Philip Amesoeder is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Eastern Bank and teaching engagements at the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Natalie Norton is a financial advisor at Merrill in Manchester, NH, holding Series 66 and Series 63 licenses with 10 years of industry experience. She has been with Merrill since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Courtney Shane is a financial advisor with Morgan Stanley in Windham, NH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by advanced analytical tools and models.

Benjamin Mitchell is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Foresters Advisory Services LLC and Foresters Financial Services. In addition to his advisory role, he is an insurance agent specializing in individual and group life insurance. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various specialized financial planning services.

Domenic Valluzzi is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2017. His background includes roles at the University of New Hampshire and involvement with UNH Recreation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios for intermediary platforms.

Michaela Scott is a financial advisor at Osaic with 17 years of industry experience. She holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining Osaic in 2018, she worked at Jhfn Sii for nine years. Scott is also the founder of The Strategic Retirement Benefits Group, LLC, and serves as co-chair of the Saint Anselm College Economics and Business Advisor Council as well as president of the American College of Financial Services Alumni Council. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Denise Petrin serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. Her professional focus includes providing investment solutions tailored to small businesses, women, the LGBTQ+ community, military veterans, and retirees. Denise adopts a holistic approach to financial advising, integrating investment and retirement planning, wealth preservation, estate and legacy planning, and coordination with other trusted professionals to create personalized financial strategies. With over 30 years of experience in banking and wealth management, Denise helps clients and their families build, manage, preserve, and transition wealth. She emphasizes creating strategies aligned with clients' life stages, including preparing for and navigating retirement. Denise collaborates closely with clients to understand their goals and develop individualized plans aimed at sustainable income, wealth protection, and legacy preservation. Her community involvements include active roles with veterans organizations such as Veterans Count and the American Legion Women’s Auxiliary. Denise is a native of New Hampshire and holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed a non-accredited certificate program at Southern New Hampshire University. She is a member of multiple professional organizations, including the Concord Chamber of Commerce, Manchester Chamber of Commerce, Hooksett Chamber of Commerce, One Church, and the American Legion Auxiliary. Outside her professional and volunteer commitments, Denise enjoys outdoor activities such as biking, camping, and hiking, and values spending time with her family, including her five granddaughters.

Michael Welch is a financial advisor with Primerica Advisors in Londonderry, NH. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at PFS Investments Inc., Enterprise Bank, and Granite State Credit Union. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services.

Christopher Monroe is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2014, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is involved with KTOD LLC, where he participates as a testing team member for a trading card team, including playing in tournaments, streaming games, and coaching players. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with an emphasis on systematic methodologies and oversight controls.

John Murphy is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles across media, sports, and corporate sectors, including at DraftKings Inc., Always On Media, and the Columbus Blue Jackets Radio Network. 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 and deliver customized investment solutions.

Shannon Weisensee is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Her work history includes roles at Fidelity Investments, Instacart, DoorDash, Lui Lui Italian Restaurant, and Keene State College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios and employs systematic methodologies, including the use of AI and algorithmic tools, while overseeing various registered investment companies and fund-of-funds.

Robert Admirand is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at JetBlue Airways, Lyft, Signature Flight Support, and the Boston Globe. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver its investment solutions.

Keith Mc Ewen is a financial advisor at RBC Capital Markets in Nashua, NH, holding a Series 66 designation with six years of industry experience. He previously worked at State Street Bank & Trust and Olympia Moving and Storage. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile and implemented through a combination of in-house and third-party managers.

John Di Ruggiero is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with MML Investors Services since 2016 and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in insurance sales through Lionstreet and manages a financial services partnership called Highstreet Insurance Partners. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements without discretionary authority.

Melody Drew Geaber is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2010. Outside of her advisory role, she is involved as an influencer for a marketing platform where she reviews and promotes products. Fidelity's Strategic Advisers LLC offers 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 through discretionary management, fund advisory, and model portfolio delivery, incorporating systematic methodologies and long-term asset allocation benchmarks.

Usman Mirza is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has progressed through multiple roles within Fidelity since 2021, including Planning Consultant and various levels of Investment Solutions Representative. This experience has provided him with comprehensive knowledge in financial planning and investment solutions. Usman works closely with clients to develop customized financial plans that align with their short and long-term goals. He emphasizes building strong relationships based on trust, reliability, and competency. Usman holds insurance licenses in Arkansas and California. His professional background reflects a steady advancement within the financial services industry, with a focus on client-centered financial consulting and planning.

Brennan McInnis is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes multiple roles at Fidelity Investments since 2023 and earlier positions in healthcare and education. He also has experience in entrepreneurial ventures, including ownership involvement with Bernies Beach Bar. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple funds and model portfolio platforms.

Ryan Thompson is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2010. 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 discretionary and non-discretionary portfolios. The firm’s offerings include fund advisory, model portfolio delivery, and management consulting, with distinctive roles such as commodity pool operator registration and advisory services to registered investment companies.

Sean Doyle is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, he has developed extensive experience over more than 30 years in the financial services industry, providing advice and services focused on wealth management. Sean leads investment initiatives, crafting portfolios tailored to client objectives, cash-flow needs, and risk tolerances. He works closely with high-net-worth clients, including business owners and executives, to address complex financial situations and collaborates with external tax and legal advisors to create integrated strategies involving legacy design, tax-efficient investments, and business structuring. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, retirement income, and philanthropic planning among others. Sean holds a Bachelor of Science degree in Business Management from Bentley College and earned his Master's Degree in Business Administration from Rivier College. He has obtained several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Sean maintains a commitment to educating clients to preserve and grow their assets while considering comprehensive financial planning elements such as estate planning and tax preparation services. Residing in Londonderry, New Hampshire, Sean lives with his wife Rachael and their three children. Outside of his professional duties, he enjoys outdoor activities including boating, fishing, golfing, hiking, and photography. Sean is involved in his community through participation with St. Jude's Church and volunteering at the St. Jude Food Pantry and Blue Angel Program.

Evan Scooler is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He partners with clients to develop and maintain personalized financial plans that prepare them for life events and adapt to changing market conditions. Prior to his current role, Evan held multiple positions within Fidelity Investments, including Workplace Planning and Guidance Consultant II and I, Customer Resolution Manager, Interim Manager-Tax Exempt, Solutions Lead, and Retirement Services Representative. Evan holds insurance licenses in Arkansas and California. His professional experience spans various aspects of financial consultation and workplace planning, reflecting a comprehensive understanding of retirement services and client guidance. Outside of his professional career, Evan enjoys biking, board games, concerts, fitness activities, music, and spending time with his pets.