Jacob Berrigan is a CFP® professional with eight years of industry experience currently affiliated with Ameriprise. His prior roles include positions at Eaton Vance Management and Rise Private Wealth Management. He serves on the boards of the New Hampshire Juvenile Court Diversion Network, The Pinnacle Foundation, and Lantern Light Camps. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Nathaniel Shaw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2011. He holds Series 63 and Series 65 licenses and is based in Bedford, NH. Outside of his advisory role, Shaw is involved in a bookkeeping services business and has interests in property management and fixed annuity transactions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services supported by financial planning tools and risk-based reviews, and it maintains a distinctive focus on municipal and public finance clients alongside institutional fiduciary solutions.

George Tsiaras is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2015 and is currently affiliated with Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is an incorporator for The Tsiaras Group, a business involved in property management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Frederick Boucher is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is involved in several business ventures including ownership roles in a cigar company and retail sales, and serves on the finance committee of the Boys and Girls Club of Greater Nashua. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrea Riley Arnesen is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Trustees for the YMCA of Greater Nashua. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored recommendation reports, emphasizing assets held in Ameriprise-managed accounts.

Scott Hanley is a financial advisor with Raymond James Financial Services Advisors Inc. and North Road Wealth Partners, holding Series 63 and Series 65 credentials with 31 years of industry experience. He serves as a trustee of the Hanley Family Trust alongside family members. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Nicholas Kuba is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been associated with Fidelity Investments since 2011, 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 and an IRS-qualified Charitable Gift Fund. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios that it delivers to intermediary platforms.

Christopher Milanesi is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Robbie Mckenna is a CFP® with 19 years of experience in the financial industry, currently serving at Fidelity. He has held various roles within Fidelity and its affiliated entities since 2005. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive registrations and advisory roles that differentiate it among large institutional peers.

Matthew White is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Fidelity Investments since 2015 in various capacities. Fidelity’s Strategic Advisers LLC provides 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 roles to registered investment companies, use of systematic methodologies, and integration of AI and machine learning tools in its research.

Lindsey Kent is a Financial Consultant at Fidelity Investments. She has held multiple roles within Fidelity since 2021, including Financial Consultant, Financial Consultant I, Planning Consultant, Relationship Manager at PAS, and Workplace Planning Consultant II and I. Her experience encompasses advising clients on financial strategies and managing workplace planning initiatives. Kent holds insurance licenses in Arkansas and California. Her work focuses on empowering individuals and families to develop personalized financial strategies aimed at achieving their unique financial goals. Outside of her professional responsibilities, Lindsey Kent engages in activities such as camping, family activities, hiking, reading, traveling, and yoga.

Elise Yabroudy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her background includes roles at several organizations such as Semcasting, Boston Environmental Safety Technologies LLC, and the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise a variety of investment vehicles, including registered investment companies and model portfolios.

Andrew Lefebvre is a CFP® professional with 24 years of experience in financial advisory. He is currently affiliated with OSAIC and previously worked at Vaillancourt & Lefebvre Wealth Management, Vaillancourt & Pescatore Financial Group, and Sagepoint Financial, Inc. Lefebvre is also an enrolled agent and partner at VL Accounting, LLC, where he provides tax preparation, filing, advice, and planning services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.

Eva Normandin is a financial advisor at Ameriprise in Concord, NH, holding a Series 66 designation with three years of industry experience. She has worked at Ameriprise since 2021 and previously held roles at Flatiron Financial Group, Anthropologie, and the University of New Hampshire. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Ethan Thomas is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His previous work includes roles at Enterprise Holdings, Barrio Portsmouth, and Nosh & Grog Provision. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Francis Gentile is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as positions at Mendix (Siemens) and the University of Maine. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

James Figueira is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services dating back to 2004. Outside of his advisory work, he is the founder of the Concord NH Breakfast Club, a local networking group. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale with thousands of advisors and offices and uses model-driven investment strategies managed by unaffiliated asset managers.

Alexander Deyeso is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Brokerage Services LLC since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its role in advisory to registered investment companies, and its proxy-voting and governance procedures.

Thomas Richer is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at the University of New Hampshire and CCA Global Partners. Fidelity's Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Scott Cavan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Newburyport Bank and Special Events of New England. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm provides discretionary and non-discretionary advisory services, manages fund-of-funds, and supports intermediary platforms, with distinctive roles including commodity pool operation and advisory services for registered investment companies.