Craig Schuh is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants and branch leaders dedicated to helping clients achieve their financial goals. His leadership role focuses on fostering a community-oriented approach to financial planning, aiming to provide clients with peace of mind and fulfillment. Craig has held multiple positions at Fidelity Investments since 2007, including roles such as Vice President, Regional Coaching Consultant; Vice President, Regional Planning Consultant; Regional Sales Director for Managed Accounts; and Manager of Retirement Relationship and Stock Plan Services. His extensive experience spans various aspects of financial planning, regional consulting, and sales within the organization. Outside of his professional responsibilities, Craig enjoys family activities, fitness, spending time at the lake, skiing, and traveling.

Wayne Carney Jr. is a financial advisor with LPL Financial in Leominster, MA, holding Series 63, 65, and 66 credentials and 30 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Chittenden Securities, LLC. In addition to his advisory role, he serves as a trust officer for Rollstone Bank and Trust, focusing on business development and investment reviews. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Leary is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2006, progressing through various roles including Financial Consultant, Retirement Solutions Representative, Account Executive, Investment Representative, and others. Prior to his tenure at Fidelity, James was a Branch Development Specialist at TD Ameritrade in 2013. Throughout his career, James has gained extensive experience in financial consulting and retirement solutions. He is licensed to sell insurance in California. His approach focuses on understanding clients' current situations, goals, and priorities to provide tailored financial planning guidance. Outside of his professional responsibilities, James enjoys boating, cooking and baking, gardening, golf, spending time at the lake, and skiing.

Kaitlin Tobin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. She has held positions at Fidelity Investments and Clearbridge Technology Group, and her background includes work outside finance with community organizations such as The Giving Room. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains distinctive features such as commodity pool operator registration and advisory roles to multiple registered investment companies.

Antony Taylor is an Investment Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their specific goals and priorities. He assists clients in understanding their current financial situations, progressing toward their financial objectives, identifying potential risks to their plans, and providing savings and investment strategies suited to their needs. Before becoming an Investment Consultant in 2024, Antony held several roles at Fidelity Investments, including Workplace Planning Consultant II from 2019 to 2024, Workplace Planning Consultant I from 2018 to 2019, and Customer Relationship Advocate in 2018. This progression reflects his ongoing commitment to supporting clients in various stages of financial planning. Outside of his professional role, Antony has personal interests that include fitness, running, snowboarding, soccer, attending social events with friends, and traveling.

Timothy Stetson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2017, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, Timothy held the role of Relationship Manager at Bank of America in 2018. As a CERTIFIED FINANCIAL PLANNER™, Timothy focuses on understanding clients' goals and concerns to simplify personal financial matters. He is committed to building lasting relationships based on trust and assisting clients in developing comprehensive financial plans. Outside of his professional work, Timothy is interested in board games, cars, family activities, social events with friends, parenthood, and volunteering.

Colin Lessard is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity Investments since 2024. Outside of finance, he is an assistant manager for sales and service at The Bike Barn, a retail bicycle shop. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Mark Monahan is a Series 66-licensed financial advisor with LPL Financial and over 10 years of industry experience. He has worked at Crosspoint Financial Advisors, LLC and Advent Benefit Consultants. Outside of his advisory role, he is also a licensed notary and involved with an insurance agency. 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.

Lauren Misiaszek is an Investment Consultant at Fidelity Investments, where she works with clients to develop financial plans tailored to their individual goals and priorities. She aims to create strategies that provide structure and confidence, helping clients achieve clarity and peace of mind in their financial decisions. Lauren's experience includes roles at Fidelity Investments as a Financial Representative and Customer Relationship Advocate, as well as a position in Financial Reporting & Analysis at Family Office Management Services. Her professional background has provided her with a foundation in both client relations and financial analysis. Outside of her professional work, Lauren engages in activities such as family time, fitness, golf, lake outings, skiing, and softball.

Tabatha Chapman is Vice President and Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2025. In her capacity as a Wealth Management Advisor, she assists multiple generations of families in developing personalized wealth strategies focused on the growth, preservation, and transfer of their assets. She emphasizes simplicity and encourages curiosity and candid communication in her client interactions. Chapman coordinates the efforts of a dedicated team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to deliver comprehensive wealth planning services. Her collaborative approach ensures that clients receive tailored advice encompassing various aspects of wealth management. Outside of her professional responsibilities, Chapman engages in activities such as art, gardening, painting, traveling, and spending time with family and friends.

Matthew Schwartz is a financial advisor with LPL Financial in Chelmsford, MA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with LPL Financial since 1999 and previously worked at The Patriot Financial Group, LLC from 2014 to 2018. Outside of his advisory role, he is involved in property and casualty insurance sales through Sullivan Insurance and non-variable insurance through Schwartz Financial Services, Inc. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies that combine discretionary and non-discretionary management supported by various research and technology tools.

Anthony Picca is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Planning Consultant and various levels of Workplace Planning Consultant. Prior to joining Fidelity, he worked in insurance production at State Farm Insurance from 2021 to 2022. In his role, Anthony focuses on helping clients strengthen their financial wellbeing by building robust financial plans. He prioritizes understanding his clients' values and goals before discussing options, working collaboratively to analyze accounts and share Fidelity's best ideas. His approach emphasizes transparency and fostering trusted relationships. Outside of his professional work, Anthony enjoys camping, fitness, and hiking.

Olympia Wheeler is a Financial Consultant currently working at Fidelity Investments since 2023. She assists clients in pursuing their short- and long-term financial goals by developing customized financial plans that align with their individual hopes and dreams. Her approach focuses on client-centered financial wellness and aims to maintain clarity and trust throughout the advisory relationship. With 30 years of industry experience, Ms. Wheeler has held various roles including Private Client Financial Advisor and Assistant Vice President at Citizens Securities, Inc., Financial Advisor at Prudential Advisors, Senior Product Marketing Manager and Assistant Vice President at MFS Investments, and positions in sales and marketing at Eaton Vance. This breadth of experience encompasses financial advising, client relations, product marketing, and sales within the investment sector. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Michael Hartwell is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of finance, he writes freelance blogs for Worcester Interactive and serves on the finance committee at First Parish Church of Fitchburg. He has also delivered a guest sermon at the First Church of Christ, Unitarian. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers and model portfolios developed by LPL’s Research Department and other strategists.

Jonathon Salo is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing one year of industry experience. His prior roles include positions at MML Investors Services LLC, Capstone Partners Financial & Insurance Services, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he operates METRO Financial Strategies, a non-investment-related business based in Chelmsford, Massachusetts. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Joe Miller is a Financial Consultant at Fidelity, where he works with clients to help them understand their unique paths to financial wellness. He focuses on assisting individuals in achieving their retirement and investing goals through personalized planning. Joe has professional experience as a Financial Consultant at Fidelity since 2024. Prior to this, he worked as a Financial Planner at Prudential from 2016 to 2024. Outside of his professional work, Joe enjoys board games, cooking and baking, movies, music, parenthood, and theater.

Jennifer Nelson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Citizens Bank, NYLife Securities, and the Commonwealth of Massachusetts. She is currently based in Nashua, NH. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors, focusing on approved funds and strategies.

Alexander Dibisceglie is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked for Comcast for over 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of algorithmic methods and AI in portfolio management.

Eric Telfer is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Casey Dumais is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey partners with clients and their families to develop and execute customized financial plans, aiming to be their primary, trusted advisor while delivering an exceptional client experience through the resources available at Fidelity. Casey has been with Fidelity Investments since 2007, holding various positions including Financial Representative, Facilitator, Retirement Investment Services, Portfolio Specialist, Investment Solutions Consultant in Managed Accounts, Senior Investment Operations Analyst, Research Associate, and Financial Consultant. This extensive experience encompasses investment solutions, portfolio management, retirement investment services, and client consultation. Outside of work, Casey enjoys cooking and baking, spending time on family activities, parenthood, and skiing.