Christopher Sullivan is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Ameriprise Financial and teaching at Nichols College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, AI-based research methods, and its advisory role to multiple registered investment companies.

Ryan Hall is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Cafe Chew and held various roles at the University of Massachusetts Amherst and local recreation departments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jennifer Duval is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior to her financial career, she was an independent consultant in direct sales with Arbonne International and worked in education at Milford High School SAU #40. 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 and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Parag Kulshreshtha is a financial advisor at Ameriprise in New Boston, NH, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm serves a broad client base through a centralized consulting team and offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services Inc since 1999, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees a range of advisory and management services.

Joseph Altobello is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Co. since 2001. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Jessica Parrella is a financial advisor with Osaic Wealth, Inc. based in Windham, NH, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Worcester State College for 19 years. In addition to her advisory role, Parrella owns and operates Scott Advisory Group, a sole proprietorship focused on retirement and financial planning. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes a range of asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Joseph Moore is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc from 2014 to 2017. Moore is also a partner at Baystate Financial LLC, a financial services business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Carol Bradbury is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 designations and has 23 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2002, among other roles. In addition to her advisory work, she is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies primarily on model-driven investment strategies, supported by custodial services from Pershing and oversight from BNY Mellon Advisors.

Keith Daigneault is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2005. Outside of his advisory role, he coaches individuals to help them achieve greater personal fulfillment. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Alicia Clancy is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2011. Outside of her advisory role, Clancy volunteers as a parent classroom volunteer at Hollis Primary School, assisting with communications and organizing gifts for teachers. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s platform, providing access to a wide range of products and services.

Sara Bee Pichette is a Financial Advisor with Merrill Lynch Wealth Management in Manchester, New Hampshire. She focuses on helping individuals and families achieve their financial goals and align their investments with their values. Sara specializes in areas including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, and tax minimization. She also offers home lending services with her NMLS ID 1738219. Sara holds a Bachelor of Arts in Psychology from the University of Colorado Boulder. She has professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Her career in the financial services industry includes roles with Transamerica, BlackRock, and Impax Asset Management before joining Merrill Lynch. Sara also educates clients on impact investing and works to develop strategies tailored to their priorities and financial needs. Beyond her professional work, Sara is active in community involvement and youth empowerment. She serves on the Board of Directors of the Manchester Police Athletic League and coaches a girls lacrosse team at the Boys and Girls Club of Manchester. Sara participates in New Hampshire Business for Social Responsibility, the New Hampshire High Tech Council, Queen City Rotary, Women in Sales NH, and the Manchester Young Professionals Network. She leads a Women's Business League Chapter in Andover, Massachusetts. Sara lives in Manchester with her husband, two daughters, and their dog. In her personal time, she enjoys skiing, live music, hiking, boating, and spending time outdoors with her family.

Thomas Guichard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior background includes service in the United States Marine Corps and various roles while completing his education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investable securities.

Owen Lavery is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing a graphic design business and serves on the board of directors for the Granite YMCA. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to deliver tailored retirement income recommendations.

James Fergola is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at OSAIC and Signator Investors, Inc. Since 2012, he has served as treasurer for Saggahew Lodge A.F. & A.M., a volunteer organization, managing banking and investment accounts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Erin Crossley is a financial advisor at Charles Schwab with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America before joining Charles Schwab in 2024. Outside of her advisory role, she serves on the executive board and volunteers as a coordinator for the Polaris Educational Foundation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advice with access to discretionary separately managed accounts and a range of investment options.

Dennis Carr is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds a Series 66 designation. Prior to joining MassMutual, Carr worked at Massachusetts General Hospital and Rivier University. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing planning engagements using firm-approved software and educational seminars.