Lori Lambert is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 65 licenses. She has 31 years of industry experience, including prior roles at WS Griffith Securities, Inc. and Broad Street Planning, LLC. Lambert is also involved in selling fixed annuities and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Austin Schwartz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments and prior experience in other business ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund-of-funds and model portfolios, and operates with oversight of affiliated and unaffiliated sub-advisers.

Kevin Garnick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale of non-investment products including loan products through Primerica Mortgage, LLC and home security and automation services through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving 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 and employs model-driven investment strategies managed by third-party asset managers.

Andy Teodorescu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2023. His prior work includes roles at Citizens Bank and TD Bank, as well as entrepreneurial experience running Lotus Mind Body Inc. from 2007 to 2020. 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 manage diversified model portfolios.

Steven Mongelli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at Citizens Investment Service and Edward Jones Investments and served nine years in the U.S. Army National Guard. Outside of his advisory role, he works as a call firefighter for Townsend Fire-EMS in Massachusetts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund advisory and model portfolios, and is noted for its use of algorithmic methods and its role as a commodity pool operator.

Jonathan Kokosa is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015, transitioning to Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles less common among large institutional peers.

Kristy Koehler is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked at UnitedHealth Group for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services, including advisory roles for registered investment companies and model portfolio delivery for intermediary platforms.

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 three years of industry experience. His prior work includes roles at McAdam Financial and Cedars Mediterranean Foods, as well as positions in education and retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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 credentials and four years of industry experience. His background includes roles at Kartwheel Kids, Grafton Public Schools, and Plymouth State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its advisory roles to registered investment companies and use of systematic methodologies.

Bryan Delaney is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory role, he serves as a notary public for the state of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 66 and Series 63 licenses and two years of industry experience. His prior work includes positions at Gpac, eXp Realty LLC, and various roles in hospitality and public works. Outside of finance, he has managed operations at a local cafe for four years. 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 supports a variety of investment structures, including fund advisory and model portfolios, and is noted for its regulatory registrations and use of advanced technology in its investment processes.

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.