Dan Martin is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes positions at Eaton Vance, where he was an Internal Consultant from 2019 to 2023 and a Mutual Fund Services Representative from 2018 to 2019. Dan focuses on supporting clients and their families by empowering them to make confident financial decisions and helping them avoid common financial missteps. Outside of his professional work, he enjoys biking, fishing, hiking, running, skiing, and traveling.

Julie Cormier is a financial advisor at Ameriprise with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011 and holds a Series 63 designation. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized retirement-income consulting team to deliver non-discretionary, research-driven recommendations.

Andrew Long is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2013, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Andrew specializes in wealth planning, equity compensation strategy, and retirement planning. He is an Equity Compensation Associate® and a Certified Financial Planner®. His expertise includes income planning, tax-efficient investment strategy, analyzing stock options and RSUs, individual fixed income, and charitable endowments and donor advised funds. No additional information regarding Andrew's education or personal interests has been provided.

Mark Condon is a financial advisor at MassMutual Investors Services with eight years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. In addition to his advisory role, Condon is involved in several entrepreneurial ventures, including founding a company that sells dog training devices and running a podcast focused on promoting local businesses in Massachusetts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of investment and planning solutions, including specialized programs for divorce planning, estate settlement, and employer-sponsored plans.

Nathan Lucier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2001, progressing through various roles including Financial Consultant, Investment Consultant, Manager of Retirement Investment Services, and Retirement Investment Representative. Prior to joining Fidelity, he worked as a Financial Planner at Prudential from 2000 to 2001. With 25 years of experience in financial services, Nathan collaborates with clients to understand their needs and aspirations, focusing on building tailored financial plans that protect and grow their wealth. He aims to be a primary financial partner to his clients and their families, working closely with them to develop appropriate strategies. No information regarding Nathan's education, credentials, personal interests, or community involvement was provided.

Ellen Peloquin is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various firms including New York Life Investment Management LLC and Investors Capital Corp. She has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a broad universe of mutual funds, ETFs, and ETPs while maintaining oversight and addressing conflicts of interest.

Jason Longtin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2026 and previously at Cetera and Cetera Advisors LLC. Outside of his advisory work, he co-owns a t-shirt production and sales business. 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 variety of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advanced research and operational tools.

Richard Shaw is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Cetera Advisors LLC and Advanced Financial Group. Shaw serves as an elected member of the West Boylston School Committee. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party investment managers across multiple program structures.

Matthew Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has previously worked at UniBank for Savings, People's Securities, Inc., Peoples United Bank, Infinex Investments, Inc., and United 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on diversified investment strategies and technology-supported research tools.

Amy O'Connell is a financial advisor with LPL Financial holding a Series 66 designation. She has been in the industry since 1997, with prior experience at Ameriprise Financial, Balanced Wealth Advisors, and Cadaret Grant & Co., Inc. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Kelly Hogan is a financial advisor at Edward Jones with three years of industry experience. Hogan holds the Series 66 designation and has held multiple roles at Edward Jones beginning in 2011, with intermittent periods outside the firm. 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 solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamie Freidhof is a financial advisor with LPL Financial based in Newton, MA. He holds the Series 66 designation and has eight years of industry experience. He has been associated with LPL Financial since 2003 and with Kaplan Financial Services since 2000. 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 advanced research and operational tools.

Anthony Scola is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Independent Financial Group, LLC, SagePoint Financial, Inc., and TIAA-CREF, among others. He is involved in White Horse Wealth Management, a DBA he uses for his financial services and insurance-related business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven portfolio implementation and offers access to third-party asset managers and financial planning services.

Mark Lombardi is a Financial Consultant at Fidelity Investments, where he works as an advocate for his clients by helping them identify investment opportunities and manage associated risks. He provides comprehensive financial planning and analysis to design and implement investment strategies and retirement income plans aimed at helping clients progress towards their financial goals. Mark has been with Fidelity Investments since 2017. Prior to this, he was a Partner at New York Life from 2014 to 2017, and served as Vice President of Account Management at John Hancock Retirement Plan Services from 2010 to 2013. Outside of his professional work, Mark's personal interests include beach activities, boating, cars, and skiing.

Justin Giuliano is a CFP® professional with 13 years of industry experience, currently affiliated with Cetera. His prior roles include positions at CCR Wealth Management, Triad Advisors, Finivi Inc, and Voya Financial. He is also licensed as an insurance agent, selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account structures.

Paul Traina is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates institutional research and modeling tools into its planning process.

Thomas Powers is a financial advisor with LPL Financial in Wellesley, MA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with LPL Financial since 1998. Powers is also involved in the sale of life, disability, group health, and long-term care insurance through his business activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Denise Iarrobino is a financial advisor at LPL Financial with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Sagepoint Financial, Inc., Sii Investments, and UBS Financial Services. Denise is also associated with Legacy Financial Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Anthony DeCarolis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their unique situations and financial goals. He focuses on creating strategies that provide clients with peace of mind and confidence in their long-term financial objectives. Anthony has held several roles at Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects his experience across various aspects of financial services, enhancing his expertise in client relationship management and financial planning. Outside of his professional work, Anthony enjoys attending concerts, playing golf, and watching movies.

Stephen Doucette is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including 20 years at Edward Jones and currently serves as president of Doucette Capital, a support company related to his advisory work. 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 employs analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.