Eric Shepherd is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Personal Trust Company and Shepherd Tax Services, as well as legal experience at his own law office. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Frederick Rickey III is a financial advisor with Raymond James & Associates in Providence, RI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley, Janney Montgomery Scott, Wells Fargo Clearing, and Prudential Equity Group. He serves as a committee member on the finance committee for Immaculate Conception Parish in Cranston, RI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Matthew Thibault is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize structured discovery processes and firm-approved tools to model financial outcomes.

Peter Kalpakgian is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010 in various roles. He began his career with Fidelity as a 401k Representative, progressing through positions including Retirement Brokerage Services, Financial Representative, and Investment Consultant before assuming his current role in 2017. In his role, Peter assists clients with building customized financial plans. He emphasizes a disciplined approach that starts by understanding his clients and their families, focusing on their concerns, challenges, and goals to develop tailored strategies. Peter's extensive experience at Fidelity Investments spans over a decade, covering areas such as retirement services, investment consulting, and financial planning.

Mark Bowen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in outside insurance sales, focusing on property/casualty, fixed annuities, and group life renewals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

William Dittrich is a CFP® certificant with five years of industry experience, currently affiliated with Raymond James Financial in Franklin, MA. His work history includes roles at 1776 Financial and Merrill Lynch. He is involved with 1776 Financial as an independent contractor providing financial advice and administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals.

Kristen Vicente is a financial advisor at Morgan Stanley with 10 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held roles at LPL and Citizens Securities, Inc. Kristen holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Patrick Hogan Jr. is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at ENE Systems Inc. from 2015 to 2023. 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 through a network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Karen Lemke is a financial advisor with Edward Jones in Providence, RI, holding Series 63 and Series 66 credentials and 11 years of industry experience. She previously worked at RBC Capital Markets before joining Edward Jones in 2019. Outside of her advisory role, she serves as a member of the Finance Committee and Investment Sub-committee for the Providence Preservation Society and is on the Finance Committee for the Rhode Island chapter of the Daughters of the American Revolution. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Frank Moy Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as a trustee for multiple family trusts. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and maintains approximately 3,700 advisors and $15.5 billion in assets under management.

Jessica Therien is currently a Planning Consultant at Fidelity Investments, where she collaborates with multiple Wealth Management Teams to assist clients in achieving financial peace of mind. Her role emphasizes integrity, transparency, and putting clients' interests first, aiming to support individuals in making informed financial decisions. Jessica's professional experience at Fidelity Investments includes roles as a Financial Representative from 2023 to 2025, followed by a position as Relationship Manager until 2026, before advancing to her current role. Through these positions, she has gained experience in client relationship management and financial planning, focusing on personalized guidance and service to meet unique financial goals. Outside of her professional work, Jessica has interests in cars, fitness, hiking, skiing, snowboarding, and traveling.

David Bolton is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and possessing eight years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on the board of the nonprofit East Boston Main Streets, which focuses on community involvement and supporting small businesses. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Maureen Kerrigan is a Series 66 registered advisor with RBC Capital Markets in Providence, RI, bringing 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Kerrigan serves on the board of directors for Starkids Scholarship Programs, a nonprofit focused on education support. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to each client's risk profile and investment objectives.

Deidre Piers is an International Wealth Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001, bringing over two decades of experience in guiding a select group of wealthy families through goals-based wealth management. Deidre emphasizes building personal relationships with her clients to better understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Deidre holds a Bachelor's degree in Economics from Boston University and earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in 2010. Fluent in English and Spanish, she utilizes Merrill's investment resources and the banking strength of Bank of America to deliver bespoke strategies aligned with her clients’ aspirations and risk profiles. Her approach focuses on helping clients navigate complex market environments while maintaining financial health and achieving long-term goals. Deidre values relationships grounded in integrity, respect, and understanding, and is committed to supporting her clients through both prosperous and challenging times.

Joshua Mcmillen is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at MassMutual Life Insurance Co, MML Investors Services, and Easton Winwater. 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, delegation to sub-advisers, and advisory role to multiple registered investment companies.

Michael Boragine is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2015. Outside of Ameriprise, he manages an advisory business with Eight Feet Wealth Advisors Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It 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.

Jeffrey Ferreras is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Merrill, and Santander Securities. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by in-house research and due diligence.

Conor Driscoll is a financial advisor at MassMutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services, LLC. Outside of finance, Driscoll has experience in the food service and fitness industries, including roles at Red Parrot Restaurant and Smithfield Fitness. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools and structured annual planning engagements.

Sergey Kolker is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. Sergey emphasizes building relationships based on education and collaboration to provide clients with peace of mind regarding their financial situations. Sergey has extensive experience in the financial services industry, having worked at Fidelity Investments since 2012 in roles including Senior Regional Investment Consultant and Investment Consultant. Prior to that, he was a Financial Advisor at Morgan Stanley Smith Barney from 2010 to 2012 and an Account Executive at FactSet Research Systems, Inc. from 2007 to 2010. He holds a California Insurance License, supporting his ability to advise clients on insurance-related financial matters.

Clayton Plumer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He works closely with clients and his team to provide comprehensive wealth planning services. Prior to this role, he served as an Investments Consultant at Fidelity Investments from 2011 to 2014. Clayton's professional experience centers on financial consulting and investment management within Fidelity's platform. He emphasizes a business approach grounded in a consistent process, clear business beliefs, and core values aimed at supporting clients and their families through all phases of wealth planning.