Brendan Jones currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of advisors dedicated to assisting clients in planning for their financial futures by developing personalized savings, income, and investment plans tailored to individual needs. Prior to this, he held several positions within Fidelity Investments, including Vice President, Client Services Leader from 2022 to 2024, and Regional Coaching Consultant from 2020 to 2022. Brendan's experience at Fidelity spans various roles since 2011, encompassing responsibilities in client services, planning, and team leadership. Throughout his career, Brendan has developed expertise in financial planning and client service leadership, focusing on supporting clients throughout their decision-making processes. Outside of his professional work, Brendan's personal interests include board games, cooking and baking, fitness, and soccer.

William Conaton is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and two years of industry experience. His prior roles include positions at McAdam Financial and Cedars Mediterranean Foods, as well as work in education at Saint Anselm College and Central Catholic High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Robert Normandin Jr. is a financial advisor with Ameriprise in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and Flatiron Financial Group. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Sasso is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Fidelity and its affiliated entities since 2014, with a prior year at Citizens Securities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs, and maintains roles as a commodity pool operator and advisor to multiple registered investment companies.

Bradford Deluca is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, American Income Life, Southern New Hampshire University, and United Parcel Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a diverse client base including registered investment companies and charitable funds.

Anuradha Nandakumar is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Nandakumar is currently based in Merrimack, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Philip Pichel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions in education and community organizations such as Kartwheel Kids and Grafton Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and delivery of algorithmically constructed model portfolios. The firm integrates fundamental research with quantitative analysis and manages portfolios using systematic methodologies and long-term asset allocation benchmarks.

Bryan Delaney is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory work, he is a licensed notary public for the state of New Hampshire. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio construction. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic methods in its investment process.

Andrew Schiller is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial roadmaps that align with their goals and priorities. He joined Fidelity Investments in 2022, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2025. Andrew holds insurance licenses in both Arkansas and California, which support his professional expertise in financial planning and workplace consulting. Outside of his professional activities, he has an interest in cars, fishing, golf, lake activities, and skiing.

John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.

Nancy Sullivan is a financial advisor with Mass Mutual Investors Services in Manchester, NH, holding a Series 63 designation and 35 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years and has been with MassMutual Life Insurance Company since 2016. She is also a notary for the state of New Hampshire and works as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented strategies.

Braxton Gianino is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked previously at Gpac, eXp Realty LLC, and other firms, and has also been involved with Cafe on the Oval. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Sascha Silvia is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Silvia worked at Group One Automotive and Fidelity Investments. Ameriprise Financial Services is a large, diversified advisory 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 focused on income sources and tax-aware withdrawal strategies.

Brittany DeLaHaye is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has held various roles at Fidelity Investments since 2010, including Relationship Manager, Financial Representative, Regional Supervisory Analyst, and Senior Financial Specialist. Prior to joining Fidelity, she worked as a Customer Service Representative at Lincoln Financial Group from 2008 to 2010. In her current role, Brittany partners with individuals and their families to understand their unique benefits plans and financial needs. She provides tools and knowledge to help clients make informed financial decisions and supports them through changes in their circumstances, fostering long-lasting relationships. Outside of her professional work, Brittany enjoys family activities, hiking, outdoor adventures, painting, reading, and running.

Meghan Timbas is a financial advisor at Edward Jones in Manchester, NH, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Edward Jones Investment and self-employment. Outside of advising, she has experience managing social media for a nonprofit and has worked in accounting and tourism-related positions. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a range of advisory programs and affiliated investment products.

Emily Zimmermann is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to her current role, she owned and taught at Dream Ballet School, which reflects her involvement in dance education alongside her advisory career. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and algorithmic tools.

Alexandrea Solms is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, she worked at Park Square Executive Search and held various roles at educational institutions including Blair Academy and The Lawrenceville School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivering model portfolios using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies and the use of algorithmic methods and AI in research.

Nicholas Shepard is a financial advisor with Edward Jones in Nashua, NH, holding a Series 66 designation and having 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Christopher Stagnone is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Gail Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.