Dylan Lafond is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has developed his expertise through various roles at Fidelity, including Investor Center Planning Consultant, Investor Center Relationship Manager, Workplace Planning Consultant II, and Workplace Planning Consultant I, spanning from 2020 to the present. Dylan works with individuals, families, and business owners to create holistic financial plans tailored to their needs. His approach involves a personalized planning process centered on clients and their loved ones, aiming to provide confidence and peace of mind. Dylan supports clients through changes in their goals or circumstances, fostering long-lasting relationships. He holds a California Insurance License, which complements his financial advisory services. Outside of his professional life, Dylan enjoys camping, fishing, movies, running, and traveling.

Bill Bereszniewicz is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served in various capacities at Fidelity, including Financial Consultant from 2022 to 2023, Investment Consultant from 2021 to 2022, and Wealth Management Planning Consultant from 2019 to 2021. Before joining Fidelity, he worked as a Relationship Manager at North American Management from 2015 to 2019. Bill is a Certified Financial Planner™ who transitioned from being a professional athlete within the Los Angeles Dodgers organization to financial consulting. His approach focuses on collaborating with clients and their families to develop financial plans that are both optimal and comfortable. Outside of his professional work, Bill enjoys baseball, beach activities, family time, fitness, social events with friends, and outdoor adventures.

Jordan Leibovici is a financial advisor with Fidelity Investments in Nashua, NH. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Hatherly Country Club, Qualitas Dental Partners, and Cohasset Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by regulatory registrations and formal advisory roles to multiple registered investment companies.

Andrew Petralia is a financial advisor at OSAIC with seven years of industry experience. His prior work includes roles at Fidelity Investments, Putnam Investments, Lyft, and Uber. Outside of advising, he has worked as an independent contractor providing rideshare services for Lyft and Uber. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory programs supported by a model-based investment approach and multi-advisor platform.

Alfred Salvato is a financial advisor at OSAIC in Lexington, MA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 22 years before joining OSAIC in 2023. Salvato also owns a sole proprietorship that places term and long-term care insurance for clients. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Svetlana Malinovskaya is a Planning Consultant at Fidelity Investments, where she currently works with families, individuals, and business owners to develop customized financial plans. She focuses on understanding clients' goals and aspirations to create plans that are tailored to their unique financial situations. Svetlana aims to provide a clear and comprehensible planning process as part of the wealth management team. Her experience at Fidelity Investments includes roles as a Relationship Manager from 2022 to 2023 and as a Customer Relationship Advocate from 2020 to 2022. Through these positions, she has developed expertise in client relationship management and financial planning support. Svetlana is committed to delivering an exceptional client experience by leveraging the resources available through her team at Fidelity.

Jason Alvarez De Sotomayor is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Edelman Financial Engines, where he has worked since 2025, following prior roles within affiliated entities dating back to 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Michaela Scott is a financial advisor at Osaic with 17 years of industry experience. She holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining Osaic in 2018, she worked at Jhfn Sii for nine years. Scott is also the founder of The Strategic Retirement Benefits Group, LLC, and serves as co-chair of the Saint Anselm College Economics and Business Advisor Council as well as president of the American College of Financial Services Alumni Council. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

John Noone Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Hanscom Federal Credit Union, Citizens Securities, Inc., and Merrill. He is associated with Hanscom Investment Services, a DBA related to his LPL business. 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.

Thomas Fitzpatrick IV is a Series 65-licensed advisor at Raymond James Financial with six years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2023 and previously operated as an independent financial advisor for six years. Outside of financial advising, he is the owner and proprietor of Fitzpatrick & Goguen CPAs PC, an accounting firm in Billerica, MA. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Rebecca Thompson is a Planning Consultant at Fidelity Investments, where she currently works with clients to understand their personal and financial priorities and co-create comprehensive plans aimed at building confidence in their financial futures. She has been with Fidelity Investments since 2023 and has progressed through a series of roles within the workplace planning division, including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before assuming her current position. Throughout her tenure at Fidelity Investments, Rebecca has developed experience in financial planning and client consultation. Specific areas of expertise are not detailed in the available information. Educational background and personal interests or community involvement have not been provided.

Robert Jefferson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of experience to his role. Prior to joining LPL in 2021, he worked at JMJ Financial Partners, Inc. and various insurance carriers, as well as Waddell & Reed, Inc. He is also registered as a non-variable insurance agent with Crump. 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.

Peter Petrella Sr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Cambridge Investment Research Advisors since 2013. In addition to his advisory role, he is a CPA and owner of McCracken Cooper & Petrella PC, a firm providing accounting, bookkeeping, and tax services. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Brandon Kou is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held positions in the food service industry and served in the United States Army for eight years. Outside of his advisory role, he is involved with American Private Wealth, a business affiliated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with machine-learning tools and a broad spectrum of investment strategies.

Gino Molettieri is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 24 years of industry experience. Prior to joining Raymond James in 2025, he spent 11 years with Commonwealth Financial Network. Molettieri is also president of Lumen Wealth Management, a business focused on investment services. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

David Shuker is a financial advisor with Primerica Advisors in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors since 1993 and served in the Timberlane Regional School District for 21 years. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Kyle Nelson is a Financial Consultant at Fidelity Investments. He collaborates with local individuals and families to develop and maintain financial plans tailored to their specific needs. His objective is to serve as a primary and trusted financial advisor, providing support and guidance to help clients manage unexpected life changes. He has been with Fidelity Investments since 2015, progressing through various roles including Stock Plan Associate, Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2023. This experience has equipped him with a comprehensive understanding of financial planning and client relationship management. Outside of work, Kyle enjoys spending time outdoors with his wife, daughter, and their two Bernese Mountain Dogs. His personal interests include beach activities, biking, family outings, hiking, and skiing.

Lisa Wolf is a financial advisor with Ameriprise in Sharon, MA, holding a Series 66 credential and 19 years of industry experience. She has worked at Ameriprise since 2019, and previously spent nine years at UBS Financial Services Inc. Outside of her advisory role, she is involved in managing Watermelon Bay, LLC. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Douglas Cook is a financial advisor with Cambridge Investment Research Advisors in Concord, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including roles at Davinci Capital Management, Inc. and URPC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Mark Wheeler is a financial advisor with Primerica Advisors in Nashua, NH. He holds Series 63 and Series 65 credentials and has four years of industry experience. Wheeler has worked with Primerica Advisors and Primerica Financial Services since 2019 and is also an independent consultant at Bravura Partners LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.