Christian Jeeves is Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on creating environments that support both clients and colleagues, emphasizing collaboration, integrity, and understanding client priorities. He has been with Fidelity Investments since 2022, initially serving as Planning Solutions Regional Vice President before advancing to his current position in 2025.

Marie Paturzo is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in serving accomplished business owners, entrepreneurs, C-suite executives, medical professionals, and wealthy families. She began her career in 2000 at Bank of America, advancing from teller to branch manager by age 22, then to business specialist and sales trainer, eventually managing three branches before focusing on financial advising. Marie collaborates with colleagues Matt Shiely and Akash Garg to provide comprehensive wealth management services. She emphasizes building meaningful client relationships by understanding their financial pictures from their perspectives and addressing both assets and liabilities to support multi-generational wealth planning. She holds a Bachelor's Degree from Framingham State College and holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Marie is active in her community, serving as Chair of the Website and Social Media Committee for The Hopkinton Women's Club and volunteering with organizations such as the American Red Cross, Alzheimer's Association, Central Mass Conference for Women, Project New Hope, and Worcester County Food Bank. She resides in Whitinsville, Massachusetts, with her husband and two children.

Nicole Terrio Walsh is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked at Morgan Stanley Smith Barney LLC for three years and operated her own practice for over a decade. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Kerri Melley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. In addition to her advising role, she is an insurance broker specializing in individual and group life and health insurance. 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 programs, with financial planning structured as annual collaborative engagements using firm-approved analytical tools.

Joshua Foster is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and his wealth management team to develop financial plans that align with clients' needs and goals, and supports the implementation and adjustment of these plans over time. Prior to his current role, Joshua worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. These roles have contributed to his experience in client relationship management and financial planning. No additional information regarding Joshua's education, credentials, personal interests, or community involvement has been provided.

Thomas Carroll is a financial professional with Cetera and holds a Series 66 designation. He has two years of industry experience and has worked at firms including J.P. Morgan Securities LLC and Lincoln Financial Group. Carroll is also president of Small Business Insurance Agency, Inc., where he markets and sells fixed annuity products. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party managers through various program structures.

Richard Clow is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. His prior work includes roles at Milton Hoosic Country Club and Loyola University of Maryland. He has experience in both employment and academic environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and consulting. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Brian Carroll is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. Carroll has held leadership roles in various businesses, including serving as president of Sterlingbridge Insurance Agency, LLC and as owner and CEO of PivotAI, an AI technology solutions firm. He also serves as an elected board member of a condominium association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, operating over $256 billion in assets through more than 10,000 advisors.

Stephen Bradley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2018. Prior to this, he worked at UBS Financial Services for 14 years. He is also the CEO of Bradley & Stayton Wealth Management Group, a wealth management support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and maintains specialized programs supporting municipal finance and SIMPLE IRA employer advisory services.

Christina LaFortune is a Senior Financial Advisor at Merrill Lynch Wealth Management in Worcester, Massachusetts. She has been with Merrill Lynch since 2011 and co-leads The Smith-LaFortune Group. Christina provides guidance to clients including non-profits, business owners, executives, and families, focusing on financial strategies such as investment management, retirement planning, insurance solutions, and banking services. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christina earned a Bachelor of Science degree from Westfield State College and a Master of Business Administration in Accounting from Fitchburg State University. Christina resides in Sturbridge, Massachusetts, with her family. She is involved with the Worcester County Food Bank and is affiliated with professional organizations including The National Association of Plan Advisors (NAPA) and Women we Admire.

Michael Lemay is a financial advisor with LPL Financial in Worcester, MA, holding a Series 66 license and 18 years of industry experience. He has previously worked with Couture Wealth Management and Private Wealth Management Group. Lemay also engages in selling fixed life, health, disability, and long-term care insurance, as well as fixed annuities and property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 model portfolios and third-party asset management.

Timothy Howard is a financial advisor with Edward Jones in Holden, MA. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at Bunzl Distribution, HT Berry, and WB Mason. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jordan Kotob is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at DoorDash and the University of Massachusetts Amherst. 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 model portfolios across mutual funds, ETFs, and ETPs.

Kelsey Saucier is a Financial Consultant at Fidelity Investments. She has held various roles within the company since 2018, progressing from Customer Service Advocate to Financial Consultant. Her experience includes positions as an Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™ professional, Kelsey focuses on helping individuals and families align their investments and retirement strategies with their financial goals. She leverages Fidelity's resources to provide clear and personalized financial guidance. Kelsey holds a California Insurance License.

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.

David Li is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated private bank from 2013 to 2024 before joining Wells Fargo Clearing. Outside of his advisory role, he owns an eight-unit residential rental property in St. Augustine, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep 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.

Zachary Bombard is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at LPL Financial since 2018 and previously held multiple roles at Voya Financial Advisors and Voya Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with model portfolios, third-party asset management, and technology tools, while also offering various non-advisory financial services.

Thomas Clinton is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Osaic FS, Inc. Outside his advisory duties, he is involved with Couture Financial Services, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging both proprietary and third-party investment strategies.

Shazia Tariq is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Santander Securities and Santander Bank, as well as positions outside finance at DHL eCommerce and Autism Learning Partners. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.