Thomas Hitchcock is a financial advisor with LPL Financial in Westwood, MA, holding the ChFC® designation along with Series 63 and 65 licenses. He has 49 years of industry experience and has been with LPL Financial since 2009, having previously worked at Bay Financial Advisors, Inc. for 11 years. He also provides financial planning and consulting services through Bay Financial Advisors, an independent registered investment advisory firm. 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 advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Troy Botts is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2015. His prior experience includes a role at Equitable Advisors and ongoing service with Bank of America since 2018. 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Matthew Butzke is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Tesla Energy for four years and Westmill Preservation Services for three years. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Kevin Gertsman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at Initium Consulting Group LLC and Ra Medical Systems. Kevin’s career spans both consulting and healthcare sectors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Jennifer Botelho is a financial advisor at Fidelity with 18 years of experience in the industry. She previously worked at Citizens Bank for 12 years before joining Fidelity in 2026. She holds Series 63 and Series 65 licenses and serves as a Notary Public. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable use of AI and systematic methodologies.

Samuel Freedman is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Amplified Planning and Banfield Pet Hospital. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios using advanced methodologies, including AI and algorithmic techniques.

Ryan Hanley is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2017. Prior to entering the financial industry, he spent 20 years at Allen Young Movers. Ryan works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Thomas Lanahan is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with LPL Financial since 2012 and also operates 401KQUOTE.COM, an online resource active since 2000. Additionally, he is involved in the sale of non-variable insurance products. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Louis Kline is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked for Lincoln Financial Advisors for 16 years. He is also the managing partner at Dean Ave Planning Group LLC, a financial planning firm based in Franklin, MA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, with a variety of model-based and discretionary strategies tailored to client objectives.

Charles Last is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Fordham University, BMW of Sudbury, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Stephanie Lynne is a CFP® professional with 26 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2016, and previously worked at Bay Financial Advisors and Personal Financial Planning LLC. Outside of her advisory work, she has taught CFP courses at Boston University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Levi Shapiro is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions in the education and service sectors, including roles at Florida Southern College and DJM Consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Erin Murdock is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. She concurrently manages outside roles as an artist and musician and operates a business called The Upcycled Maverick. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by technology and serves over 22,800 advisors nationwide.

Jaden Mullen is a Planning Consultant at Fidelity Investments, based in the Westwood, MA location. In this role, he supports two Wealth Management Teams and collaborates as a planning partner to help clients achieve their financial goals through holistic planning and building trusting relationships. Jaden joined Fidelity Investments immediately after graduating college. He has held multiple roles within the company, including Financial Representative and Relationship Manager, gaining experience and knowledge from seasoned professionals in the financial planning industry. Outside of his professional responsibilities, Jaden's personal interests include baseball, comedy, football, social events with friends, golf, and movies.

John Thompson is a CFA® charterholder with 33 years of industry experience. He currently works at Fidelity and has held roles at Fidelity Brokerage Services LLC, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Hazel is a financial advisor with Ameriprise in Wrentham, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is involved in a payroll services business called The Walpole Office. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, offering tailored recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and provides a broad range of financial solutions through affiliated entities.

Kenneth Jackson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Extra Space Storage, Trader Joe's, UPS, and Towneship. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a distinctive emphasis on model portfolios and oversight of related conflicts of interest.

Gregory Hart is a CFP® and PFS™ professional with 26 years of experience in the financial industry. He has been with LPL Financial since 2006 and previously worked at Bay Financial Advisors, Inc. and CohnReznick LLP. Hart is based in Westwood, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, retirement plan participants, and trust companies. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.