Mark Vasapolli is a financial advisor with Primerica Advisors in Pepperell, MA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is a partner in Vasco Business Solutions, Inc., a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining a tiered wrap-fee structure and oversight of third-party model offerings.

Nikki Abbott is the Vice President, Wealth Planner at Fidelity Investments, where she has served in various capacities since 2004. She currently serves as a trusted primary advisor, working closely with clients to understand their unique goals and priorities and to develop comprehensive wealth plans. Her career at Fidelity Investments spans over 21 years, during which she has held roles including Vice President Financial Consultant, Financial Consultant, Investment Consultant, Financial Representative, and Risk Management Department Intern. This extensive experience reflects her dedication to helping clients make confident progress toward their financial futures.

Jeffrey Casale is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Woodbury Financial Services, LPL Financial, and Digital Federal Credit Union. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses asset-allocation tools and risk-tolerance assessments to build diversified portfolios, supporting both discretionary and non-discretionary management.

Michael Micciche is a financial advisor with Ameriprise in Sudbury, MA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise since 2015 and also serves as an Associate Financial Advisor and Operations Manager at Net Flows, LLC, working with advisors and their clients. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning through written recommendations and ongoing advice focused on income reliability and tax-aware strategies.

Nick Boucher is a Planning Consultant at Fidelity Investments, where he partners with local clients to co-create and maintain financial plans while building long-term relationships. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before his current position starting in 2024. Prior to joining Fidelity, Nick worked as an Investor Solutions Representative at Putnam Investments in 2020. Nick's professional experience encompasses various aspects of financial planning and client support within the investment industry. His career path reflects a steady advancement in responsibilities and expertise. Outside of his professional work, Nick has interests in baseball, fishing, fitness, food, golf, and outdoor adventures.

Dylan Driscoll is a Planning Consultant at Fidelity Investments. He has held multiple roles within the company since 2021, including positions such as Workplace Planning Consultant I, II, and III, High Net Worth Service Associate, and Customer Relationship Advocate. Dylan focuses on creating customized financial plans by understanding clients and their families, assessing their financial situations, and providing tailored recommendations to help them progress toward their goals. He emphasizes collaboration with clients to co-create plans that align with their objectives. Outside of his professional work, Dylan's personal interests include board games, fishing, fitness, puzzles, and table tennis.

Naresh Patel is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency, LLC and has been involved in various accounting and tax preparation roles through multiple entities, including Westford Tax & Financial Group Inc, where he serves as president. Patel also participates in nonprofit advisory activities with Bhakta Samaj USA Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Peter Faulkner is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop customized financial plans aligned with their values. He emphasizes educating and empowering clients to make informed decisions through a collaborative and goals-driven planning process. Peter's career at Fidelity Investments began in 2023 as a Personal Investing Intern, progressing through roles including Financial Services Representative, Financial Representative, and Relationship Manager before assuming his current position in 2026. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. Outside of his professional work, Peter has interests in fitness, golf, lake activities, outdoor adventures, and traveling.

James Normington is a financial advisor at Edward Jones in Westford, MA, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of advising, he co-owns and operates a family farm in West Townsend, MA, and is a member of the Discipline Panel for Snowsport England, serving on an ad hoc basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Doherty is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop long-term financial plans and provide education to support informed financial decisions. He focuses on helping each client achieve their unique financial goals and objectives. Michael has been with Fidelity Investments since 2015, serving in various finance leadership roles including Senior Vice President of Finance from 2015 to 2018, Head of Finance and CFO from 2018 to 2020, before assuming his current position in 2020. He holds a Master of Business Administration (MBA) and is a Chartered Financial Analyst (CFA).

Tristaan Petullo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and affiliated with Cambridge Investment Research, Inc. since 2005. Outside of his advisory work, Petullo is active as a bookkeeper and insurance agent, selling and servicing property, casualty, health, and life insurance. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Shyamal Patel is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously worked at Deloitte Tax LLP and PwC, and is also employed as a CPA at Westford Tax and Financial Group, where he provides tax preparation, bookkeeping, payroll services, and IRS notice assistance. Additionally, he supports financial advisory services by preparing client applications and communicating with clients in a financial assistant role. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning options, overseeing over $256 billion in assets across more than 10,000 advisors.

David Olsen is a CFP® and ChFC® with 33 years of industry experience. He is currently an advisor at Fidelity and has held various roles within the company since 1998. Outside of his advisory work, Olsen serves as an elder at Rockingham Christian Church, providing leadership and oversight. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Andrew Whigham is a financial advisor at Edward Jones in Nashua, NH, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Whigham serves on the Board of Directors for the YMCA of Greater Nashua. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Michael Rosen is a Planning Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, progressing from Workplace Planning Associate to Workplace Planning Consultant ll, and most recently to Workplace Planning Consultant lll. His role involves partnering with local clients to co-create and maintain financial plans while building long-term relationships. Michael's experience at Fidelity Investments has provided him with a solid foundation in workplace planning and client consultation. He focuses on developing tailored financial strategies that meet the specific needs of his clients. Outside of his professional work, Michael enjoys engaging in family activities, football, golf, tennis, and social events with friends.

Joe Rogers is the Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to determine their financial goals and help build plans to move toward these objectives. He has been with Fidelity Investments since 1999, holding various positions including Financial Analyst, Trading Representative, Premium Services Financial Representative, Private Access Relationship Manager, Income Planning Consultant, Financial Planning Representative, and currently Vice President, Financial Consultant. This extensive experience reflects a deep engagement with financial services over more than two decades. Outside of his professional responsibilities, Joe enjoys boating, fitness, hiking, kayaking, running, and traveling.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked with Fidelity in various capacities since 2005, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he spent two years at Ameriprise. Fidelity’s Strategic Advisers LLC offers 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, delivering model portfolios that leverage a wide range of mutual funds, ETFs, and ETPs.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Mark Chmiel is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Santander Securities, Santander Bank, and Travelex Currency Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Thomas Fisher is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Sagepoint Financial, Inc. and LEGACY FINANCIAL Advisors, INC. Since 1991, he has also worked as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors.