Richard Dickinson is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Guided Financial Strategies, where he is a managing partner. Outside of advisory roles, he is involved in managing fixed insurance products as an insurance agent. Cetera is an SEC-registered advisor operating a multi-manager platform with over 10,000 advisors nationwide. The firm serves individuals, retirement plans, corporate and charitable clients, and institutions with a range of portfolio management and financial planning services across various program structures.

Jack Brusso is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience at the DaVinci Center for Community Progress and Wheaton College. Outside of advisory work, he was involved with Stingrays Soccer Camps for five years. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios drawn from mutual funds, ETFs, and ETPs.

John Mccarthy III is a financial advisor with LPL Financial in Westwood, MA, holding CFP®, Series 63, and Series 65 credentials and bringing 32 years of industry experience. He previously spent 15 years with Bay Financial Advisors, Inc. and has been with LPL Financial since 2004. He also serves as a notary public in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

James Falvey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Citizens Bank and Santander Bank. Falvey has been with Fidelity Investments since 2021. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad range of investment vehicles.

Joshua Dichiaro is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments in 2024, he held various roles including positions in retail and healthcare. He works within Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Blase Cormier is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His background includes roles with the Boston Red Sox and positions related to athletics and student programs at Suffolk University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jessica DiNapoli is a Financial Consultant currently working at Fidelity Investments since 2024. She collaborates with clients to develop customized financial strategies aimed at achieving their long and short-term financial objectives. Jessica emphasizes understanding each client's unique situation to create a personalized roadmap toward their definition of success. Prior to her current role, Jessica was a Financial Advisor at Barnum Financial Group from 2015 to 2024. She holds insurance licenses in Arkansas and California. Outside of her professional work, Jessica engages in family activities and enjoys horseback riding, running, snowboarding, traveling, and spending time with pets.

Robert Host is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. He has worked with LPL Financial since 2021 and previously held roles at Barbara Sekely and Waddell & Reed, Inc. He also has a background in tax preparation and accounting, operating a home-based CPA business since 1987. Host has been involved with community organizations such as the Rotary Club of East Lake Sunrise. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, combining in-house and third-party research with discretionary and non-discretionary management options.

Matthew Powers is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Citizens Securities, Bank of America, Merrill, and Citizens Financial Group. He also worked at DoorDash from 2020 to 2023. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Jacob Summerly is an Investment Solutions Representative III at Fidelity Investments. He works with individuals and families to develop trust and transparency while creating personalized financial strategies that align with their specific goals and preferences. Jacob has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2023. He then served as an Investment Solutions Representative I from 2024 to 2026, followed by Investment Solutions Representative II in 2026, before attaining his current position as Investment Solutions Representative III in 2026.

Gregory Zimmerman is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and possessing 20 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Robert Sicilia is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to Fidelity, he worked in mortgage lending and other roles outside the financial advisory industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Dan Cabral is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has worked at Fidelity Investments since 2023, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative I and II before his current role. In his professional capacity, Dan partners with clients to understand their short and long-term financial goals and helps build customized financial plans. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional work, Dan has personal interests that include art, comedy, movies, music, and painting.

Michael Meuse is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, and Edelman Financial Services, 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 diverse investment solutions including discretionary management and online advice, managing approximately $326 billion for around 477,000 clients.

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.

Robert Greeley is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients and their families to navigate the complex world of financial planning, focusing on creating customized financial plans aimed at achieving personal and financial harmony both now and in the future. Robert has been with Fidelity Investments since 2019, gaining progressive experience through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This progression reflects his growing expertise in financial planning and client relationship management.

Peter Day is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments and teaching positions at Bryant University and Bristol Community College. Outside the financial industry, he has experience in the hospitality sector, having worked at Briggs Corner Pizzeria and The Ice Cream Barn. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Rivera is a Financial Consultant currently working at Fidelity Investments since 2024. He has over 20 years of experience in the financial advisory field, having held positions at Barnum Financial Group from 2009 to 2022, Merrill Lynch from 2005 to 2009, and Morgan Stanley from 2001 to 2005. Michael specializes in partnering with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. He focuses on understanding his clients' unique situations to provide comprehensive guidance and strategies for their financial planning needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys activities such as camping, cooking and baking, fitness, outdoor adventures, and parenthood. He is also involved in volunteering.

Susanne Nelson is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with LPL Financial since 2016 and also has involvement in Atlanta Island Auto Rentals Inc., an auto rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services supported by both proprietary and third-party research.

Nicholas Weiler is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at UBS FS, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent LLC. Outside of his advisory role, he is involved with Leopold Wealth Management, a practice that includes tax preparation, accounting, and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.