Christopher Weiss is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at several financial institutions such as Citizens Bank and Scottrade, and he currently serves as a Relationship Banking Advisor at Hanscom Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

Tracy Rock is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2001, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive activities such as serving as a commodity pool operator and advising fund-of-funds.

Ryan Raposa is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Royal Alliance, Boston Wealth Management, and Empower Retirement. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies alongside its role in developing model portfolios for Fidelity Institutional Wealth Adviser.

Armand Bassi III is a Wealth Management Advisor with Merrill Lynch Wealth Management in Burlington, Massachusetts. He began his career in financial services in 1993 at Prudential Securities and joined Merrill in 1998. As a Senior Vice President and qualified Portfolio Manager, Armand provides personalized portfolio management services, including managing his own personalized or defined strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Armand focuses on working closely with affluent and ultra-affluent clients to design tailored wealth management strategies that address their goals, timelines, liquidity needs, and risk thresholds. His expertise includes equity and bond markets, mutual funds, hedge funds, private equity, managed futures, commodities, market-linked investments, and options. He offers guidance not only on investment management but also on retirement income planning, trust and estate planning, business structuring, and credit and lending solutions. He earned a bachelor's degree in finance from Southern New Hampshire University and holds the Personal Investment Advisor (PIA) designation. Armand is active in his community, serving on the Board of Directors for the Burlington Area Chamber of Commerce, participating in the Burlington Government Affairs and Charitable Foundation Committees, and coaching youth soccer. He enjoys skiing, boating, and golfing with his family.

Catherine Arnet Valega is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at Bay Financial Advisors, Lion Street Financial, LPL Financial, and TD Private Client Wealth. She leads women's networking groups and contributes as an editor of financial education content for an educational website. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management with access to model portfolios, third-party research, and a range of investment strategies.

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998. Outside of his advisory role, he is involved in the sale of fixed insurance, annuities, and long-term care products through Delano Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management options, supported by research and model portfolios from LPL Research and third-party subadvisors.

Dennis Sherlock is a financial advisor with Raymond James Financial Services Advisors, Inc. in Andover, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Raymond James since 2012 and is also associated with First Tech Federal Credit Union since 2014. Additionally, he is involved as an associate with Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains a range of advisory programs and partnerships.

Faith Rankin is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has previously worked in education-related roles, including positions at Belmont High School and the High Meadows Graduate School of Teaching and Learning. 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 to deliver model portfolios across multiple asset classes.

John Maggiacomo is a financial advisor with Cambridge Investment Research Advisors in Andover, MA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he serves as treasurer for the North Peak Village Condo Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of discretionary and non-discretionary strategies across multiple platform arrangements.

William Haggett is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He assists clients in making confident and well-informed decisions regarding their financial goals, including spending, saving, and investing. His approach to financial planning is rooted in Fidelity's established beliefs and is tailored to each client's unique circumstances and preferences. William's professional experience spans several roles within the financial services industry. Prior to his current position, he was a Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he held multiple roles at TD Ameritrade, including Financial Consultant from 2018 to 2020, Investment Consultant in 2018, and Client Service Specialist from 2017 to 2018. He also worked as a Financial Services Representative at TD Bank from 2015 to 2017 and as an Insurance Producer at AFLAC in 2015. Outside of his professional career, William has interests in food, football, scuba diving, snowboarding, and traveling.

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.

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.

Kaitlin Tobin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments in 2024, she worked at Clearbridge Technology Group and has held various roles including positions in education and hospitality. She is involved with The Giving Room, a nonprofit organization, since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios.

Timothy Skwiot is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America, where he held roles for nearly three decades. Outside of his advisory work, he coaches the high school fishing team in Windham, NH. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Shauna Lynch is a CFP®-credentialed financial advisor at Fidelity with 16 years of industry experience. She has been with Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses proprietary research combined with quantitative and algorithmic approaches and serves as an adviser to multiple registered investment companies and fund-of-funds.

Daniel Doherty is Vice President and Financial Consultant at Fidelity Investments, based in the Burlington Investor Center. In this role, he partners with clients and their families to create and implement financial plans through a collaborative process. He works with clients to monitor and adjust their plans as needed to align with their family and financial goals. Daniel has been with Fidelity Investments for 21 years, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, Retirement Solutions Representative, Proactive Sales Representative, Investment Solutions Representative, and Service Trading Representative. His extensive experience at Fidelity has provided him with a comprehensive understanding of financial consulting and investment management.

Antony Taylor is an Investment Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their specific goals and priorities. He assists clients in understanding their current financial situations, progressing toward their financial objectives, identifying potential risks to their plans, and providing savings and investment strategies suited to their needs. Before becoming an Investment Consultant in 2024, Antony held several roles at Fidelity Investments, including Workplace Planning Consultant II from 2019 to 2024, Workplace Planning Consultant I from 2018 to 2019, and Customer Relationship Advocate in 2018. This progression reflects his ongoing commitment to supporting clients in various stages of financial planning. Outside of his professional role, Antony has personal interests that include fitness, running, snowboarding, soccer, attending social events with friends, and traveling.

Timothy Stetson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2017, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, Timothy held the role of Relationship Manager at Bank of America in 2018. As a CERTIFIED FINANCIAL PLANNER™, Timothy focuses on understanding clients' goals and concerns to simplify personal financial matters. He is committed to building lasting relationships based on trust and assisting clients in developing comprehensive financial plans. Outside of his professional work, Timothy is interested in board games, cars, family activities, social events with friends, parenthood, and volunteering.

Colin Lessard is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity Investments since 2024. Outside of finance, he is an assistant manager for sales and service at The Bike Barn, a retail bicycle shop. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Mark Ramsey is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Ramsey previously worked at Sanford C. Bernstein & Co., LLC and has held multiple roles at LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management backed by research and model portfolios.