Campbell St Pierre is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. His prior roles include positions at Setaway LLC and Bentley University, along with involvement at Atkinson Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alyssa Roberts is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, she worked in behavioral strategies and the hospitality industry. She is a member of NextGen Investments LLC, where she participates in monthly management meetings. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create systematically managed model portfolios and oversee various registered investment companies.

Lindsay Leclerc is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017 and Fidelity Investments since 2025. Prior to her financial career, she worked at St. Joseph Hospital for five years. Outside of finance, she teaches group fitness classes at a local fitness center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often employing affiliated or unaffiliated sub-advisers and maintaining governance and proxy-voting procedures.

Jessica Thrower is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank and several other companies in various capacities. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Tracy Rock is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2001, 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 an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive activities such as serving as a commodity pool operator and advising fund-of-funds.

Shanna Deshaies is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and 10 years of industry experience. She has worked at Ameriprise Financial Services since 2016 and is currently a co-owner of Rise Tax Strategies, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients with specialized retirement income planning that includes written recommendation reports and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment universe influenced by affiliated product relationships.

Brian Caldwell is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Rishi Ahuja is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Alef Edge, Zebra Technologies, and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research.

Christian Vitone is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to understand their financial needs and benefits plans, providing tools and knowledge to support informed financial decisions. Prior to this, he held positions including Benefits & Planning Consultant and Investment Solutions Representative within Fidelity's Executive Services, starting in 2018 with the High Net Worth Service Associate role. Christian's financial services career began at Merrill Lynch - Bank of America, where he worked as a Financial & Portfolio Advisor from 2016 to 2018. He holds a California Insurance License. Outside of his professional work, Christian engages in family activities, fitness, movies, running, theater, and writing.

Andrew Small is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Steward Partners Global Advisory, Raymond James Financial Services, Bank of America, and Merrill. Outside of his advisory work, he serves as a board member of the YMCA of the Seacoast Advisory Board and is the incoming president of the Seacoast Rotary Club in Portsmouth, NH. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Nicholas Masci is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Podium and IRA Lexus of Manchester. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Veloz is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked in education and nonprofit settings, including Lowell Public Schools and Family Services of the Merrimack Valley. Outside of finance, he is a partner in a vending machine business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Mitchell Clark is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2023. Outside of his advisory role, he is self-employed in the private purchase and sale of music gear. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

John Micavich is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations, and has 32 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2008. Outside of advising, he is also an agent involved in life and health insurance sales. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements that use firm-approved software to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Sean Roth is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual and has experience in the hospitality sector through roles at Tailgate Tavern & Gibb's Garage and Thirsty Moose Taphouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a blend of fundamental research, quantitative analysis, and algorithmic methods. The firm is also registered with the CFTC as a commodity pool operator and serves in formal advisory roles to multiple registered investment companies.

Anthony Miller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes 33 years at Bose Corporation and recent roles at Merrill and Bank of America. Merrill 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 tailored to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Curtis Barnes is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. MML 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 provides ongoing financial planning, asset management, and educational seminars, utilizing collaborative planning processes and firm-approved analytical tools.

Mariah Suarez is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2021. Prior to her current role, her background includes positions at American Income Life and various other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods to deliver systematic investment solutions.

Owen Russell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at the Town of Nahant and various other positions before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across multiple asset classes.

Makayla Idrissou is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. She has worked at Fidelity Investments since 2018 with a brief tenure at Northwestern Mutual Wealth Management Company in 2019-2020. Outside of her advisory role, she owns a vending machine business serving local businesses. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios that it delivers to intermediary platforms.