an organization focused on building preservation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail investors, institutions, charitable funds, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model-based solutions delivered to intermediary platforms.

Sarah Fitzwater is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has progressed through various roles within the company, starting as an Investment Solutions Representative I in 2021 and advancing to her current position. Her experience encompasses multiple levels of investment solutions representation, providing her with a comprehensive understanding of financial planning and client relations. Sarah holds insurance licenses in Arkansas and California, supporting her ability to address diverse client needs. Outside of her professional work, Sarah enjoys outdoor activities such as camping, gardening, hiking, kayaking, and traveling.

Andie King is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and previously worked at Macy’s and several retail companies. Strategic Advisers LLC, a Fidelity Investments company, offers 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 develop model portfolios and provides advisory services that include discretionary management and fund consulting.

Thomas Donahue is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at Techtronic Industries Ltd. and work related to Providence College and Ithaca College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its model portfolios, use of systematic methodologies, and advisory roles to multiple registered investment companies.

Katelyn Fondaco is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2015. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services that include oversight of sub-advisers and evaluation of share classes to address conflicts of interest.

Andrew Whigham is a financial advisor with Edward Jones in Nashua, NH, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Whigham serves on the Board of Directors for the YMCA of Greater Nashua. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of segments. The firm offers various advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Michael Rosen is a Planning Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, progressing from Workplace Planning Associate to Workplace Planning Consultant ll, and most recently to Workplace Planning Consultant lll. His role involves partnering with local clients to co-create and maintain financial plans while building long-term relationships. Michael's experience at Fidelity Investments has provided him with a solid foundation in workplace planning and client consultation. He focuses on developing tailored financial strategies that meet the specific needs of his clients. Outside of his professional work, Michael enjoys engaging in family activities, football, golf, tennis, and social events with friends.

Drew Fetzner is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 66 designation and has worked across various Fidelity business units since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. His prior experience includes a position at Valic Financial Advisors. 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 blend of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and systematic methodologies to deliver managed portfolios and advisory solutions.

Joe Rogers is the Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to determine their financial goals and help build plans to move toward these objectives. He has been with Fidelity Investments since 1999, holding various positions including Financial Analyst, Trading Representative, Premium Services Financial Representative, Private Access Relationship Manager, Income Planning Consultant, Financial Planning Representative, and currently Vice President, Financial Consultant. This extensive experience reflects a deep engagement with financial services over more than two decades. Outside of his professional responsibilities, Joe enjoys boating, fitness, hiking, kayaking, running, and traveling.

John Egan is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His background includes positions in public schools and recreation departments prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary portfolio management, fund advisory, and delivers model portfolios through systematic methodologies.