Michael Meehan is a financial advisor with LPL Financial in Woburn, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Lincoln Financial Advisors from 2016 to 2020 and has operated Meehan Financial Services since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management with resources such as model portfolios, third-party subadvisors, and advanced technologies.

Eleni Liakakis is a CFP® with 17 years of experience in the financial services industry. She has worked at Cetera and its affiliated entities since 2019, and previously spent nine years at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment program options and third-party managers.

Paul Bentubo Jr. is a Series 66-registered financial advisor at Fidelity with two years of industry experience. His prior roles include positions at Northwestern Mutual and O'Neill and Associates. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and funds.

Jason Tholander is a financial advisor with Raymond James Financial, holding a Series 66 license and 25 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he manages a property used as a branch office and is involved in supporting related business activities. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Pete Krug is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of advisors serving clients in the greater Nashua community, focusing on helping them make educated and informed financial decisions for themselves and their families. Prior to this position, he served as Assistant Branch Leader at Fidelity Investments from 2018 to 2022. Pete and his team work collaboratively to support clients in progressing financially and co-creating thoughtful strategies aligned with their financial and life goals. His professional experience centers on leadership within Fidelity's branch operations. Outside of his professional responsibilities, Pete enjoys golf, hiking, spending time with pets, reading, skiing, and traveling.

Rama Yarram is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Citizens Securities, Inc. and Citizens Bank. Outside of advisory work, he is employed at Michaels Store in a customer service and cashier role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional accounts.

Jacquelyn Cloutier is a financial advisor with LPL Financial based in Nashua, NH. She holds a Series 66 designation and has eight years of industry experience. Her prior work history includes roles at Broad Street Planning, Bank of America, Merrill, and John Hancock Investments. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, a range of advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Dana Gilpatrick is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013. Outside of advisory work, she owns a tax preparation business named Tax Bracket Management and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through multiple platform arrangements, combining proprietary and unaffiliated strategies tailored to client objectives.

Sarah Sekula is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity since 2020, progressively advancing through roles including Regional Center Planning Consultant, Client Services Team Leader, Investment Solutions Representative, and Customer Relationship Advocate. Her professional experience encompasses wealth management and client service within the financial sector. Sarah applies emotional intelligence in financial planning, aiming to provide a holistic approach tailored to each client's values and financial story. Sarah holds insurance licenses in Arkansas and California. Outside of work, she enjoys cooking and baking, exploring culinary interests, music and singing, and traveling.

Bryan Herrera Burgos is a financial advisor with Thrivent Investment Management in Nashua, NH. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Thrivent, he worked at Fidelity Investments and TD Bank, among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Lee Schmertzler is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He previously worked at Pinnacle Pension Consultants LLC and M Holdings Securities, Inc. Schmertzler holds Series 63 and Series 65 licenses and is also active as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm employs both discretionary and non-discretionary strategies across multiple platforms and maintains proprietary and third-party model portfolios.

Judy Carryl Young is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its predecessor entity since 2005 and holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Segreve is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortis Investors, Inc. since 1992. Outside of his advisory role, he serves as president of two insurance-related companies, Segreve & Hall Insurance Associates and Compass Financial Service Group Inc., which focus on property and casualty as well as life and disability insurance. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a wide range of investment types.

Sean Reid is a financial advisor at Charles Schwab & Co., Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. He is also the owner of Reid Limited LLC through which he manages his personal brokerage trading activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, integrating advisory, brokerage, custody, and cash-sweep services at scale.

Erin Blanchard is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America N.A. since 2009. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Fabrizio is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Fidelity Investment High Net Worth since 2000 and also serves with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Todd Micklovich is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2015, serving initially as a Financial Consultant before his current role. Prior to Fidelity, Todd worked at Cantella & Co., Inc. from 2005 to 2015, advancing from Registered Representative to Registered Principal. With over 20 years of experience in financial consulting, Todd focuses on helping clients manage their financial resources to create purposeful and fulfilling lives. His career reflects extensive experience in financial advising and consulting. Outside of his professional work, Todd engages in activities such as family activities, social events with friends, golf, parenthood, soccer, and traveling.

Kimberly Peterson is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2022, initially serving as a Financial Representative before advancing to her current position. Prior to joining Fidelity, Kimberly worked as a Financial Advisor trainee at First Command from 2021 to 2022. Throughout her career, Kimberly has emphasized building lasting relationships with clients, focusing on understanding their unique goals to develop customized financial plans and personalized portfolios. Her professional experience spans financial advising and planning consultancy within the investment sector. Outside of her professional work, Kimberly's personal interests include beach activities, parenthood, skiing, and tennis.

Kate Tanguay is Vice President and Executive Services Regional Leader at Fidelity Investments. In this role, she leads a team of Benefits & Planning Consultants and Executive Planning Consultants, focusing on aligning clients' financial goals with personalized benefits strategies. She aims to empower her team and clients through strategic insight, collaborative leadership, and a commitment to financial well-being. Kate has extensive experience at Fidelity Investments, having served in multiple leadership positions including Regional Director of Executive Services since 2023, Team Leader in Stock Plan Services (2021-2023), and Team Leader roles in Workplace Planning & Advice, Client Services, and Fixed Income disciplines spanning from 2013 to 2021. Earlier in her career, she was a Financial Advisor with Edward Jones from 2009 to 2012. Outside of her professional responsibilities, Kate enjoys family activities, fitness, social events with friends, gardening, running, and traveling.

Jason Diosa is a Financial Consultant at Fidelity, a position he has held since 2025. He collaborates with families to develop, implement, and maintain financial strategies tailored to their individual goals, emphasizing trust and personalized investment approaches. Jason has extensive experience at Fidelity Investments, having served in various roles since 2008. His previous positions include Investment Consultant (2024-2025), Benefits and Planning Consultant for Executive Services (2020-2024), Senior Relationship Manager (2017-2020), Relationship Manager (2011-2017), and Financial Representative (2008-2011). Outside of his professional work, Jason's personal interests include beach activities, family time, food, reading, running, and traveling.