Michael Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at A-Pro Builders Inc, Stallion Express LLC, Fitzy's Pub, the University of Rhode Island, and Boneyard Bar and Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Their investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

David Mack is a financial advisor with Equitable Advisors in Worcester, MA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Equitable Advisors since 2015, previously associated with Axa Advisors, LLC. Mack is approved to conduct business outside of the Equitable network through Crump. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, delivering services through a network of Investment Adviser Representatives without sponsoring its own wrap fee program.

Robert Cotter is a financial advisor with Wells Fargo Advisors in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of his advisory work, he serves on the Town of Boylston Zoning Board of Appeals. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering complex planning needs such as business-owner transition and special-needs analysis.

Patrick Devlin is a financial advisor at Merrill with a Series 66 designation. He joined Merrill in 2024 and has prior work experience outside the financial industry, including nine years at Carrabba's Italian Grill. 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. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Aaliyah Dias is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Citizens Bank, Taco Bell, Tjmaxx, and Cunningham Elementary School. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Thomas Ambrosone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and employment at Amazon, along with several years associated with Wheaton College. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Thomas Johnson is a financial advisor at Fidelity with a Series 66 credential. He began his advisory career in 2024. Prior to joining Fidelity, he has held roles in various industries including telecommunications, real estate, sports and entertainment, and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Colby Barker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he held roles at Johnson & Wales University, Community College of Rhode Island, and Coastal1 Credit Union. Barker also worked at Revival Brewing Company and Lasalle Bakery earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, with capabilities in discretionary and non-discretionary advisory services.

Rachael Linnehan is a Series 66-credentialed financial advisor at LPL Financial with 11 years of industry experience. She has worked at LPL Financial since 2015 with a brief tenure at Northwestern Mutual Wealth Management Company and affiliated firms from 2021 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios from LPL Research and third-party subadvisors.

Henry Greenberg is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021, previously spending five years at Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Sam Medley is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Sam works closely with clients to understand their financial priorities and collaborates with them to develop personalized financial plans aimed at supporting their current needs and future goals. Sam has held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. This progression reflects a consistent focus on client service and financial planning. Outside of work, Sam has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Satya Mitra is a CFP® professional with 33 years of industry experience, currently advising at Cetera in Worcester, MA. His career includes long-term roles with Avantax Advisory Services and The Guru Tax & Financial Services, and he has been involved in various entrepreneurial and speaking engagements under his own business names. Mitra also holds multiple community leadership roles, including serving on boards and acting as treasurer for local organizations, and participates regularly in public speaking and tax-related radio programming. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. His background includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Peter Sprayregen is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His professional background includes roles in real estate firms such as Berkshire Hathaway Home Services, JL+Core Real Estate and Property Management, Compass Real Estate, and Coldwell Banker Landmarks Real Estate before joining Fidelity. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Brendan Nolty is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in real estate services with Key Real Estate Services and Keller Williams Realty. He also has experience assisting buyers and sellers as an independent contractor in real estate transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Karen Shapiro is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at The Patriot Financial Group, Securities America Advisors, and Securities America Inc. Outside of her advisory work, she has also been involved with Green Future Wealth Management as an employee and independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides both discretionary and non-discretionary investment solutions through a large network of independent financial professionals and maintains proprietary and third-party model strategies.

Paul Burns is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021, following roles in staffing and retail sectors as well as studies at Stonehill College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Dani Stadelmann is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop long-term financial plans. She works with a team of business partners to enhance client relationships and provide comprehensive financial guidance aimed at ensuring clients experience peace of mind and confidence throughout their financial journey. Her career in financial services spans over a decade, beginning with roles at Morgan Stanley from 2011 to 2017, including positions as Client Service Associate, Senior Client Service Associate, and Complex Manager Assistant. Since 2017, she has held various roles at Fidelity Investments, progressing from Relationship Manager to Senior Relationship Manager, then Planning Consultant, and currently Investment Consultant. Dani holds a California Insurance License. Outside of her professional work, she enjoys beach activities, kayaking, scuba diving, traveling, and volunteering.

Mariam Shehata Mikhail is a Series 66 credentialed financial advisor with three years of industry experience. She is currently with Fidelity and has previously worked at Merrill Lynch, Citizens Securities, Fifth Third Bank, and HSBC Bank Egypt. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios utilizing mutual funds, ETFs, and ETPs.

Jasmine Vincent is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at Open Sky Community Services and ARC of South Norfolk. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model strategies.