Todd Harrington is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2022, previously serving as a Planning Consultant from 2024 to 2026 and as a Workplace Consultant from 2022 to 2024. In his current role, Todd works closely with clients to develop personalized financial plans aimed at achieving their financial goals. He emphasizes a collaborative approach, seeing himself and his clients as a team working toward financial freedom. Outside of his professional responsibilities, Todd has interests in baseball, cooking and baking, family activities, fitness, and football.

Scott Holden is a financial advisor with OSAIC in Concord, MA, holding Series 63 and Series 65 designations and 40 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 33 years with Signator Investors, Inc. In addition to his advisory role, he is involved in insurance brokerage activities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Robert Labrie is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across several Fidelity affiliates since 2015. In addition to his advisory role, Labrie teaches the CFP 501 Fundamentals of Financial Planning course to Fidelity employees enrolled in Suffolk University’s CFP program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Alan Bell is a financial advisor with Edward Jones in Littleton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he works as an announcer and host for entertainment events and is a Reiki Master Teacher who co-instructs energy healing workshops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Steven Vargo is a Vice President and Financial Consultant who partners with individuals and families to create comprehensive wealth plans. He emphasizes the importance of having a relationship with a trusted advisor as a key to financial comfort. Steven has been with Fidelity Investments since 2013, progressing through roles including Customer Service Advocate, Financial Representative, Senior Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Throughout his tenure at Fidelity, Steven has developed expertise in wealth planning and client relationship management. His experience encompasses various aspects of financial consulting, supporting clients in achieving their financial goals through tailored strategies. Steven lives in Southern New Hampshire with his wife and two children. Outside of work, he engages in family activities, fitness, hiking, outdoor adventures, and skiing. He also participates in various endurance races.

Patrick Ngangyou Tchounchui is a financial advisor with Merrill in Chelmsford, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at One Life America/Legacy Life Solution and American Income Life. He is involved in managing an investment-related LLC established for family real estate legal protection. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on asset allocation and tax-aware options.

Lea Mezzanotte is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has progressed through several positions within the company, including Relationship Manager and Financial Representative, illustrating her comprehensive understanding of financial services and client relationship management. Her approach involves working closely with clients to understand their personal preferences and financial situations. She utilizes Fidelity's tools to help clients build customized financial plans aimed at achieving their goals. Lea's experience across various roles at Fidelity has equipped her with practical knowledge in planning and financial representation. Outside of her professional work, Lea has personal interests in boating, lake activities, surfing, and volunteering. She also has a fondness for pets.

Inna Raneri is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s 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 across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Matthew Cloutier is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to work with individuals, families, and business owners by understanding their goals and collaborating on comprehensive wealth plans designed to work towards financial peace of mind. His approach focuses on tailoring financial plans that are easy to understand and aligned with the needs of clients and their loved ones. Matthew has held various positions at Fidelity Investments since 2014, progressing from Customer Service Advocate to his current Vice President, Financial Consultant role. His experience covers financial consulting, investment consulting, relationship management, and workplace planning and advice, contributing to his expertise in wealth management. Outside of his professional work, Matthew's personal interests include beach activities, comedy, fitness, and reading.

Erin Kelley is a Planning Consultant at Fidelity Investments, where she collaborates with local clients to develop tailored financial plans aimed at achieving their personal and financial goals. She emphasizes building ongoing relationships with clients to support their financial objectives. Kelley has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a comprehensive understanding of client needs and financial planning strategies.

Jackson Harrigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience and previously worked at the University of Massachusetts Amherst and Bryant University. Harrigan is also associated with Bluebird Private Wealth LLC as an investment advisor representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals utilizing various portfolio management and platform strategies.

Susan Dorsey is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. She has 22 years of industry experience, including nine years at Cambridge and nine years at Lincoln Financial Securities. Outside of advising, she serves on the board of the Fay Club, where she assists with social activities, and is also a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies.

Scott Coppock is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked for Citizens Securities, Inc. for 15 years prior to joining Ameriprise. Outside of his advisory role, he serves as a volunteer soccer and basketball coach. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, providing written recommendations and ongoing advice to clients approaching or in retirement.

Brendan Jones currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of advisors dedicated to assisting clients in planning for their financial futures by developing personalized savings, income, and investment plans tailored to individual needs. Prior to this, he held several positions within Fidelity Investments, including Vice President, Client Services Leader from 2022 to 2024, and Regional Coaching Consultant from 2020 to 2022. Brendan's experience at Fidelity spans various roles since 2011, encompassing responsibilities in client services, planning, and team leadership. Throughout his career, Brendan has developed expertise in financial planning and client service leadership, focusing on supporting clients throughout their decision-making processes. Outside of his professional work, Brendan's personal interests include board games, cooking and baking, fitness, and soccer.

Michael Dalton is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held positions at several firms including MML Investors Services, MassMutual Life Insurance, and Hightower Advisors. Dalton is based in Chelmsford, MA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Danielle Gaudette is a financial advisor with LPL Financial, holding a Series 66 license and bringing six years of industry experience. She has worked at Avidia Bank and Avidia Investment Services since 2010 and has been associated with LPL Financial since 2019. Outside of finance, she has been involved with Ski Ward Ski Area for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Christina Lashua is a financial advisor at Edward Jones with 25 years of industry experience. She has held her current role at Edward Jones since 2005 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.

Jacob Galvin is a Planning Consultant at Fidelity Investments, where he works closely with clients to build personalized financial plans aimed at helping them identify and work towards their goals. He has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Customer Relationship Advocate. Before joining Fidelity, Jacob gained experience as a Financial Administrator at Raymond James, METRO Financial Strategies from 2020 to 2021. His professional background reflects a focus on client service and financial planning within the investment industry.