Benjamin Mitchell is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Foresters Advisory Services LLC and Foresters Financial Services. In addition to his advisory role, he is an insurance agent specializing in individual and group life insurance. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various specialized financial planning services.

Domenic Valluzzi is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2017. His background includes roles at the University of New Hampshire and involvement with UNH Recreation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios for intermediary platforms.

Denise Petrin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over 30 years of experience in banking and wealth management, having transitioned to Merrill from Wells Fargo in 2020. Denise focuses on providing comprehensive financial strategies tailored to each stage of her clients' lives, assisting a diverse client base that includes small businesses, women, military veterans, members of the LGBTQ+ community, and retirees. Her approach emphasizes understanding each client's unique circumstances, experiences, and goals to develop investment management strategies that support their long-term financial objectives. Denise works collaboratively with clients' tax advisors, estate planning attorneys, and other specialists to review and verify asset titling and estate plans. She holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Denise also completed a non-accredited certificate program from Southern New Hampshire University. A native of New Hampshire, Denise is actively involved in her community, participating in organizations such as the American Legion Auxiliary, Food For Children, Less Legg More Heart (Board Member), One Church, and Veterans Count. Outside of her professional and community work, she enjoys outdoor activities including biking, camping, hiking, and spending time with her five granddaughters.

Michael Welch is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc., Enterprise Bank, Primerica Financial Services, Northlite Glass, and Granite State Credit Union. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,961 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

Owen Mcgarrahan III is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Christopher Monroe is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity affiliates since 2014. Outside of finance, he is involved with KTOD LLC, contributing as a testing team member for their trading card video and podcast content, including playing in tournaments and coaching players. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research alongside quantitative and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolios, maintaining oversight and governance across a range of investment vehicles.

John Murphy is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles across media, sports, and corporate sectors, including at DraftKings Inc., Always On Media, and the Columbus Blue Jackets Radio Network. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and deliver customized investment solutions.

Shannon Weisensee is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2021, she held roles at Instacart, DoorDash, and Foxx Life Sciences, among others. Weisensee’s background also includes work in education and the retail grocery sector. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory and discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with systematic investment approaches.

Robert Admirand is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at JetBlue Airways, Lyft, Signature Flight Support, and the Boston Globe. 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 deliver its investment solutions.

Keith Mc Ewen is a financial advisor at RBC Capital Markets in Nashua, NH, holding a Series 66 designation with six years of industry experience. He previously worked at State Street Bank & Trust and Olympia Moving and Storage. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile and implemented through a combination of in-house and third-party managers.

John Di Ruggiero is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with MML Investors Services since 2016 and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in insurance sales through Lionstreet and manages a financial services partnership called Highstreet Insurance Partners. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements without discretionary authority.

David Crespo is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His career includes roles at Mutual of America Securities LLC and Mutual Of America Life Insurance Company, as well as involvement with Axis Coach and Primerica Financial Services. He also receives non-investment related compensation for part-time referrals of home security and automation products and other home-related services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options.

Melody Drew Geaber is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Fidelity Investments and its affiliates since 2010. Outside of her advisory role, she participates in influencer marketing for JoinBrands, where she reviews and promotes products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Robert LaRocque is the Director and Executive Services Officer at Fidelity Investments, where he supports senior executives with all matters related to company equity compensation plans. In this role, he focuses on providing a customized experience that emphasizes benefit optimization and comprehensive planning by leveraging Fidelity's resources. He has been with Fidelity Investments since 2005, holding various positions including Executive Services Officer since 2015, Senior Manager in Portfolio Advisory Services from 2014 to 2015, Manager in Stock Plan Services from 2010 to 2014, Senior Stock Plan Specialist from 2006 to 2010, and Stock Plan Services Representative from 2005 to 2006. His expertise includes diversification strategies, comprehensive trading plans, price sensitivity, and option analytics. Outside of his professional responsibilities, Robert enjoys boating, family activities, spending time at the lake, scuba diving, skiing, and traveling.

Usman Mirza is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has progressed through multiple roles within Fidelity since 2021, including Planning Consultant and various levels of Investment Solutions Representative. This experience has provided him with comprehensive knowledge in financial planning and investment solutions. Usman works closely with clients to develop customized financial plans that align with their short and long-term goals. He emphasizes building strong relationships based on trust, reliability, and competency. Usman holds insurance licenses in Arkansas and California. His professional background reflects a steady advancement within the financial services industry, with a focus on client-centered financial consulting and planning.

Brennan Mcinnis is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bernies Beach Bar and Genesis Healthcare, along with several years affiliated with Merrimack College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies and its role as a formal advisor to multiple registered investment companies.

Ryan Thompson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Fidelity Investments in various capacities since 2010. 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 combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Sean Doyle is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has worked since 1997. He leads The Doyle Group, a team based in Manchester, New Hampshire, focusing on delivering customized wealth management strategies to individuals and families. Sean specializes in advising high-net-worth clients, including business owners and executives, with complex financial situations. His services encompass wealth transfer, money management, business planning, wealth preservation, retirement planning, and lending programs through Bank of America, N.A. He emphasizes an educational approach to help clients preserve and grow their assets, considering comprehensive financial planning that includes estate and tax preparation services. Sean holds a Bachelor of Science degree in Business Management with a minor in international studies from Bentley College and a Master's Degree in Business Administration from Rivier College. He maintains professional credentials including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Sean is involved with St. Jude's Church and contributes to community initiatives such as the St. Jude Food Pantry and the Blue Angel Program. Residing in Londonderry, New Hampshire, Sean lives with his wife Rachael and their three children. In his free time, he enjoys boating, fishing, golfing, hiking, photography, traveling, and spending time with his family.

Evan Scooler is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He partners with clients to develop and maintain personalized financial plans that prepare them for life events and adapt to changing market conditions. Prior to his current role, Evan held multiple positions within Fidelity Investments, including Workplace Planning and Guidance Consultant II and I, Customer Resolution Manager, Interim Manager-Tax Exempt, Solutions Lead, and Retirement Services Representative. Evan holds insurance licenses in Arkansas and California. His professional experience spans various aspects of financial consultation and workplace planning, reflecting a comprehensive understanding of retirement services and client guidance. Outside of his professional career, Evan enjoys biking, board games, concerts, fitness activities, music, and spending time with his pets.

Craig Adkison is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2007. 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 also manages model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.