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 designations and has worked with various Fidelity divisions since 2016. Outside of his advisory role, he works as a cashier at an auction house in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it also employs systematic methodologies and long-term asset allocation benchmarks.

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 financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where Moussaddak is affiliated, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, and has notable roles including registration with the CFTC and formal advisory responsibilities to multiple registered investment companies.

Steve Tremblay is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity in various capacities since 2005. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Gavin Grant is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Best Buy, Trinity Logistics, and Bedford School District. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Steven Schehl is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Bank of America, N.A. and Merrill, with tenure spanning from 2009 to 2023 across those firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Frederick Kline is a financial advisor with UBS Financial Services in Manchester, NH, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2024, he worked at Merrill and Fidelity Investments. His background includes roles outside finance, such as positions at Skydive New England and several hospitality and real estate businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Brisbane Eme is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2022. He collaborates with clients to build financial plans by addressing where they currently stand, where they are headed, and how to achieve their goals through actionable steps with measurable outcomes. Brisbane has been with Fidelity Investments since 2019, progressing through roles including CRA-Full Trader, Investment Solutions Representative, and Relationship Manager. His experience spans various facets of financial services, emphasizing client relationship management and investment solutions. Outside of his professional work, Brisbane has interests in soccer and traveling.

Ryan Clark is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2018 and previously spent eight years at RMC Wholesale, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kurt Patten is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models, while generally acting in an advisory capacity for clients’ financial plans.

David Frothingham is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2006. He partners with clients to customize financial plans that align with their family's unique goals and needs. Prior to his current role, he served as an Income Planning Consultant from 2005 to 2006 and as a Retirement Representative from 1995 to 1997 at Fidelity Investments. David holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and client advisory. Outside of his professional work, he has personal interests in hiking and soccer.

Peter Heltzel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, he spent 16 years at the New York Theological Seminary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Aidan Mckernan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles with Sanford Mainers, CIISCO Brewers Portsmouth, and the University of New Hampshire's Memorial Union Building. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery.

Joseph Potvin is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing multi-manager funds and delivering model portfolios. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction and serves several registered investment companies with an emphasis on systematic methodologies and long-term asset allocation.

Lawrence Depaulis is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he is involved with searchable.ai, providing financial advice related to short-term cash management accounts. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, combining IPS-driven investment processes with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

John Skehan is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and has been in the industry since 2026. Prior to entering financial services, he worked for the Laconia Police Department and has experience in both public service and retail sectors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap programs, and educational seminars with a structured, collaborative approach to client relationships.

Alessandro Sinfonico is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Stacey Girard is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. She previously worked at Fidelity Brokerage Services for over two decades and spent a year with The Colony Group before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Samuel Kasten is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked for the Manchester Police Department for four years and has held positions in various other organizations including WordStream and Toast, Inc. 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 utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies across an investable universe of mutual funds, ETFs, and ETPs.