Jonathan Martin is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Wells Fargo Advisors since 2022. He previously worked at UBS Financial Services from 2016 to 2022 and spent three years at the University of New Hampshire. Outside of his advisory role, he owns and operates Black Star Collectibles & Games LLC, a business focused on buying and selling collectibles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients who meet specific net-worth criteria with both standardized and niche planning services.

Kevin Buttkus is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Fidelity. He has worked within several Fidelity divisions since 2015, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of model portfolios, AI-driven research, and regulatory roles uncommon among institutional peers.

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 Series 66 and Series 63 licenses and two years of industry experience. Before joining Fidelity, he held positions at Amazon LLC, T.S. Deliveries, and Trader Joe’s, where he worked as an employee placing merchandise and assisting customers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and offers services such as discretionary portfolio management and fund advisory.

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 six years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Fidelity Investments and the International Association of Privacy Professionals. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios delivered to intermediary platforms.

Julian Reyes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America N.A., Home Depot, PetSmart, and The Ohio State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various 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, charitable funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

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.

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 at Fidelity with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Massachusetts Financial Services and work outside the financial industry at DoorDash and Chatham Parks and Recreation. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.

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 at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Fidelity’s Strategic Advisers LLC offers 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, fund advisory, and model portfolios.

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.

John Adie is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1997 to 2003 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through over 14,000 financial advisors.

Brock Riley is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles predominantly in baseball, including as a player with the Brockton Rox and an assistant pitching coach for the Great Britain National Baseball Team. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.