Zachery Morris is a Series 66-licensed financial advisor with 11 years of industry experience, currently working at Fidelity. His tenure includes roles at Fidelity Brokerage Services since 2015 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund advisory and model portfolios, with oversight controls and conflict-of-interest evaluations in place.

Kevin Therrien is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His work history includes roles in education and event management, as well as various operational positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jason Sechrist is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2025. He held previous roles at Cambridge Investment Research and John Hancock Funds. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Shannon Ponte is a financial advisor at Fidelity with 9 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Fidelity Investments since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Mike Kiritsy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients and their families to develop personalized financial plans tailored to their unique goals. Mike has been with Fidelity Investments since 2009, where he has held several positions including Investment Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Service and Trading Representative. His extensive experience spans various aspects of financial consulting and retirement solutions.

Tyler Skvorak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has been a senior loan officer at Homestead Mortgage Loans since 2014, assisting consumers with mortgage lending. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using a collaborative and software-driven approach to develop client-focused investment strategies.

John paul Sayah is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Workplace Planning Consultant at the same firm from 2022 to 2025. His professional experience is focused on providing financial planning services. He holds insurance licenses in Arkansas and California and is proficient in Arabic, French, and Spanish. John paul approaches financial planning by prioritizing client relationships and aligning strategies with clients' values and goals. Outside of his professional work, John paul has personal interests that include art, painting, spending time at the beach, caring for pets, and playing soccer.

Douglas Howes is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and LPL Financial. He serves as Vice President of the Atkinson Youth Baseball & Softball Association and as a board member for Southern New Hampshire Softball, both nonprofit organizations. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment process incorporates model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager selections.

Jeffrey Reaves is a Financial Consultant at Fidelity Investments, where he has been working since 2023. In his role, he focuses on understanding clients' priorities and assisting them in planning for life events and achieving their financial goals. He maintains ongoing relationships with clients to help them stay on track or adjust their plans as needed. Jeffrey has been with Fidelity Investments since 2019, progressing through roles including Investment Solutions Representative, Portfolio Specialist, and Investment Consultant. He holds an Arkansas Insurance License.

Kerry Santerre is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. His current role at Fidelity Investments began in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kyle Egnet is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes multiple roles at Fidelity Brokerage Services, LLC, spanning from 2017 to the present, and a three-year position at Staples. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, employing model portfolios made up of mutual funds, ETFs, and ETPs, and it fulfills advisory roles involving commodity pool operations and fund governance.

Jean Paul Fauvel is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, while also serving as a registered commodity pool operator and adviser to multiple registered investment companies.

Blake Murray is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance Company. Outside of financial services, he spent two years involved with 603 Brewery and has experience in education and family dentistry settings. 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Kelly O'Hara is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked in various roles across multiple firms, including Fidelity Investments since 2020. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages oversight of sub-advisers and share allocations.

Jeffrey Ferrante is a financial advisor with Merrill in Andover, MA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Merrill since 1986 and has also worked at Bank of America since 2009. Outside of his advisory role, he operates a meditation and Reiki healing practice. 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 both model-based and discretionary investment strategies for a range of client types including individuals and institutions.

Sean Lynch is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. Lynch has served on the boards of charitable organizations including the Aria Covey Foundation and FeedNH, and he is a committee member with the Scouts of New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party investment management with a range of portfolio and financial planning services.

Hercules Liu is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2026. In this role, he works closely with clients and their families to simplify, develop, and implement strategies aimed at building, preserving, and distributing their wealth. Prior to his current position, he held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2026, Investment Solutions Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. Hercules holds insurance licenses for Arkansas and California, supporting his expertise in the financial and insurance fields. His progressive experience at Fidelity Investments reflects a commitment to understanding client needs and providing tailored financial solutions.

Edward Lynch Jr. is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for an estate. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics to inform its investment approach and providing both brokerage and advisory solutions.

Hayden Greene is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and Putnam Investments, along with work at the University of Massachusetts Lowell and in real estate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to multiple registered investment companies.

Natasa Friedland is a financial advisor with Merrill in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Bank of America and Merrill Lynch since 2009. Outside of her advisory role, she serves on the James Madison University Parents Council, engaging with university programs and events. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.