William Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services such as discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Carl Annese III is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has been with Edelman Financial Engines since 2019 and previously worked at Siharum Advisors from 2015 to 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Roger Cunhui Yang is a CFP® professional affiliated with Cetera, with 28 years of experience in the financial industry. He has held positions at various firms including Cetera Advisors LLC and Cantella & CO., Inc., and has extensive involvement in insurance services through Great Wall Insurance Group, Inc. Outside of advisory roles, he serves as president of Great Wall Financial Group, Inc. and is involved in managing multiple real estate and trust entities. Cetera Investment Advisers LLC serves a diverse client base ranging from individual investors to institutional accounts and offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Hugh Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He previously served as a Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate at Fidelity Investments, gaining experience across multiple client-focused positions from 2020 to 2022. Hugh’s approach to financial planning emphasizes tailoring strategies to fit each client's individual needs, recognizing that different approaches work for different people. He prioritizes clear and open communication to help clients manage their financial strategies effectively. Outside of his professional work, Hugh enjoys activities such as beach outings, bowling, cooking and baking, hiking, surfing, and volunteering.

Rennee Lammi is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley during her career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Steven Lindale is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked for M&T Bank’s Wilmington Trust Investment Advisors for 13 years. Outside of his advisory work, he is involved in managing a family farm estate that leases tillable acreage to a local farmer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds. The firm supports its clients through a large network of advisors and branch offices and operates under a fiduciary standard.

Douglas Howes is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with Woodbury Financial Services, Inc. for 16 years. Outside of his advisory role, he serves as Vice President of the Atkinson Youth Baseball & Softball Association and is a board member of the Southern New Hampshire Softball League. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services utilizing various asset-allocation tools and third-party arrangements.

Jeffrey Ferrante is a financial advisor with Merrill in Andover, MA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Merrill since 1986 and has also worked at Bank of America since 2009. Outside of his advisory role, he operates a meditation and Reiki healing practice. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of client types including individuals and institutions.

Richard West is a Series 66-licensed financial advisor with LPL Financial in Westford, MA, bringing 16 years of industry experience. His prior roles include positions at Waddell & Reed and leadership at Sampson West & Associates Inc. Outside of financial advising, he holds fiduciary responsibility as a power of attorney for his spouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by extensive research and model portfolios.

Miles Feuer is a financial advisor with Raymond James & Associates in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Merrill Lynch, Fidelity Investments, and several advisory firms. Feuer has also been involved with Instacart since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning and consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.

Torrey Greene is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining LPL Financial in 2024, he spent 16 years with Lincoln Financial Securities Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including retirement plan consulting and model portfolio options supported by research from internal and third-party sources.

Desiree Bailey is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Jennifer Scott is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Brad Baker is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He focuses on assisting executives by integrating key benefits decisions into their overall financial plans and utilizes Fidelity's wealth planning tools to develop and implement tailored strategies. Brad has been with Fidelity Investments since 2018, progressing from a Financial Service Associate to a Workplace Planning Consultant and currently serving in his role within Executive Services. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Brad enjoys biking, fishing, and golf.

Jennifer Sirois is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Jared Anderson is a CFP® and ChFC® with 23 years of industry experience. He is currently with LPL Financial, where he has worked since 2010, following earlier roles at Mass Mutual Investors Services and Broad Street Planning, LLC. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and uses both discretionary and non-discretionary management supported by research and model portfolios.

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.

Elizabeth Wilds is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and Kline and Company. Wilds volunteers as a personal financial planning instructor for women starting their own businesses at the Center for Women & Enterprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations through a centralized consulting team.