William Kindle is a financial advisor at Edelman Financial Engines with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Homestead Advisers Corp., Windham Capital Management, and Wellesley Asset Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary investment options.

Jon Bicknell is a CFP® professional with 30 years of experience, currently serving at Cetera. He has worked at Cetera Advisors LLC since 2016 and previously at Investors Capital Corporation. Outside of his advisory role, Bicknell is involved in fixed insurance products, operates a financial services DBA called Prosperity Financial Planning, engages in life settlements through Welcome Funds, Inc., and owns a tax reporting entity, JTB CFP, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services and administers over $256 billion in assets through a network of more than 10,000 advisors.

Amy Morin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Immuta, CSG, Kitewheel, LogicManager, RCN, and Bentley University Bookstore. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Nicholas Bella is the Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative - Full Trader. Throughout his tenure at Fidelity Investments, Nicholas has developed expertise in financial planning, investment strategy, and income planning tailored to meet the unique needs of clients and their families. He emphasizes advocacy, consistent communication, and clarity in working with clients to achieve their financial goals. No information regarding his education, credentials, personal interests, or community involvement was provided.

Gina Gillespie is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2014. She collaborates with clients to understand their personal and professional objectives and helps them develop tailored investment plans. Gina aims to empower her clients through a clear and collaborative approach to financial strategy. Her career in financial services spans over a decade, beginning as a Senior Internal Wholesaler with John Hancock Distributors from 2006 to 2010. She then served as Regional Representative and DCIO Regional Representative for John Hancock Funds between 2010 and 2012. In 2012, she joined Fidelity Investments as an Account Executive before advancing to her current role.

Jiles Robinson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2020, following prior roles at Bank of America and Merrill. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also serves municipal clients with public finance and institutional consulting capabilities.

Heather Scearce is a Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2022. She focuses on creating personalized wealth strategies that align with clients' unique ambitions and priorities. Heather’s approach emphasizes understanding each client's short-, mid-, and long-term goals to provide tailored advice in areas such as personal retirement planning, socially responsible and values-based investing, ESG investing, and tax minimization. Prior to her career in financial advising, Heather owned a Pilates and personal training studio, where she helped clients achieve their health and fitness objectives. This background informs her coaching style, as she enjoys guiding her clients toward achieving financial strength for life. Heather holds a Bachelor's Degree from the University of Washington and maintains the Personal Investment Advisor (PIA) designation. Outside of work, she enjoys boating, dancing, gardening, music, tennis, traveling, yoga, and spending time with her family.

William Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services such as discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Carl Annese III is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has been with Edelman Financial Engines since 2019 and previously worked at Siharum Advisors from 2015 to 2019. 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 to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Joy Baron is a financial advisor with OSAIC and holds Series 63 and Series 65 credentials. She has 38 years of industry experience, including 30 years at Signator Investors, Inc. and overlapping tenure with John Hancock, before joining OSAIC in 2018. Baron is also a partner at Coastal Wealth Management, a financial services LLC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to multiple managed account platforms and third-party money managers.

Roger Cunhui Yang is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 28 years of industry experience. His career includes roles at Cetera Advisors LLC since 2016 and Investors Capital Corporation from 2014 to 2016, alongside longstanding involvement with Great Wall Insurance Group, Inc. and Great Wall Financial Group, Inc. Yang is also active as an insurance agent specializing in life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Hugh Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He previously served as a Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate at Fidelity Investments, gaining experience across multiple client-focused positions from 2020 to 2022. Hugh’s approach to financial planning emphasizes tailoring strategies to fit each client's individual needs, recognizing that different approaches work for different people. He prioritizes clear and open communication to help clients manage their financial strategies effectively. Outside of his professional work, Hugh enjoys activities such as beach outings, bowling, cooking and baking, hiking, surfing, and volunteering.

Rennee Lammi is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked primarily at Merrill, with a three-year tenure at Morgan Stanley from 2021 to 2024. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jason Sechrist is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors and John Hancock Funds. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mike Kiritsy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients and their families to develop personalized financial plans tailored to their unique goals. Mike has been with Fidelity Investments since 2009, where he has held several positions including Investment Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Service and Trading Representative. His extensive experience spans various aspects of financial consulting and retirement solutions.

Joyce Curtis is a CFP® with 40 years of industry experience, currently advising clients at LPL Financial since 2018. She has also been affiliated with Invest Financial Corporation since 2003. In addition to her advisory work, Curtis is an independent insurance agent specializing in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Lindale is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked for M&T Bank’s Wilmington Trust Investment Advisors for 13 years. Outside of his advisory work, he is involved in managing a family farm estate that leases tillable acreage to a local farmer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds. The firm supports its clients through a large network of advisors and branch offices and operates under a fiduciary standard.

Douglas Howes is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with Woodbury Financial Services, Inc. for 16 years. Outside of his advisory role, he serves as Vice President of the Atkinson Youth Baseball & Softball Association and is a board member of the Southern New Hampshire Softball League. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services utilizing various asset-allocation tools and third-party arrangements.

Jeffrey Ferrante is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1986, including service at Bank of America since 2009. Outside of his advisory role, he works as a meditation guide and Reiki healer. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Richard West is a Series 66-licensed financial advisor with LPL Financial in Westford, MA, bringing 16 years of industry experience. His prior roles include positions at Waddell & Reed and leadership at Sampson West & Associates Inc. Outside of financial advising, he holds fiduciary responsibility as a power of attorney for his spouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by extensive research and model portfolios.