Dennis Marchalonis Jr. is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and funds-of-funds.

Mary Kelly is a Series 66-licensed financial advisor with Edward Jones in Quincy, MA, with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked there from 2003 to 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Victoria Rego is a Planning Consultant at Fidelity Investments. In her role, she partners with advisors and individuals to develop and maintain financial plans aimed at helping clients understand the consequences of their financial decisions and providing clarity to their financial futures. Victoria has held several positions within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Retirement Brokerage Services, and Financial Associate II in Defined Contributions and Defined Benefits. This experience has provided her with a solid foundation in financial planning and client relationship management.

Nicholas Strumar is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work experience includes roles at Uber and Topgolf, as well as involvement in small business operations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Lounsbury Jr. is a financial advisor with LPL Financial in Stoughton, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 2001. Outside of his advisory role, he is involved in selling fixed insurance products including various disability, health, dental, vision, life, and long-term care policies. 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 offers a range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Brian Smith is a CFP®-designated financial advisor with Edward Jones in Foxboro, MA, with 26 years of industry experience, all at Edward Jones since 2000. He serves as a board member and director of girls basketball for grades 2 through 4 at the Foxboro Youth Basketball Association. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its affiliated services beyond advisory offerings.

James Robichaud is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at R K Baker & Associates and Northeast Family Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Nicholas Dubois is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, his background includes roles in retail and service sectors, as well as a brief position at Trinity Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of model portfolios that combine fundamental research with quantitative analysis and algorithmic portfolio construction.

Becky Berman is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she was involved with B Berman Homes LLC for five years. In addition to her advisory work, she serves as direct support staff at the Fogarty Center, assisting adults with disabilities in developing and maintaining independence and community involvement. 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, offering a range of services from discretionary portfolio management to fund advisory and model portfolio delivery.

Susan Mcguire is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bay Financial Associates since 2011, joining LPL Financial in 2023. 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 offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

William Slaney is a financial advisor with Ameriprise in Cumberland, RI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in managing a real estate holding company and serves as Assistant Chief Investment Officer at SNE Operations, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Jack Citarell is an Investment Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with families on their longer term goals by providing investment guidance, retirement planning, and legacy planning considerations. Prior to his current role, Jack served as a Planning Consultant at Fidelity Investments from 2023 to 2026 and as a Workplace Planning Consultant from 2021 to 2023. Outside of his professional career, Jack enjoys baseball, boating, fishing, football, golf, and participating in social events with friends.

David Goganian is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at John Hancock Distributors LLC and New York Life Investment Management LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic methods to construct model portfolios and serves in advisory roles for multiple registered investment companies.

Raymond Lazcano is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Santander Securities, and Sovereign Bank. 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 broad range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and research tools.

Lauren Vives is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2014 and concurrently works at Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Kakas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at LPL Financial, Digital Federal Credit Union, and First Technology Federal Credit Union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and advisory services through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that provides access to affiliated and third-party strategies across diverse program structures.

Matthew Bianco is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Fidelity Investments and several other organizations, including educational institutions and Turf Technologies. 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. The firm also advises multiple registered investment companies and develops model portfolios with systematic methodologies.

Jude Hage is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments, Robert Half, Northwestern Mutual, and several other organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios.

Michael Klein is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at PNC Investments from 2016 to 2022 and JPMorgan Chase Bank, N.A. since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Frederick Gillis III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His career includes roles at firms such as Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he serves as a part-time security employee at events held at Gillette Stadium. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management using firm-approved analytical tools, with planning engagements structured as annual, collaborative relationships.