Travis Terry is a financial advisor with Ameriprise in Salem, NH, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise and HD Vest, as well as running his own CPA firm, Travis Terry & Company, since 2000. He serves on the Board of Directors for the Bank of New England. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nicholas Tierno is a CFP®-designated financial advisor at Fidelity with three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Putnam Investments and other firms. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures and delivers model portfolios to intermediary platforms.

John Golis is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines, he worked at Fidelity Investments for five years. Outside of his advisory work, he creates video game content as a YouTuber. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary 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 Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments in 2022, Ferreira held roles at CPA Enterprises LLC and operated an online fitness business. Outside of finance, Ferreira owns Lyn Ferreira LLC, which provides online and virtual fitness services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios made up of mutual funds, ETFs, and ETPs.

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 at Fidelity with Series 63 and Series 66 designations and 26 years of industry experience. She has been with Fidelity and its affiliates since 1997, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

John Dolan is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2007, following a tenure at Northeast Planning Associates, Inc. He is also a principal at Wheeler, Ring & Dolan, PC, a CPA firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

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.

Evan Searles is a financial advisor with LPL Financial in Manchester, NH, holding a Series 66 license and one year of industry experience. His prior roles include positions at Portsmouth Gas Light Company, St. Mary's Bank, and Northway Bank. In addition to his advisory work, he is a notary and maintains ongoing employment outside the investment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives, offering multiple investment platforms and tools for both discretionary and non-discretionary account management.

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.

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 at Primerica Advisors with 34 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1999. Outside of advising, he is involved in sales of investment-related products and referral services for home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Martin Sferrazza is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it holds formal advisory roles with multiple registered investment companies and fund-of-funds.

Amy Dunn is a financial advisor with RBC Capital Markets in Bedford, NH, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Rose O'Connor is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Southern New Hampshire University and in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.

John Preston is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2020. His prior experience includes roles at Aston Carter, CMC Training and Consulting, and Plymouth State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

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.