Erick De Castro is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he is a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Robert Martin is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2016. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Katelyn Sanderson is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Andrew Whigham is a financial advisor at Edward Jones in Nashua, NH, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Whigham serves on the Board of Directors for the YMCA of Greater Nashua. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Michael Rosen is a Planning Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, progressing from Workplace Planning Associate to Workplace Planning Consultant ll, and most recently to Workplace Planning Consultant lll. His role involves partnering with local clients to co-create and maintain financial plans while building long-term relationships. Michael's experience at Fidelity Investments has provided him with a solid foundation in workplace planning and client consultation. He focuses on developing tailored financial strategies that meet the specific needs of his clients. Outside of his professional work, Michael enjoys engaging in family activities, football, golf, tennis, and social events with friends.

Kerri Dixon is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Retirement Fiduciary Group LLC and Essex Securities. Dixon serves on the Board of Directors for Incompass Human Services, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse range of clients, including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Pasquale Russo is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Householder Group Estate & Retirement Specialists. Outside of advising, Russo serves as a trustee for a realty trust and is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a broad array of investments.

Joe Rogers is the Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to determine their financial goals and help build plans to move toward these objectives. He has been with Fidelity Investments since 1999, holding various positions including Financial Analyst, Trading Representative, Premium Services Financial Representative, Private Access Relationship Manager, Income Planning Consultant, Financial Planning Representative, and currently Vice President, Financial Consultant. This extensive experience reflects a deep engagement with financial services over more than two decades. Outside of his professional responsibilities, Joe enjoys boating, fitness, hiking, kayaking, running, and traveling.

Todd Miller is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at CCDEVCOM-SC and CCDC-Soldier Center, and he has a background connected to Northeastern University’s Center for Renewable Energy. Outside of his advisory work, he serves as president of two B2B networking groups in Milford and Hopedale, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Sean Flaherty is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1994 and is a Personal Investment Advisor (PIA). Sean works with affluent clients to provide tailored investment management, tax minimization strategies, estate planning, and wealth preservation. He develops personalized strategies based on Merrill Lynch's global resources, addressing complex financial needs including portfolio management, stock option analysis, retirement planning, and wealth transfer services. Sean holds a Bachelor's Degree from Lynn University and is one of the first graduates of the Merrill Financial Advisor's Program at the Wharton School, University of Pennsylvania. He collaborates with clients’ other advisors such as attorneys and accountants to ensure comprehensive wealth management. Within his community, Sean is involved with multiple cancer and heart disease charities and participates in local organizations, including Monmouth Medical Center. As a cancer survivor, he supports the doctors and hospitals that contributed to his recovery. Outside of his professional work, Sean prioritizes spending time with his family and engages in various activities such as golf, tennis, surfing, and coaching youth sports. He values an active lifestyle and integrates his personal experience into his commitment to helping clients pursue their long-term financial goals.

Yu Fu is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also a financial professional at Great Wall Financial Group, Inc., where he provides financial services and insurance. Additionally, Fu works as an insurance agent specializing in life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He has worked with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, its advisory services to registered investment companies, and its use of AI-driven methodologies in portfolio management.

Nick Fothergill is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant from 2023 to 2024, Investment Solutions Representative from 2022 to 2023, High Net Worth Service Associate in 2022, and Customer Relationship Advocate from 2021 to 2022, all within Fidelity Investments. This progression reflects his experience across various aspects of financial services. In his current role, Nick works closely with clients to understand their individual circumstances and co-create comprehensive financial plans tailored to their goals and aspirations. His approach emphasizes building relationships and developing strategies aimed at pursuing financial peace of mind. Outside of his professional responsibilities, Nick has personal interests in golf and skiing.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Bradford Leblanc is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at several firms, including Securities America, Investacorp, Cetera Advisors, and Investors Capital Corporation. Leblanc also operates BHL Financial Services, a business involved in insurance and advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs comprehensive asset-allocation tools and supports various managed-account solutions.

Michael Perkins is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services and Foresters Advisory Services. He operates under the DBA Peak Path Retirement Advisors within Cetera. Cetera Investment Advisers LLC is an SEC‑registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Pharoah Neves is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1992, progressing through roles from Customer Service Representative to Financial Consultant and Investment Consultant. Throughout his career, Mr. Neves focuses on comprehensive client profiling and understanding the full financial and family situation to develop plans aimed at achieving financial success, prosperity, stability, and peace of mind for clients and their families. His extensive experience at Fidelity Investments spans over three decades, covering various facets of financial consulting and investment services.

Andrew Gillis is a financial advisor at Edward Jones in Hollis, NH, holding a Series 66 designation with three years of industry experience. His work history includes multiple periods at Edward Jones since 2019, with additional roles outside finance including positions at ProScapes and the Tuscaloosa District Courthouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Dylan Carrafiello is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients seeking clearer direction and less stress in their financial decisions, providing a partnership that simplifies complex financial matters. His areas of expertise include navigating equity compensation, consolidating retirement plans, and building diversified investment strategies. Dylan holds a Bachelor's Degree and a Master of Business Administration (MBA) from Quinnipiac University. He has earned professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach focuses on creating personalized investment strategies aligned with clients' goals and values. He emphasizes building real relationships rather than transactions, offering guidance on managing wealth, reducing tax drag, and developing intentional financial plans. Dylan provides access to Bank of America for banking and lending needs, complementing his investment advisory services.

Nathan Auclair is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 24 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers brokerage, advisory, and consulting services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment vehicles.