Joseph Guerriero is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Evergreen Investment Management Co and Allspring Funds Management, LLC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics to support its investment approach.

Solomon Sanchez is a Planning Consultant at Fidelity Investments, where he develops tailored financial plans that align with clients' individual goals and values. He works closely with clients to understand their unique objectives and motivations, creating personalized investment strategies aimed at supporting long-term financial stability. Solomon has progressed through various roles at Fidelity Investments since 2024, including Investment Solutions Representative levels I through III and Customer Relationship Advocate. He holds an Arkansas Insurance License. Outside of his professional work, Solomon engages in family activities and enjoys interests such as football, lake outings, outdoor adventures, snowboarding, and traveling.

Brendan Sheehan is a Vice President, Financial Consultant with Fidelity Investments in Littleton. He works with individuals and households to create, execute, and review customized financial plans aimed at achieving their financial goals. Brendan serves high net worth clients, along with their family and friends throughout Central Massachusetts, providing investment guidance, income planning, and distribution planning. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative - Phones, Financial Representative - Branch Office, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Brendan's professional experience is centered on financial consulting and investment services. Outside of work, Brendan's personal interests include baseball, beach activities, family activities, golf, pets, and traveling.

Richard Biagiotti is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Cetera Advisors LLC for seven years and operated Personal Financial Management Plus Inc for nearly three decades. Biagiotti also serves on the City of Lynn Retirement Board, where he contributes to managing retirement applications and overseeing the Massachusetts retirement systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports a large network of advisors with diverse investment strategies and offers a range of financial planning and asset management solutions.

Courtney Rosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hailey Siverhus is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her advisory role, she worked as a Guest Services Manager at Cassandra Salon and Spa for ten years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Kenneth Lefebvre is a financial advisor with LPL Financial in Chelmsford, MA, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory role, he is a notary public. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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.

Daniel Tenore is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he officiates youth basketball games during the winter months. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Mark Pelletier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011, following a brief tenure at Ameriprise. Outside of his advisory work, Pelletier serves as an independent insurance agent and volunteers as an athletics referee. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and custodians, as well as affiliated model strategies under the Founders Gate Capital brand.

Karlie Robbins is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2020. Her prior experience includes roles at Ben's PourHouse and Westside Foods Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, with a platform that supports discretionary and non-discretionary strategies.

Robert Lanciault is a financial advisor with OSAIC who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been associated with Royal Alliance Associates, Inc. since 1997. Lanciault also owns Robert Lanciault Insurance, Inc. and is involved with Boston Wealth Management, LLC, where he provides life and health insurance services in addition to investment advice. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization alongside various investment programs and third-party platforms.

Ryan Azinger is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His work history includes roles at Northwestern Mutual Wealth Management Company and Citizens Investment Services. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Patrick English is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Voya Financial Advisors and Wells Fargo Clearing. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and substantial discretionary assets.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he is employed at the University of Massachusetts Lowell. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Garside is Vice President and Branch Leader at Fidelity Investments, where he has been employed since 2015. He focuses on financial planning with a consultative approach, leading conversations that prioritize clients' goals and co-creating plans tailored to their needs. His experience at Fidelity includes roles such as Financial Consultant, Team Leader for Portfolio Advisory Services, Interim Team Leader for Client Services, and Retirement and Investment Solutions Representative. This progression reflects his expertise in portfolio advisory, client services, retirement solutions, and investment strategies. Outside of his professional responsibilities, Jeffrey enjoys boating, family activities, hiking, outdoor adventures, and skiing.

Jilian Glynn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held roles at Coca-Cola, Dean College, and Regis College, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of products including model portfolios and registered investment companies, with notable activities such as CFTC registration and the use of AI in research.

Sean Penney is a Planning Consultant based in Littleton, currently employed at Fidelity Investments since 2026. In his role, he partners with clients and households to assist them in working towards their financial goals, focusing on building trust and understanding to support confident decision-making for their financial futures. Sean has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing through Investment Solutions Representative I in 2023, II and III roles in 2024 and 2026, before assuming his current position as Planning Consultant. He holds an AR Insurance License. Outside of his professional responsibilities, Sean's personal interests include baseball, football, golf, spending time at the lake, and snowboarding.

Brooke Smith is a Branch Leader at Fidelity Investments, a role held since 2026. In this position, Brooke focuses on fostering an environment where associates are empowered to deliver a world-class experience, assisting clients and their families in working toward their financial goals. Brooke has held several roles within Fidelity Investments, including Advisory Services Team Leader from 2023 to 2026, Onboarding Team Leader in 2023, Licensing Mentor from 2022 to 2023, and CRA HNW from 2021 to 2022. This progression reflects a breadth of experience within the firm across leadership and advisory functions.