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 63 and Series 66 licenses and has worked at UBS Financial Services since 2018, including a period as a self-employed advisor. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management to provide tailored investment solutions supported by proprietary research and a broad platform of capital markets services.

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 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity Investments, he has held roles including assistant pitching coach for the Great Britain National Baseball Team and a player with the Brockton Rox independent professional baseball team. 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 deliver model portfolios across various fund structures.

Keenan Dwyer is a financial advisor at Ameriprise with a Series 66 credential and five years of industry experience. His prior roles include positions at Eaton Vance Distributors, LPL Financial, and Boston Light Financial, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates investment research and algorithmic tools to provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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 specializes in creating personalized financial strategies for families, professionals, and business owners focused on retirement planning, legacy planning, education funding, and investment management. He integrates resources from Merrill and Bank of America to provide comprehensive solutions that address investments, planning, banking, and lending. Mr. Polichetti holds 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, where he also 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, Mr. Polichetti resides in Raymond, NH. He participates in community organizations such as 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 Series 63 and Series 66 licenses and has worked across multiple Fidelity affiliates since 2015. He also teaches a course on fundamentals of financial planning to Fidelity employees through Suffolk University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Dennis Cipriano is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity in various capacities since 1998. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios, oversees sub-advisers, and serves multiple registered investment companies while incorporating systematic methodologies and governance procedures.

Gary Pearson is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, Inc. since 1998. 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 utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and advisor to multiple funds.

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.

Stephen Olsen is a financial advisor with Cetera holding Series 63 and Series 66 designations and has 28 years of industry experience. His prior roles include positions at Putnam Retail Management and Avantax Advisory Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

James Gignac is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2014. 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 diversified portfolios, including funds and model portfolios for intermediary platforms.

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.

Steven Vargo is a Vice President and Financial Consultant who partners with individuals and families to create comprehensive wealth plans. He emphasizes the importance of having a relationship with a trusted advisor as a key to financial comfort. Steven has been with Fidelity Investments since 2013, progressing through roles including Customer Service Advocate, Financial Representative, Senior Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Throughout his tenure at Fidelity, Steven has developed expertise in wealth planning and client relationship management. His experience encompasses various aspects of financial consulting, supporting clients in achieving their financial goals through tailored strategies. Steven lives in Southern New Hampshire with his wife and two children. Outside of work, he engages in family activities, fitness, hiking, outdoor adventures, and skiing. He also participates in various endurance races.

Marten Vandervelde is a Series 66 licensed financial advisor at LPL Enterprise with seven years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Vandervelde is also a commissioned Notary Public in the state of New Hampshire. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to third-party asset managers, and various non-securities services through affiliated entities.

Paul Brewer is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill since 1988 and Bank of America since 2009. Outside of his advisory role, he serves as a managing member of The Bonita Brew Crew LLC, a for-profit entity based in Florida. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.