Nicholas Tierno is a CFP® with Series 66 and Series 63 licenses, currently affiliated with Fidelity. He has three years of experience in the financial industry, including roles at Fidelity Investments and Putnam Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Erik Hallenbeck is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Rise Private Wealth Management, Northwestern Mutual, and Fidelity Investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal advice.

Christopher Pucko is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. He utilizes the resources of Fidelity alongside his understanding of clients' unique situations to assist in building financial plans aimed at meeting family goals. Christopher's experience at Fidelity spans multiple roles since 2007, including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Service Representative/Full Trader. This progression reflects his extensive background in various aspects of financial services. He holds insurance licenses in Arkansas and California.

Anthony Parise is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has progressed through various positions within Fidelity Investments since 2022, including Workplace Planning Associate and several levels of Workplace Planning Consultant. His work centers on understanding clients' personal stories and goals to define what success means for them and to incorporate their past experiences into future financial planning. Anthony holds an AR Insurance License. Outside of his professional responsibilities, he engages in social events with friends and has interests that include visiting museums, reading, and writing.

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.

John Dolan is a financial advisor with LPL Financial in Bedford, NH, holding the Series 63 and Series 65 designations and accumulating 27 years of industry experience. He has worked at LPL Financial since 2007 and is also involved with Northeast Planning Associates, Inc. and Wheeler, Ring & Dolan, PC, where he participates in a CPA affiliate program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with both discretionary and non-discretionary management options.

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.

Evan Searles is a financial advisor with LPL Financial in Manchester, NH, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Portsmouth Gas Light Company, St. Mary's Bank, and Northway Bank. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Babineau is a Financial Advisor at Merrill Lynch Wealth Management. Born and raised in New Hampshire, he focuses on helping clients and their families navigate various life stages through thoughtful planning, personalized guidance, and financial education. His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, and personal retirement planning. He emphasizes a client-centered approach, assisting clients in understanding the pros and cons of decisions and maintaining discipline to pursue important goals. Jonathan is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Jonathan holds a Bachelor's Degree from Ave Maria University. Outside of his professional work, he is involved with the Ancient Order of Hibernians (AOH) and the Knights of Columbus. His personal interests include cooking, fishing, golfing, hiking, music, spending time with family, and woodworking.

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.

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.

Amy Dunn is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

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 the Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services, LLC since 2020, joining Fidelity Investments in 2025. His prior roles include positions at Aston Carter and CMC Training and Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and an IRS-qualified Charitable Gift Fund, and employs systematic methodologies across mutual funds, ETFs, and ETPs.

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.