Shania Perham is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has progressed through several roles at the firm, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a consistent commitment to helping clients with their financial needs. Her professional focus is on working closely with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower her clients to make informed decisions and supports them through changing circumstances to achieve peace of mind in retirement. Outside of her professional endeavors, Shania enjoys activities such as exploring food, attending social events with friends, spending time at the lake, listening to music, skiing, and traveling.

Mark Vasapolli is a financial advisor with Primerica Advisors in Pepperell, MA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is a partner in Vasco Business Solutions, Inc., a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining a tiered wrap-fee structure and oversight of third-party model offerings.

Kevin Mcgillivray is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2013 and is also the owner of KEM Tax and K.E.M. Strategic Partners LLC, both established in 2008. In addition to his advisory work, he provides notary services for clients and manages tax preparation and accounting as part of his business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Nikki Abbott is the Vice President, Wealth Planner at Fidelity Investments, where she has served in various capacities since 2004. She currently serves as a trusted primary advisor, working closely with clients to understand their unique goals and priorities and to develop comprehensive wealth plans. Her career at Fidelity Investments spans over 21 years, during which she has held roles including Vice President Financial Consultant, Financial Consultant, Investment Consultant, Financial Representative, and Risk Management Department Intern. This extensive experience reflects her dedication to helping clients make confident progress toward their financial futures.

Jeffrey Casale is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Woodbury Financial Services, LPL Financial, and Digital Federal Credit Union. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses asset-allocation tools and risk-tolerance assessments to build diversified portfolios, supporting both discretionary and non-discretionary management.

Bob Tashjian is the Vice President Private Wealth Management Advisor at Fidelity. In this role, he helps multiple generations of families develop personalized strategies for the growth, preservation, and transfer of their wealth. He works collaboratively with a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning services. Bob has been with Fidelity since 1995, holding various positions including Vice President Financial Consultant, Regional Consultant, Branch Service Manager, and Brokerage Consultant. His professional experience spans over two decades in financial consulting and wealth management. He holds a California Insurance License. Outside of his professional responsibilities, Bob is interested in fitness and golf.

Meaghan Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing strategic financial advice to ultra-high-net-worth individuals and families, including female executives, multigenerational households, and clients undergoing significant life transitions. Her practice involves comprehensive wealth management services such as college education planning, legacy planning, philanthropic planning, and tax-sensitive investment strategies. With over a decade of experience, Meaghan previously worked at Neuberger Berman as part of a private wealth team and began her career at Knight Capital Group. She adopts a consultative, planning-first approach, emphasizing thoughtful listening and proactive communication to develop customized financial plans that align with her clients' unique goals and values. Meaghan is recognized by Forbes as a "Top Next-Gen Wealth Advisor Best In State" in Massachusetts for 2023 and 2024. Meaghan earned her Bachelor of Science degree in Business Management and Economics from Boston College. She holds the Personal Investment Advisor (PIA) designation and serves on the Professional Advisor Leadership Council for the Community Foundation for MetroWest as well as the Community Engagement Committee for the Boston Estate Planning Council. Outside of her professional work, Meaghan enjoys hiking, horseback riding, running, swimming, yoga, and spending time with her family.

Daniel McGrath is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports delivered by a centralized consulting team in partnership with advisors like McGrath.

Nick Boucher is a Planning Consultant at Fidelity Investments, where he partners with local clients to co-create and maintain financial plans while building long-term relationships. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before his current position starting in 2024. Prior to joining Fidelity, Nick worked as an Investor Solutions Representative at Putnam Investments in 2020. Nick's professional experience encompasses various aspects of financial planning and client support within the investment industry. His career path reflects a steady advancement in responsibilities and expertise. Outside of his professional work, Nick has interests in baseball, fishing, fitness, food, golf, and outdoor adventures.

Michael Cunningham is a financial advisor at Raymond James Financial with four years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience with LPL Financial, Fidelity Investments, and First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals across a broad advisor network.

Dylan Driscoll is a Planning Consultant at Fidelity Investments. He has held multiple roles within the company since 2021, including positions such as Workplace Planning Consultant I, II, and III, High Net Worth Service Associate, and Customer Relationship Advocate. Dylan focuses on creating customized financial plans by understanding clients and their families, assessing their financial situations, and providing tailored recommendations to help them progress toward their goals. He emphasizes collaboration with clients to co-create plans that align with their objectives. Outside of his professional work, Dylan's personal interests include board games, fishing, fitness, puzzles, and table tennis.

Naresh Patel is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency, LLC and has been involved in various accounting and tax preparation roles through multiple entities, including Westford Tax & Financial Group Inc, where he serves as president. Patel also participates in nonprofit advisory activities with Bhakta Samaj USA Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Brian Kelly is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with LPL Financial since 2007. 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 and financial planning services, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Steven Andrews is a CFP® with 26 years of industry experience. He is currently an advisor at LPL Financial, where he has worked since 2021. Prior to LPL, he held roles at Voya Financial Advisors and Commonwealth Financial Network. Outside of his advisory work, Andrews is involved as an assistant in a local contracting and therapy services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kaushikkumar Patel is a financial advisor with Primerica Advisors in Burlington, MA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has worked at PFS Investments Inc. since 2007 and has been affiliated with Primerica Financial Services since 2006. Outside of investment advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a wrap-fee structure.

Peter Faulkner is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop customized financial plans aligned with their values. He emphasizes educating and empowering clients to make informed decisions through a collaborative and goals-driven planning process. Peter's career at Fidelity Investments began in 2023 as a Personal Investing Intern, progressing through roles including Financial Services Representative, Financial Representative, and Relationship Manager before assuming his current position in 2026. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. Outside of his professional work, Peter has interests in fitness, golf, lake activities, outdoor adventures, and traveling.

James Normington is a financial advisor at Edward Jones in Westford, MA, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of advising, he co-owns and operates a family farm in West Townsend, MA, and is a member of the Discipline Panel for Snowsport England, serving on an ad hoc basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Doherty is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop long-term financial plans and provide education to support informed financial decisions. He focuses on helping each client achieve their unique financial goals and objectives. Michael has been with Fidelity Investments since 2015, serving in various finance leadership roles including Senior Vice President of Finance from 2015 to 2018, Head of Finance and CFO from 2018 to 2020, before assuming his current position in 2020. He holds a Master of Business Administration (MBA) and is a Chartered Financial Analyst (CFA).

Jessica Parrella is a financial advisor with Osaic Wealth, Inc. based in Windham, NH, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Worcester State College for 19 years. In addition to her advisory role, Parrella owns and operates Scott Advisory Group, a sole proprietorship focused on retirement and financial planning. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes a range of asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

John Jefferson is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JMJ Financial Partners, Inc. and Waddell & Reed, Inc. John has operated a business entity related to investment and tax purposes under JMJ Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.