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.

Cassandra Fulton is a financial advisor with Ameriprise Financial Services in Bedford, NH. She holds a Series 63 designation and has 18 years of industry experience, including a long tenure at Fidelity Investments. Her prior roles include one year at Ameriprise and a recent position at Rise Private Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, supported by a centralized service team and proprietary investment research tools.

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.

Erick De Castro is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he is a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Robert Martin is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2016. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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.

Kerri Dixon is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Retirement Fiduciary Group LLC and Essex Securities. Dixon serves on the Board of Directors for Incompass Human Services, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse range of clients, including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Pasquale Russo is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Householder Group Estate & Retirement Specialists. Outside of advising, Russo serves as a trustee for a realty trust and is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a broad array of investments.

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.

Alexandre Daccord is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience at The Greatness Labs and Daccer Designs. Outside of finance, he was involved with Stop It Goaltending, a youth sports training organization, for ten years. 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 a range of investment products, including model portfolios delivered to intermediary platforms.

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.

Marie Sullivan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked across several Fidelity entities since 2001, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. She is affiliated with Strategic Advisers LLC, a Fidelity company that offers 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 to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.