John Boshar is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for 13 years and has been with LPL Financial for 19 years. Outside of his advisory role, he operates John Boshar Associates, Inc., a business entity used for tax and investment purposes. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies supported by technology and extensive operational resources.

Karen Hersum is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2021, she worked for seven years at HomeSmart Professionals Real Estate, where she assisted family and friends with residential property transactions as an independent contractor outside of securities trading hours. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management with oversight and sub-adviser relationships.

Melanie Lara is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has prior work experience at Citizens Bank and Johnson & Wales University. Outside of advising, she has worked in sales support and visual merchandising for Bath & Body Works. Fidelity, through its Strategic Advisers LLC affiliate, 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 discretionary and non-discretionary advisory services as well as model portfolios.

Lauryn Harper is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, she held various roles including several positions at Franklin & Marshall College and work experience in retail and development sectors. Merrill 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 plans, corporations, and charitable organizations.

Connor Poirier is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Vice President Financial Consultants to understand financial goals and identify planning opportunities. He has been with Fidelity Investments since 2019, progressing through roles including Investor Center Intern, Financial Representative, and Relationship Manager before his current position. Connor's experience encompasses client relationship management and financial planning within Fidelity Investments. He focuses on helping clients uncover financial planning opportunities to meet their needs. Outside of his professional work, Connor enjoys family activities, football, golf, outdoor adventures, and skiing.

Mark Lehoullier is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016, following prior roles at Fidelity and VOYA Financial Advisors. He is also associated with 1776 Financial in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Hunter Choquet is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Unilock and held positions at Amazon, Park N Shop, and the YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of AI-driven methodologies in portfolio management.

Tyler Fidrych is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Babson College, the University of Connecticut, and Coca Cola Beverages Northeast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Bianchi is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and families to utilize Fidelity's resources to assist clients in navigating complex financial decisions. He focuses on crafting financial plans and tailoring investment strategies to meet the unique goals of each client. Nicholas has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. His experience encompasses a broad range of financial advisory and client relationship management responsibilities. Outside of his professional work, Nicholas enjoys family activities, fishing, fitness, football, golf, and movies.

John Pimental is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes roles at Cetera, Questar Capital Corporation, and MSI Financial Services. He is an owner of Arrow Wealth Management LLC and serves as a board member of the Ocean State Business Development Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Peter Askar is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that address both their short-term needs and long-term goals. His experience includes progressing through roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing to Investment Solutions Representative 1 in 2023, and then Investment Solutions Representative 2 in 2024. Prior to joining Fidelity, he gained experience as a Finance Intern at Bay Coast Bank in 2021. Outside of his professional work, Peter has interests in cars, golf, and movies.

Michael Mailloux II is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he operated his own advisory practice for three years and worked for over a decade at Town Fair Tire. Outside of advising, he owns and operates an e-commerce business on eBay and works as an independent contractor for DoorDash. 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 deliver model portfolios and advisory solutions.

Charles Gionet is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked in various industries including retail and emergency services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research and quantitative analysis, delivering model portfolios constructed from mutual funds, ETFs, and ETPs while managing conflicts of interest through oversight and evaluation.

Adam Drummond is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Doordash, Inc., Amwins Group, Inc., and various positions linked to UMASS Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Bryan Lopez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Philip Peck is a CFP®-designated financial advisor with LPL Financial, based in Westwood, MA, with 42 years of industry experience. He has been with LPL Financial since 1998 and has been practicing as Philip Peck CFP since 1994. Peck is also a Lieutenant Colonel in the United States Army Reserve, where he works on counterterrorism aspects of homeland security. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.

Michael Quattromani is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles at Warner Bros and Frank Pepe Pizzeria Napoletana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of model portfolios, AI-driven research, and formal advisory roles to multiple registered investment companies.

Kimberly Carroll is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Mark Linnane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with LPL Financial since 2016 and also serves as a teacher at Quincy College. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Michael Silva is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2022, he worked at Merrill from 2016 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.