Susan Natsios is a financial advisor with RBC Capital Markets in Bedford, NH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has worked at RBC Capital Markets since 2010 and previously held positions at NRP Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Matt Ambrosino is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, serving as a Workplace Planning Consultant from 2020 to 2021 and as a Planning Consultant from 2021 to 2023. Throughout his roles, Matt partners with clients to develop and implement strategies aimed at achieving both short-term and long-term financial goals. He collaborates with clients to co-create financial plans that provide control and confidence for their futures and those of their loved ones.

Troy Mottard is a financial advisor with Merrill in Manchester, NH, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Bank of America, N.A. and owned a landscaping business, M Outdoor Works, which he operates outside of securities trading hours. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Timothy Kobelski is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fidelity Investments and Villanova University, as well as time at Indian Ridge Country Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios and serves as an advisor to multiple registered investment companies.

Gregory Pinsonneault is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2012, progressing through positions including Investment Consultant, Workplace Planning and Advice specialist, and Service Associate. His career reflects a sustained commitment to providing financial advisory services. Gregory collaborates with clients to develop comprehensive and holistic financial plans tailored to their individual goals and personal circumstances. His approach emphasizes understanding each client's unique vision and preferences to effectively manage their finances. Outside of his professional work, Gregory has interests in art, hiking, military service, reading, running, and writing.

Michael Brannen is a Benefits & Planning Consultant in Executive Services. He collaborates with clients to develop financial plans aimed at supporting their financial goals, emphasizing strong client relationships built on trust, reliability, and competency. Michael has held several roles at Fidelity Investments, gaining extensive experience in financial planning and client relationship management. His positions include Investment Consultant from 2022 to 2026, Planning Consultant from 2021 to 2022, Relationship Manager from 2019 to 2021, Financial Representative in 2019, and Workplace Planning Consultant II from 2017 to 2019.

Michael Bernier is a financial advisor at Merrill in Nashua, NH, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Robbins Farley LLC. He has been with Merrill and Bank of America since 2017. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kimberly Snow Lawlor is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2019 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with options for portfolio customization and alternative investments.

Alexander Fernandez Rana is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various roles since 2007. Outside of his advisory work, he serves as a director on the board of Quayside Yacht Club, a private yacht club in New Hampshire. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs.

Daniel Michelon is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Capital Financial Services, and Crown Capital Advisors, where he is also President and co-owner. Outside of his advisory role, he leads Crown Capital Advisors, a firm involved in insurance product wholesaling and marketing agent recruitment. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options and is known for its scale, affiliate network, and recent consolidation activities.

Parker Freedman is a financial advisor at Ameriprise with CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and IA Financial Advisors. Outside of his advisory work, Freedman owns Canalmen Tax Consulting LLC, a tax preparation business. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Mastrianni is a Planning Consultant at Fidelity Investments. He is committed to helping individuals and families achieve their financial goals by collaborating closely with clients to develop comprehensive financial plans tailored to their unique objectives. His approach centers on building trusting relationships to support clients through various life events. James has held several roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, and High Net Worth Associate, gaining experience across diverse areas of financial advising. He holds an Arkansas Insurance License. Outside of his professional responsibilities, James enjoys activities such as fishing, football, golf, skiing, traveling, and participating in social events with friends.

Rodney Weaver Jr. is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and Strategic Advisors Inc. Outside of advising, he is a licensed attorney managing his own law office and serves as a pro-bono attorney for the New Hampshire Bar Association. He also lectures on CFP courses at Suffolk University Center for Executive Education. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Hannah Trask is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients and their Wealth Management Advisors to develop and implement financial plans tailored to their unique goals and needs. She has been in this role since 2021. Prior to her current position, Hannah held several roles at Fidelity Investments, including Relationship Manager from 2020 to 2021, Financial Representative from 2019 to 2020, and Customer Relationship Advocate from 2017 to 2019. This progression reflects her experience in client relationship management and financial planning within the firm.

Erica Hubbard is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves on the Board of Directors and acts as Publicity Coordinator for the Windham Baseball and Softball League. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supporting clients through a centralized retirement-income consulting team.

David Greco is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. He is dedicated to helping clients maximize their relationships with Fidelity by utilizing the available tools and resources to build financial plans aligned with their goals and aspirations. David has accumulated extensive experience within Fidelity Investments, serving in various capacities since 2010. His prior positions include Scrum Master from 2021 to 2024, Guidance Support Specialist from 2015 to 2021, Workplace Planning and Guidance Consultant from 2013 to 2015, and Defined Benefits Representative from 2010 to 2013. Outside of his professional work, David has personal interests that include baseball, cars, family activities, food, football, and skiing.

Jeffrey Davis is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation, LPL Financial, and Citigroup Global Markets. Outside of advisory work, he is a licensed insurance agent offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance, and he co-owns an LLC used for expense management. OSAIC serves a wide range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a large multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies with a variety of program options.

Benjamen Rafferty is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 designations and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Prime Buchholz & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports municipal and public finance work, and provides specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Maria Callaghan is a CFP® professional with 14 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has held positions at firms including Commonwealth Financial Network, Northwest Asset Management, and Fidelity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance consulting alongside a range of advisory programs.

Daniel Curran is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Before joining Ameriprise, he served in the United States Army from 2018 to 2023. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.