Jonata Ferreira is a financial advisor at Fidelity with three years of industry experience. Before joining Fidelity Investments, Jonata worked at CPA Enterprises LLC and has entrepreneurial experience owning Lyn Ferreira LLC, which provides online virtual fitness services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Katelin Mc Sherry is a financial advisor with Ameriprise in Bedford, NH, holding CFP® and Series 66 designations and five years of industry experience. She previously worked at Rise Private Wealth Management and spent nine years at Saint Anselm College. She serves on the Board of Directors and as Treasurer for Stay Work Play in Manchester, NH. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources.

Lindsay Pandiscio is a financial advisor at Ameriprise in Merrimack, NH, with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Belinda Tripp is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been associated with Fidelity Investments since 1997, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various types of portfolios, including discretionary and non-discretionary accounts, and serves both retail and institutional investors.

Jessica Racicot is a Vice President and Wealth Planner at Fidelity Investments. In her current role, she partners with clients to identify opportunities that strengthen their financial situations through formal financial planning. Jessica has been with Fidelity Investments since 2013, progressing through roles including Pension Associate, Guidance Associate I and II, Client Management Representative, Portfolio Specialist, Financial Consultant, and now Vice President, Wealth Planner. She holds insurance licenses in Arkansas and California.

Eric Benker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual priorities and family needs, ensuring clients understand and are comfortable with the planning approach. He emphasizes providing exceptional service throughout the client relationship. Eric has been with Fidelity Investments since 2012, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Review Team Leader, Regional Account Delegate, and Senior Financial Specialist. This experience has provided him with a broad understanding of financial consulting and investment strategies. No information about Eric's education, credentials, personal interests, or community involvement has been provided.

Ryan DeBruyckere is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop financial plans that align with their personal goals. Ryan employs a holistic approach to comprehensively address his clients' needs and demonstrates how Fidelity's resources can support them and their families. Ryan's professional experience at Fidelity Investments includes positions as an Investment Management Consultant, Retirements Associate, and Customer Relationship Advocate. This progression within the company has provided him with a broad perspective on investment management, retirement planning, and client relationship management. Outside of his professional duties, Ryan has interests in cars, fitness, football, and music, including being an instrumentalist.

Noel Dulac is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Life Insurance Company for 23 years before joining OSAIC in 2018. In addition to his advisory role, he serves as president of a condominium association and is a managing partner of a retirement fiduciary group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and access to multiple advisory platforms and third-party managers.

Daniel Brochu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1999. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Mark Bilodeau is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial. He has worked at Linsco Private Ledger for 20 years prior to joining his current firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Martin Sferrazza is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and has worked within Fidelity Investments since 2011. Fidelity’s subsidiary, Strategic Advisers LLC, offers 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 uses algorithmic portfolio construction, supporting its advisory roles with established oversight and governance procedures.

Rose O'connor is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior work includes roles at Southern New Hampshire University and positions in the food and hospitality sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

John Preston is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services and Fidelity Investments since 2020. His prior experience includes roles at Aston Carter, CMC Training and Consulting, Worldwide Express, and Plymouth State University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Matthew Harbinson is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services LLC since 2019, following prior roles at Citizens Bank and Benchmark Electronics Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and supports various registered investment companies, utilizing systematic methodologies and long-term asset allocation benchmarks.

Michael Burns is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Best Buy and New Hampshire Technical Institute. Outside of his advisory role, he works as an independent contractor for Door Dash, delivering orders to customers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a notable role in managing registered investment companies and employing systematic methodologies.

Cameron Fillion is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments and prior positions outside finance, such as at Whole Foods and involvement with the Bedford Basketball League. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Daniel Mccullough is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked in education and various other roles, including positions at Saugus middle school and involvement with youth recreation and wrestling programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Daniel Morong is a CFP® professional with 29 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Londonderry, NH office. Ameriprise offers a retirement-income planning service geared toward individuals near or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement income plans.

Travis Dalton is a financial advisor with Fidelity, holding the Series 66 designation and four years of industry experience. His previous roles include positions at National Quality Review, Inc. and Beacon Hill Staffing Group. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides services such as discretionary portfolio management, fund advisory, and model portfolio delivery, and is noted for its use of systematic methodologies and involvement with registered investment companies.

John Runnals is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His career includes roles at Edward Jones, Carbonite, and a period of self-employment prior to joining Fidelity, where he has worked since 2020. Strategic Advisers LLC, a Fidelity Investments company where he is also affiliated, offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.