Steven Parkinson is a financial advisor with LPL Financial in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes two years at The Patriot Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including advisory and brokerage services delivered through a large network of representatives.

Jennifer Sterlacci is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at BNY Mellon and Lafayette College Endowment. Outside of her advisory role, she serves as a girls tennis coach. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers a range of programs including wrap accounts and educational seminars.

Lindsay Dawson is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, Dawson held roles at Schneider Electric and has an educational background linked to Bentley University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Stuart Goldstein is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he participates recreationally in the World Series of Poker. 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, and institutional investors.

Robert Matson is a financial advisor with LPL Financial who holds the ChFC® and Series 63 designations and has 44 years of industry experience. He has been with LPL Financial since 1993. Outside of advising, Matson is involved in insurance sales through a non-variable insurance business under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Daniel Caissie is a financial advisor with LPL Financial in Auburn, MA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Palmer Hammond Financial, The Investment Center, Inc., and Northwestern Mutual. Outside of his advisory work, he owns Gorilla Summer LLC and is involved with Palmer Hammond Tax Services, focusing on tax preparation and accounting. 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 range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

James Driscoll is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at MetLife and various other firms across multiple industries. Outside of advising, he has worked in security services with Securitas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services, with notable involvement in managing registered investment companies and applying AI-driven methodologies.

Cameron Bissitt is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, his work history includes roles in various industries such as solar energy and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies across mutual funds, ETFs, and ETPs.

Glenn Arnold is a CFP® professional with 13 years of industry experience, currently serving at Fidelity Investments. His prior roles include positions at Merrill, Three Rivers Financial Services, and Sequoia Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a registered commodity pool operator, and its advisory work for multiple registered investment companies and fund-of-funds.

Vincent Manfredi is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative II and I, as well as Customer Relationship Advocate. Prior to joining Fidelity, Vincent worked as a Customer Service Representative at Santander Bank from 2017 to 2020. In his role, Vincent partners with individuals and families to co-create financial plans by developing personalized strategies that align with their short-term needs and long-term goals. He focuses on helping clients gain confidence in their financial futures. Outside of his professional responsibilities, Vincent enjoys family activities, fitness, movies, reading, and traveling.

Justin Ferland is a financial advisor at Fidelity with credentials including Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles at FedEx, the Rhode Island National Guard, and the Rhode Island Department of Health. Outside of his advisory work, he has worked as a delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research along with quantitative and algorithmic portfolio construction methods. The firm serves a variety of clients, including registered investment companies and charitable funds, and employs model portfolios constructed from mutual funds, ETFs, and ETPs.

Michelle Vetovis is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. She has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Outside of her advisory work, she serves as a board member for the Life is Good Playmaker Project, contributing to organizational design and program support. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Lawrence Velarde is a financial advisor with Fisher Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at Fisher Investments since 2017 and previously spent three years at TIAA-CREF. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Parker McMinn is a Financial Consultant at Fidelity Investments, where he works with clients to develop personalized financial strategies. He focuses on understanding each client's unique circumstances to co-create tailored financial plans aimed at achieving their financial goals. Prior to his current role, Parker served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023 and gained experience as a Financial Planning Intern at Primerica in 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Parker engages in activities such as cooking and baking, spending time with family, playing football and golf, running, and traveling.

Lawrence Ashong Katai is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Merrill since 2013 and also has a background at Bank of America, where he has worked since 2015. Outside of his advisory role, he is involved in a separate investment-related business based in Providence. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Julian Murcia is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citizens Securities, Bank of America, Merrill, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services such as discretionary and non-discretionary advisory, fund advisory, and model portfolio delivery, with distinctive features including registration as a commodity pool operator and use of AI-driven research methodologies.

Lauren Peloquin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, she worked at Florence Bank and has a diverse background in retail and service industries. 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 to build and manage model portfolios. The firm serves a range of clients including registered investment companies and employs systematic methodologies alongside oversight controls to address conflicts of interest.

Andrew Plympton is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. His prior work includes roles at Driscoll Management and Bentley University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and for employing systematic methods, including AI, in its investment processes.

Michael Muccio is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Ameriprise in Hopkinton, MA. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, GWFS Equities, Inc., and MML Investors Services. He is also an associate financial advisor with DES Group, Inc. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendation reports delivered through a centralized consulting team.

Andrew Schneider is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Unibank for Savings and Polyvinyl Films, Inc., among others. Outside of finance, he has worked in various sectors including education and food service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.