Katrina Graves is a financial advisor with LPL Financial in Lexington, MA, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2022, she worked at Ocean Spray Cranberries, Inc. for ten years and Budget Buddies, Inc. for one year. Outside of her advisory role, she maintains a travel blog called Brown Bag Traveler. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Christopher Mc Cauley is a financial advisor with Merrill in Burlington, MA, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an advisory board member for the Briarbrook Condominium Association, which involves oversight of property management. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jillian Feehan is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 65 and Series 63 credentials and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2026. Jillian has a background that includes over a decade at Touchpoint Financial Advisor Group and Commonwealth Financial Network. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations uncommon among large institutional advisors.

Vincent Zaccardi is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and 34 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Raymond James. He serves as a director on the board of the Horizons Condominium Owners Association in Ogunquit, Maine. Raymond James & Associates is a large dual-registered 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, offering financial planning and non-discretionary investment consulting through various advisory programs.

Kayla Karpacz is Vice President, Financial Consultant at Fidelity Investments, where she has been serving since 2018 in various capacities. She began her career at Fidelity as a Customer Relationship Advocate in 2018 and progressed through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before attaining her current position in 2025. In her role, Kayla partners with individuals and families to develop comprehensive financial plans tailored to their specific goals and needs. She emphasizes authenticity and transparency, aiming to provide clients with financial peace of mind and confidence in their decisions. Kayla holds a California Insurance License. Outside of her professional responsibilities, Kayla enjoys running and traveling.

Timothy Quigley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as positions at Border Cafe and the State Theatre New Jersey. 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 to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies.

Gerard Davis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2011, advancing through various roles including Financial Consultant, Investment Solutions Consultant, Brokerage Consultant, and Retirement Relationship Manager. His experience spans financial consulting, managed accounts, brokerage services, and retirement solutions. Gerard focuses on providing financial planning, investment guidance, and personalized service to clients and their families. Outside of his professional work, Gerard enjoys spending time at the beach, participating in family activities, engaging in social events with friends, playing golf, traveling, and parenting.

David Koestner is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2003. In his role, he partners with clients to create financial plans and assist them in investing towards their financial goals. He began his career at Fidelity Investments as an Investment Consultant from 2003 to 2005, then served as a Financial Consultant from 2005 to 2008 before advancing to his current position in 2008. Throughout his tenure, he has focused on advising clients on financial planning and investment strategies.

Gerard Mattaliano is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab Bank, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional entities, and municipal organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Elizabeth Sampson is a CFP® professional with 35 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at Waddell & Reed, Inc. and various insurance agencies. Sampson is also involved with Sampson West & Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by both proprietary and third-party strategies.

Kevin Haskell is a financial advisor with Cambridge Investment Research Advisors in Concord, MA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked with firms including Aegis Retirement Partners, Commonwealth Financial Network, and Summit Financial Corp. Haskell is also an account manager at Aegis Retirement Partners. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.

William Toomey is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Putnam Investments/Franklin Templeton Investments and Financial Engines Advisors, L.L.C. Before entering the financial services industry, he worked at Gentle Giant Moving Inc and Green Oak Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Ian Stauder is a Senior Financial Advisor with the Caputo Group at Merrill Lynch Wealth Management. He has over a decade of financial experience, including prior work at Fidelity, where he developed an understanding of the complexities of wealth management, emphasizing the importance of professional guidance in preventing emotional decision-making. Ian works closely with a diverse group of clients, ranging from biotech entrepreneurs and executives to young professionals and families beginning to accumulate wealth. He employs a disciplined, planning-based approach and manages the firm's wealth analyses, tailoring strategies to each client's goals, risk tolerance, timeline, and liquidity needs. Ian focuses on helping clients articulate the purpose of their money and aligns financial plans accordingly, covering areas such as college planning, retirement planning, exit planning, and legacy planning. He encourages discussions with both spouses to understand their values and visions. Ian finds value in meeting with clients to assess progress toward their financial goals and to explain recommendations as needed. His expertise includes divorce transition planning, executive and equity compensation, family wealth management, philanthropic planning, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Economics from Wheaton College in Massachusetts and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Ian resides in Sudbury with his wife and three children. He is involved in community organizations such as Big Brother Big Sister and Habitat for Humanity. His personal interests include fishing, football, golfing, reading, skiing, spending time with family, and traveling.

Reilly Jenkins is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previous work history including roles at James Madison House and Fork in the Road LLC. Jenkins is also an associate financial advisor at Watermelon Bay, LLC, where he manages an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Taylor Caggiula is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He has worked at Cambridge Investment Research, Cantella & Co., and Signator Investors. Outside of his advisory role, he serves as a board member for the James Conklin Memorial Scholarship. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside third-party advisory services.

Erika Tsetsilas is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, Financial Representative, and Customer Relationship Advocate, accumulating experience in various aspects of financial services since 2021. Erika focuses on creating a collaborative financial planning process that centers on her clients' goals, drivers, and preferences. Her approach emphasizes compassion and integrity, aiming to make complex financial matters accessible and understandable. Outside of her professional work, Erika engages in personal interests such as golf, spending time at the lake, and skiing.

Jason Sigman is a financial advisor with Fidelity in Burlington, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is employed, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and consultative services.

Greta Watkins is a Financial Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity in 2022 and has held various roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she gained experience as a Financial Services Associate at Charles Schwab and completed internships at Collier Financial Solutions, Inc. and Southern New Hampshire Health. As a CERTIFIED FINANCIAL PLANNER®, Greta specializes in developing comprehensive financial plans that address retirement planning, investment strategy, and tax-efficient investing. She focuses on understanding her clients' unique goals and financial aspirations to create tailored plans that provide peace of mind and confidence for the future. Outside of her professional work, Greta enjoys cooking and baking, fishing, hiking, outdoor adventures, spending time with pets, and playing soccer.

Gabriel Gonzalez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill Lynch, LPL Financial, and Bank of America. Gonzalez is also associated with First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Andre De Oliveira is a financial advisor with LPL Enterprise, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.