Michael Tartarini is a financial advisor with LPL Financial in Acton, MA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. His prior experience includes roles at Legacy Financial Advisors, SagePoint Financial, Infinex Investments, and East Cambridge Savings Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Patrick Doran is a financial advisor at Fisher Investments with 17 years of industry experience. He holds a Series 66 designation and previously worked at Columbia Management Investment Distributors and various John Hancock entities. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

Mariya Dimitrova is a financial advisor with Edward Jones in Chelmsford, MA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Joseph Chingas is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients and their families to develop and refine comprehensive financial plans aimed at helping them progress toward their financial goals and achieve peace of mind. Joseph has been with Fidelity Investments since 2013, serving in various capacities including Financial Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. His professional experience encompasses a broad range of financial services and investment consulting responsibilities. Outside of his professional work, Joseph has personal interests in fitness, golf, hiking, music, parenthood, and reading.

Dylan Baker is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and previously held roles at Fidelity Investments and Veritude. 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 employs tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Peter Karle is a financial advisor with Morgan Stanley in Concord, MA, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Morgan Stanley since 2020, following a 19-year tenure at Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Kevin Halloran is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004 and is also principal of Broad Street Planning, LLC. Halloran is an independent insurance agent selling fixed life and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Christopher Maniscalco is a Series 66-registered financial advisor with Cambridge Investment Research Advisors in Westford, MA, bringing one year of industry experience. Prior to his current role, he worked at LPL Enterprise and has held roles in transportation and delivery services. Outside of advising, he is engaged in rideshare and delivery work for companies including Instacart, Uber, and Spark. Cambridge Investment Research Advisors serves a broad client base—including individuals, retirement plans, charitable organizations, and trusts—providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary management options tailored to client objectives.

Kerri Nadeau is a Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010. She has five years of industry experience and is based in Fitchburg, MA. 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 and maintaining a large network of advisors and branch offices nationwide.

Christine Grady is a CFP®-certified financial advisor with 25 years of industry experience, currently with Fidelity in Nashua, NH. She has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves in formal advisory roles for multiple registered investment companies.

Michael Aquino is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2008 and concurrently operates Broad Street Planning, LLC. Additionally, he serves as a notary public, providing these services without charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Ferris is a financial advisor with Edward Jones in Nashua, NH, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at MFS Fund Distributors, Inc. for ten years before joining Edward Jones in 2022. 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 range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Jay McCaig is a Financial Consultant at Fidelity Investments. He partners with individuals and families to help grow, preserve, and transition wealth across generations. Jay leads with planning to help clients implement strategies aligned with their financial goals while leveraging the resources of Fidelity. He has been with Fidelity Investments since 2007, holding various roles including Retirement Solutions Representative, Managed Solutions Consultant, Investment Solutions Consultant for Fidelity Life Insurance, and currently as a Financial Consultant since 2020. Outside of his professional work, Jay's personal interests include biking and golf.

Jeffrey Bonvallat is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Bon Investments, LLC since 2003. The firm is an independent, single-advisor registered investment adviser based in Acton, MA. Bon Investments, LLC provides portfolio management services primarily to individual clients, managing approximately $67.94 million in assets across about 60 accounts. The firm focuses on ongoing portfolio oversight and typically serves clients with larger individual portfolios, maintaining a more concentrated client base than many independent advisers.