Jonathan Kokosa is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015, transitioning to Fidelity Investments in 2025. 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 it serves in advisory roles less common among large institutional peers.

Kristy Koehler is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked at UnitedHealth Group for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services, including advisory roles for registered investment companies and model portfolio delivery for intermediary platforms.

William Conaton is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at McAdam Financial and Cedars Mediterranean Foods, as well as positions in education and retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Normandin Jr. is a financial advisor with Ameriprise in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and Flatiron Financial Group. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Sasso is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Fidelity and its affiliated entities since 2014, with a prior year at Citizens Securities, Inc. 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 research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs, and maintains roles as a commodity pool operator and advisor to multiple registered investment companies.

Bradford Deluca is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, American Income Life, Southern New Hampshire University, and United Parcel Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a diverse client base including registered investment companies and charitable funds.

Anuradha Nandakumar is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Nandakumar is currently based in Merrimack, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Philip Pichel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Kartwheel Kids, Grafton Public Schools, and Plymouth State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its advisory roles to registered investment companies and use of systematic methodologies.

Bryan Delaney is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory role, he serves as a notary public for the state of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Andrew Schiller is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial roadmaps that align with their goals and priorities. He joined Fidelity Investments in 2022, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2025. Andrew holds insurance licenses in both Arkansas and California, which support his professional expertise in financial planning and workplace consulting. Outside of his professional activities, he has an interest in cars, fishing, golf, lake activities, and skiing.

Nancy Sullivan is a financial advisor with Mass Mutual Investors Services in Manchester, NH, holding a Series 63 designation and 35 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years and has been with MassMutual Life Insurance Company since 2016. She is also a notary for the state of New Hampshire and works as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual 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 financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented strategies.

Braxton Gianino is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes positions at Gpac, eXp Realty LLC, and various roles in hospitality and public works. Outside of finance, he has managed operations at a local cafe for four years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm supports a variety of investment structures, including fund advisory and model portfolios, and is noted for its regulatory registrations and use of advanced technology in its investment processes.

Brittany DeLaHaye is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has held various roles at Fidelity Investments since 2010, including Relationship Manager, Financial Representative, Regional Supervisory Analyst, and Senior Financial Specialist. Prior to joining Fidelity, she worked as a Customer Service Representative at Lincoln Financial Group from 2008 to 2010. In her current role, Brittany partners with individuals and their families to understand their unique benefits plans and financial needs. She provides tools and knowledge to help clients make informed financial decisions and supports them through changes in their circumstances, fostering long-lasting relationships. Outside of her professional work, Brittany enjoys family activities, hiking, outdoor adventures, painting, reading, and running.

Meghan Timbas is a financial advisor at Edward Jones in Manchester, NH, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Edward Jones Investment and self-employment. Outside of advising, she has experience managing social media for a nonprofit and has worked in accounting and tourism-related positions. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a range of advisory programs and affiliated investment products.

Emily Zimmermann is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to her current role, she owned and taught at Dream Ballet School, which reflects her involvement in dance education alongside her advisory career. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and algorithmic tools.

Alexandrea Solms is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, she worked at Park Square Executive Search and held various roles at educational institutions including Blair Academy and The Lawrenceville School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivering model portfolios using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies and the use of algorithmic methods and AI in research.

Nicholas Shepard is a financial advisor with Edward Jones in Nashua, NH, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Christopher Stagnone is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Gail Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent eight years at Citigroup Global Markets. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Kyle Frank is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at FanTrax, Dick's Sporting Goods, and Pitcher List. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and offers services such as discretionary portfolio management and fund advisory.