Matthew Cloutier is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to work with individuals, families, and business owners by understanding their goals and collaborating on comprehensive wealth plans designed to work towards financial peace of mind. His approach focuses on tailoring financial plans that are easy to understand and aligned with the needs of clients and their loved ones. Matthew has held various positions at Fidelity Investments since 2014, progressing from Customer Service Advocate to his current Vice President, Financial Consultant role. His experience covers financial consulting, investment consulting, relationship management, and workplace planning and advice, contributing to his expertise in wealth management. Outside of his professional work, Matthew's personal interests include beach activities, comedy, fitness, and reading.

Salvatore Maniscalco Jr. is a financial advisor at Cetera with 42 years of industry experience. He holds a Series 63 designation and has worked previously at Commonwealth Financial Network and Lexington Financial Group. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Erin Kelley is a Planning Consultant at Fidelity Investments, where she collaborates with local clients to develop tailored financial plans aimed at achieving their personal and financial goals. She emphasizes building ongoing relationships with clients to support their financial objectives. Kelley has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a comprehensive understanding of client needs and financial planning strategies.

Jackson Harrigan is an Investment Advisor Representative at Cambridge Investment Research Advisors with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Cambridge Investment Research in 2024, he worked in academic roles at Bryant University and the University of Massachusetts Amherst. Harrigan is also involved with Bluebird Private Wealth LLC, operating under a separate advisory capacity. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms.

Susan Dorsey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and providing advisory services for 23 years. Her prior experience includes roles at Lincoln Financial Securities and Osaic FS, Inc. She serves as a notary public and is a board member at the Fay Club, where she assists with social activities. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a broad network of professionals and multiple platform options.

Ellen Goodman is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Her prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Scott Coppock is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 19 years of industry experience. He worked for Citizens Securities, Inc. for 15 years prior to joining Ameriprise. Outside of his advisory role, he serves as a volunteer soccer and basketball coach. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, providing written recommendations and ongoing advice to clients approaching or in retirement.

Jonathan Green is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Inc. and Sii Investment Inc. Green operates True Wealth Advisor Group, providing financial services to individual clients and organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting both discretionary and non-discretionary accounts.

Brendan Jones currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of advisors dedicated to assisting clients in planning for their financial futures by developing personalized savings, income, and investment plans tailored to individual needs. Prior to this, he held several positions within Fidelity Investments, including Vice President, Client Services Leader from 2022 to 2024, and Regional Coaching Consultant from 2020 to 2022. Brendan's experience at Fidelity spans various roles since 2011, encompassing responsibilities in client services, planning, and team leadership. Throughout his career, Brendan has developed expertise in financial planning and client service leadership, focusing on supporting clients throughout their decision-making processes. Outside of his professional work, Brendan's personal interests include board games, cooking and baking, fitness, and soccer.

Danielle Gaudette is a financial advisor with LPL Financial based in Hudson, MA, holding a Series 66 designation and six years of industry experience. She has worked at Avidia Bank and Avidia Investment Services since 2010 and has been associated with LPL Financial since 2019. Outside of her advisory role, she has a long-term involvement with Ski Ward Ski Area. 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 portfolios, and institutional platforms, supported by a large network of advisors and integrated technology tools.

Christina Lashua is a financial advisor at Edward Jones in Leominster, MA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Paul Meaney is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of advising, he is involved in owning and managing real estate properties and works as an insurance agent offering fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment strategies and access to alternative investments through third-party platforms.

John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.

Jonathan Meyers is a financial advisor with LPL Financial, holding a Series 66 license and 20 years of industry experience. His prior career includes roles at Citizens Securities Inc., Allstate Insurance Company, UBS Financial Services, and other firms. He is currently based at Hanscom Air Force Base in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Ko Dong is a financial advisor with LPL Financial in Wayland, MA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technologies, with oversight of over $819 billion in discretionary assets and a large network of advisors.

Linda Durant is a financial advisor with Cetera in Lexington, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Lexington Financial Group since 1995 and joined Cetera and Cetera Wealth Services, LLC in 2026. She is also involved in selling fixed insurance at her branch location. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to numerous investment options and strategies.

Samantha Haynes is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2015, serving in various capacities including Planning Consultant from 2019 to 2021, Financial Representative in 2019, and High Net Worth Service Associate from 2015 to 2019. Her professional focus involves collaborating with individuals, families, and small business owners to develop custom financial plans tailored to their unique needs and goals. She emphasizes building long-term, trusting relationships and ongoing collaboration to ensure that clients' financial plans remain on track. Specific details about her education, credentials, personal interests, and community involvement have not been provided.

Murad Royal is a CFP® with 27 years of experience in financial advising, currently with Raymond James Financial in Chelmsford, MA. His career includes prior roles at LPL Financial, Citizens Securities, Merrill, and John Hancock Investment Management. Outside of his advisory work, he manages an Etsy account as a non-investment related activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA employer consulting.

Christine Theroux is a CFP® professional affiliated with Osaic Wealth, with 34 years of industry experience. She has held roles at Royal Alliance and Horace Mann Companies among others. She also serves as Director of Financial Planning at Boston Wealth Management, focusing on defined contribution and defined benefit plans. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and multiple affiliated platforms.

Melissa Indelicato is a financial advisor at Ameriprise with 24 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Indelicato has been with Ameriprise since 2005 and serves on the board of Arthritis Associates as secretary and is an executive at the Cole Strange Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm 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.