Arthur Argeros II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, United Planners' Financial Services, and American Prosperity Group. He is also managing trustee of Argeros Realty Trust. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, third-party asset management, and a variety of brokerage and insurance products.

Steven Andrews is a CFP® with 26 years of industry experience. He is currently an advisor at LPL Financial, where he has worked since 2021. Prior to LPL, he held roles at Voya Financial Advisors and Commonwealth Financial Network. Outside of his advisory work, Andrews is involved as an assistant in a local contracting and therapy services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Judith Osborn is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. Prior to her current role, she worked at Pinnacle Private Wealth, LLC for two years and has been a CPA since 1991. She also operates Osborn Financial Group as a DBA and provides tax preparation and accounting services. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios and research from multiple sources.

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 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at New York Life and various service industry jobs, as well as involvement with Shooting Stars Performing Arts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm supports retail and institutional investors through discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Christopher Sullivan is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Ameriprise Financial and teaching at Nichols College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, AI-based research methods, and its advisory role to multiple registered investment companies.

Ryan Hall is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to 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 retail and institutional clients, using a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jennifer Duval is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior to her financial career, she was an independent consultant in direct sales with Arbonne International and worked in education at Milford High School SAU #40. 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 and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Shant Der Stepanian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he served in the U.S. Navy from 2021 to 2025 and currently serves in the U.S. Navy Reserves. He has also been involved with the Belmont Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe and holds distinctive roles including registered commodity pool operator and advisor to multiple registered investment companies.

Brandon Ecklund is a Financial Consultant at Fidelity Investments, serving clients since 2025. He specializes in creating and maintaining holistic financial plans and personalized investment strategies tailored to the unique situations of individuals and families in the North Shore area. Brandon has held several roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His experience encompasses various aspects of financial consulting and investment services. He is dedicated to assisting clients in planning for retirement and managing life events, aiming to be a consistent and trusted contact throughout their financial journey.

Dimitri Hatzelamprou is an Investment Solutions Representative III at Fidelity Investments. In his role, he helps individuals and families work towards their financial goals through tailored investment strategies and personalized guidance. Dimitri focuses on translating complex financial concepts into actionable plans that empower clients to make confident financial decisions. Dimitri joined Fidelity Investments in 2023 and has held several positions within the company, including Customer Relationship Advocate and High Net Worth Associate before becoming an Investment Solutions Representative. He holds a Bachelor of Arts degree in Finance and Accounting from Saint Anselm College. Outside of his professional work, Dimitri is involved in family activities and enjoys fitness, golf, and traveling.

John Bradshaw is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Soake Pools for three years and Atkinson Thin Film for 28 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with distinctive capabilities including commodity pool operation registration and advisory roles to multiple registered investment companies.

Matthew Houghton is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services Inc since 1999, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees a range of advisory and management services.

Joseph Davies is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding CFP® and Series 63 designations and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he is involved in property and casualty, group life, and group health insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Jessica Parrella is a financial advisor with Osaic Wealth, Inc. based in Windham, NH, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Worcester State College for 19 years. In addition to her advisory role, Parrella owns and operates Scott Advisory Group, a sole proprietorship focused on retirement and financial planning. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes a range of asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.