Samuel Grant is a financial advisor with LPL Financial based in Haverhill, MA, holding Series 63 and Series 65 designations and ten years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Atlassian, Opsgenie, and Fidelity Brokerage Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network, providing both discretionary and non-discretionary management supported by model portfolios and research.

Richard Hendl is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to that, he worked at Alps Fund Services for five years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Vylette Leone is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2018. Prior to joining Fidelity Investments in 2025, her background includes roles in education and community work. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory services for multiple registered investment companies.

Michael Flynn is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Digital Federal Credit Union, Marist College, and United Parcel Service. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jill Carroll is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a position she has held since 2023. In her role, she collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at meeting long-term investment goals. Jill's professional experience is centered on investment management consulting within the private wealth management sector. Outside of her professional activities, she engages in personal interests including biking, fitness, hiking, kayaking, visiting museums, and caring for pets.

Nathan Potvin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at PillPack by Amazon Pharmacy and the University of New England. 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. The firm is noted for its use of systematic methodologies, AI technology in research, and a formal advisory role to multiple registered investment companies.

Thomas Hardenbergh IV is a financial advisor with UBS Financial Services in Manchester, NH, holding a Series 66 designation and 22 years of industry experience. He previously worked at Bank of America and Merrill, spanning a combined period from 2003 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Riley Belleau is an Investment Solutions Representative III at Fidelity Investments. In this role, Riley collaborates with clients to develop personalized financial plans tailored to their short and long-term objectives. By understanding each client's unique circumstances, Riley works with them to design strategies aimed at providing peace of mind and confidence in pursuing their financial goals. Riley has progressed through multiple roles within Fidelity Investments, beginning as a Customer Relationship Advocate in 2022. Subsequently, Riley held positions as a High Net Worth Service Associate and Investment Solutions Representative I and II before assuming the current role of Investment Solutions Representative III in 2026. This experience has provided Riley with a comprehensive understanding of client service and investment solutions. No information regarding education, credentials, personal interests, or community involvement was provided.

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.

Gabriel Gonzalez is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at institutions including Bank of America, Merrill, Santander, and First Technology Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

Julian Reyes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America N.A., Home Depot, PetSmart, and The Ohio State University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Brian Metro is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their short and long-term financial goals and assist in building sustainable financial plans. He prioritizes establishing strong trust and relationships with clients to gain a deeper understanding of their priorities. Brian has progressed through various roles at Fidelity Investments since 2022, starting as a Customer Relationship Advocate, advancing through Investment Solutions Representative I, II, and III positions, and currently serving as a Planning Consultant. He holds an Arkansas Insurance License. Outside of his professional work, Brian has interests in cooking and baking, fitness, football, golf, and spending time at the lake.