Jordan Dean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Hitchiner Manufacturing Co. Inc. and served six years in the New Hampshire Air National Guard. He also held the role of president on the board of directors for the Maisons De La Monuments Condominium association. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing an investable universe of mutual funds, ETFs, and ETPs to deliver model portfolios supported by advanced algorithmic methods and AI.

Dennis Demuth is a CFP®-certified financial advisor at OSAIC with 29 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of affiliated advisers and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in its portfolio management.

Donna Denoncourt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with LPL Financial since 2021 and has prior experience with Waddell & Reed, various insurance carriers, and other business activities including Boston Casting and work with the Malden Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individual and institutional clients. The firm offers a wide range of financial planning and investment management solutions supported by a large network of investment adviser representatives.

Sarah Akel is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She has held several roles within Fidelity Investments, including Relationship Manager (2024-2025), Investment Solutions Representative (2023-2024), High Net Worth Service Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Sarah is passionate about partnering with individuals, families, and business owners to develop and maintain financial plans that adapt to changing goals and circumstances. She aims to provide clients with confidence and peace of mind regarding their short- and long-term financial objectives. Sarah holds an Arkansas Insurance License. Outside of work, she enjoys cooking and baking, participating in family activities, fitness, snowboarding, traveling, and yoga.

Paul Mcnulty is a CFP® professional with 35 years of experience in the financial services industry. He has worked at LPL Financial since 2011, following prior roles at Citizens Securities, Banc of America Investment Services, and Quick & Reilly. Mcnulty operates under the DBA Boston Metro Advisor related to his LPL business. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management with options for customized strategies and the use of advisor-facing technology tools for support.

John Flynn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in Burlington, Massachusetts. He has been in the financial services industry since 1994, beginning his career as a Financial Advisor at BayBank. He joined Merrill Lynch in 2009 following the merger with Banc of America Investments. John focuses on forming long-term relationships and assisting clients with all aspects of their financial lives. John advises clients on wealth accumulation, preservation, and transfer through individually customized wealth management strategies using a defined process. He offers a wide range of services including portfolio development, education planning, liability management, retirement planning, and asset preservation, emphasizing a client's complete financial picture. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. John holds a Bachelor's degree from Boston College earned in 1987 and a Master's degree in Business Administration from Northeastern University obtained in 1998. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, John is interested in baseball, basketball, swimming, and spending time with his family. He is married with three children and engages in community volunteer activities aligned with Merrill's tradition of community participation.

Kelsey Barton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity in 2020, Barton worked at 360 Intel and held roles in marketing and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including mutual funds, ETFs, and fund-of-funds.

Nicholas Delosa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and EBI Consulting. Outside of his advisory work, he is involved with Anthony DeLosa LLC, managing apartment building rent deposits. 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 to deliver model portfolios and advisory solutions.

Michael Balogh is a financial advisor at OSAIC with Series 63 and Series 65 credentials. He has been in the industry since 2024, with prior experience at Franklin Templeton and Boston Partners Financial Group LLC, as well as roles outside finance including at BrightView Senior Living LLC and North Andover Public Schools. OSAIC serves a wide range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brian Robinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at DraftKings, Eversource Energy, and the University of Massachusetts Lowell. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with distinctive features such as CFTC registration and formal advisory roles.

Meghan High is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios, including model portfolios used by intermediary platforms.

John Quigley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various positions including roles at Chapins Bayside and Ryan Wealth Advisors, as well as work outside the financial sector such as at Sundae School Ice Cream and Dunkin Donuts. 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 to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Kevin Small is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at HCS Services and CPTE, as well as a long tenure at Property Innovations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Susan Stitham is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1997. Outside of her advisory role, she teaches yoga, spin, and strength classes on an occasional basis at Hampshire Hills Athletic Club in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including model portfolios for intermediary platforms and serves as an adviser to registered investment companies and fund-of-funds.

Tyler Stevens is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity since 2020. Prior to joining Fidelity, he was employed at Miller Brothers LLC and The York River Landing. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and a charitable gift fund.

Amy La Marche is a financial advisor with Edward Jones in Burlington, MA, holding a Series 66 designation and one year of industry experience. She previously worked at Salem Five Bank for nine years. La Marche serves as a trustee for the Legacy Family Trust in Lynnfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm has a large national network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Richard Dworsky is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been affiliated with Ameriprise and its predecessors since 2005. Outside of his advisory role, he has participated as an election judge for the City of Saint Louis Park and provided traffic assistance at the Minnesota State Fair. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. Their approach combines research, modeling, and tax-efficient strategies to deliver tailored recommendation reports in partnership with financial advisors.

Scott Tracy is a financial advisor with Fidelity Investments based in Merrimack, NH. He holds Series 63 and Series 66 certifications and has four years of industry experience. Prior to joining Fidelity, he worked at Elliot Hospital and held a long tenure with the New Hampshire State Police. Fidelity’s Strategic Advisers LLC, where Tracy is affiliated, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary research with quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

John Darbyshire is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he is part of a team that focuses on delivering personalized service and building lifelong client relationships. The team assists families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. John has been with Fidelity Investments since 2015, holding various roles including Financial Service Associate, High Net Worth Service Associate, High Net Worth Service Associate II, and currently as a Wealth Management Planning Consultant. His experience at Fidelity spans several years, providing him with a background in serving high net worth clients and wealth management planning.

Thomas Sweeney Jr. is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity divisions since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.