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.

Trevor Eisley is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he operated The Wobbly Sawhorse, a custom home decor business, and currently engages as a meditation teacher and wellness coach focusing on emotional and spiritual support. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment products.

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 the Series 63 and Series 66 designations. His prior experience includes roles at LPL Financial, Fidelity Investments, and First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and technology to support its advisory programs.

Jonathan Allen is a Series 66 licensed financial advisor at Fidelity with six years of industry experience. His previous roles include positions at Comcast Corporation and Jayme's Fund. He has been with Fidelity and its related entities since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

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.

Michael Zangri is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Allegro Microsystems and Dakota Systems Inc. His background includes roles outside of the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds a distinctive role in managing registered investment companies and delivering model portfolios using systematic methodologies.

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 CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2007. Prior to joining LPL, he worked at A. G. Edwards & Sons, Inc. from 2004 to 2007. 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, model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Steven Andrews is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. Prior to this, he was with Voya Financial Advisors and Commonwealth Financial Network, and earlier in his career, he worked at Edward Jones. Outside of his advisory role, Andrews is involved as an assistant with Rockingham Contracting & Therapy Services, LLC. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Judith Osborn is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience and has worked at Pinnacle Private Wealth, LLC, as well as pursuing a career as a CPA since 1991. In addition to her advisory role, she provides tax preparation and accounting services through her CPA practice. 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 and access to third‑party asset management, supported by a large network of advisors and diverse investment strategies.

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.

Christopher Bell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1998, where he has gained extensive experience in various roles including Private Access Relationship Manager, Premium Services Representative, and Financial Representative. Christopher specializes in developing customized financial strategies that are flexible and tailored to meet the unique needs of each client. He holds insurance licenses for Arkansas and California. Christopher emphasizes understanding each client's individual goals and works collaboratively to develop and maintain financial plans that align with their investment strategies. Outside of his professional responsibilities, Christopher enjoys boating, golf, kayaking, and traveling.

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.

Nicholas Kotkowski is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. His background includes roles at Edward Jones from 2016 to 2019 and Fidelity Brokerage Services LLC since 2019. Nicholas is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of model portfolios and advisory solutions.

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).

Arianna Cariglia is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked at New York Life and has experience in the hospitality and performing arts sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Christopher Sullivan is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Ameriprise Financial and involvement with Lee Schneller Fine Gardens. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory services to multiple registered investment companies.

Ryan Hall is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he worked at Cafe Chew and held various roles at the University of Massachusetts Amherst and local recreation departments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.