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.

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 in Acton, MA. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Cambridge, he 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, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides a range of portfolio management options across multiple platform arrangements.

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.

Ellen Goodman is an advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients, using model-driven investment approaches and offering access to third-party asset managers and financial planning services.

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.

Jonathan Green is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Inc. and Sii Investment Inc. Green operates True Wealth Advisor Group, providing financial services to individual clients and organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting both discretionary and non-discretionary accounts.

Danielle Gaudette is a financial advisor with LPL Financial based in Hudson, MA, holding a Series 66 designation and 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 her advisory role, she has a long-term involvement with Ski Ward Ski Area. 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, model portfolios, and institutional platforms, supported by a large network of advisors and integrated technology tools.

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.

Ko Dong is a financial advisor at LPL Financial with 19 years of industry experience. He previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. Outside of his advisory work, Ko Dong is involved in a real estate rental business based in Waltham, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Graham Merk is a CFP® and ChFC® with 49 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at firms including Cetera Advisors and Securities America. Outside of his advisory role, he serves as treasurer and board member at the First Baptist Church of Holden and volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals.

Murad Royal is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has held roles at firms including LPL Financial and First Tech Federal Credit Union. Outside of his advisory work, he manages a home-based Etsy account unrelated to investment services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice through analytical tools and supports client implementation via advisory programs and affiliated providers.

Christine Theroux is a CFP® professional with 33 years of industry experience currently serving with Osaic. She has previously worked at firms including Royal Alliance, Horace Mann Investors, and MassMutual. Theroux is also the Director of Financial Planning at Boston Wealth Management, where she leads the financial planning process and serves as a Plan Advisor. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, using firm-provided tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

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.

Brendan Sheehan is a Vice President, Financial Consultant with Fidelity Investments in Littleton. He works with individuals and households to create, execute, and review customized financial plans aimed at achieving their financial goals. Brendan serves high net worth clients, along with their family and friends throughout Central Massachusetts, providing investment guidance, income planning, and distribution planning. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative - Phones, Financial Representative - Branch Office, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Brendan's professional experience is centered on financial consulting and investment services. Outside of work, Brendan's personal interests include baseball, beach activities, family activities, golf, pets, and traveling.

Kenneth Lefebvre is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 63 registration and with 33 years of industry experience. He has been with LPL Financial and its predecessor since 2004. Outside of advisory work, he serves as a notary public. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

William Sturges is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC since 2026, and previously spent 17 years with First Technology Federal Credit Union and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Sushma Rani Shetty is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including prior work at TD Bank and Gap Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Daniel Tenore is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he officiates youth basketball games during the winter months. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Mark Pelletier is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2011, previously working at Ameriprise. Outside of his advisory role, Pelletier is active as an independent insurance agent and serves as a referee in athletics. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing a variety of portfolio management strategies and custody platforms tailored to client needs.