Jonathan Fasoli is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Hatherly Country Club, The Home Depot, and various other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Curtis Rafter is a CFP®-certified financial advisor at RBC Capital Markets with seven years of industry experience. He has previously worked at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, Horner Townsend & Kent, Penn Mutual Life Insurance Company, and Needham Bank. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services.

Peter Durfee is a financial advisor with Ameriprise in Raynham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Ann Irons is a financial advisor with Ameriprise in Hopkinton, MA, holding Series 65 and Series 66 licenses and two years of industry experience. She has operated her own CPA firm, Ann M Irons, CPA LLC, since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Trey Glodis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at John Hancock and Alku, as well as various positions at UMASS Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of systematic methodologies, AI in research, and a formal advisory role to multiple registered investment companies.

James McDonnell is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Cetera. His prior roles include positions at LPL Financial and ownership of McDonnell Wealth Inc., a financial services firm he founded. In addition to his advisory work, he is licensed as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Hayley Lewis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she held positions at firms including JPMorgan Chase & Co. and Seventy2 Capital Wealth Management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios including mutual funds, ETFs, and fund-of-funds structures.

William Creesy is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long tenures at Lexington Financial Planning Group, Inc. and Commonwealth Equity Services, Inc. He is also engaged in fixed insurance sales at his branch location. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a multi-manager platform.

Nathan Carvalho is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013, as well as prior roles at Citizens Securities and Merrill. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities such as advising multiple funds and utilizing AI-driven research techniques.

Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Christopher Antolini is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Edward Jones. He is also a committee member and volunteer with the Milford Lions Club in Milford, Massachusetts. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Andrew Parvey is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Outside of his advisory work, he contributes as a writer for Medium and serves as an advisor to an AI startup app focused on financial advisors. 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 financial planning and investment services, including access to model portfolios and third-party asset management, supported by various operational and research tools.

Ryan Hanaway is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He began his career with Fidelity Investments in 2024, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative I and II before his current role. In his professional capacity, Ryan focuses on partnering with clients to understand their short and long-term financial goals and building customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Outside of work, Ryan's interests include comedy, family activities, food, golf, movies, and skiing.

Kylie Rosenquest is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and beginning her industry career in 2026. Her prior work experience includes roles at Ashton Thomas Securities, George's of Galilee, Windsor Private Wealth, and engagements outside finance such as with Wag!, Sea Craft, and Tufts University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that utilize mutual funds, ETFs, and ETPs. The firm operates with oversight controls and incorporates algorithmic methodologies in its investment process.

David Marion is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Fidelity Investments in various roles since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and oversight of affiliated sub-advisers.

Mitchell Jones is a financial advisor at Ameriprise with a Series 66 license and two years of industry experience. His prior work includes positions at Santander Securities and Santander Bank, as well as roles outside finance such as participating in the North American Language and Cultural Assistants Program and working at Black Sheep Coal Fired Pizza. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on tax-aware withdrawal strategies and dependable income sources.

Christopher Baughan is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63, Series 65, and Series 66 designations with 27 years of industry experience. He has worked at LPL Financial since 2011, following two-year tenures at Merrill and Banc of America Investment Services, Inc. Baughan also operates Baughan Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of advisory and brokerage services, supported by extensive resources and technology across a large network of advisors.

David Sousa is a financial advisor with LPL Financial in Westwood, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 27 years at OSAIC before joining LPL Financial in 2026. Sousa also operates a sole proprietorship providing health, accident, and life brokerage services as well as investment advisory services. 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 financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Michael Devlin is a financial advisor with LPL Financial in Braintree, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2010 and is also affiliated with Global Retirement Partners, where he has served since 2017. Devlin’s activities include advisory work related to 401(k) and defined benefit plans through BCG Retirement Consultants and pension risk consulting. 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, supported by a large network of investment adviser representatives.

Ryan Enright is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bentley University, Eversource Energy, and the Hockomock Area YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.