Zachary Jameson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Dartmouth Hitchcock, AT&T/Prime Communications, and Delaware North Hospitality. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios delivered to intermediary platforms.

Bridget Halpin is a Series 66-licensed financial advisor with Ameriprise in Manchester, NH, and has seven years of industry experience. She has been with Ameriprise and its related entities since 2017. Outside of her advisory role, she is involved with The Halpin Company and serves as a staff RP delegate. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Douglas Johnson is a financial advisor with MML Investors Services in Bedford, NH, holding the Series 66 designation and 13 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, Johnson is involved as an officer and team manager of a youth travel baseball organization and operates a sports memorabilia sales business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning along with educational seminars and various investment programs.

Truls Skogsrud is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and incorporates quantitative and qualitative research to manage diversified portfolios, including tax-aware strategies and risk management techniques.

Peter Wallace is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services since 2017, joining Fidelity Investments in 2025. Outside of his advisory work, he occasionally conducts local real estate photography in Bedford, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.

Paul Pouliot is a financial advisor with Ameriprise in Manchester, NH, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Pouliot serves as a non-voting member of the Goffstown Police Association board, participates in the Palace Theatre Community Advisory Board, and volunteers as Luncheon Committee Chair for the Manchester Expeditionary Brigade. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research and algorithmic tools to produce personalized, non-discretionary retirement income recommendations.

John Serrecchia is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at MetLife Securities Inc., Mariner, and New England Securities prior to joining MassMutual. Outside of advising, he is an enrolled agent providing tax preparation services and works as an independent insurance agent. MassMutual Investors Services operates as a subsidiary of MassMutual, offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers through annual, collaborative planning engagements.

Dan Tynan is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2005. In his role, he partners with executives and their families on wealth planning, working to build personalized plans based on clients' goals and needs, aligning investment strategies, and monitoring these plans on an ongoing basis. Dan's experience at Fidelity Investments spans over two decades, including positions as Retirement Income Planner from 2004 to 2005 and Financial Consultant from 2000 to 2003. He holds a California Insurance License. Outside of his professional work, Dan participates in activities such as biking, golf, hiking, kayaking, and skiing.

Michael Shepard is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Trader Joe’s for five years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Kevin Mccann is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 66 designations, and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as president of a local condominium association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery methods and firm-approved tools.

Jon Bernasconi is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity divisions since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Sarah Whipps Kenda is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds a Series 66 designation and previously worked at firms including Financial Strategies Retirement Partners, Commonwealth Financial Network, and Salient Capital. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Tierney is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 credential and possessing 11 years of industry experience. His prior work includes ten years at Purshe Kaplan Sterling Investments and McAdam LLC. Outside of advising, he has passive ownership in a construction business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning, utilizing structured planning tools and scenario modeling to support client goals.

Allan Crudale is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bruce Williamson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Cetera, Voya Financial Advisors, and H.D. Vest Advisory Services. Outside of his advisory work, he owns Williamson's Tax & Financial Services, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Daniel Hartford is a Series 66-registered financial advisor with Morgan Stanley in Manchester, NH, bringing six years of industry experience. He previously worked at Wellington Management Company for six years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and investment research.

Christopher Pacheco is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior work includes a decade at Fidelity Brokerage Services LLC and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from both internal and third-party sources.

Donna Boulay is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She also serves as a trustee for a trust based in Newport, RI. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

William Conaton is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and two years of industry experience. His prior roles include positions at McAdam Financial and Cedars Mediterranean Foods, as well as work in education at Saint Anselm College and Central Catholic High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Robert Normandin Jr. is a financial advisor with Ameriprise in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and Flatiron Financial Group. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.