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 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services Inc since 1999, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees a range of advisory and management services.

Joseph Moore is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc from 2014 to 2017. Moore is also a partner at Baystate Financial LLC, a financial services business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Carol Bradbury is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 designations and has 23 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2002, among other roles. In addition to her advisory work, she is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies primarily on model-driven investment strategies, supported by custodial services from Pershing and oversight from BNY Mellon Advisors.

Keith Daigneault is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2005. Outside of his advisory role, he coaches individuals to help them achieve greater personal fulfillment. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

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.

Tristaan Petullo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Cambridge Investment Research since 2005 and Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Petullo is an insurance agent servicing property, casualty, health, and life insurance, as well as a notary public and a bookkeeper for two small businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and estates, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms with both proprietary and third-party strategies, along with institutional features supporting advisor business relationships and compliance.

Thomas Guichard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior background includes service in the United States Marine Corps and various roles while completing his education. 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 across a broad range of investable securities.

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 32 years of experience in the financial industry. He is currently with Fidelity and has held various roles within Fidelity Brokerage Services and its affiliated advisory businesses since 1998. Outside of his advisory work, he serves as an elder at Rockingham Christian Church, providing leadership and oversight. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of systematic methodologies and formal governance procedures.

Mary Laase is a Series 66-registered financial advisor with Fidelity, bringing eight years of industry experience. Her prior roles include positions at Bankers Life and Bankers Life Securities Inc. She serves as secretary for the East Alton Meeting House Society, a nonprofit focused on building preservation. Mary works with Strategic Advisers LLC, a Fidelity Investments company that provides 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across its model portfolios.

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.

James Basiliere is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2017 and previously spent one year at Elon University. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, algorithmic tools, and tax-aware withdrawal strategies to provide tailored recommendations.

Andie King is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held various roles in retail and public sectors, including positions at Macy's, ULTA Beauty, and the City of Manchester. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios built from mutual funds, ETFs, and ETPs.

Thomas Donahue is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held roles at Techtronic Industries Ltd. and worked in education at Providence College and Ithaca College. Fidelity’s Strategic Advisers LLC 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Katelyn Sanderson is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Andrew Whigham is a financial advisor at Edward Jones in Nashua, NH, holding a Series 66 designation with 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 serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

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 been associated with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and advisory roles with multiple registered investment companies.