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.

Kerri Dixon is a financial advisor at OSAIC with seven years of industry experience. She holds the Series 63 and Series 66 credentials and has held roles at several firms, including Essex Securities and Commonwealth Financial Network. Dixon serves on the Board of Directors for Incompass Human Services, a nonprofit organization. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs advanced portfolio construction tools and provides access to a wide range of investment products and third-party management 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.

Kevin Jordan is a CFP®-designated financial advisor with Ameriprise in Bedford, NH, having four years of industry experience. He previously worked at Rise Private Wealth Management and Ameriprise Financial Services, LLC, and has a background that includes positions at Saint Anselm College, Northeast Nursery, and Danvers Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sean Cunniff is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Streamline Partners and Deloitte. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He has worked with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. 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 is noted for its role as a commodity pool operator, its advisory services to registered investment companies, and its use of AI-driven methodologies in portfolio management.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Bradford Leblanc is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at several firms, including Securities America, Investacorp, Cetera Advisors, and Investors Capital Corporation. Leblanc also operates BHL Financial Services, a business involved in insurance and advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs comprehensive asset-allocation tools and supports various managed-account solutions.

Nathan Auclair is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 24 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers brokerage, advisory, and consulting services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment vehicles.

Elizabeth Therrien is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. She has two years of industry experience, including prior roles at Ameriprise and Rise Private Wealth Management. Her background also includes positions in real estate and property management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning focused on dependable income and tax-aware withdrawal strategies. The firm utilizes internal research and third-party data to support its investment approach, with a firm structure that incorporates affiliated product offerings.

Han Lee is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds the Series 66, Series 65, and Series 63 licenses. Prior to joining Edelman Financial Engines, he worked at Merrill and Symmetry Financial Group, and was involved with Chicken Squadron LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer diversified portfolios and both discretionary and non-discretionary investment management.

Mark Chmiel is a financial advisor with J.P. Morgan Securities who holds Series 66 and Series 63 licenses and has four years of industry experience. His background includes roles at JPMorgan Chase Bank, Santander Securities, Santander Bank, and Travelex Currency Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nancy Burt is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 19 years of industry experience. She has worked with Ameriprise Financial Services since 2007 and is currently associated with Rise Private Wealth Management. Burt is also co-owner of Rise Tax Strategies, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice focused on dependable income sources.

Paul Landry is a financial advisor with LPL Financial based in Lowell, MA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His previous roles include nearly two decades at Mlm Financial Group and Commonwealth Financial Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Eugene Cindrich is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including StoneX Securities Inc and Trust Advisory Group Ltd. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of investment solutions, including proprietary models and access to third-party strategists, with customizable discretionary and non-discretionary management options.

Guy Angiuoni Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is actively involved as a high school ice hockey coach. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Vourdanne Ignegongba is a Planning Consultant at Fidelity Investments, a role held since 2024. Prior to this, Vourdanne served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. As a CFP® professional, Vourdanne partners with high net worth clients, families, and business owners to build comprehensive financial plans and assist them through significant life events. Vourdanne's areas of expertise include retirement planning, risk mitigation, legacy planning considerations, tax efficient investing, and investment strategy. Vourdanne prioritizes clients' confidence and well-being, ensuring that each client receives attentive and personalized service.

Jonathan Britton is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jhfn Sii from 2013 to 2018. Outside of advising, Britton is involved in health insurance brokerage and consulting for employee benefits with nonprofit organizations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through an extensive network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, and supports multiple advisory platforms alongside third-party money managers and wrap programs.