Patrick Forrestall is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role at Fidelity, he held positions at The Cheesecake Factory, City Tap House, and SimpliSafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Brian Artus is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2000. He began his career in investments at Fidelity in 2000, progressed to a proactive role from 2001 to 2006, and has served as a Financial Consultant from 2006 to the present. In his work, Brian collaborates with clients and their families to develop financial plans tailored to their objectives and preferences. He holds insurance licenses in Arkansas and California.

Ian Macdermott is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 30 years of experience working with successful families, business owners, non-profits, endowments, and Taft Hartley plans to help preserve and grow wealth aligned with their unique goals. Ian's expertise includes family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible investing, tax minimization, and retirement income planning. Prior to his current role, Ian worked at Morgan Stanley for seven years and at Merrill for eleven years. He began his career at Prudential Securities in 1992. Ian holds a Bachelor's degree from the University of New Hampshire. He has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A native of New Hampshire residing in Bedford with his wife and two children, Ian has been actively involved in his community. He has served as past president of Farnum Center, a board member for twenty years, past president of Manchester Country Club, and past chairman of Share Our Strength's Taste of the Nation event in Manchester, NH. Additionally, he has chaired the investment committee for the Daniel Webster Council of the Boy Scouts. Ian's personal interests include playing golf, skiing, and biking.

Slater Sullivan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, Slater worked in various roles across media and production companies. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Dakota O’Malley is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of AI in research, and formal governance procedures.

Jonathan Reheuser is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He has held various roles within Fidelity, including Retirement Relationship Manager from 2014 to 2015, Retirement Solutions Representative from 2011 to 2014, and Retirement Representative from 2007 to 2011. Prior to his tenure at Fidelity, he worked as a Financial Adviser at Commonwealth Financial Network from 2003 to 2004, Morgan Stanley DW Inc. from 1998 to 2002, and Commonwealth Equity Services Inc. in 1998. Jonathan holds insurance licenses for Arkansas and California. His professional experience encompasses financial consulting and retirement planning, supporting clients in achieving their financial goals. Outside of his professional work, Jonathan is interested in biking, fitness, pets, reading, running, and skiing.

Mary Heline is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Massachusetts Mutual Life Insurance, and Edward Jones. She is affiliated with 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage various investment products and model portfolios.

Benjamin Forleo is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, he serves as a Board Member at Large for the Lake Naticook Conservation Association, where he helps oversee efforts to preserve water quality and the well-being of Lake Naticook, and he is a partner at Sunset Property Management & Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage a diverse range of funds.

Katrina Quispe is a financial advisor with Ameriprise, holding Series 63 and Series 65 registrations and four years of industry experience. Her prior roles include positions at Fidelity Investments and Edward Jones Investments. Outside of her advisory work, she occasionally serves as a substitute cantor at Ste. Marie Parish, including singing for Sunday masses and weddings. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create customized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ananth Krishna Shankar is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Core Connection, Beacon Capital Partners, and the World Resources Institute, with additional experience in academic and sustainability-related organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Carlie Howard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Ledgewood Bay Northbridge Communities, The Common Man, and Songbird Piano Studio. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Susan Natsios is a financial advisor at RBC Capital Markets with 32 years of industry experience. She has held her current position since 2010. Her credentials include Series 63 and Series 66 registrations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by comprehensive portfolio management and financial planning services.

Travis Corbin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has developed his career at Fidelity through various roles including Director, Retirement Planner from 2013 to 2019, Retirement Relationship Manager from 2009 to 2012, Retirement Solutions Representative from 2007 to 2009, and Customer Support Service in 2007. Prior to joining Fidelity, he worked as an Agent at New York Life Insurance Company from 2005 to 2006. Travis holds insurance licenses in Arkansas and California. He focuses on helping clients develop clear financial plans aimed at confident retirement. His approach involves forming strong financial plans that can be reviewed and adjusted over time to meet clients' goals. Outside of his professional work, Travis is interested in baseball, camping, football, scuba diving, swimming, and volunteering.

Troy Mottard is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Bank of America and operated a landscaping business, M Outdoor Works, serving a select clientele in Nashua, NH. Merrill provides managed account services to a broad client base, including individuals, high-net-worth clients, pension plans, and charitable organizations, offering model-based and discretionary investment strategies integrated with Bank of America’s platform.

William Mcgrath is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he serves as Youth Director at Bay State Baptist Church, where he leads the youth group and organizes events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Jaime Mendez is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2023. Their professional journey includes roles as an Investment Management Consultant II and Client Management Representative at Fidelity Investments, as well as senior positions in fixed income trading and wholesaling at MFS Investment Management. Jaime began their career in investment operations at Scudder Kemper Investments. Jaime holds insurance licenses in Arkansas and California. They emphasize a collaborative approach to financial planning, focusing on active listening and building trust with clients to guide them through their financial goals. Outside of work, Jaime enjoys outdoor activities such as camping, hiking, kayaking, and snowboarding, as well as music.

Paul Dery is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. He has been with Fidelity Investments since 2000, initially serving as a Service Trading Representative from 2000 to 2004, then as an Investment Representative from 2004 to 2007 before advancing to his current role. With 25 years of industry experience and 18 years as a Financial Consultant, Paul has encountered a wide range of financial scenarios, which contributes to his comprehensive understanding of the field. In his role, Paul focuses on helping clients simplify, develop, and implement strategies to build, preserve, and distribute wealth efficiently and effectively. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Paul has interests that include fitness, football, golf, music, parenthood, and pets.

Dawn Cillo is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held positions at PaineWebber Inc. for 21 years and Granite VNA for one year before joining Morgan Stanley Smith Barney LLC in 2022. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Melissa Nordaby is a financial advisor with Cambridge Investment Research Advisors based in Bedford, NH. She holds Series 63 and Series 65 designations and has 26 years of industry experience, including 20 years with Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Christopher Horne is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity divisions since 2014. Strategic Advisers LLC, a Fidelity Investments company, offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.