Hannah Trask is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients and their Wealth Management Advisors to develop and implement financial plans tailored to their unique goals and needs. She has been in this role since 2021. Prior to her current position, Hannah held several roles at Fidelity Investments, including Relationship Manager from 2020 to 2021, Financial Representative from 2019 to 2020, and Customer Relationship Advocate from 2017 to 2019. This progression reflects her experience in client relationship management and financial planning within the firm.

Eddie O'Grady is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles within Fidelity Investments, including Workplace Planning Consultant III and II, Retirement Solutions Representative, Stock Plan Consultant, and Financial Representative-Full Trader. Prior to his tenure at Fidelity, Eddie was a Wealth Manager at Brophy Wealth Management LLC from 2021 to 2022 and completed a Wealth Management Internship at Merrill Lynch in 2014. Throughout his career, Eddie has focused on helping clients design, implement, and maintain financial plans tailored to their individual needs and aspirations. His approach emphasizes reducing financial stress and enabling clients to pursue their goals with confidence. Outside of his professional work, Eddie enjoys baseball, family activities, fitness, hiking, and outdoor adventures.

Jessica Govoni is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the United Church of God. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Verheyen is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Trimboard and Charge Infrastructure. Prior to his financial services career, he held roles at BJs Wholesale, Best Buy, and Tesla. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Corey Lefavor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served in the United States Navy for 21 years and worked with Veterans Upward Bound for three years. Outside of his advisory role, he manages a rental property in Jacksonville, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Mary Butler Aldrich is a financial advisor at LPL Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she spent 31 years with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Colleen Bellamy is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She has accumulated 30 years of experience in finance, specializing in wealth planning that prioritizes lifestyle and legacy. Colleen focuses on building deep relationships and purposeful plans to help clients achieve clarity, confidence, and fulfillment throughout their financial journeys. Prior to her current role, Colleen served as Senior Vice President in Asset Management at Fidelity Investments from 2016 to 2026. Her previous experience also includes managing director responsibilities at J.P. Morgan Private Bank between 2009 and 2015, and vice president roles in corporate finance at JPMorganChase from 1993 to 2015. Outside of her professional work, Colleen has personal interests in fitness, hiking, spending time at the lake, parenthood, and skiing.

Bill Ouellette is a Planning Consultant at Fidelity Investments, where he develops tailored engagement strategies to support clients' unique financial planning needs. He partners with clients to understand their short and long term goals and builds customized plans to help them work towards those objectives. Establishing strong relationships with clients and their families is a top priority for him, and he is committed to maintaining trust, reliability, and professionalism. Bill has been serving as a Planning Consultant at Fidelity Investments since 2022. In this role, he focuses on creating personalized financial plans that align with clients' specific goals. Outside of his professional work, Bill's personal interests include beach activities, cooking and baking, family activities, golf, theater, and traveling.

Bryan Nelson is a financial advisor with Ameriprise in Sudbury, MA, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015 and previously at American Enterprise Investment Services Inc. since 2022. Outside of his advisory role, he serves as a co-trustee assisting with household expense management without providing investment advice or asset management. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported advice primarily for assets held in Ameriprise-managed accounts.

Lance Crate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company, including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate, all between 2021 and 2024. In his role, Lance works with families, individuals, and small business owners at different stages of their financial journeys. He focuses on understanding clients' goals, motivations, and aspirations to develop and implement financial strategies tailored to their needs. Outside of his professional responsibilities, Lance has personal interests that include fishing, football, golf, and spending time by the lake.

Gerald Breen is a Series 66 registered advisor at Edward Jones with eight years of industry experience. He has previously worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services, as well as Moody's Analytics, where he was employed for 21 years. His current role at Edward Jones began in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 financial advisors.

Jake Mc Pherson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America and Fidelity Brokerage Services. Outside of his financial career, he has worked as waitstaff at Chunky's Cinema Pub. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Small is Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop holistic financial plans centered around their needs, focusing on clients' top priorities through active listening and patience. Joshua has been with Fidelity Investments since 2011, holding various roles including Financial Consultant, Retirement Relationship Manager, Workplace Planning and Guidance Consultant II and I, and Defined Contribution Representative II. His experience spans a range of financial consulting and retirement planning positions within the company.

Arianna O’Rourke is a financial advisor at LPL Financial in Westford, MA, holding a Series 66 designation with six years of industry experience. She has worked at LPL Financial since 2019 and is also associated with Sampson West & Associates and Concord River Financial since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Williams is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and its affiliates since 2005. Williams is also a member of the Rotary Club of Clinton and serves on the board of directors for Clinton Savings Bank, where he has held various financial services roles since 2017. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party strategies with various discretionary and non-discretionary program options.

Matthew Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has worked at LPL Financial and Rollstone Bank & Trust since 2011, with prior roles at Merrill and VOYA Financial Advisors. He also serves as a trust investment advisor at Rollstone Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services through a large network of representatives, providing financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Bramley is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2015. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is generally model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, consulting, and third-party asset management services.

Eric Benker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual priorities and family needs, ensuring clients understand and are comfortable with the planning approach. He emphasizes providing exceptional service throughout the client relationship. Eric has been with Fidelity Investments since 2012, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Review Team Leader, Regional Account Delegate, and Senior Financial Specialist. This experience has provided him with a broad understanding of financial consulting and investment strategies. No information about Eric's education, credentials, personal interests, or community involvement has been provided.

John Maliska is a financial advisor with Edward Jones in Westminster, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Keller Williams and GSF Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Lee Nault is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cambridge, she operated her own CPA practice since 2013 and worked in the technology sector at Computersupport.com. She is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody platforms.