Debra Nelson is a Series 66 credentialed financial advisor with 20 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at RBC Capital Markets from 2011 to 2012. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Rishabh Trivedi is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Planning Consultant, Investment Solutions II, High Net Worth, and Customer Relations Advocate, reflecting a broad range of experience within the firm. He holds insurance licenses in Arkansas and California, supporting his ability to assist clients with diverse financial planning needs. Rishabh works with individuals and families to help them make informed financial decisions through a collaborative and detail-oriented approach. Outside of his professional activities, Rishabh enjoys spending time with friends, attending social events, listening to music, caring for pets, and traveling.

Daniel Connelly is a CFP® with 25 years of industry experience, currently serving at Fidelity. His career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Mariner, and New England Securities. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

Sawyer D'Amato is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served in various capacities within Fidelity Investments, including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His career in financial services began at Washington Savings Bank as a Bank Teller from 2017 to 2021. Throughout his career, Sawyer has developed expertise in client relationship management and financial planning, working closely with clients and their families to create comprehensive financial plans. He holds an Arkansas Insurance License, supporting his role in advising clients on financial matters. Outside of his professional endeavors, Sawyer has interests in cooking and baking, social events with friends, spending time by the lake, caring for pets, reading, and traveling.

Jacqueline Depippo is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Alexander Hinckley is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. Hinckley has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

James White is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. He has worked with Fidelity Investments since 1996, progressing through roles including Retirement Income Planner, Team Manager, and Service Trading Representative. His career at Fidelity reflects extensive experience in financial planning and client service. James holds a California Insurance License, which supports his work in developing wealth planning strategies tailored to individual client needs. He emphasizes honesty, ethical behavior, and direct communication to build trust and effective client relationships. Outside of his professional role, James has interests in baseball, fitness, golf, skiing, and traveling.

Matthew Soucy is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Fidelity, including Fidelity Brokerage Services Inc since 2000 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He has been with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC 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, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs, and it is involved in advisory roles for multiple registered investment companies and fund-of-funds.

Logan Young is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017. Prior to his advisory career, he held positions at Lang's Ice Cream and Shaw's Supermarkets. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Le Brun is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 66 designations and three years of industry experience. His background includes roles at Bank of America, Fidelity Investments, and several other firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Ryan Lemire is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors and Raymond James Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and manages these through a combination of in-house oversight and delegated sub-advisers.

Zachary Siegel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Children's Hospital Cincinnati and entrepreneurial ventures such as USA Balloonatics LLC and Totally Lit Events LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight on sub-advisers and an established role in managing and advising multiple registered investment companies.

Glenn Lewis 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 roles at Alku, Valpey Financial Services LLC, and other organizations. Outside of his advisory work, he is involved as a TikTok Shop affiliate, creating content to promote physical products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm employs systematic methodologies, algorithmic portfolio construction, and oversight controls, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Amber Rheaume is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 licenses and has worked exclusively with Fidelity since 2016, including roles at Fidelity Brokerage Services, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Yocasta Carozza is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2007. Carozza is also the vice president and co-owner of Carozza Eye Care, a family business where she has no operational responsibilities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services delivered through a nationwide network of over 10,000 advisors.

Brian Lak is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at InstaCart and Big Y Foods, Inc. He is currently based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in formal advisory roles for multiple registered investment companies and fund-of-funds.

Robert Dunlap is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Dunlap serves as a board member of Massasecum Timber Corporation, a timber production company based in New Hampshire. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to support its advisory services.

Jeffrey Bryk is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity affiliates since 2016. Outside of his advisory role, he works part-time as a cashier at an auction house in New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

Stephen Diblasi is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at T-Mobile and Keller Williams Realty. Outside of his advisory role, he also works as an independent contractor for DoorDash and a company reviewing AI responses. Strategic Advisers LLC, a Fidelity Investments company, offers 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 diversified portfolios and provides advisory services including fund management and model portfolio delivery.

Imad Moussaddak is a Series 66-licensed financial advisor at Fidelity with 10 years of industry experience. He has worked with various Fidelity divisions since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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’s clients include an IRS-qualified Charitable Gift Fund and registered investment companies, and it employs systematic methodologies alongside oversight of sub-advisers and fund selections.