Anthony Christopher is a Planning Consultant at Fidelity Investments, where he partners with individuals and their families to develop and implement individualized financial plans. He focuses on building ongoing relationships with clients to understand their financial goals and provide confidence in their financial decisions. Anthony has experience in various roles at Fidelity Investments, including positions as an Investment Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His career at Fidelity began in 2021 and has involved progressively responsible roles focused on client service and financial planning. In his personal time, Anthony engages in activities such as cooking and baking, football, golf, spending time at the lake, watching movies, and solving puzzles.

Jonathan Britton is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, previously spending five years with Jhfn Sii. Outside of his advisory role, Britton is involved as a health insurance broker assisting business owners with group health plans and serves as a partner in Coastal Wealth Management, a financial services practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and various managed account programs, operating through a complex network of affiliated broker-dealer and RIA entities.

Britton Wilson is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward Jones since 1992 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a member and owner of Santucket, LLC, a real estate holding company based in Litchfield, CT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad branch footprint.

David Tremblay is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to develop, implement, and maintain financial plans that align with their individual needs and goals, adapting strategies as those needs evolve over time. He has extensive experience in the financial services industry, having held various roles including Managed Solutions Consultant and Portfolio Specialist at Fidelity Investments, Financial Consultant at Santander Investments, Financial Services Professional at New York Life, Product Manager at Fidelity Investments, Consultant at Watson Wyatt Worldwide, and Sales Support Consultant positions at MetLife, Allmerica Financial, and Aetna Life Insurance. His career spans from 1993 to the present. Outside of his professional work, David enjoys activities such as baseball, beach outings, biking, family activities, parenthood, and skiing.

Robert Kostigen is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is part of the HRSK & Associates team, which averages 15 years of experience in the financial services industry, delivering expertise in retirement and education planning strategies, insurance strategies, and trust planning services. Robert and his team focus on building enduring relationships grounded in trust, integrity, and accessibility while providing sound guidance and strong service. They employ a defined, goals-based process for wealth management, emphasizing a long-term investment approach centered on asset allocation, diversification, and discipline, leveraging the resources and research of Merrill Lynch. Robert holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Suffolk University. His approach involves helping clients achieve their personal and family financial goals by creating customized plans that reflect their perspectives and priorities.

Mitchell Sirota is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial strategies tailored to their individual and family goals. He focuses on helping clients create plans aimed at growing, preserving, and distributing their wealth in alignment with their financial objectives. Mitchell has held several roles at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. This progression reflects his experience in client relationship management and investment consulting within the financial services industry. Outside of his professional work, Mitchell has interests in art, cars, cooking and baking, music, and traveling.

Austin Stutz is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has built his career in financial services with a focus on developing customized wealth plans in partnership with his clients to help them achieve their financial goals. His experience spans several roles within Fidelity Investments, including Financial Consultant from 2015 to 2018, PAS Investment Consultant from 2014 to 2015, and PAS Client Management Representative from 2013 to 2014. Prior to joining Fidelity, Austin worked as a Financial Planner at Vanguard Group from 2011 to 2013. Throughout his career, Austin has concentrated on building lasting relationships with clients and working collaboratively to define and pursue their financial success.

Stephen Saulnier is a financial advisor with Charles Schwab in Burlington, MA, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. He has worked with Charles Schwab since 1998 and has been involved with Charles Schwab Bank, SSB since 2005. Outside of his advisory role, he is the owner of 12 Th St. LLC, a rental real estate management business. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios, providing integrated brokerage, custody, and advisory services.

Marianne Zawacki is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 22 years of industry experience. Her prior work includes roles at LPL Financial, Cetera Wealth Services, and Northwestern Mutual Investment Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client goals, with notable services in municipal and public finance.

Kevin Crawford is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He partners with clients to help them grow, protect, and transfer their wealth with the goal of pursuing financial fulfillment. Kevin has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. This extensive experience has provided him with a comprehensive understanding of wealth management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Nicholas Avola is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial in Lexington, MA. His prior roles include positions at RBC Capital Markets, First Republic Securities Company, and JP Morgan Chase. 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, model portfolio programs, and institutional platforms, supported by a network of over 22,900 advisors.

Mary Metro is a CFP® with 27 years of experience, currently serving at Raymond James Financial. She has held roles at Lincoln Life and Annuity since 2018 and operates her own practice, Metro Financial Strategies, since 2010. Mary is also a Certified Divorce Financial Analyst and has been involved in non-variable insurance activities for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting and supports municipal and public finance work through an affiliation with a municipal advisor.

Patrick McGillicuddy is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1996. He focuses on supporting clients in their wealth planning and financial goal achievement. Patrick emphasizes Fidelity's role as a trusted provider in the financial services industry, offering a range of investment options. Throughout his tenure at Fidelity, Patrick has concentrated on delivering personalized financial consulting services. His approach centers on client-focused strategies to address various investment needs. Outside of his professional work, Patrick's personal interests include spending time at the beach, playing golf, caring for pets, and traveling.

Christopher Lemay is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Northwestern Mutual, Uber, and NW Pest, as well as experience in sports and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable gift funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Jonathan Merrigan is a CFP® professional with 21 years of industry experience, currently advising at Edelman Financial Engines. His career includes prior roles at Fidelity and multiple entities affiliated with Edelman Financial Engines, spanning over a decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, focusing on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Brian Cahill is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement financial plans tailored to their specific situations. He focuses on creating plans that are straightforward and understandable, and he works with clients to monitor and adjust these plans to support their financial well-being and peace of mind. Brian has held several roles within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, and Workplace Planning Consultant. His experience encompasses various aspects of financial planning and client relationship management, contributing to his comprehensive approach to serving clients. Outside of his professional work, Brian enjoys activities such as football, hiking, running, and traveling.

Andrew Dumais is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through roles including Workplace Planning Consultant I and II, Planning Consultant, and Financial Consultant before his current position. In his role, he works with individuals and families to develop financial plans aimed at achieving their financial goals. Andrew holds a California Insurance License, supporting his ability to offer comprehensive financial advice. His experience encompasses financial consulting and workplace planning within Fidelity Investments, focusing on helping clients navigate their financial futures. Outside of his professional responsibilities, Andrew has interests in food, music, reading, and traveling.

Lauren Keenan is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked at Morgan Stanley in various capacities from 2020 to 2022. Outside of finance, her background includes roles in the food and hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Zeid Basyouni is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2015. He also spent a year at Harvard University from 2016 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Sarin Barsoumian is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Burlington, MA, Barsoumian holds a Series 66 license and has been involved with Green Bee Advisory LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice through a large network of investment adviser representatives.