Ryan Carson is a financial advisor with Charles Schwab in Burlington, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Fidelity Investments and the NH Department of Transportation Bureau of Traffic Management. 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and multi-asset model portfolios, supported by centralized custody and operational structures.

Anthony Trofimow is a financial advisor at Edward Jones in Woburn, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including 25 years with Edward Jones since 2001. Outside of his advisory role, he serves as an advisory member for the Health Science Program development at Medford Vocational High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad range of advisory programs and affiliated investment options, operating under a fiduciary standard.

Jill Benson is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she supports clients through the financial planning process to help them work toward their goals. Her experience at Fidelity Investments spans several roles, including Relationship Manager from 2019 to 2023 and Financial Representative from 2016 to 2019. This progression reflects her ongoing commitment to client service within the wealth management sector.

Jessica Guo is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Guo serves as a member of the board of directors for the Winsor School and is a trustee at the Boston Children’s Museum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Kenneth Lefebvre is a financial advisor with LPL Financial, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2004. Outside of his advisory role, he serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 brokerage services with discretionary and non-discretionary management options, supplemented by research and model portfolios from LPL Research and third-party subadvisors.

Connell McNamara is a Series 66-licensed financial advisor with Ameriprise in Andover, MA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advisory work, he serves as Treasurer on the Board of Directors for Garrison Speed Shop Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Sturges is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC since 2026, and previously spent 17 years with First Technology Federal Credit Union and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Sarah Merkle is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill since 2016. 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. The firm offers a range of model-based and discretionary strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sushma Rani Shetty is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including prior work at TD Bank and Gap Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Stephen Lynn serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads a team of financial professionals focused on providing planning, guidance, and support to clients. He emphasizes creating personalized financial plans tailored to individual client needs and preferences. Stephen has extensive experience within Fidelity Investments, having held various roles since 2006. His previous positions include National Leader of Managed Accounts, Assistant Branch Manager, Regional Planning Consultant, and Financial Planning Consultant, among others. This progression reflects his deep involvement in financial planning and client advisory services. The information provided does not include details on his education, credentials, personal interests, or community involvement.

Christopher Mara is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at firms such as LPL Financial LLC and Santander Securities LLC. Mara also provides financial planning and consulting through Northeast Planning Associates, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and employs analytical tools like risk profiling and probability modeling to support client goals.

James Claroni is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial and Salem Five Cent Savings Bank. He has operated his own tax services business since 2009 and has been involved in group benefit services since 1990. LPL Financial is a national SEC-registered investment adviser and broker-dealer servicing a broad client base, including individuals, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Kyle Shields is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to assist them in achieving their financial goals. In his role, he focuses on developing personalized strategies for investments and retirement plans. Kyle joined Fidelity Investments in 2024 as an Investments Consultant and transitioned to the role of Planning Consultant in 2026. He emphasizes transparency and aims to build strong, lasting relationships with his clients by tailoring guidance to their unique needs. Outside of his professional work, Kyle has interests in fitness, golf, movies, outdoor adventures, pets, and reading.

Gregory Sadowski is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mark Pelletier is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 25 years of industry experience, including prior work at Ameriprise. Outside of his advisory role, he serves as an athletics referee and is involved as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers various investment implementation options, including proprietary and third-party strategies, tailored to client objectives through a network of independent Financial Professionals.

Karlie Robbins is a financial advisor at LPL Financial based in Bedford, MA, holding a Series 66 designation and with five years of industry experience. Her work history includes roles at LPL Financial and American Private Wealth, with prior experience in the food and service industry. 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 consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Patrice Pellegrini is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as a resource and advocate for Fidelity's High Net Worth families, assisting them with service and planning related needs. She joined Fidelity Investments in 2016 and has held various positions including Financial Representative, Relationship Manager, PWM Planning Consultant, and currently Wealth Management Senior Relationship Manager. This progression reflects her experience and expertise in wealth management and client relationship roles. Outside of her professional work, Patrice enjoys activities such as beach outings, boating, horseback riding, and skiing.

Daniel Mc Carthy is a financial advisor with Raymond James Financial in Nashua, NH, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior work includes roles at First Tech Federal Credit Union, LPL Financial, and Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary consulting and supports institutional consulting and portfolio management through a large network of advisors.

Katalin Orban is a financial advisor with LPL Financial in Woburn, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked with LPL Financial since 2018 and previously held positions at Foresters Advisory Services LLC and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting services supported by model portfolios, research, and technology-driven strategies.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory work, he is employed part-time by the University of Massachusetts Lowell. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.