Shant Der Stepanian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he served in the U.S. Navy from 2021 to 2025 and currently serves in the U.S. Navy Reserves. He has also been involved with the Belmont Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe and holds distinctive roles including registered commodity pool operator and advisor to multiple registered investment companies.

Brandon Ecklund is a Financial Consultant at Fidelity Investments, serving clients since 2025. He specializes in creating and maintaining holistic financial plans and personalized investment strategies tailored to the unique situations of individuals and families in the North Shore area. Brandon has held several roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His experience encompasses various aspects of financial consulting and investment services. He is dedicated to assisting clients in planning for retirement and managing life events, aiming to be a consistent and trusted contact throughout their financial journey.

Dimitri Hatzelamprou is an Investment Solutions Representative III at Fidelity Investments. In his role, he helps individuals and families work towards their financial goals through tailored investment strategies and personalized guidance. Dimitri focuses on translating complex financial concepts into actionable plans that empower clients to make confident financial decisions. Dimitri joined Fidelity Investments in 2023 and has held several positions within the company, including Customer Relationship Advocate and High Net Worth Associate before becoming an Investment Solutions Representative. He holds a Bachelor of Arts degree in Finance and Accounting from Saint Anselm College. Outside of his professional work, Dimitri is involved in family activities and enjoys fitness, golf, and traveling.

John Bradshaw is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Soake Pools for three years and Atkinson Thin Film for 28 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with distinctive capabilities including commodity pool operation registration and advisory roles to multiple registered investment companies.

Matthew Houghton is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Jessica Parrella is a financial advisor at Osaic with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she owns and operates Scott Advisory Group, a sole proprietorship focused on retirement and financial planning, and is involved in the sale of insurance and annuity products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by multiple program options and third-party managers.

Carol Bradbury is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing 23 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, where she has been active since the early 2000s. Bradbury also engages in the sale of non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through established partners.

Keith Daigneault is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2005. Outside of his advisory role, he is involved with GPS Coaching, where he meets with individuals to help them make progress toward greater personal fulfillment. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages diverse client portfolios, including fund advisory and model portfolios, and maintains distinctive roles such as a registered commodity pool operator and advisor to multiple registered investment companies.

Edmund Haughey is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Securities America. In addition to his advisory role, he is involved in corporate insurance sales as a producer for Risk Strategies. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach that includes portfolio optimization, discretionary strategies, and third-party manager options, supported by a complex affiliate network and private equity ownership.

Alicia Clancy is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been affiliated with Merrill since 2011. Outside of her advisory role, she volunteers as a parent classroom volunteer at Hollis Primary School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tristaan Petullo is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors since 2014, previously working with Cambridge Investment Research, Inc. Petullo also works as an insurance agent and a notary. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Thomas Guichard is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His background includes military service in the United States Marine Corps and work in various roles prior to joining Fidelity. 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 manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies and fund-of-funds.

Mark Marroni is a ChFC®-designated financial advisor with 28 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018 and previously spent 20 years with Signator Investors, Inc. Marroni is also president of Boston Partners Financial Group, LLC, and serves as a director on the board of Friends of Parker River National Wildlife Refuge, Inc., supporting community activities such as beach clean-ups and nature walks. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through various managed account programs and third-party manager options.

Shyamal Patel is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously worked at Deloitte Tax LLP and PwC, and is also employed as a CPA at Westford Tax and Financial Group, where he provides tax preparation, bookkeeping, payroll services, and IRS notice assistance. Additionally, he supports financial advisory services by preparing client applications and communicating with clients in a financial assistant role. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning options, overseeing over $256 billion in assets across more than 10,000 advisors.

Tyler Lavoie is a financial advisor with Raymond James Financial in Salem, NH, holding the ChFC® and Series 66 designations and having eight years of industry experience. He previously worked for Edward Jones for six years and has owned a children's book writing and illustrating business. Lavoie also serves as CEO of Lavoie Financial LLC. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique affiliation.

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 33 years of industry experience. He is currently an advisor at Fidelity and has held various roles within the company since 1998. Outside of his advisory work, Olsen serves as an elder at Rockingham Christian Church, providing leadership and oversight. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Mary Laase is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Bankers Life Securities Inc and Bankers Life & Casualty Company. Outside of her advisory work, she serves as secretary for the East Alton Meeting House Society, an organization focused on building preservation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail investors, institutions, charitable funds, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model-based solutions delivered to intermediary platforms.

Erick De Castro is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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.