Mike Kiritsy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients and their families to develop personalized financial plans tailored to their unique goals. Mike has been with Fidelity Investments since 2009, where he has held several positions including Investment Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Service and Trading Representative. His extensive experience spans various aspects of financial consulting and retirement solutions.

Richard West is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. His prior work includes roles at Waddell & Reed, Inc., Bni Business Networking International, and Grow A Strong Family, Inc. Outside of his advisory work, West acts in a fiduciary capacity as a power of attorney for his spouse. 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 financial planning and investment management services through a large network of advisors, offering both proprietary and third-party solutions across various asset allocation strategies.

William Jarry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS Financial Services, MBSC Securities Corporation, and BNY Mellon. Outside of his advisory work, he owns and manages a ski condo rental in Lincoln, New Hampshire. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

John Dibenedetto is a financial advisor with LPL Financial in Lunenburg, MA, holding Series 63, 65, and 66 licenses and two years of industry experience. His prior roles include positions at Workers Credit Union, Cmind, and Ascendi Advisor Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options, including model portfolios, third-party asset management, and institutional platforms, supported by machine-learning tools for operational and research purposes.

Thomas Roach is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Steven Spicer is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked within various branches of Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and maintains formal advisory roles with multiple registered investment companies.

Phillip O'Brien is a Financial Consultant currently working at Fidelity Investments since 2019. He has over 15 years of industry experience, having held roles including Financial Consultant at Santander Securities from 2018 to 2019, Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith from 2014 to 2018, and Financial Representative at Fidelity Investments from 2010 to 2014. Phillip specializes in wealth planning and works closely with clients and families to develop tailored financial plans that align with their goals. He holds an Arkansas Insurance License. Outside of his professional work, Phillip enjoys camping, football, golf, music, parenthood, and volunteering.

Christopher Weiss is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His prior experience includes roles at Citizens Bank, Merrill, Scottrade, and Wellesley Asset Management. He also serves as a Relationship Banking Advisor at Hanscom Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

Tracy Rock is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2001, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it provides model portfolios to intermediary platforms.

Tristan Bezzant is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for 17 years at Gilbane Building Company. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Stephen Colantuono is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with firms including Securities America Advisors, LPL Financial, and VOYA Financial Advisors. He is also involved with Wayside Financial Partners, providing advisory services and managing insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Peter Fredericks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Edward Jones, Lincoln Financial Securities, and Putnam Investment Management. Fredericks is also involved with Workers Federal Credit Union. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of customizable investment strategies and technological tools.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic in 2024, she worked at Takeda Pharmaceuticals for five years and held roles at Modo Labs and Babson College. Wong holds a Series 65 designation. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed-account solutions through a large network of affiliated advisers.

Barry Bellwood is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. His other business activities include part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with LPL Financial and its predecessor firm since 1998. Outside of his advisory role, he is involved with Delano Financial Management through the sale of fixed insurance and annuity products. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Duston Ladieu is a financial advisor with Mass Mutual Investors Services in Sudbury, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he consults for Help me Fund College Fund and owns a real estate business, AJTL Enterprises, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships using firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Isli Kola is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His background includes roles at Bank of America and Phoenix Retail, as well as experience in Albania and academic positions at Bilkent University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, pension plans, and charitable organizations.

Craig Schuh is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants and branch leaders dedicated to helping clients achieve their financial goals. His leadership role focuses on fostering a community-oriented approach to financial planning, aiming to provide clients with peace of mind and fulfillment. Craig has held multiple positions at Fidelity Investments since 2007, including roles such as Vice President, Regional Coaching Consultant; Vice President, Regional Planning Consultant; Regional Sales Director for Managed Accounts; and Manager of Retirement Relationship and Stock Plan Services. His extensive experience spans various aspects of financial planning, regional consulting, and sales within the organization. Outside of his professional responsibilities, Craig enjoys family activities, fitness, spending time at the lake, skiing, and traveling.

Wayne Carney Jr. is a financial advisor with LPL Financial in Leominster, MA, holding Series 63, 65, and 66 credentials and 30 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Chittenden Securities, LLC. In addition to his advisory role, he serves as a trust officer for Rollstone Bank and Trust, focusing on business development and investment reviews. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Leary is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2006, progressing through various roles including Financial Consultant, Retirement Solutions Representative, Account Executive, Investment Representative, and others. Prior to his tenure at Fidelity, James was a Branch Development Specialist at TD Ameritrade in 2013. Throughout his career, James has gained extensive experience in financial consulting and retirement solutions. He is licensed to sell insurance in California. His approach focuses on understanding clients' current situations, goals, and priorities to provide tailored financial planning guidance. Outside of his professional responsibilities, James enjoys boating, cooking and baking, gardening, golf, spending time at the lake, and skiing.