Mark Gagnon is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having also served as President of Granite State Retirement Planning, Inc. from 2005 to 2018, Senior Financial Consultant at Fidelity Investments from 2000 to 2005, and Associate Financial Planner at MetLife Financial Services from 1993 to 2000. His career includes a 12-year tenure in the Army, where he developed skills in continuous training, attention to detail, and discipline. As a Certified Financial Planner, Mark focuses on delivering a process-oriented experience aimed at helping clients strengthen and secure their financial well-being. He emphasizes understanding clients' visions, priorities, and goals to provide tailored strategies for achieving them. He holds a California Insurance License. Outside of his professional work, Mark enjoys activities such as beach outings, fitness, football, golf, outdoor adventures, and traveling.

Simon Wells is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Northway Bank and Michael Timothy's. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative and algorithmic approaches to construct model portfolios and oversees management through affiliated and unaffiliated sub-advisers.

Francis Corsaro is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Manchester, New Hampshire. Since joining Merrill Lynch in 2016, he has provided financial advisory services to high net worth individuals, families, and small business owners, focusing on delivering personalized wealth management strategies. His approach involves building trusted, enduring relationships by understanding each client's financial situation, goals, and life priorities, and crafting tailored strategies that address retirement income, risk management, tax minimization, and trust and estate planning. Frank holds a Bachelor of Science degree in Business Administration from Merrimack College in North Andover, Massachusetts. He maintains professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA) and is a member of the CFA Society Boston. He holds Series 7, 63, and 65 FINRA registrations. Frank works out of the Manchester office, advising clients on wealth accumulation, preservation, income distribution, and wealth transfer through a comprehensive planning process. He lives in Methuen, Massachusetts with his wife and two sons. Outside of his professional work, Frank’s personal interests include biking, running, and swimming.

Brendan Jackson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes multiple roles at The Deck and a position at Roger Williams University. 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 model portfolios assembled from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Nick Therrien is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been with Primerica since 2000 and serves on the board of the Viviana Leon Memorial Foundation, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Catherine Diodati is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2002. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Andrew Dean is a financial advisor at Edward Jones in Merrimack, NH, holding a Series 66 designation. He has one year of experience in the industry. Prior to joining Edward Jones, he was involved with Dean Home Co., LLC for seven years and worked at Vigneault Construction for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Bernard Kavanagh Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 36 years of experience in the financial services industry. He has been with Merrill since 1992 and leads a team with a combined 90 years of service at the firm. His expertise encompasses portfolio management, wealth management, private equity, insurance, lending, and retirement income planning. Bernard focuses on building strong relationships with clients, their families, and other advisory team members to deliver goal-based wealth management solutions. Bernard holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He earned his Bachelor's Degree from Assumption College. His client focus areas include college education planning, corporate executive services, executive compensation, liquidity management, tax minimization, socially responsible and ESG investing, individual and corporate investment strategy, retirement income, and services tailored to sports and entertainment professionals. Outside of his professional responsibilities, Bernard is involved in community service, including supporting local nonprofits and volunteering with youth sports leagues. His personal interests include boating, fishing, golfing, skiing, and surfing.

George Tzimas is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, employing structured financial planning processes and a broad selection of investment offerings.

Savannah Harrington Greenough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has been with Fidelity since 2022 and previously worked in roles including at Dean College Phonathon and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable gift funds, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Zackery Duclos is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to help co-create personalized plans aimed at pursuing their financial goals. He joined Fidelity Investments in 2023, initially serving as a Customer Relationship Advocate before advancing to his current position in 2024. Zackery holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. His professional focus includes client relationship management and investment solutions within the financial services sector.

Jesse Kroger is a Planning Consultant at Fidelity Investments, where he assists individuals and families in designing and implementing personalized financial plans. He collaborates with clients to clarify their goals, address their concerns, and develop strategies that provide confidence in their financial future. Jesse has been with Fidelity Investments since 2023, where he has held several roles including Customer Relationship Advocate, Workplace Planning Consultant, Financial Representative, and Relationship Manager before assuming his current position. This progression reflects his experience in client relationship management and financial planning. Outside of his professional work, Jesse enjoys family activities, football, movies, and volunteering.

Andrew Pineau is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2018, with additional experience at Veritude and Coach. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of AI and systematic methodologies, its role as a commodity pool operator, and its formal advisory responsibilities to multiple registered investment companies.

Mariah Elkins is a Financial Consultant at Fidelity Investments, where she has been employed since 2020. She has held several roles within Fidelity, including Planning Consultant, Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience covers various aspects of financial consulting and client relationship management, providing her with a comprehensive understanding of investment and financial planning. Mariah holds insurance licenses for Arkansas and California. Outside of her professional work, Mariah enjoys activities such as biking, golf, reading, skiing, tennis, and traveling.

Keaton Miller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at 110 Grill, FedEx Ground, Merrimack Ten Pin Bowling Alley, and Merrimack High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies alongside established proxy-voting and governance procedures.

Peter Milillo is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with MML Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is also an insurance agent specializing in individual life insurance. MassMutual Investors Services, LLC is 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.

Trevor Black is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various mutual funds, ETFs, and ETPs.

Christopher Lewis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Atkinson Resort & Country Club and Proeducation Solutions. He also has a background with Southern New Hampshire University spanning several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, serving a broad range of investors with systematic, model-based investment strategies.

Kimberly Papik is a financial advisor at Fidelity with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2001. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Brenda Farmer is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for IBM Global Business Services for sixteen years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.