Jonathan Martin is a CFP®-certified financial advisor at Wells Fargo Advisors with nine years of industry experience. He previously worked at UBS Financial Services for six years and held a position at the University of New Hampshire for three years. Outside of his advisory role, Martin owns and operates Black Star Collectibles & Games LLC, a business involved in buying and selling collectibles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, providing tailored recommendations through both brokerage and advisory programs.

Kevin Buttkus is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked within various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, its use of systematic methodologies, and its registration with the CFTC as a commodity pool operator.

Stephen Lungo is a financial advisor at Fidelity with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Fidelity Investments since 2020. Prior to that, he spent a decade at Horace Mann Investors, Inc. and Horace Mann Insurance. Strategic Advisers LLC, a Fidelity Investments company, 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and model portfolio platforms.

Ryan Stephens is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his advisory role, he worked at Trader Joe's and Amazon LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Michael Burns is a Private Wealth Management (PWM) Investment Management Consultant. In his role, he collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Michael has been with Fidelity Investments since 2013, holding positions as an Investment Management Consultant III from 2019 to 2023 and as a Portfolio Specialist from 2013 to 2019.

Lise Lavoie is a financial advisor at Ameriprise with 16 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-smart strategies to provide written recommendation reports. The firm serves a broad client base through a variety of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Liam Fee is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His work history includes multiple roles within Fidelity Investments since 2020 and prior positions at the International Association of Privacy Professionals and Robert Half. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm serves a range of clients including registered investment companies and operates with oversight controls and formal governance procedures.

Ronan McCall is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on assisting clients with their financial planning needs and aims to improve financial literacy among those he works with. Ronan emphasizes the importance of balancing health, wealth, and relationships, and collaborates with clients to understand their stories, goals, and challenges to help them achieve their financial objectives. He holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial advice. Outside of his professional career, Ronan enjoys cooking and baking, fitness activities, spending time at the lake, watching movies, skiing, and traveling.

Thomas Norton III is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with several Fidelity entities since 1998, including Strategic Advisers, Inc. since 2003. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Sandhya Chhetri is the Director and Executive Services Officer at Fidelity Investments. In this role, she serves as the primary point of contact for Senior Executives regarding all matters related to equity compensation plans. She partners with companies and leverages Fidelity's resources to educate clients, review strategies, and assist with complex equity award transactions within regulatory guidelines. Sandhya has been with Fidelity Investments since 2013 and has held multiple positions, including Equity Compensation Strategist, Benefits and Planning Consultant, Equity Compensation Analyst, and Senior Stock Plan Services Representative. Her experience spans various aspects of equity compensation and benefits planning, providing her with comprehensive expertise in this field.

Scott Ferreira is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments, Massachusetts Financial Services, DoorDash, and community involvement with Chatham Parks and Recreation. Strategic Advisers LLC, a Fidelity Investments company, offers 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 using systematic methodologies and long-term asset allocation benchmarks.

Samuel Howe is a Financial Consultant at Fidelity Investments, where he has been employed since 1999. In his role, he assists clients with comprehensive financial planning tailored to every stage of their lives. His professional experience spans over two decades in the financial services industry. He holds an insurance license in Arkansas, which supports his ability to provide clients with a range of financial solutions. Further details about his education or personal interests have not been provided.

John Halloran II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Danielle Cassidy is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and totaling 13 years of industry experience. She has been with Fidelity Investments in various roles since 2012, including her current position at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of advanced technologies such as AI in investment processes.

Nina Manzi is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in working closely with individuals and families to develop personalized strategies that focus on college education planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, and retirement income. Nina is committed to helping clients build, preserve, and transfer wealth over time by aligning financial strategies with their unique goals and priorities. She holds a Bachelor's Degree in Finance from Merrimack College, where she gained experience managing the business school investment funds. Nina is also designated as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Utilizing the resources and capabilities of Merrill and Bank of America, she offers a comprehensive approach to financial planning that integrates investment strategies, banking needs, and long-term planning within a coordinated framework. Outside of her professional work, Nina engages in boating, golfing, reading, scrapbooking, swimming, traveling, and spending time with her family. Her personal philosophy centers on uncovering what matters to clients and their families to create strategies aimed at pursuing their financial goals.

Mark Borak Jr. is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research Advisors and Aggregate Advisors. Outside of his advisory role, he is also active in insurance sales as an agent and broker, focusing on life, disability, and fixed annuities. Mass Mutual 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, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Angela Rullo Husson is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 66 and Series 63 designations. Her career includes roles at UBS Financial Services, GWFS Equities, Inc., and Citizens Securities, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

John Adie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support its investment approach.

Brock Riley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he has been involved in various baseball-related roles, including serving as an assistant pitching coach for the Great Britain National Baseball Team. He also plays professionally for the Brockton Rox. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.

Ian Macneill is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.