Connor Spiro is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates closely with individuals and families to understand their goals, values, and financial needs, developing comprehensive financial plans tailored to their unique situations. He has accumulated experience in the financial services industry since 2013. Prior to his current role, he served as a Senior Financial Consultant at John Hancock from 2019 to 2024, a Financial Planning Consultant at Baystate Financial from 2017 to 2019, a Financial Associate at Weston Financial Group from 2014 to 2017, and a Paraplanner at Ameriprise Financial from 2013 to 2014. Outside of his professional work, Connor enjoys family activities, golf, and reading.

Steven Santucci is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He worked at Commonwealth Financial Network for 23 years prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Steven Kashian is a Market Leader at Fidelity Investments, where he leads, manages, and coaches teams of financial professionals and leaders in the Boston Investor Centers. His focus is on delivering a world-class financial planning experience to clients. He has been with Fidelity Investments since 1993, holding various positions of increasing responsibility including Vice President, Market Leader since 2023, Vice President and Branch Leader from 2017 to 2022, and Vice President, Senior Branch Office Manager from 2011 to 2017. Prior to these roles, he served as Vice President, Branch Office Manager, Assistant Branch Manager, Premium Services Manager, and Premium Services Sales Associate. Outside of his professional responsibilities, Steven has personal interests that include baseball, beach activities, fitness, gardening, golf, and volunteering.

Demetra Moore is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Bank of America, Merrill, LPL Financial, and Central One Federal Credit Union. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes detailed client information and firm-approved analytical tools to deliver written financial recommendations in collaborative annual planning engagements.

Sean McCann is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive wealth plans aimed at achieving their financial goals. He focuses on understanding the priorities of his clients and their families to serve as their advocate and provide peace of mind regarding their financial matters. Sean assists clients throughout all phases of their financial lives, including growing, preserving, and distributing their wealth. Sean's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2023. Prior to that, he served as a Senior Retirement Consultant and Senior Sales Coordinator at John Hancock from 2017 to 2023, and as an Investor Service Representative at Putnam Investments from 2015 to 2017. Outside of his professional work, Sean's personal interests include cooking and baking, football, gardening, golf, outdoor adventures, and traveling.

Michael Fontaine is a financial advisor with Ameriprise in North Andover, MA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory work, Fontaine serves as a part-time ski coach for his children's race program at the Franconia Ski Club. Ameriprise offers retirement-income planning services focused on individuals near or in retirement, using research-driven, tax-efficient strategies and algorithmic tools to provide tailored recommendations primarily for clients with substantial investable assets.

Mark Rosen is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has a background in accounting and dental practice consulting, serving as a partner and trustee in various related businesses and nonprofit activities. Rosen is also president of the Larry S. Rosen Memorial Foundation, which awards scholarships. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

Robert Host is a financial advisor with LPL Financial based in Holliston, MA, holding a Series 66 designation and having 22 years of industry experience. His prior roles include positions at Barbara Sekely and Waddell & Reed, Inc. He has maintained a tax preparation and accounting practice since 1987. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bill Philpott is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity Investments in 2021, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant. Bill focuses on developing financial plans tailored to the unique goals of individuals and families. His approach involves understanding clients on both personal and financial levels to help them build confidence in their financial strategies. Outside of his professional work, Bill has interests in fitness and golf.

Yuli Zhang is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Hirschfeld is a financial advisor at Fidelity with 16 years of industry experience. She holds a Series 66 designation and has worked at several Fidelity affiliates since 2013, as well as at Manulife Investment Management and Equitable Advisors earlier in her career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios and its role as a registered commodity pool operator and advisory provider to multiple registered investment companies.

Joseph Luiso is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he and his team focus on understanding the priorities of clients and their families to develop personalized wealth strategies. Utilizing the expertise of his team of credentialed specialists, he works to assist clients in achieving their financial goals. Joseph has been with Fidelity Investments since 1998. He served as a VP Financial Consultant from 1998 to 2015, after which he has been a Wealth Management Advisor. This extensive experience has provided him with a deep understanding of wealth management practices. Additional details about his education, credentials, and personal interests were not provided.

George Goulas is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research and its affiliated firms since 2014. In addition to his advisory role, he works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides multiple investment implementation options, proprietary and third-party strategies, and offers features such as advisor transition support and equity participation.

Amanda Hancock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. She has been affiliated with Cetera Advisors LLC and its related entities since 2014. Outside of her advisory work, she serves as treasurer for the Charles River Dressage Association, a nonprofit equestrian club, where she is responsible for financial record keeping. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform offering a range of program structures and investment options, supported by a large network of independent advisors.

Molly Kirkland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in working with next-generation clients and families, including high-income professionals and couples, to help navigate key financial decisions such as equity compensation, purchasing a home, family savings, and long-term financial independence. Molly focuses on creating a cohesive investment strategy that integrates financial planning, tax strategy, and estate considerations. Raised by a financial advisor and now partnering alongside her father, Molly brings an early perspective on wealth management to her work. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations, emphasizing a structured, planning-first approach, especially valuable during periods of transition. Molly's client focus areas include college education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Molly earned her Bachelor's Degree from the University of Massachusetts Amherst. She is involved with professional organizations such as Thrive Support & Advocacy and serves as an ambassador for the Westborough Chamber of Commerce. In the community, she participates with Big Sister Greater Boston, Read to a Child, and Special Olympics. Outside of work, she enjoys cooking, golfing, hiking, photography, reading, and tennis.

Stacia Patton Bowe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014 and also has a longstanding role at WCVB-TV since 2003. In addition to her advisory work, she is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Rob Patton is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2013. He serves as a primary advocate for his clients, facilitating interactions with Fidelity and supporting the development and customization of family wealth plans tailored to individual needs. Rob's career at Fidelity began in 2006, with roles including Investment Consultant and Private Client Relationship Manager, providing him with extensive experience in wealth management and client relations. Prior to joining Fidelity, he worked as a Registered Representative and Agent at First Command Financial Planning from 2002 to 2006. Outside of his professional work, Rob enjoys outdoor adventures, sailing, and traveling.

Mark Lehoullier is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016, following prior roles at Fidelity and VOYA Financial Advisors. He is also associated with 1776 Financial in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Alexi Tsolirides is a financial advisor at Merrill with two years of industry experience and holds the Series 66 designation. Prior to Merrill, Alexi has worked at Bank of America, Blue Lake Capital, and engaged with entrepreneurial and creative ventures including Win at Life LLC and Billy Clark Creative Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Pimental is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes roles at Cetera, Questar Capital Corporation, and MSI Financial Services. He is an owner of Arrow Wealth Management LLC and serves as a board member of the Ocean State Business Development Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.