Ian Macneill is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

John Polichetti is a Financial Advisor with Merrill Lynch Wealth Management based in Manchester, New Hampshire. He specializes in creating personalized financial strategies for families, professionals, and business owners focused on retirement planning, legacy planning, education funding, and investment management. He integrates resources from Merrill and Bank of America to provide comprehensive solutions that address investments, planning, banking, and lending. Mr. Polichetti holds a Bachelor's degree in Business Administration with a concentration in Finance, and a Master of Science in Finance from the University of Massachusetts Lowell, where he also competed as a Division I baseball player. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from southern New Hampshire, Mr. Polichetti resides in Raymond, NH. He participates in community organizations such as the Adam Keenan Foundation Inc., Boutin-Stone Fund, Inc., Catie's Closet, Inc., and the New Hampshire Food Bank. Outside of work, he enjoys baseball, fishing, golfing, and spending time with his family.

Michael Robin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Boston Billiard Club & Casino and Evoqua Water Technologies LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

Paul Brewer is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill since 1988 and Bank of America since 2009. Outside of his advisory role, he serves as a managing member of The Bonita Brew Crew LLC, a for-profit entity based in Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Powers is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Powers Financial Group since 2017. His background includes roles at Cetera Advisors LLC and MassMutual Life Insurance Company. Powers also works as a fixed insurance agent, selling life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodians.

Amy Sutton is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Edward Jones and multiple positions within Fidelity since 2011. She is based in Manchester, NH. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, with notable activities including commodity pool operations and the use of AI-driven research methodologies.

Rachael Doyle is a Wealth Management Advisor with the Doyle Group at Merrill Lynch Wealth Management. She works closely with clients and their family members to address their current financial needs and pursue long-term goals by organizing and streamlining multiple facets of their wealth. Rachael begins each client relationship by understanding their unique circumstances, including investment allocations, assets and liabilities, risk tolerance, and wealth-transfer goals, as well as personal objectives such as funding education or supporting philanthropic causes. She then crafts customized financial roadmaps drawing on her experience, team resources, and industry best practices. Rachael has over 10 years of experience in financial services, including her previous ownership of a financial consulting business serving hospitals, nursing homes, insurance companies, and Medicare administrators. She holds a Bachelor of Science degree in Accountancy from Bentley University, an M.B.A. from Rivier University, and the CERTIFIED FINANCIAL PLANNER® certification. She is also a member of the New Hampshire Estate Planning Council and contributes to her community through involvement with a local Boy Scout troop advisory committee and volunteering at a local food pantry and Blue Angel program. Based in Londonderry, New Hampshire, Rachael lives with her husband and three children. Her personal interests include skiing, hiking, kayaking, baseball, bowling, cooking, music, reading, and traveling. She enjoys building long-term relationships with clients and supporting them as they pursue their financial goals and legacies.

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.

Khristina Harris is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various capacities within Fidelity since 2000, including roles at Fidelity Investments Institutional Services Company Inc and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, incorporating systematic methodologies and oversight controls in managing its model portfolios.

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.

Christopher Adams is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Truls Skogsrud is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes a role at Thrivent Investment Management. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis and provides tax-aware strategies and risk management techniques.

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.

Nicholas Liguori IV is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Fidelity since 2010, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, Liguori serves as a member of the Chester, New Hampshire School Board and participates on the board of the Chester Softball and Baseball Association. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to a broad client base, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jon Bernasconi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 27 years of industry experience. He has held various roles within Fidelity since 1998, most recently with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.