Donna Denoncourt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at LPL Financial since 2019 and has diverse experience including roles with Waddell & Reed and various insurance carriers. Outside of her advisory work, she has longstanding involvement with Boston Casting and the Malden Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and multiple investment strategies.

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®-credentialed financial advisor with 35 years of industry experience, currently with LPL Financial since 2011. He operates a local business, Boston Metro Advisor, as a DBA for his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions, offering a variety of advisory programs, financial planning, and brokerage services through a large network of representatives.

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 with Fidelity and holds Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Fidelity Investments and 360 Intel. Prior to her advisory career, she worked in various capacities ranging from marketing to education. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies 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.

David Reichert is a financial advisor at OSAIC with 17 years of industry experience and a Series 66 designation. He has worked at OSAIC since 2018 and previously spent nine years at Sii Jhfn. In addition to his advisory role, he is employed as Head of Finance and Operations at GenX Financial, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services through a large network of affiliated advisors and platforms, using asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Brian Robinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at DraftKings, Eversource Energy, and the University of Massachusetts Lowell. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model delivery to intermediary platforms.

Travis Warner is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. He has previously worked at Bean Group Real Estate for ten years and is a partner and owner of Laundry 66, LLC, a laundromat business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Meghan High is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable involvement in model portfolios, registered investment companies, and the use of AI in research.

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 with Fidelity, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Southern New Hampshire University and Miller Brothers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its role as a commodity pool operator, its advisory work with multiple registered investment companies, and its use of advanced AI and algorithmic methods in portfolio management.

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 14 years of industry experience and holds Series 63 and Series 66 credentials. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Daniel Raskiewicz is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2001. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers formal advisory roles to multiple registered investment companies.