Richard Cullen is a financial advisor with Edward Jones in Medfield, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Cullen serves as a co-trustee managing a family trust property in North Conway, NH. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Conor Manning is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and earlier positions at Bryant University and Moran Shipping Agencies Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering distinctive services such as commodity pool operation and advisory roles to multiple registered investment companies.

Jonathon Armand is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill. Outside of his advisory role, he is the sole proprietor of a chicken farm in Rhode Island, where he raises chickens and sells eggs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Sean Carroll is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Empower Retirement for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Nicholas Cantrell is a financial advisor with Cambridge Investment Research Advisors based in Worcester, MA. He holds the CFP® and ChFC® designations and has 19 years of industry experience. His prior roles include positions at BHF Advisory, First Allied Securities, and UMassFive College Federal Credit Union. Outside of advising, he is involved as a board member of the Nuclear Ban U.S. Treaty Awareness Campaign and participates as a volunteer educator with the Association of Financial Educators. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals employing a range of portfolio management strategies across multiple custody platforms.

Emily Haik is a financial advisor at Fidelity with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Chillinghams and Simpleview and has experience in education and hospitality sectors, including roles with CIEE Teach in Spain and Windjammer Surf Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Nicholas Scanlon is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked with various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and fund-of-funds.

Michael Ferguson is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jared Henniger is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Bank and Citizens Securities, Inc. prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Samuel Dean Lee is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using systematic methodologies and long-term asset allocation benchmarks.

Pierce Leasca is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Matthew Peterson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research and Charles River Bank. Outside of his advisory role, he is a notary public and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Joseph Choquette III is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked in the restaurant industry for over 20 years, including roles at Champlins Seafood Deck and JPC Pizza Inc. Outside of his advisory work, he is employed as a cook at Champlins Seafood. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors with discretionary and non-discretionary services, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

Julie Shank is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her career includes roles at JPMorgan Chase Bank, First Republic Investment Management, Bank of America, Merrill, and Shepherd Kaplan LLC. Outside of her primary work, she serves as a member and manager of Broadway’s Best LLC, a real estate business. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Raymond Liriano is an advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Amazon, Freeport Auto Sales, Lady Footlocker, Kids Footlocker, and the University of Massachusetts Dartmouth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive features such as CFTC registration and the use of AI in research.

Troy Botts is a financial advisor at Merrill with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Merrill since 2015 and Bank of America, N.A. since 2020. Merrill, together 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.

Matthew Butzke is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Tesla Energy for four years and Westmill Preservation Services for three years. He holds a Series 66 designation. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Kevin Gertsman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at Initium Consulting Group LLC and Ra Medical Systems. Kevin’s career spans both consulting and healthcare sectors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Connor Lancaster is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to the individual goals and financial situations of his clients. He collaborates with clients to understand their priorities and creates flexible plans that adapt to changing market conditions. His approach integrates investment insights from Merrill and utilizes banking and lending solutions from Bank of America. His areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. He emphasizes building long-term relationships with clients and delivering service that aligns with their expectations. Connor holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is recognized as a Personal Investment Advisor (PIA). Connor earned a degree in Finance from the University of Massachusetts, Amherst. Outside of his professional role, he spends time with his family and enjoys activities such as basketball, fishing, football, golfing, music, and watching movies.