Quan Nguyen is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citizens Securities, Santander Securities, and Santander Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across topics such as retirement, tax, and estate planning. The firm offers these planning services alongside managed-account programs, maintaining a separation between planning and portfolio management.

Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds a Series 66 designation and has worked with various firms affiliated with Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Vincent Beaudoin is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Morgan Stanley. 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 provides 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.

Steven Madeira is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Madeira is an independent contractor involved in real estate transactions. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and consulting services through a large nationwide network of independent advisors.

Stephanie Manchon is a financial advisor at Edelman Financial Engines with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Lion Street Financial, PRW Wealth Management, and TIAA-CREF. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Craig D'Ambrosia is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2002 and has been with Fidelity since 1993, progressing through various positions including Assistant Branch Manager, Senior Financial Representative, Associate Financial Representative, and Executive Correspondence Representative. His experience encompasses branch leadership and financial services, with a focus on client support and employee development. Craig is motivated to positively impact the financial lives of clients and the professional growth of his team, aligning his leadership skills with Fidelity's core values. Outside of his professional responsibilities, Craig is interested in fitness, football, gardening, pets, and volunteering.

Philip Sartori is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Anthony Lorizio is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop, implement, and manage financial plans tailored to their unique personal financial situations. He emphasizes a personal level of service and care, supported by his team. Anthony has over 20 years of experience with Fidelity Investments, having served as Vice President Financial Consultant from 2009 to 2024 and as Financial Consultant from 2004 to 2009. Throughout his career, he has focused on building strong relationships with clients and helping them work towards their personal and financial goals. Outside of his professional work, Anthony enjoys fishing, social events with friends, outdoor adventures, and traveling.

Camden Constantine is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His background includes roles at Raymond James Financial Services and 1776 Financial, as well as work outside the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory services.

Edward Mcbride is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors, Agia, and VALIC Financial Advisors. Mcbride is also involved with Brayshaw Financial LLC, where he engages in fixed annuity sales, fixed life insurance, and long-term care services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with a multi-advisor platform offering brokerage and advisory services, incorporating tools such as risk-tolerance questionnaires and portfolio optimization.

Daniel Defeo is a financial advisor with Primerica Advisors in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home-related services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure and maintaining oversight of model offerings.

Sam Hetu is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans focused on their life goals. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, and various levels of Investment Solutions Representative before assuming his current position in 2025. Sam holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys attending concerts, watching football and movies, golfing, and engaging in outdoor activities such as skiing.

Ryan Fine is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009 and the broader Raymond James Financial Services since 2003. Outside of his advisory role, he is owner of The Semjen Group, a support company based in Braintree, MA. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services such as municipal and public finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Choate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, advisory work for registered investment companies, and use of systematic methodologies including AI and long-term asset allocation strategies.

Ryan Mc Intyre is a financial advisor at Ameriprise in Braintree, MA, holding a Series 66 designation with three years of industry experience. He has been with Ameriprise since 2018, with a brief period of self-employment, and has a background that includes teaching at Boston College High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary research and third-party data.

John Mccarthy III is a CFP® with 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has also worked at Bay Financial Advisors, Inc. for 15 years. He is a notary public in the Commonwealth of Massachusetts. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad spectrum of financial solutions.

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.

Michael Meuse is a financial advisor with Edelman Financial Engines, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, Edelman Financial Services, LLC, and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a fiduciary approach for retirement accounts.

Bradley Armstrong is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for MFS Fund Distributors Inc for 14 years. Armstrong is currently based in Westwood, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.