Jonathan McLellan is a Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2004, serving in various roles including Investment Consultant, Financial Planning Consultant, Senior Investment Representative, Investment Representative, and Financial Representative. Prior to joining Fidelity, Jonathan worked as a 401(k) Plan Administrator at Putnam Investments from 1997 to 2004. With 29 years of experience in the financial services industry, Jonathan has developed extensive expertise in helping families plan, invest, and manage their wealth. He emphasizes creating customized financial plans that address each client's unique situation and preferences. Jonathan holds insurance licenses for Arkansas and California. Outside of his professional career, Jonathan's personal interests include baseball, football, fitness, traveling, and spending time with family.

Sonya Knowlton is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Fidelity and its affiliated entities since 2006, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a formal advisory role to multiple registered investment companies.

Rebecca Chakarian is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of her advisory work, she teaches fitness classes at Pure Barre Portsmouth and serves as an officer for the Sewall Meadows Subdivision Homeowners Association. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary management, fund advisory, and model portfolio delivery.

Bruce Ruotsala is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2024, he worked at Avantax Investment Services and Avantax Insurance Agency, and has owned Redemption Tax and Accounting PC since 2020. He was also the owner of Finn Country Sauna Sales LLC from 2018 to 2023. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized, non-discretionary advice within a large institutional platform.

William Laws is a financial advisor at Fidelity with 26 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. In addition to his advisory roles at various Fidelity entities since 1999, he teaches the Certified Financial Planning Program at Suffolk University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Samantha Benoit is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has progressed through various roles at Fidelity Investments, including Investment Solutions 2 (2025), Investment Solutions 1 (2023-2025), and Customer Relationship Advocate (2022-2023). Samantha holds an Arkansas Insurance License. In her role, Samantha focuses on helping clients co-create and maintain financial plans aligned with their goals. She emphasizes understanding what matters most to clients and building clear financial paths to support their objectives. Her approach is collaborative and committed, aiming to help clients move forward with clarity and confidence. Outside of her professional work, Samantha enjoys board games, cooking and baking, family activities, golf, outdoor adventures, and traveling.

Nicolas Towey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Harbour Capital and entrepreneurial activities as an eBay seller and operator of Towey Enterprises L.L.C. He has also worked at the University of New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in portfolio development.

John Pallaria is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes positions at Fidelity and a variety of roles connected to High Point University and the Windham School District. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to deliver model portfolios across mutual funds, ETFs, and ETPs.

Matthew Jenkins is a Financial Consultant at Fidelity Investments, where he is dedicated to developing personalized financial strategies tailored to his clients' individual circumstances. His approach focuses on building confidence and supporting clients' goals while helping them navigate the changing financial landscape. Matthew has held various roles at Fidelity Investments since 2019, progressing through positions including Investment Management Consultant, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Customer Relations Advocate. He holds insurance licenses in Arkansas and California, which complement his expertise in financial consulting. Outside of his professional work, Matthew's personal interests include cars, comedy, concerts, golf, motorcycles, and snowboarding.

Mary Tobbi is a Planning Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. In her work, Mary focuses on building trust-based relationships with clients to collaboratively address their financial goals and challenges. Mary holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, she has interests in cooking and baking, fitness, hiking, kayaking, reading, and snowboarding.

Stephen Lynn serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads a team of financial professionals focused on providing planning, guidance, and support to clients. He emphasizes creating personalized financial plans tailored to individual client needs and preferences. Stephen has extensive experience within Fidelity Investments, having held various roles since 2006. His previous positions include National Leader of Managed Accounts, Assistant Branch Manager, Regional Planning Consultant, and Financial Planning Consultant, among others. This progression reflects his deep involvement in financial planning and client advisory services. The information provided does not include details on his education, credentials, personal interests, or community involvement.

Michael Ryan is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory work, he provides tax preparation services for clients and is a licensed insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Jenifer Hamel is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her career includes multiple roles at Fidelity Investments and a brief tenure at Morgan Stanley. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Ryan Maney is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Black Diamond Networks LLC and The Moody Street Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, algorithmic tools including AI, and its advisory role to multiple registered investment companies.

Stanley Greene is a Series 66-licensed financial advisor with Edward Jones in Milford, NH, where he has worked since 2016. He has 10 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Cory Sullivan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at Fidelity since 2022 and prior experience at Lincoln Christian University and SHARE. He also spent 15 years with the Souhegan Valley Boys & Girls Club. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Salsabil Hartley is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Before joining Fidelity, Hartley worked in various roles outside the financial industry. Outside of advising, Hartley is the lead singer of a local band called Whiskey Johnson. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

David Brochu is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and distinguishes itself with a tiered wrap fee structure and active model curation.

Frank Firicano Jr. is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Monmouth University, Vail Resorts, and Spencer's Gifts LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and systematic methodologies.

Robert Bonfiglio is a financial advisor with Ameriprise in Bedford, NH, holding CFP® and ChFC® designations and having 36 years of industry experience. He has worked extensively at Ameriprise Financial Services and its related entities since 1989 and most recently joined Rise Private Wealth Management in 2026. Bonfiglio is a co-owner of Rise Tax Strategies, LLC, a tax preparation business, and serves as vice president on the board of Families in Transition, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide clients with income-focused, tax-aware withdrawal strategies.