Benjamin Evans is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles in various service and hospitality positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cole Mitchell is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and securities licenses Series 63 and Series 65. He has three years of industry experience and previously worked at Forbes Financial Planning, Inc. and Ameriprise. Outside of finance, he has been involved with Bryant University Intramurals and held various roles in other industries including real estate and hospitality. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.

Wade Ojala is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 65 credentials and has 19 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with WTPK, LLC and JHS Interiors (now Sunray Ceilings LLC). LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Jason Farrow is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over 18 years, working in various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Relationship Manager, and 401k Service Associate. Jason specializes in wealth planning and partners with clients to create individualized financial roadmaps. His experience spans multiple facets of financial consulting, and he holds insurance licenses in Arkansas and California. Outside of his professional work, Jason enjoys camping, fishing, hiking, outdoor adventures, skiing, and traveling.

Troy Neily is a financial advisor with Ameriprise in Bedford, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Ameriprise since 2019, Flatiron Financial Group from 2009 to 2019, and LPL Financial from 2006 to 2019. He is also involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored, algorithm-supported recommendations primarily for clients with Ameriprise-managed accounts.

Garret Aube is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Mass Mutual, he worked at Fidelity Investments and has been involved with his own analytical reporting business, Aube's Due Diligence. Mass Mutual Investors Services 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 with a focus on collaborative, goal-based recommendations.

Taylor Dow is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Alku. Outside of his advisory role, he coaches tumbling classes at a dance studio. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves registered investment companies and intermediary platforms.

Michael Bronson is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and two years of industry experience. His prior roles include positions at BlockFi, Arrowstreet Capital, and Harvard Management Company. Outside of finance, he has experience working with youth services and university athletics programs. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and comprehensive asset management.

Juan Diaz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC, NYLIFE Securities LLC, and New York Life Insurance Co., as well as positions outside finance such as at Lawrence Public Schools and Merrimack Valley YMCA. 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. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Noah Johnson is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. Prior to his current role, he held various positions across different industries. 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 deliver diversified model portfolios and consultative management.

Brent Smith is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked in various capacities within Fidelity, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and a formal advisory role to multiple registered investment companies.

Chase Maceachern is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Martingale Wharf and various non-financial employers. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Judie Brown is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been in this role since 2019, focusing on helping executives integrate key benefits decisions into their overall financial plans. Prior to this, she worked as a Relationship Manager from 2014 to 2019, and before that as an SPS Executive Services Representative from 2005 to 2014. Her career at Fidelity began in 1997 as a Service - Trading Representative. Throughout her tenure at Fidelity Investments, Judie has developed expertise in benefits planning and wealth management tools, assisting clients in developing plans that reflect their individual goals and priorities. She emphasizes understanding her clients' needs to provide tailored financial guidance. No additional information about her education, credentials, personal interests, or community involvement was provided.

William Flaherty is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles in education and community organizations, including Reading Public Schools and the YMCA Greater Boston. 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. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies.

Beverly Ketel is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2016. She previously worked at Citizens Securities, Inc. and Ameriprise, with seven and eleven years of experience respectively at those firms. Outside of financial advising, she is involved in tax preparation and accounting through Ketel Tax Services, LLC, and provides legal services at Ketel Law, PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Chris Basmaji is a Financial Consultant at Fidelity Investments, a position held since 2017. In this role, he guides clients and their families in developing financial strategies aimed at achieving their lifetime goals. He emphasizes a planning-based approach that prioritizes the specific needs of each client. Chris holds an Arkansas Insurance License, which supports his professional work in financial consulting. His experience focuses on creating long-term relationships with clients by aligning financial plans with their personal objectives.

Harsha Wason is an Investment Solutions Representative III at Fidelity Investments. In this role, Harsha works directly with clients to understand their financial needs and goals, assisting them in planning to achieve those objectives. Harsha has held several positions at Fidelity Investments, progressing from a Customer Relationship Advocate in 2023 to the current Investment Solutions Representative III role in 2026. This progression includes experience as a High Net Worth Service Associate and various levels of Investment Solutions Representative, providing a foundation in financial advising and client service. The biography does not include specific details regarding education, credentials, personal interests, or community involvement.

Christopher Furnari is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His work history includes roles at Fidelity Investments and Fidelity Brokerage Services, as well as prior positions outside the financial industry with the New Hampshire Department of Agriculture and Amerigas Propane Inc. 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 to manage a variety of investment products, including model portfolios and fund-of-funds structures.

Brian Hinkley is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to create, implement, and monitor financial plans aimed at achieving their financial goals. He focuses on building trusting, long-lasting relationships with clients through open communication and transparency. Brian has been with Fidelity Investments since 2014, holding various positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Investment Management Consultant before assuming his current role. His experience covers a broad range of financial services and client management. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Brian enjoys biking, boating, camping, fishing, skiing, and traveling.

Jessica Chamberlin is a financial advisor at Morgan Stanley in Manchester, NH, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.