Andrew Levesque is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He works directly with clients and their families to analyze current financial plans, develop tailored action plans, and execute these plans through ongoing one-on-one relationships. His focus includes addressing risks to income and assets and crafting customized financial strategies aimed at achieving individualized goals such as estate planning, charitable gifting, retirement planning, and education savings. Andrew has been with Fidelity Investments since 2013, progressing through various roles including Investment Consultant, Retirement Relationship Manager, Workplace Planning and Guidance Consultant I and II, and Defined Contribution Representative. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No information about his education, credentials, personal interests, or community involvement was provided.

Sarthak Jena is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping individuals, families, and business owners align their wealth with their goals through personalized planning and investment guidance. He provides access to resources from Merrill and Bank of America to support his clients in areas such as investing, retirement planning, and managing unexpected financial needs. His expertise includes college education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Sarthak holds the Professional Investment Advisor (PIA) designation. Sarthak earned a Bachelor's Degree from Emory University and completed a Master of Business Administration (MBA) as well as a Master of Science in Finance (MSc Finance) from Hult International Business School. Outside of his professional work, his interests include cooking, music, pickleball, reading, running, soccer, spending time with his family, swimming, tennis, and writing.

Jennifer Nelson is a financial advisor with J.P. Morgan Securities in Nashua, NH, holding Series 63 and Series 65 licenses and eight years of industry experience. Her previous roles include positions at Citizens Securities Inc., New York Life Insurance Co., and the Commonwealth of Massachusetts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting with final decision authority retained by clients.

Eric Telfer is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Gabriel Perez is a financial advisor at Merrill with Series 66 and Series 63 licenses and five years of industry experience. He has worked at Merrill since 2020 and has been with Bank of America, N.A. since 2023. Prior to his advisory career, he was affiliated with Universidad de Puerto Rico for six years. 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 and profit-sharing plans, corporations, and charitable organizations.

Casey Dumais is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey partners with clients and their families to develop and execute customized financial plans, aiming to be their primary, trusted advisor while delivering an exceptional client experience through the resources available at Fidelity. Casey has been with Fidelity Investments since 2007, holding various positions including Financial Representative, Facilitator, Retirement Investment Services, Portfolio Specialist, Investment Solutions Consultant in Managed Accounts, Senior Investment Operations Analyst, Research Associate, and Financial Consultant. This extensive experience encompasses investment solutions, portfolio management, retirement investment services, and client consultation. Outside of work, Casey enjoys cooking and baking, spending time on family activities, parenthood, and skiing.

Travis Keeper is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Solutions Consultant from 2021 to 2022 and Investment Solutions Representative from 2019 to 2021. Prior to joining Fidelity, he was a Wealth Advisor at USAA from 2015 to 2019. In his role, Travis works with clients to build financial plans, identify investment strategies to enhance their plans, and establish strong relationships through regular ongoing communication. He holds a California Insurance License. Outside of his professional work, Travis has interests in food, motorcycles, museums, pets, reading, and traveling.

Kaitlyn Cheever is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a broad client base and maintains roles in registered investment companies and fund-of-funds management.

Kyle Gauthier is a CFP® professional with eight years of industry experience. He is currently affiliated with Edelman Financial Engines and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Citizens Securities, Inc., Citizens Bank, and also had a brief tenure with the San Diego Padres. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

Jason Whittier is a financial advisor with Raymond James & Associates in Burlington, MA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He previously worked at Bank of America N.A. and Merrill before joining Raymond James in 2020. 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 municipal entities, and offers financial planning, advisory programs, and institutional consulting with a generally non-discretionary approach to investment implementation.

Marshall Ben Tisdale is a financial advisor with Edward Jones in Westford, MA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Edward Jones since 2003. Outside of advising, he is involved in managing several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors.

Gabriel Aufiero is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Cambridge Investment Research Advisors, LPL Financial, and Edward Jones. He also works as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Matt Kirby is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals, families, and business owners to develop collaborative financial strategies focused on long-term confidence and well-being. His approach emphasizes partnership and advocacy to support clients through evolving financial challenges. Kirby has been with Fidelity Investments since 2014, progressing through roles including Portfolio Specialist, Senior Portfolio Specialist, and Planning Consultant. His professional experience centers on portfolio management and financial planning. He holds the CFP® designation, reflecting his credentials in financial planning.

Michael Fitzgerald is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to help grow, preserve, and transition wealth across generations. He leverages the resources of Fidelity and emphasizes planning to implement strategies aligned with clients' financial goals. His professional experience includes multiple roles at Fidelity Investments since 1998, including Financial Consultant since 2015 and Investment Consultant from 2014 to 2015. Prior to Fidelity, he worked as a trader at Charles Schwab from 1999 to 2000. Michael aims to develop long-lasting and personal relationships based on candor, integrity, and trust.

Emily Coleman is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.

Maddy Aslansan is a Financial Consultant at Fidelity Investments. She collaborates with clients to develop and implement personalized financial plans aimed at building, preserving, and transferring wealth. Maddy supports individuals and their families through each stage of their financial journey. She has been with Fidelity Investments since 2019, holding various roles including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. This progression reflects her experience in financial planning and client relationship management. Further educational background and personal interests have not been provided.

Philip Chu is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at UST Securities Corp and Bank of America for 17 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Ruger is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments since 2008, including a brief tenure at Ameriprise in 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Eryn Whittier is a financial advisor at Raymond James & Associates with 14 years of industry experience. She previously worked at Merrill for six years before joining Raymond James in 2020. Outside of her advisory role, she is a part-time master's swim coach. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services with a non-discretionary approach that incorporates firm research and multiple portfolio management styles.

James Savarino is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® designation and Series 63 license and has worked previously at SII / Boston Partners for 14 years. Outside of his advisory role, he serves on the finance committee of the Danvers Fish and Game Club. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization with discretionary strategies and third-party manager options.