Paige Morandi is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and ten years of industry experience. She has worked within various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and employs systematic methodologies and long-term asset allocation benchmarks.

Sushma Rani Shetty is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including prior work at TD Bank and Gap Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Daniel Tenore is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he officiates youth basketball games during the winter months. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Molly Wilson is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop comprehensive financial plans tailored to clients' unique situations. She focuses on understanding her clients, their families, and their individual needs to assist them in achieving their most important financial goals. Since joining Fidelity Investments in 2021, Molly has progressed through several roles, including Workplace Planning Associate, Workplace Planning Consultant I and II, before assuming her current position. Her experience encompasses various aspects of workplace financial planning, contributing to her ability to support clients effectively. Outside of her professional responsibilities, Molly enjoys spending time at the beach, exploring culinary experiences, participating in social events with friends, practicing Pilates, skiing, and traveling.

Lawrence Kaplan is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 66 licenses and operates out of Newton, MA. Kaplan also owns Kaplan Financial Services, a separate business entity. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining advisory services with a broad range of non-advisory financial activities.

Mark Pelletier is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2011, previously working at Ameriprise. Outside of his advisory role, Pelletier is active as an independent insurance agent and serves as a referee in athletics. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing a variety of portfolio management strategies and custody platforms tailored to client needs.

Sidney Ma is a financial advisor at Equitable Advisors with 26 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at AXA Advisors, LLC for 19 years. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as an administrator or executor of estates and as a trustee of trusts, including responsibilities related to estate planning and power of attorney for family members. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, using both proprietary and third-party solutions.

David Harding is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Northeast Investment Advisors, where he continues to have an ownership interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Peter Simpson is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including CUSO Financial Services, CUNA Mutual Group, and Santander Securities. 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 portfolio programs, third-party asset management, and institutional platforms.

Karlie Robbins is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2020. Her prior experience includes roles at Ben's PourHouse and Westside Foods Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, with a platform that supports discretionary and non-discretionary strategies.

Robert Lanciault is a financial advisor with OSAIC in Wayland, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been associated with Royal Alliance Associates, Inc. since 1997. In addition to his advisory role, he owns Robert Lanciault Insurance, Inc., which sells life, disability, long-term care, and medical insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Ryan Azinger is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His work history includes roles at Northwestern Mutual Wealth Management Company and Citizens Investment Services. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Patrick English is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Voya Financial Advisors and Wells Fargo Clearing. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and substantial discretionary assets.

Christine Nilson is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including The Bulfinch Group and AXA Equitable. Her career includes roles in both financial services and community organizations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor advice and supports its clients through advisory programs and institutional consulting.

William Keefe is a Series 66-credentialed advisor with Raymond James Financial, bringing one year of industry experience. His background includes roles at Raymond James Financial Services Inc., North Atlantic Investment Partners, and RSM US LLP. Outside of finance, he has experience working in the restaurant industry and education. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and maintaining specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

William Connell III is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Commonwealth Financial Network and Canby Financial Advisors. Connell also operates Village Wealth Management in conjunction with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of advisory and brokerage services, including financial planning and access to third-party asset managers.

George Schutte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and over 30 years of industry experience. Prior to joining Raymond James in 2024, he spent 27 years with Commonwealth Financial Network. He is also president of Beluga Financial Network, Inc., a support company based in Newton Lower Falls, 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Brian Nash is a Series 66-licensed financial advisor with Ameriprise in Milton, MA, bringing two years of industry experience. He previously worked at Fidelity Investments for 13 years. Outside of his advisory role, Nash manages his business activities through QL Group, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations that incorporate tax strategies and adaptive withdrawal methods.

Jeffrey Garside is Vice President and Branch Leader at Fidelity Investments, where he has been employed since 2015. He focuses on financial planning with a consultative approach, leading conversations that prioritize clients' goals and co-creating plans tailored to their needs. His experience at Fidelity includes roles such as Financial Consultant, Team Leader for Portfolio Advisory Services, Interim Team Leader for Client Services, and Retirement and Investment Solutions Representative. This progression reflects his expertise in portfolio advisory, client services, retirement solutions, and investment strategies. Outside of his professional responsibilities, Jeffrey enjoys boating, family activities, hiking, outdoor adventures, and skiing.

Sean Penney is a Planning Consultant based in Littleton, currently employed at Fidelity Investments since 2026. In his role, he partners with clients and households to assist them in working towards their financial goals, focusing on building trust and understanding to support confident decision-making for their financial futures. Sean has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing through Investment Solutions Representative I in 2023, II and III roles in 2024 and 2026, before assuming his current position as Planning Consultant. He holds an AR Insurance License. Outside of his professional responsibilities, Sean's personal interests include baseball, football, golf, spending time at the lake, and snowboarding.