Arthur Mcsweeney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include multiple positions at Citizens Securities, Inc. and Citizens Bank. Strategic Advisers LLC, a Fidelity Investments company, offers 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.

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 one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as a five-year tenure at Pizza Pizzaz and positions at Fitchburg State University. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

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.

Liam Downing is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Triumvirate Environmental and held positions in several other organizations. 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 blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers model portfolio solutions through a systematic investment process.

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.

Hannah Boisvert is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. She has worked with Fidelity Investments since 2020, including her current role which began in 2025. Prior to her career in finance, Boisvert held various positions in retail and community college settings. Strategic Advisers LLC, a Fidelity Investments company where Boisvert works, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, diversified model portfolios.

Raymond Connolly is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity, he worked in various positions including a long tenure with the Manchester School District from 2007 to 2021 and brief roles in the food and beverage industry. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and fund advisory services.

Raymond White is a financial advisor with Osaic Wealth, Inc. located in Bedford, NH, holding CFP® and ChFC® designations with 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years and has been involved with Cornerstone Benefit and Retirement Group since 1993, where he also offers insurance and employee benefit services. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and risk assessment methodologies.

Brittany Dunn is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior work includes roles at Northwestern Mutual, InstaCart, and Homegoods. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Christopher Fisher is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 66 licenses and 25 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Agency and Avantax Advisory Services. Outside of his advisory work, Fisher owns and operates Hallmark Financial, Inc., providing accounting and tax services, and serves on the Board of Directors for Merrimac Heights Academy, a nonprofit educational institution. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Heidi Stearns is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments in 2026, she held various roles in wireless communications and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multiple registered investment companies and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Charles Driscoll is a financial advisor with Fidelity Investments, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at New York Life Insurance Company and United Parcel Services. Outside of his advisory work, he is involved in reselling designer shoes and creating related sales content. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Allison Riotto is a financial advisor with UBS Financial Services in Manchester, NH, holding a Series 66 designation and bringing 14 years of industry experience. She previously worked at Merrill for nine years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michelle Scott is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and is based in Milford, New Hampshire. Outside of her advisory work, she teaches group fitness classes at Hampshire Hills Athletic Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Kimberlee Hemmer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Beachbody, LLC and Brady Corporation. Outside of her advisory role, she is involved in her local community as the Supervisor of the Checklist for the town of Mason, NH. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Alexis Fajardo is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Fidelity, Alexis worked at Custom Wireless and Autozone. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work and model portfolio construction using proprietary fundamental research combined with quantitative analysis and algorithmic methodologies. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and systematic approaches in portfolio management.