Christopher Lemay is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Northwestern Mutual, Uber, and NW Pest, as well as experience in sports and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable gift funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Jonathan Merrigan is a CFP® professional with 21 years of industry experience, currently advising at Edelman Financial Engines. His career includes prior roles at Fidelity and multiple entities affiliated with Edelman Financial Engines, spanning over a decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, focusing on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Brian Cahill is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement financial plans tailored to their specific situations. He focuses on creating plans that are straightforward and understandable, and he works with clients to monitor and adjust these plans to support their financial well-being and peace of mind. Brian has held several roles within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, and Workplace Planning Consultant. His experience encompasses various aspects of financial planning and client relationship management, contributing to his comprehensive approach to serving clients. Outside of his professional work, Brian enjoys activities such as football, hiking, running, and traveling.

Andrew Dumais is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through roles including Workplace Planning Consultant I and II, Planning Consultant, and Financial Consultant before his current position. In his role, he works with individuals and families to develop financial plans aimed at achieving their financial goals. Andrew holds a California Insurance License, supporting his ability to offer comprehensive financial advice. His experience encompasses financial consulting and workplace planning within Fidelity Investments, focusing on helping clients navigate their financial futures. Outside of his professional responsibilities, Andrew has interests in food, music, reading, and traveling.

Lauren Keenan is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked at Morgan Stanley in various capacities from 2020 to 2022. Outside of finance, her background includes roles in the food and hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Zeid Basyouni is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2015. He also spent a year at Harvard University from 2016 to 2017. 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 institutional investors, supported by internal and third-party portfolio management teams.

Sarin Barsoumian is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Burlington, MA, Barsoumian holds a Series 66 license and has been involved with Green Bee Advisory LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice through a large network of investment adviser representatives.

Michael Fulchino is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014. He has built a career focused on wealth management and financial planning, working closely with clients to develop customized plans that align with their priorities. His professional experience spans over two decades in the financial services industry. Prior to his current role, Michael held several positions at Fidelity Investments, including Senior Account Executive, Income Planning Consultant, Investments Representative, and Financial Representative. His career began in banking, with roles at Fleet Bank and Bank of America as a Sales and Service Representative and Bank Teller. Michael emphasizes building genuine partnerships with clients to concentrate on their most important financial goals. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

Brian Callahan is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at firms including Camarda Wealth Advisory Group, Fisher Investments, and Charles Schwab. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a range of advisory programs supported by a firm Investment Committee.

David Shepard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Royal Alliance for 12 years and Asset Strategy Advisors, LLC for 4 years. Shepard is also involved with Kendall Financial Consultants as a DBA for his LPL business and maintains a non-variable insurance activity. 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 and model portfolio programs, with investment strategies supported by both internal research and third-party subadvisors.

Jesse Kroger is a Planning Consultant at Fidelity Investments, where he assists individuals and families in designing and implementing personalized financial plans. He collaborates with clients to clarify their goals, address their concerns, and develop strategies that provide confidence in their financial future. Jesse has been with Fidelity Investments since 2023, where he has held several roles including Customer Relationship Advocate, Workplace Planning Consultant, Financial Representative, and Relationship Manager before assuming his current position. This progression reflects his experience in client relationship management and financial planning. Outside of his professional work, Jesse enjoys family activities, football, movies, and volunteering.

Kyle Davidson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and several service-oriented positions. Kyle's professional experience focuses on developing personalized financial plans and identifying investment strategies to improve those plans. He emphasizes building strong client relationships through regular, ongoing communication. Outside of his professional work, Kyle's personal interests include golf, parenthood, scuba diving, skiing, soccer, and traveling.

Brian Amper is a CFP® professional with 24 years of industry experience, currently serving at Edelman Financial Engines in Burlington, MA. His prior roles include positions at Financial Engines Advisors L.L.C. and Edelman Financial Services LLC, spanning over a decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, providing both discretionary management and non-discretionary online advice with a focus on diversified portfolios, periodic rebalancing, and long-term strategies.

Connor Bassett is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop comprehensive financial plans tailored to their specific needs. Connor emphasizes active listening and collaboration to help clients pursue their financial goals based on their top priorities. He has held multiple positions at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This range of experience within the company has contributed to his understanding of various aspects of financial planning and client relationship management. Outside of his professional work, Connor engages in activities such as family events, fitness, football, social gatherings with friends, golf, and traveling.

Molly McKenna is a Planning Consultant at Fidelity Investments. She has progressed through various roles within the company, including Workplace Planning Consultant I, II, and III between 2023 and 2024. Molly focuses on collaborating with individuals, families, and business owners to develop financial plans tailored to their evolving goals and circumstances. Her approach emphasizes creating and maintaining strategies aimed at providing clients with confidence and peace of mind regarding both their short- and long-term financial objectives. Outside of her professional responsibilities, Molly has interests in fitness, hiking, parenthood, Pilates, scuba diving, and traveling.

Liana Bekelian is an advisor with LPL Financial, holding a Series 66 designation and bringing two years of industry experience. Prior to joining LPL Financial in 2022, she worked in pest control and as a private nanny. 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 services including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive technological and operational resources.

Katie Soule is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 2002 and joined Merrill in 2015. Prior to becoming a financial advisor, Katie served as a Certified Public Accountant in several major accounting firms and corporations. This background provides her with insight into the key decision points that clients encounter in their personal and professional finances. She focuses on areas such as retirement planning, family wealth management, legacy planning, and investment strategy, working closely with clients and their other professional advisors to develop tailored, tax-efficient strategies. Katie does not provide tax, accounting, or legal advice in her role at Merrill. Katie earned a Bachelor of Science degree in Accounting from the University of Delaware and an MBA from the University of Southern Maine. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA). She is active in her profession and community, serving on the board of the Massachusetts Society of CPA's.

Louis Santos is a financial advisor at Merrill with 7 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Daniel is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes over two decades at Fidelity Investments Institutional Services Company and roles at Enterprise Bank and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and advisory roles to registered investment companies.

Katrina Graves is a financial advisor with LPL Financial in Lexington, MA, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2022, she worked at Ocean Spray Cranberries, Inc. for ten years and Budget Buddies, Inc. for one year. Outside of her advisory role, she maintains a travel blog called Brown Bag Traveler. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.