Michael Lindquist is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property in Eastham, Massachusetts. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Benoit is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has progressed through various roles at Fidelity Investments, including Investment Solutions 2 (2025), Investment Solutions 1 (2023-2025), and Customer Relationship Advocate (2022-2023). Samantha holds an Arkansas Insurance License. In her role, Samantha focuses on helping clients co-create and maintain financial plans aligned with their goals. She emphasizes understanding what matters most to clients and building clear financial paths to support their objectives. Her approach is collaborative and committed, aiming to help clients move forward with clarity and confidence. Outside of her professional work, Samantha enjoys board games, cooking and baking, family activities, golf, outdoor adventures, and traveling.

Nicolas Towey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Harbour Capital and entrepreneurial activities as an eBay seller and operator of Towey Enterprises L.L.C. He has also worked at the University of New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, offers 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 is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in portfolio development.

Joseph O’Keefe is a financial advisor with Raymond James & Associates in Bedford, NH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Merrill, and Advest, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Pallaria is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes positions at Fidelity and a variety of roles connected to High Point University and the Windham School District. 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 fundamental research and quantitative analysis, including algorithmic portfolio construction, to deliver model portfolios across mutual funds, ETFs, and ETPs.

Matthew Jenkins is a Financial Consultant at Fidelity Investments, where he is dedicated to developing personalized financial strategies tailored to his clients' individual circumstances. His approach focuses on building confidence and supporting clients' goals while helping them navigate the changing financial landscape. Matthew has held various roles at Fidelity Investments since 2019, progressing through positions including Investment Management Consultant, Portfolio Specialist, Client Management Representative, Investment Solutions Representative, and Customer Relations Advocate. He holds insurance licenses in Arkansas and California, which complement his expertise in financial consulting. Outside of his professional work, Matthew's personal interests include cars, comedy, concerts, golf, motorcycles, and snowboarding.

Mary Tobbi is a Planning Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. In her work, Mary focuses on building trust-based relationships with clients to collaboratively address their financial goals and challenges. Mary holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, she has interests in cooking and baking, fitness, hiking, kayaking, reading, and snowboarding.

Stephen Lynn serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads a team of financial professionals focused on providing planning, guidance, and support to clients. He emphasizes creating personalized financial plans tailored to individual client needs and preferences. Stephen has extensive experience within Fidelity Investments, having held various roles since 2006. His previous positions include National Leader of Managed Accounts, Assistant Branch Manager, Regional Planning Consultant, and Financial Planning Consultant, among others. This progression reflects his deep involvement in financial planning and client advisory services. The information provided does not include details on his education, credentials, personal interests, or community involvement.

Eric Nelson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Fidelity Investments Institutional Operations Company and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Michael Ryan is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Signator Investors, Inc. from 2006 to 2008 before joining LPL Financial in 2008. In addition to his advisory role, he provides tax preparation services to clients. 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, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jenifer Hamel is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her career includes multiple roles at Fidelity Investments and a brief tenure at Morgan Stanley. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Norman Long is a financial advisor with Ameriprise in Nashua, NH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations, emphasizing assets held in Ameriprise-managed accounts.

Ryan Maney is a financial advisor at Fidelity with Series 63 and Series 65 designations and two years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Black Diamond Networks LLC and The Moody Street Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios and holds distinctive roles such as commodity pool operator registration and advisory responsibilities to multiple registered investment companies.

Allison Moreira is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked across various Fidelity entities since 2010, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, formal advisory roles with multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

Stanley Greene is a Series 66-licensed financial advisor with Edward Jones in Milford, NH, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Cory Sullivan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at Fidelity since 2022 and prior experience at Lincoln Christian University and SHARE. He also spent 15 years with the Souhegan Valley Boys & Girls Club. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

David Brochu is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and distinguishes itself with a tiered wrap fee structure and active model curation.

Frank Firicano Jr. is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Monmouth University, Vail Resorts, and Spencer's Gifts LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and systematic methodologies.

Lisa Madsen is a financial advisor with Edward Jones in Milford, NH, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she maintains a Shaklee distributorship primarily for personal product purchases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates nationally with over 23,700 financial advisors.

Laura Nelson is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she serves as successor trustee for the Heintzelman Family Trust and holds power of attorney responsibilities for family members. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.