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 with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is licensed to sell life and health insurance, including long-term care products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization through various managed account programs and supports multiple custodial and legacy platforms.

Timothy Terhune is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, he held roles at Comcast and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including oversight of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm maintains roles in commodity pool operations and serves as an advisor to multiple registered investment companies and fund-of-funds.

Colin Mahan is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity-affiliated entities since 2006. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides 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 algorithmic portfolio construction and is noted for its use of AI-driven methodologies and formal advisory roles to registered investment companies.

Tiffany Delisi is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2016, with a two-year period at HarborOne Mortgage, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides planning through annual collaborative engagements using firm-approved analytical tools and offers additional programs including divorce planning, estate settlement, and employer-sponsored planning.

Melissa Maddocks is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using systematic methodologies and long-term asset allocation benchmarks.

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 at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity affiliated entities since 2004. Outside of his advisory role, he participates in marketing focus groups for Fieldwork Boston. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs while maintaining oversight of sub-advisers and share class allocations.

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 with Fidelity in Merrimack, NH, holding Series 66 and Series 63 credentials and six years of industry experience. His prior work includes roles at Burndy LLC and Hannaford Bros. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is notable for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in portfolio management.

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 across multiple Fidelity entities since 2015. Outside of her advisory role, she creates handmade crocheted items through her small business, BLiS Crochet. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Jeffrey Kilbourne is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various Fidelity divisions since 2015. Outside of his advisory role, he is the lead guitarist in a live rock band called Dayz Gone. Strategic Advisers LLC, a Fidelity Investments company, provides 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 algorithmic portfolio construction, serving a diverse client base with systematic investment solutions.

Elizabeth Lincoln is a financial advisor at Raymond James & Associates with four years of industry experience. She previously worked at Ameriprise for eleven years. Outside of her advisory role, she engages in pet sitting for friends and family. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Caitlyn Miano is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services 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 plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Tyler Wacker is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His background includes service in the United States Air Force and roles with the Department of Defense, as well as self-employment in the mobile oil sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

John Ronan is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of advisory work, he is involved in axe throwing as an instructor and crafts custom axe handles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting various advisory and fund management roles.

Jared Miller is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021. His prior roles include positions at Advantage Resourcing LLC and Crescent Group LLC. Fidelity’s Strategic Advisers LLC, a part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction to manage a variety of fund structures and model portfolios.

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 with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he has held positions in various roles including work at the University of Massachusetts Amherst and several food service establishments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithm-driven portfolio construction, supporting a broad range of clients through discretionary and non-discretionary advisory services.