Benjamin Lafleur is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his current role, he was involved with Sounds Good Corporation and Ascent Talent Agency. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Michael Clark is a financial advisor with Ameriprise in Bedford, NH, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate since 1995. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

John Krieg is a Series 66-licensed financial advisor at Fidelity with eight years of industry experience. He has worked at several firms including Wells Fargo Advisors and Argonautica Private Wealth Management before joining Fidelity. His background also includes a brief tenure at CHECKMARX, Inc. 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 to manage model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator, its advisory services to registered investment companies, and its use of algorithmic methods and AI in research.

Brian Dinnigan is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at DoorDash and Everbridge, Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm supports model portfolio delivery and manages advised funds with oversight controls and systematic methodologies.

Vourdanne Ignegongba is a Planning Consultant at Fidelity Investments, a role held since 2024. Prior to this, Vourdanne served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. As a CFP® professional, Vourdanne partners with high net worth clients, families, and business owners to build comprehensive financial plans and assist them through significant life events. Vourdanne's areas of expertise include retirement planning, risk mitigation, legacy planning considerations, tax efficient investing, and investment strategy. Vourdanne prioritizes clients' confidence and well-being, ensuring that each client receives attentive and personalized service.

Nicole Mc Clure is a financial advisor with UBS Financial Services, holding Series 63, Series 65, and Series 66 credentials and possessing 25 years of industry experience. Prior to joining UBS in 2021, her work history includes roles at Army NAF and KMCC Exchange. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and solutions.

Angelique Cavallero is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Timothy Sugrue is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and uses algorithmic portfolio construction, supporting its distinctive regulatory registrations and advisory roles.

Kenneth Anding is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at both LPL Financial and Flagship Harbor Advisors, LLC. He serves as a board member of the Merrimack Valley Estate Planning Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Justin Bain is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and bringing five years of industry experience. He has worked with Fidelity Investors since 2021 and joined Fidelity in 2025. His prior roles include positions in marketing and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering diversified model portfolios managed through both internal and sub-advisers.

Roger Duval is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 19 years of industry experience. He has held roles within various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, a subsidiary, provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using a systematic approach and serves multiple registered investment companies and fund-of-funds.

Kevin Mcwilliams is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Amazon Logistics and served as a cadet in the Reserve Officers' Training Corps while attending Saint Joseph's College of Maine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Hans Schneider is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021. Prior to this, he held roles at LaValley Building Supply and Arrowhead Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ben Sowders is a Planning Consultant at Fidelity Investments, where he supports clients as part of a broader Wealth Management team. He began his career at Fidelity in 2023, initially focusing on Workplace Planning and Advice before advancing to his current role in 2025. Ben holds insurance licenses in Arkansas and California, enabling him to provide specialized advice and planning services to clients in these states. His professional experience centers on financial planning and wealth management within the framework of Fidelity's offerings. Outside of his professional work, Ben has personal interests in baseball, golf, movies, and culinary activities.

Kathryn Letvinchuk is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016, working from Manchester, NH. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to support a broad range of client needs.

Alfred Santosuosso is a CFP® professional with 15 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company in Bedford, NH. He is the founder and CEO of The Santosuosso Group, a coaching and strategic planning firm focused on helping business owners and high achievers with goal setting, organizational structure, and leadership development. He also engages in outside insurance sales, specializing in individual and group life and health insurance. 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 financial planning, asset management, and educational seminars, structuring client relationships around ongoing planning engagements using firm-approved analytical tools.

Lawrence Camerlin is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm’s investment process integrates proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Ricardo Rincon is a financial advisor with Equitable Advisors in Windham, NH, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and also worked at Axa Advisors, LLC from 2005 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Thomas Mullin is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions and J.P. Morgan entities. Outside of finance, he was involved with Stay Positive Apparel LLC for eight years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dominic Caputo is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® designation and has worked previously at Lincoln Financial Securities Corporation for 16 years. Outside of his advisory role, he is involved with Caputo Financial Group LLC and participates in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management supported by model portfolios and third-party research.