Corleen Cadman is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at PFS Investments Inc. since 2023 and Primerica Financial Services since 2018. Outside of finance, she has been involved with Caseys Diner since 2015 and worked with Micheal J Connolly & Sons for over two decades. Primerica Advisors is a large-scale firm serving primarily individual investors including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-driven strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing.

Mark Palmerino is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves on multiple nonprofit healthcare boards, including Harrington Memorial Hospital and Harrington Healthcare System, where he holds positions such as secretary and vice chairman. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using a multi-manager platform with discretionary and non-discretionary program options.

Jaden Stefanski is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Jaden advanced through several positions within Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, demonstrating a progressive career within the firm since 2022. In his role, Jaden focuses on collaborating with clients to understand their unique financial needs and goals, developing personalized strategies aimed at pursuing lifetime financial objectives. He holds insurance licenses in Arkansas and California, supporting his professional capacity to serve clients in these states. Outside of his professional work, Jaden enjoys boating, fishing, golf, and skiing.

Harry Shuman is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is an associate financial advisor managing a separate advisory business in Hopkinton, MA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kristen Kauffman is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2021 and previously spent nine years at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered funds and model portfolio platforms.

Jim Callahan is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2015. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2013 to 2015. His career also includes experience as Director of Participant Services and Manager of Operations at Mercer from 2004 to 2013, as well as positions at Putnam Investments from 1999 to 2004. With over 25 years of experience in the financial industry, Jim focuses on understanding clients' goals, priorities, and concerns to develop personalized financial plans. He emphasizes thoughtful guidance, ongoing education, and building long-term relationships based on trust and communication. His professional expertise encompasses investment consulting, participant services, and operational management within leading financial firms.

Connor Deehan is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and prior employment at Mass Control Center Inc. and Vassar College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of AI and systematic methodologies in managing multi-manager and fund-of-funds structures, as well as its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Ivan Colon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience with organizations including the Rhode Island Philharmonic Orchestra and Music School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Constantine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he serves as a paid football coach with KP Gridiron. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Davis is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Sagepoint Financial, Inc. for over 10 years. In addition to his advisory role, he is involved in insurance sales and serves as a representative for Brayshaw Financial Group LLC, focusing on the sale of fixed annuities and life insurance. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs a variety of investment strategies and platforms, including automated asset allocation tools and unified managed accounts, serving individual investors, corporations, and charitable organizations.

Dylan McSparren is an Investment Solutions Representative III at Fidelity Investments. He collaborates with individuals and families to develop trust and transparency, aiming to create personalized financial strategies that align with their specific goals and preferences. Dylan has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2022 and subsequently advancing through three levels of Investment Solutions Representative from 2023 to the present. Outside of his professional work, Dylan has interests in beach activities, food, golf, music, snowboarding, and traveling.

Jack Ouellette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021 and prior positions at Providence College and Metacomet Country Club. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves a broad client base including registered investment companies and charitable funds.

Mark Quercio is a financial advisor with LPL Financial in Worcester, MA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at LPL Financial since 2021 and previously spent five years with Voya Financial Advisors, Inc. Quercio has also been involved with North Point Investment Partners for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and a range of investment management solutions.

Nicholas Lamoureux is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 credentials. His work history includes roles at Fidelity Investments, Rhode Island College, Brooks Brothers, Community College of Rhode Island, and US Valet. 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. The firm is notable for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Joan Costa is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for over two decades before transitioning to financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across various asset classes.

Michael Savage is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Andrew Catalfamo is a financial advisor with Ameriprise in Worcester, MA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice. The firm’s approach includes proprietary investment research, algorithmic tools, and collaboration between a centralized service team and financial advisors.

Matthew Corbett is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked in multiple roles within Fidelity since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and manages model portfolios with oversight of affiliated and unaffiliated sub-advisers.

Michael Lafata is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Archstone Financial Partners, where he is also an owner. His background includes roles outside finance in the restaurant industry and limited academic positions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and retirement services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

David Doray is a financial advisor with Merrill based in Westborough, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, LPL Financial, and Southbridge Savings Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.