Jean St Pierre is a financial advisor with Ameriprise in Westport, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of advising, she is involved in commercial real estate through ownership of a property management business in Topsham, Maine. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research with modeling and a centralized consulting team to deliver non-discretionary advice, primarily focusing on assets held within Ameriprise-managed accounts.

Dylan Unger is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on developing investment and retirement strategies tailored to individual clients' goals. Prior to this, Dylan worked as a Financial Planner at Barnum Financial Group from 2019 to 2023 and began his career as an intern at Ameriprise Financial from 2018 to 2019. Dylan's approach centers on providing clients with the necessary tools to work towards their financial aspirations, emphasizing personal service throughout the process. His experience spans various aspects of financial planning and investment consulting, supporting clients through significant life events such as retirement and major purchases. Outside of his professional work, Dylan enjoys golf, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Connor Spiro is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates closely with individuals and families to understand their goals, values, and financial needs, developing comprehensive financial plans tailored to their unique situations. He has accumulated experience in the financial services industry since 2013. Prior to his current role, he served as a Senior Financial Consultant at John Hancock from 2019 to 2024, a Financial Planning Consultant at Baystate Financial from 2017 to 2019, a Financial Associate at Weston Financial Group from 2014 to 2017, and a Paraplanner at Ameriprise Financial from 2013 to 2014. Outside of his professional work, Connor enjoys family activities, golf, and reading.

Ryan Stefens is a financial advisor at Ameriprise with 4 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at John Hancock and Otis Elevator. Stefens manages his advisory business through an outside entity, Net Flows LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies, delivering personalized recommendations through a centralized consulting team.

Steven Kashian is a Market Leader at Fidelity Investments, where he leads, manages, and coaches teams of financial professionals and leaders in the Boston Investor Centers. His focus is on delivering a world-class financial planning experience to clients. He has been with Fidelity Investments since 1993, holding various positions of increasing responsibility including Vice President, Market Leader since 2023, Vice President and Branch Leader from 2017 to 2022, and Vice President, Senior Branch Office Manager from 2011 to 2017. Prior to these roles, he served as Vice President, Branch Office Manager, Assistant Branch Manager, Premium Services Manager, and Premium Services Sales Associate. Outside of his professional responsibilities, Steven has personal interests that include baseball, beach activities, fitness, gardening, golf, and volunteering.

Sean McCann is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive wealth plans aimed at achieving their financial goals. He focuses on understanding the priorities of his clients and their families to serve as their advocate and provide peace of mind regarding their financial matters. Sean assists clients throughout all phases of their financial lives, including growing, preserving, and distributing their wealth. Sean's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2023. Prior to that, he served as a Senior Retirement Consultant and Senior Sales Coordinator at John Hancock from 2017 to 2023, and as an Investor Service Representative at Putnam Investments from 2015 to 2017. Outside of his professional work, Sean's personal interests include cooking and baking, football, gardening, golf, outdoor adventures, and traveling.

Judith Henry is a CFP® with 27 years of industry experience, currently affiliated with Raymond James Financial in Marlborough, MA. She has previously worked at LPL Financial for 17 years and Banc of America Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through various advisory programs, with specialized services in municipal advisory and SIMPLE IRA consulting.

Aaron Buczek is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Raymond James Financial. He has six years of industry experience, including prior roles at Edward Jones and Moody’s Analytics. He is president of a nonprofit organization where he runs meetings and helps manage the group. 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 institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Bill Philpott is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity Investments in 2021, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant. Bill focuses on developing financial plans tailored to the unique goals of individuals and families. His approach involves understanding clients on both personal and financial levels to help them build confidence in their financial strategies. Outside of his professional work, Bill has interests in fitness and golf.

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.

Lisa Hirschfeld is a financial advisor at Fidelity with 16 years of industry experience. She holds a Series 66 designation and has worked at several Fidelity affiliates since 2013, as well as at Manulife Investment Management and Equitable Advisors earlier in her career. Fidelity’s Strategic Advisers LLC provides 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 use of model portfolios and its role as a registered commodity pool operator and advisory provider to multiple registered investment companies.

Joseph Luiso is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he and his team focus on understanding the priorities of clients and their families to develop personalized wealth strategies. Utilizing the expertise of his team of credentialed specialists, he works to assist clients in achieving their financial goals. Joseph has been with Fidelity Investments since 1998. He served as a VP Financial Consultant from 1998 to 2015, after which he has been a Wealth Management Advisor. This extensive experience has provided him with a deep understanding of wealth management practices. Additional details about his education, credentials, and personal interests were not provided.

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.

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.

Jonathan Wolff II is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at firms including Lightship Wealth Strategies and Commonwealth Financial Network. Wolff is also president of Wolff Capital Management, Inc., where he advises clients on comprehensive financial planning and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through an affiliated municipal advisor.

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.

Douglas Cook is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Davinci Capital Management, URPC, and ADP LLC. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers diverse investment solutions across multiple platforms, combining proprietary and third-party strategies with both discretionary and non-discretionary implementation.

Stephen Piotte is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has worked at firms including Avantax Investment Services, H&R Block, and 1st Global Capital Corp. Piotte is CEO of Constellation Financial & Wealth Management Services and operates Piotte Enterprises, Inc., which conducts wealth management activities. He also owns an income tax preparation business and assists with a family-owned craft company’s financial management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, employer retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers, managing over $256 billion in assets through more than 10,000 advisors.

Matthew Wallace is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments and currently serves in an administrative role at True Wealth Advisor Group Inc., a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Robert Cohen is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 53 years of industry experience, including roles at Kestra Financial Services and Kestra Investment Services prior to joining LPL Financial in 2019. He is also a business owner in Bolton, Massachusetts, with activities outside his advisory work. 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 portfolio programs, third-party asset management, and institutional platforms, providing advisors access to a wide range of discretionary and non-discretionary investment strategies.