Teresa Shumila Wilder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013 and has worked with affiliated firms since 2003. Outside of advisory work, she serves as an office manager at a garden center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and both proprietary and third-party strategies.

Natalie Harris is a financial advisor with Equitable Advisors in Attleboro, MA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, her work history includes roles at Wellesley College and the Santa Fe Institute, as well as involvement with OGA's Japanese Cuisine. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers access to third-party asset managers and LPL-sponsored advisory programs.

Steven Foster is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following prior roles at Citizens Bank and CCO Investment Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and engages in advisory roles for multiple registered investment companies and fund-of-funds.

Samuel Brand is a financial advisor with Edward Jones in Walpole, MA, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2019 to 2021, as well as nine years of service in the US Navy. Outside of advising, he manages a rental property in Woburn, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm has a large network of financial advisors and branch offices and offers affiliated mutual funds, tax-efficient services, and securities-based lending options under a fiduciary standard.

Samuel FitzGerald is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2024. In his current role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans. He places importance on forming strong relationships with clients and their families, aiming to maintain trust, reliability, and competency. Samuel has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2024, then moving through the Investment Solutions Representative I and II roles before reaching his current position in 2026. His experience spans client relationship management and investment solution advisory. Outside of his professional work, Samuel enjoys outdoor activities such as canoeing, fishing, and kayaking, as well as movies, music, and soccer.

Kevin Auerr is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for 16 years before joining Cambridge Investment Research Advisors in 2023. Auerr is also owner of Dean Avenue Planning Group LLC and Auerr, Zajac & Associates, LLP, where he provides investment advisory and tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using a range of proprietary and third-party investment strategies.

Arthur Lambi Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. Prior to his current role, he worked at Bentley Wealth Advisors, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as president of Arthur Lambi & Associates, Inc., a consulting and financial services company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning tailored to client goals, utilizing risk profiling and analytical modeling, and supports advisory programs across a large network of advisors.

Kyle Boliver is a financial advisor with Fidelity and holds a Series 66 designation. He has less than one year of industry experience and has worked in various roles outside finance, including operating open-captioning for shows at the Trinity Repertory Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios.

Colleen Sousa is a financial advisor at Merrill with a Series 66 designation and 18 years of industry experience. She previously worked at BNY Wealth Management for 17 years before joining Merrill in 2025. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Shannon Ferry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2024, Shannon worked in the automotive industry for seven years at Balise Toyota of Warwick and Herb Chambers Volvo Cars Norwood. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of discretionary and non-discretionary advisory services.

Patricia Regan is a financial advisor with LPL Financial in Attleboro, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her career includes prior roles at Prudential Annuities Distributors and Prudential Insurance, as well as Rockland Trust. She serves as a trustee for a family trust. 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.

Keeley Donnelly is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Keeley worked at The Dunes Club for six years and was a full-time student for four years. Outside of finance, Keeley operates a sole proprietorship selling used clothing on an online platform. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jessica De Pina is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Jinping Xu is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge, Xu worked at LPL Financial LLC and has operated JP Financials & Consulting LLC since 2018. Xu is also a Certified Public Accountant and owner of Beacon Tax Group LLC, providing tax services alongside advisory duties. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm employs a variety of investment strategies and platform arrangements, combining proprietary and third-party models to meet client objectives.

Alexander Madoian is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Sevita Health and held roles in the restaurant industry. Outside of his advisory work, he DJs at bars around 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 to create diversified model portfolios.

Jennifer Pagliuca is a financial advisor with Morgan Stanley in Cumberland, RI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Noah Laplante is a CFP®-certified financial advisor with Fidelity Investments, based in Smithfield, RI, and has three years of industry experience. His prior roles include work at United States Electrical Services and the University of Massachusetts Amherst. 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 manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, using systematic methodologies and formal governance procedures.

Daniel Cook is a CFA® charterholder and Series 63 licensee affiliated with Edward Jones. He has three years of industry experience, previously working nine years at Wellington Management before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, and corporate and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Jeffrey Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Royal Alliance Associates Inc., and TIAA-CREF. 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 financial planning and portfolio management services supported by proprietary research and technology.

Brant Mcgettrick is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2013. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.