Pamela Basso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her career includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

John Jefferson is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JMJ Financial Partners, Inc. and Waddell & Reed, Inc. John has operated a business entity related to investment and tax purposes under JMJ Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Keith Daigneault is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2005. Outside of his advisory role, he coaches individuals to help them achieve greater personal fulfillment. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Edmund Haughey is a financial advisor with OSAIC in North Andover, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Securities America Advisors and LPL Financial. In addition to his advisory work, he is involved in corporate insurance sales as a producer with Risk Strategies. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across diverse investment vehicles.

Alicia Clancy is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been affiliated with Merrill since 2011. Outside of her advisory role, she volunteers as a parent classroom volunteer at Hollis Primary School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Yurch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Citizens Securities, Waddell & Reed, and Boston Light Financial. He is also involved with Associates of Clifton Park in a non-variable insurance capacity. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of financial planning, advisory programs, and retirement consulting services through a national network of investment adviser representatives.

Tristaan Petullo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Cambridge Investment Research since 2005 and Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Petullo is an insurance agent servicing property, casualty, health, and life insurance, as well as a notary public and a bookkeeper for two small businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and estates, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms with both proprietary and third-party strategies, along with institutional features supporting advisor business relationships and compliance.

Thomas Guichard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior background includes service in the United States Marine Corps and various roles while completing his education. 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 across a broad range of investable securities.

Mark Marroni is a ChFC® credentialed financial advisor with 28 years of industry experience. He has been with OSAIC since 2018 and has worked at Signator Investors, Inc. since 1998. In addition to his advisory roles, he serves as president of Boston Partners Financial Group, LLC, and is a director of the Friends of Parker River National Wildlife Refuge, a nonprofit organization involved in environmental activities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios consisting of stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Shyamal Patel is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously worked at Deloitte Tax LLP and PwC, and is also employed as a CPA at Westford Tax and Financial Group, where he provides tax preparation, bookkeeping, payroll services, and IRS notice assistance. Additionally, he supports financial advisory services by preparing client applications and communicating with clients in a financial assistant role. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning options, overseeing over $256 billion in assets across more than 10,000 advisors.

Glenn Galloway is a financial advisor with LPL Financial who holds a Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Lincoln Financial Advisors from 2016 to 2020. He is also affiliated with Hogancamp PC as a CPA, a role he has held since 2009. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Luke Murphy is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, he held roles in recreational and realty organizations and worked at Providence College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process integrates fundamental research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, supporting a range of investor needs.

Tyler Lavoie is a financial advisor with Raymond James Financial in Salem, NH, holding the ChFC® and Series 66 designations and having eight years of industry experience. He previously worked for Edward Jones for six years and has owned a children's book writing and illustrating business. Lavoie also serves as CEO of Lavoie Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique affiliation.

Mary Fahey is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. Her prior roles include work at the US Census Bureau, South Church, and Sheryl Wein, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Colby Steinfeld is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Keenan Financial and held a support staff position at Weston Golf Club. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and use of systematic methodologies in building model portfolios.

David Olsen is a CFP® and ChFC® with 32 years of experience in the financial industry. He is currently with Fidelity and has held various roles within Fidelity Brokerage Services and its affiliated advisory businesses since 1998. Outside of his advisory work, he serves as an elder at Rockingham Christian Church, providing leadership and oversight. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of systematic methodologies and formal governance procedures.

Mary Laase is a Series 66-registered financial advisor with Fidelity, bringing eight years of industry experience. Her prior roles include positions at Bankers Life and Bankers Life Securities Inc. She serves as secretary for the East Alton Meeting House Society, a nonprofit focused on building preservation. Mary works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across its model portfolios.

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.

Sarah Fitzwater is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has progressed through various roles within the company, starting as an Investment Solutions Representative I in 2021 and advancing to her current position. Her experience encompasses multiple levels of investment solutions representation, providing her with a comprehensive understanding of financial planning and client relations. Sarah holds insurance licenses in Arkansas and California, supporting her ability to address diverse client needs. Outside of her professional work, Sarah enjoys outdoor activities such as camping, gardening, hiking, kayaking, and traveling.

Andie King is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held various roles in retail and public sectors, including positions at Macy's, ULTA Beauty, and the City of Manchester. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios built from mutual funds, ETFs, and ETPs.