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Dennis C
CFP®, Series 63, Series 65
Bedford, NH
Mass Mutual Investors Services
Dennis Chenette is a CFP® professional with 14 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Bedford, NH. In addition to his advisory role, he is involved in sales of individual life, group life, and group health 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 offers comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and structured planning processes.
Timothy T
Series 66
Merrimack, NH
Fidelity
Timothy Terhune is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held roles at Comcast and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including oversight of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm maintains roles in commodity pool operations and serves as an advisor to multiple registered investment companies and fund-of-funds.
Colin M
Series 63, Series 66
Bedford, NH
Fidelity
Colin Mahan is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity-affiliated entities since 2006. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 is noted for its use of AI-driven methodologies and formal advisory roles to registered investment companies.
Tiffany D
Series 63, Series 65
Bedford, NH
Mass Mutual Investors Services
Tiffany Delisi is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2016, with a two-year period at HarborOne Mortgage, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides planning through annual collaborative engagements using firm-approved analytical tools and offers additional programs including divorce planning, estate settlement, and employer-sponsored planning.
Melissa M
Series 63, Series 66
Merrimack, NH
Fidelity
Melissa Maddocks is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Fidelity Strategic Advisers LLC offers 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, managing portfolios that include mutual funds, ETFs, and ETPs.
Curtis P
Series 63, Series 66
Merrimack, NH
Fidelity
Curtis Petri Jr. is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity affiliated entities since 2004. Outside of his advisory role, he participates in marketing focus groups for Fieldwork Boston. 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 integrates proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs while maintaining oversight of sub-advisers and share class allocations.
Matthew D
Series 66
Merrimack, NH
Fidelity
Matthew Ditullio is a financial advisor with Fidelity, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Solidscape Inc and Contour Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.
Dillon B
Series 63, Series 66
Merrimack, NH
Fidelity
Dillon Bigl is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Burndy LLC and Hannaford Bros. Dillon has been with Fidelity since 2019. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.
Beth S
Series 63, Series 66
Merrimack, NH
Fidelity
Beth Shaw is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2015. Outside of her advisory role, she creates handmade crocheted items through a personal small business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolios, and fund management with an emphasis on systematic methodologies and oversight controls.
Jeffrey K
Series 63, Series 66
Merrimack, NH
Fidelity
Jeffrey Kilbourne is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various Fidelity divisions since 2015. Outside of his advisory role, he is the lead guitarist in a live rock band called Dayz Gone. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base with systematic investment solutions.
Tyler W
Series 66
Merrimack, NH
Fidelity
Tyler Wacker is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His background includes service in the United States Air Force and roles with the Department of Defense, as well as self-employment in the mobile oil sector. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.
John R
Series 66
Merrimack, NH
Fidelity
John Ronan is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of advisory work, he is involved in axe throwing as an instructor and crafts custom axe handles. 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 employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting various advisory and fund management roles.
Jared M
Series 63, Series 66
Merrimack, NH
Fidelity
Jared Miller is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021. His prior roles include positions at Advantage Resourcing LLC and Crescent Group LLC. Fidelity’s Strategic Advisers LLC, a part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction to manage a variety of fund structures and model portfolios.
William C
Series 63, Series 66
Merrimack, NH
Fidelity
William Consavage is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to navigate the financial landscape by understanding their priorities and collaborating to build personalized plans aimed at achieving their financial goals. He utilizes Fidelity's platform to provide guidance and support tailored to each client's definition of financial success. William has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative, Investment Management Consultant I and II, before assuming his current position in 2023. He holds insurance licenses in Arkansas and California. Outside of his professional duties, William has interests in fishing, golf, military service, traveling, and volunteering.
Preston M
Series 63, Series 66
Merrimack, NH
Fidelity
Preston Mattson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at the University of Massachusetts Amherst and worked in the food service industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. Their investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic methodologies.
Nicholas A
Series 63, Series 66
Merrimack, NH
Fidelity
Nick Aspromonti is currently serving as an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to co-create personalized plans aimed at helping them work toward their financial goals. Nick has progressively developed his expertise through various roles at Fidelity Investments, including positions as Investment Solutions Representative II and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. This experience has provided him with a broad understanding of client service and investment solutions. Additional information regarding Nick's education, credentials, personal interests, or community involvement has not been provided.
Blake T
Series 66
Merrimack, NH
Fidelity
Blake Thomas is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has advanced through several roles at Fidelity, including Investment Solutions Representative, Investment Management Consultant I and II, before attaining his current position in 2022. Blake partners with clients to understand their financial goals and implements strategies to develop comprehensive lifetime financial plans. He holds insurance licenses in Arkansas and California, supporting his ability to provide tailored financial advice. Outside of his professional work, Blake enjoys cars, fishing, golf, outdoor adventures, parenthood, and photography.
Jillian A
Series 63, Series 66
Merrimack, NH
Fidelity
Jillian Allaire is a financial advisor at Fidelity with 11 years of industry experience. She has worked at Fidelity Brokerage Services since 2018 and previously at Sullivan and Cogliano and Fidelity Investments. Outside of her advisory role, she serves as a board member of the Putney Pond Neighborhood Association, participating in annual meetings to support community decisions. 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 manage discretionary and non-discretionary portfolios.
Joseph R
Series 63, Series 66
Merrimack, NH
Fidelity
Joseph Rockwell is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, his background includes roles at Market Basket and involvement with UMass Men's Rugby. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.
Taylor M
Series 63, Series 66
Merrimack, NH
Fidelity
Taylor Mailloux is a financial advisor at Fidelity with seven years of industry experience. Their background includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as experience outside finance at Woodpellets.com/Nagler Group and Massage Envy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.
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