Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.

Peter Higgins is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings to this role three decades of experience in the investment industry, including leadership positions and entrepreneurial ventures. His professional background includes roles such as Assistant Vice President and Financial Advisor at Citizens Bank, Founder and Portfolio Manager at CVR Portfolio Funds, and Managing Director of the Portfolio Solutions Group at State Street Global Markets. Earlier in his career, he held various trading and sales roles at firms including Pulse Trading, Charles Schwab, Moore Capital, Thomas Weisel Partners, Bear Stearns, and John Hancock Financial Services. Peter's approach emphasizes simplifying complex financial matters and creating wealth strategies that reflect the unique stories of his clients, aiming to benefit them and their families now and in the future.

Richard Rogers is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Abbey Capital LLC, where he is the owner and managing partner. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets.

James Duplisea is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with a Series 63 license. He has 35 years of industry experience, including 16 years at Cambridge and 14 years at Securities America Advisors, Inc. Outside of advisory work, he is involved in mortgage loan origination and operates as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers and multiple custody platforms.

Ross Marsden is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked in educational roles at Rhode Island College and Bristol Community College. He volunteers as the Director of Coaching for the Coventry Soccer Association, assisting in training and supporting soccer coaches. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a range of investment products.

Stephen Parker is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity and its affiliates since 1994. Parker serves as a board member of the Hermit Cove Community Association, a homeowners association in New Hampshire, where he helps coordinate projects in common areas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad range of assets.

Brennan Mellor is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior roles include various positions across sectors such as education and management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Robert Silva is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. 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.

Hannah Page is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. She previously held roles at Gregs, Hope Events, Brookline Bancorp, and other firms. In addition to her advisory duties, she is a licensed public notary in Providence, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is noted for its registered commodity pool operator status, advisory roles with multiple registered investment companies, and use of AI-driven research methods.

Timothy O'Rourke is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Rockland Trust Co since 2013, where he manages LPL Financial accounts and serves as a relationship manager and business development officer within the trust and wealth management group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

Ana De Pina is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial, Prudential Insurance Company of America, and New York Life. Outside of her advisory role, she owns and operates Cape Verdean Greeting Cards, a business creating multilingual greeting cards, and serves on the board of the National Black MBA Association’s Boston chapter. She also participates on the Industry Advisory Board of the Benjamin Franklin Cummings Institute of Technology. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, delivering non-discretionary, customized asset allocation advice and investment manager searches. The firm’s advisory process integrates quantitative screening and qualitative research, supported by a manager solutions team, and includes broader derivatives and commodities capabilities through its affiliations.

Gregory Safford is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at AXiA Insurance Services, Inc., Safford Insurance, LLC, and Crye-Leike Insurance, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions operating under a fiduciary standard.

Michael Breen is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Citizens Bank. Outside of his advisory role, he operates a car cleaning business called Smooth Touch Auto Spa. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers various services including discretionary portfolio management and fund advisory, and it incorporates systematic methodologies and AI in its investment process.

Steven Clayton Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Harbour One Bank, the Bureau of Labor Statistics, and service in the United States Marine Corps. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Rebecca Morin is a financial advisor at RBC Capital Markets with three years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Roman Koles is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Primerica Advisors since 2009 and has been affiliated with Primerica Financial Services since 2006. Outside of advisory services, he is involved in sales related to home security and automation products as well as a retail watch store. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of investment models implemented in partnership with BNY Mellon Advisors.

Thomas Egan is a Financial Consultant I at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans. He focuses on understanding clients' goals and collaboratively providing comprehensive financial planning throughout various stages of life. Thomas has held multiple roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to his current position. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. He holds insurance licenses in Arkansas and California.

James Tetreault is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Signature Investors, Inc. and Signator Investors, Inc. He is based in Attleboro, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm emphasizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Julia Jimenez is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has previously worked at the Isenberg School of Management. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Jessica Taverni is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and engages in activities such as proxy voting and governance oversight.