Sandhya Chhetri is the Director and Executive Services Officer at Fidelity Investments. In this role, she serves as the primary point of contact for Senior Executives regarding all matters related to equity compensation plans. She partners with companies and leverages Fidelity's resources to educate clients, review strategies, and assist with complex equity award transactions within regulatory guidelines. Sandhya has been with Fidelity Investments since 2013 and has held multiple positions, including Equity Compensation Strategist, Benefits and Planning Consultant, Equity Compensation Analyst, and Senior Stock Plan Services Representative. Her experience spans various aspects of equity compensation and benefits planning, providing her with comprehensive expertise in this field.

Scott Ferreira is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments, Massachusetts Financial Services, DoorDash, and community involvement with Chatham Parks and Recreation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Samuel Howe is a Financial Consultant at Fidelity Investments, where he has been employed since 1999. In his role, he assists clients with comprehensive financial planning tailored to every stage of their lives. His professional experience spans over two decades in the financial services industry. He holds an insurance license in Arkansas, which supports his ability to provide clients with a range of financial solutions. Further details about his education or personal interests have not been provided.

John Halloran II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Danielle Cassidy is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and totaling 13 years of industry experience. She has been with Fidelity Investments in various roles since 2012, including her current position at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of advanced technologies such as AI in investment processes.

Nina Manzi is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in working closely with individuals and families to develop personalized strategies that focus on college education planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, and retirement income. Nina is committed to helping clients build, preserve, and transfer wealth over time by aligning financial strategies with their unique goals and priorities. She holds a Bachelor's Degree in Finance from Merrimack College, where she gained experience managing the business school investment funds. Nina is also designated as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Utilizing the resources and capabilities of Merrill and Bank of America, she offers a comprehensive approach to financial planning that integrates investment strategies, banking needs, and long-term planning within a coordinated framework. Outside of her professional work, Nina engages in boating, golfing, reading, scrapbooking, swimming, traveling, and spending time with her family. Her personal philosophy centers on uncovering what matters to clients and their families to create strategies aimed at pursuing their financial goals.

Mark Borak Jr. is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research Advisors and Aggregate Advisors. Outside of his advisory role, he is also active in insurance sales as an agent and broker, focusing on life, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Angela Rullo Husson is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 66 and Series 63 designations. Her career includes roles at UBS Financial Services, GWFS Equities, Inc., and Citizens Securities, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

John Adie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support its investment approach.

Brock Riley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he has been involved in various baseball-related roles, including serving as an assistant pitching coach for the Great Britain National Baseball Team. He also plays professionally for the Brockton Rox. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional segments.

Keenan Dwyer is a financial advisor with Ameriprise in Methuen, MA, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Eaton Vance Distributors, LPL Financial, and Boston Light Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Ian Macneill is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

John Polichetti is a Financial Advisor with Merrill Lynch Wealth Management, based in Manchester, New Hampshire. He works with families, professionals, and business owners to develop personalized financial strategies that address retirement planning, education funding, individual and corporate investment strategies, and legacy planning. His approach is focused on building long-term relationships rooted in trust and transparency. Mr. Polichetti holds both a Bachelor's degree in Business Administration with a concentration in Finance and a Master of Science in Finance from the University of Massachusetts Lowell. During his time at UMass Lowell, he competed as a Division I baseball player. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from southern New Hampshire, John currently resides in Raymond, New Hampshire. His community involvement includes participation with the Adam Keenan Foundation Inc., Boutin-Stone Fund, Inc., Catie's Closet, Inc., and the New Hampshire Food Bank. Outside of work, he enjoys baseball, fishing, golfing, and spending time with his family.

Matthew Giroux is an Investment Solutions Representative III at Fidelity Investments. In his role, he works alongside clients to create personalized plans that assist them in working towards their financial goals. Matthew has progressed through several positions at Fidelity Investments, starting as a Workplace Investing Relationship Management Intern in 2022, then moving through roles as Customer Relationship Advocate, Investment Solutions Representative I, II, and currently III. His experience is centered on client relationship management and investment solutions. He holds an Arkansas Insurance License. Outside of work, Matthew enjoys family activities, golf, spending time at the lake, and skiing.

Todd Harrington is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2022, previously serving as a Planning Consultant from 2024 to 2026 and as a Workplace Consultant from 2022 to 2024. In his current role, Todd works closely with clients to develop personalized financial plans aimed at achieving their financial goals. He emphasizes a collaborative approach, seeing himself and his clients as a team working toward financial freedom. Outside of his professional responsibilities, Todd has interests in baseball, cooking and baking, family activities, fitness, and football.

Robert Labrie is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across several Fidelity affiliates since 2015. In addition to his advisory role, Labrie teaches the CFP 501 Fundamentals of Financial Planning course to Fidelity employees enrolled in Suffolk University’s CFP program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Dennis Cipriano is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity since 1998, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including fund advisory and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Michael Robin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Boston Billiard Club & Casino and Evoqua Water Technologies LLC. 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 managed solutions, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

James Gignac is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2014. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Cameron Avila is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Cambridge Savings Bank and Automation Anywhere, alongside entrepreneurial experience with Executive Auto Detail LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and acts as a formal advisor to multiple registered investment companies.