Micheal White is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to produce written Recommendation Reports, supporting clients with a range of advisory, brokerage, and insurance solutions through its institutional platform.

Samuel Paiton is a financial advisor at Fidelity with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions within multiple Fidelity entities spanning over two decades. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Jonathan Pilla is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work experience includes roles at Bj's Wholesale Club, Kroll Becker & Wing LLC, and the University of Massachusetts Lowell, among others. Fidelity’s Strategic Advisers LLC offers 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Liam Robinson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His previous roles include positions at Northwestern Mutual and various non-financial companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features such as CFTC registration and use of AI in research.

Tyler Manning is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has been associated with various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, with a distinctive approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Shauna Rooksberry serves as Vice President and Financial Consultant at Fidelity Investments. In this role, she leverages over a decade of experience to assist clients in building wealth, navigating life changes, and preparing for their financial futures. Shauna emphasizes the importance of financial planning and is committed to Fidelity's values of integrity and client-first service. Her tenure at Fidelity includes positions such as Relationship Manager, Financial Consultant, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Licensed Financial Representative, spanning from 2012 to the present. Shauna holds insurance licenses in Arkansas and California.

Ryan Leland is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2005. Outside of his advisory career, he serves as an assistant pastor of marketplace ministries at Orchard Christian Fellowship in Londonderry, NH, where he occasionally preaches and assists in weekly worship services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Sean Chartier is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in roles outside the financial sector, including at Atlantic Family Dental and Beacon Funding. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios and oversight controls.

Matthew Murphy is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has been with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI and algorithmic methods in its investment process.

Brian Sim is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, charitable funds, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Brian Kenny is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Fidelity, he worked at Somerset Hills YMCA. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while addressing potential conflicts of interest.

Connor Jensen is an advisor at Fidelity with Series 66 and Series 63 credentials and no prior industry experience before joining Fidelity Investments in 2025. His background includes five years at Zone Nation Sports and experience working in education at Shelton High School and Shelton Intermediate School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Arthur Mcsweeney is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes multiple roles at Fidelity Investments since 2021 and prior positions at Citizens Securities and Citizens Bank. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

Laura Stewart is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2017. Her prior experience includes roles at Citigroup Global Markets and Prudential Equity Group, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services including financial planning and estate strategies without providing individual security recommendations as part of standalone plans.

Ryan Charette is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Outside of his financial career, he serves as an Emergency Medical Technician for the New Boston Fire Department in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Konnor Dutton is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Pizza Pizzaz and Fitchburg State University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm serves registered investment companies and provides model portfolios through Fidelity Institutional Wealth Adviser, employing systematic methodologies and oversight controls.

Paul D'Amico is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight and governance.

Mitchell Leestma is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Aventine Ridge Partners for three years and has additional experience with Anhuser Busch InBev and in academic roles at The Fletcher School of Law and Diplomacy and The Tuck School of Business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Raff is a financial advisor with Cetera, holding the CFP® and ChFC® designations and having 47 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he is the owner of Rally Management Group, an entity used for office expenses, and serves as a public notary. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving a broad client base, including individual investors, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program options and custodial relationships.

Michael Dimos is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is an insurance agent for individual life and group health. Mass Mutual Investors Services, LLC 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 seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.