Gregory Sadowski is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Frank Firicano Jr. is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Monmouth University, Vail Resorts, and Spencer's Gifts LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and systematic methodologies.

Mark Pelletier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011, following a brief tenure at Ameriprise. Outside of his advisory work, Pelletier serves as an independent insurance agent and volunteers as an athletics referee. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and custodians, as well as affiliated model strategies under the Founders Gate Capital brand.

John Schaefer is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and emphasizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory roles for registered investment companies and employs advanced methodologies such as AI in its research and portfolio management.

Edwin Bonilla is a financial advisor with Fidelity in Merrimack, NH. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining the firm, his background includes roles in retail and education sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jacob Grant is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations and has prior work experience at Instacart and Ferncroft Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and its application of systematic methodologies and long-term asset allocation benchmarks.

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.

Jessica Morello is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at MassPay, Inc. and Brown Rudnick, LLP. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and investment options through a large nationwide network of financial advisors.

Daniel Mc Carthy is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Edward Jones, LPL Financial, and First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses various analytical tools to support client goals, while also offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Morin is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a wide range of clients through discretionary and non-discretionary advisory services.

Shi Fu is a Financial Consultant at Fidelity Investments, a role held since 2023. Since joining the company in 2019, Shi has held various positions including Planning Consultant, Relationship Manager, Investment Solution Representative, and Customer Relationship Advocate. This progression reflects a broad experience across client relationship management and financial planning within the firm. Shi holds insurance licenses in Arkansas and California, supporting professional capabilities in providing insurance-related financial advice. Shi's approach to financial advising emphasizes understanding clients' individual stories and goals to deliver tailored strategies for wealth growth, protection, and transfer. Outside of work, Shi has interests in art, fitness, hiking, outdoor adventures, parenthood, and volunteering.

James Knowles is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. His career includes roles at Fidelity Brokerage Services LLC and multiple positions outside finance, such as at Dick's Sporting Goods and Lifetime Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Katalin Orban is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2018. Prior to that, she was with Foresters Advisory Services LLC and Foresters Financial Services from 2015 to 2017. 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 portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he is employed at the University of Massachusetts Lowell. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shawn Foskett is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at IBM, Talend, Incorta, and Gartner. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Rishabh Trivedi is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Planning Consultant, Investment Solutions II, High Net Worth, and Customer Relations Advocate, reflecting a broad range of experience within the firm. He holds insurance licenses in Arkansas and California, supporting his ability to assist clients with diverse financial planning needs. Rishabh works with individuals and families to help them make informed financial decisions through a collaborative and detail-oriented approach. Outside of his professional activities, Rishabh enjoys spending time with friends, attending social events, listening to music, caring for pets, and traveling.

Daniel Connelly is a CFP® with 25 years of industry experience, currently serving at Fidelity. His career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Mariner, and New England Securities. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

Sawyer D'Amato is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served in various capacities within Fidelity Investments, including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His career in financial services began at Washington Savings Bank as a Bank Teller from 2017 to 2021. Throughout his career, Sawyer has developed expertise in client relationship management and financial planning, working closely with clients and their families to create comprehensive financial plans. He holds an Arkansas Insurance License, supporting his role in advising clients on financial matters. Outside of his professional endeavors, Sawyer has interests in cooking and baking, social events with friends, spending time by the lake, caring for pets, reading, and traveling.

Timothy Grogan is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and 12 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 16 years at Royal Alliance Associates Inc and six years with New England Schooner, Inc. Grogan is also a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning and third-party asset management.

Alexander Hinckley is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. Hinckley has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.