Dennis Chenette is a CFP® professional with 14 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Bedford, NH. In addition to his advisory role, he is involved in sales of individual life, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and structured planning processes.

Edward Wardle is a financial advisor at OSAIC with 34 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is a licensed insurance agent providing life and long-term care insurance to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services across multiple platforms, utilizing firm-provided tools and third-party solutions to construct and manage portfolios with various asset types on discretionary or non-discretionary bases.

Timothy Terhune is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Comcast and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of proprietary fundamental research and quantitative analysis to create model portfolios using mutual funds, ETFs, and ETPs, and it utilizes algorithmic portfolio construction and oversight of sub-advisers.

Colin Mahan is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary fundamental research combined with quantitative and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Tiffany Delisi is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Mass Mutual Investors Services since 2013, with a two-year period at HarborOne Mortgage, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning engagements and offers programs including divorce planning, estate settlement, and employer-sponsored planning.

Melissa Maddocks is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Fidelity Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Christopher Moquin is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Baystate Financial. Outside of his advisory work, he is involved as a hockey coach. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and offers specialized planning programs, including divorce and estate-settlement planning.

Curtis Petri Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with various Fidelity entities since 2004 and participates in marketing focus groups outside his advisory role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Ditullio is a financial advisor with Fidelity, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Solidscape Inc and Contour Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Joshua Chabot is a financial advisor with Ameriprise in Amherst, NH, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Outside of his advisory work, he sublets office space as a secondary business activity. Ameriprise is an institutional firm serving individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ financial situations.

Dillon Bigl is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2019. Prior to that, he held roles at Burndy LLC, Hannaford Bros, and RD Financial Services. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Beth Shaw is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2015 and has been part of Fidelity Personal and Workplace Advisors since 2018. Outside of her advisory role, she creates handmade crocheted items through her personal business, BLiS Crochet. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeffrey Kilbourne is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory role, he is the lead guitarist in a live rock band called Dayz Gone. Fidelity provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios based on systematic methodologies and long-term asset allocation benchmarks.

Elizabeth Lincoln is a financial advisor at Ameriprise with 11 years of experience at the firm and holds a Series 66 designation. She has been with Ameriprise since 2015. Outside of her advisory role, she offers pet sitting services for friends and family. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-efficient withdrawal strategies and Social Security options.

Caitlyn Miano is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services Inc. and Boston Private Bank and Trust Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, custody, and brokerage services using a combination of in-house and third-party investment managers.

John Ronan is a financial advisor with Fidelity, holding a Series 66 credential and five years of industry experience. His background includes roles at Fidelity Investments and community organizations such as The Arc of Opportunity and the North Central Massachusetts Chamber of Commerce. Outside of his advisory work, he is involved in an axe throwing venue and crafts custom axe handles. 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 combining fundamental research and quantitative analysis and provides services including discretionary portfolio management and fund advisory.

Jared Miller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes positions at Fidelity Investments since 2021, as well as prior roles at Advantage Resourcing LLC and Crescent Group LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered investment companies.

William Consavage is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to navigate the financial landscape by understanding their priorities and collaborating to build personalized plans aimed at achieving their financial goals. He utilizes Fidelity's platform to provide guidance and support tailored to each client's definition of financial success. William has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative, Investment Management Consultant I and II, before assuming his current position in 2023. He holds insurance licenses in Arkansas and California. Outside of his professional duties, William has interests in fishing, golf, military service, traveling, and volunteering.

Preston Mattson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at the University of Massachusetts Amherst and several food service establishments. He has also worked in academic and dining environments, including a position at UMass Amherst’s Department of ECGS. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and uses systematic methodologies, including algorithmic portfolio construction, to manage portfolios across a broad investable universe.

Nick Aspromonti is currently serving as an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to co-create personalized plans aimed at helping them work toward their financial goals. Nick has progressively developed his expertise through various roles at Fidelity Investments, including positions as Investment Solutions Representative II and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. This experience has provided him with a broad understanding of client service and investment solutions. Additional information regarding Nick's education, credentials, personal interests, or community involvement has not been provided.