John Driscoll is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at GFD Construction, the Nashville Predators, and Providence College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Eduards Andersons is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Greenfield Savings Bank and has held various roles in both education and hospitality sectors. 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 model portfolios across mutual funds, ETFs, and ETPs.

Frank Moy Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as a trustee for multiple family trusts. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and maintains approximately 3,700 advisors and $15.5 billion in assets under management.

Peter Mulholland is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2015 and at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Semjen is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has been associated with Raymond James financial services since 2003 and has led The Semjen Group as an independent contractor since 2010. Outside of advisory work, he owns The Semjen Group, a support company unrelated to investment activities. 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, corporations, and institutional investors. The firm uses comprehensive analytical tools to tailor recommendations and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Chase Freiman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Fixed Income Specialist, and Investment Solution Representative I. Chase holds insurance licenses in Arkansas and California. He works collaboratively with families and individuals to develop customized financial plans aimed at achieving their goals. Outside of his professional work, Chase enjoys boating, cars, fishing, hiking, outdoor adventures, and sailing.

David Bolton is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and possessing eight years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on the board of the nonprofit East Boston Main Streets, which focuses on community involvement and supporting small businesses. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kali Kidd is a financial advisor at Fidelity Investments with two years of industry experience. She holds Series 63 and Series 66 designations and has prior work history in behavioral health, performing arts, and retail sectors. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios using proprietary methodologies.

Kevin Mc Carthy is a Series 66-licensed financial advisor with three years of industry experience. He is currently with J.P. Morgan Securities and has held prior roles at Fidelity Investments, Merrill, Bank of America, and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within its recommendations.

Deidre Piers is an International Wealth Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001, bringing over two decades of experience in guiding a select group of wealthy families through goals-based wealth management. Deidre emphasizes building personal relationships with her clients to better understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Deidre holds a Bachelor's degree in Economics from Boston University and earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in 2010. Fluent in English and Spanish, she utilizes Merrill's investment resources and the banking strength of Bank of America to deliver bespoke strategies aligned with her clients’ aspirations and risk profiles. Her approach focuses on helping clients navigate complex market environments while maintaining financial health and achieving long-term goals. Deidre values relationships grounded in integrity, respect, and understanding, and is committed to supporting her clients through both prosperous and challenging times.

Michael Boragine is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2015. Outside of Ameriprise, he manages an advisory business with Eight Feet Wealth Advisors Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Cook is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Richard Pradieu is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MFS Investment Management and various fitness and athletic organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Kevin Kearns is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at DemandDrive, Clemson University, Stifel, Olympia Sports, and Thayer Academy. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of investment vehicles.

Jim Capra is Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2017. In this role, he partners with families to provide holistic financial planning aimed at creating personalized wealth plans that offer clients a vision for their wealth and peace of mind. Jim has over 30 years of experience in the financial services industry, having progressed through various roles at Fidelity Investments since 1993. His career includes positions as Vice President - Financial Consultant, Financial Representative, Associate Financial Representative, and Customer Service Representative, which have contributed to his expertise in financial planning and client service. Outside of his professional work, Jim engages in activities such as golf, hiking, traveling, and volunteering.

Nancy Madonna is a financial advisor with Ameriprise in Mansfield, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise since 2009, including her current role at the firm since 2020. Outside of her advisory work, she is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations.

Joseph Donovan is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Prior to his current role, he worked at Verum, LLC and Bay Financial Advisors, where he also provided financial planning and consulting services. He serves as a notary and is a for-profit board member at Partners Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies through a large network of advisors and combines its advisory platform with multiple financial products and services.

Christian Mcneilly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he was involved with several businesses including Midtown Oyster Bar and Scales and Shells. Outside of his advisory work, he has experience in hospitality and social club operations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

James Bonaccorsi is a financial advisor with LPL Financial, holding a Series 63 license and bringing 47 years of industry experience. He previously spent 36 years at Cadaret, Grant & Co., Inc. Outside of advising, he owns Next Era Tax LLC, a business entity focused on 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 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 investment adviser representatives.

Jeremiah O'connor is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 63 designation and has prior professional experience as a Certified Public Accountant through his ownership of Green Oak Financial Services LLC. He also worked at Harvard University for three years. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers account implementation across multiple platforms and custodians.