Nick Boucher is a Planning Consultant at Fidelity Investments, where he partners with local clients to co-create and maintain financial plans while building long-term relationships. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before his current position starting in 2024. Prior to joining Fidelity, Nick worked as an Investor Solutions Representative at Putnam Investments in 2020. Nick's professional experience encompasses various aspects of financial planning and client support within the investment industry. His career path reflects a steady advancement in responsibilities and expertise. Outside of his professional work, Nick has interests in baseball, fishing, fitness, food, golf, and outdoor adventures.

Michael Cunningham is a financial advisor at LPL Financial in Chelmsford, MA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and First Technology Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Dylan Driscoll is a Planning Consultant at Fidelity Investments. He has held multiple roles within the company since 2021, including positions such as Workplace Planning Consultant I, II, and III, High Net Worth Service Associate, and Customer Relationship Advocate. Dylan focuses on creating customized financial plans by understanding clients and their families, assessing their financial situations, and providing tailored recommendations to help them progress toward their goals. He emphasizes collaboration with clients to co-create plans that align with their objectives. Outside of his professional work, Dylan's personal interests include board games, fishing, fitness, puzzles, and table tennis.

Nathaniel Arias Velez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Inquilinos Boricuas en Accion. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Naresh Patel is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency, LLC and has been involved in various accounting and tax preparation roles through multiple entities, including Westford Tax & Financial Group Inc, where he serves as president. Patel also participates in nonprofit advisory activities with Bhakta Samaj USA Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Brian Kelly is a CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 2007. He holds the Series 63 designation and is based in North Billerica, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

William Mcevoy is a financial advisor with Cambridge Investment Research Advisors in Malden, MA, holding a Series 66 designation and 18 years of industry experience. He previously spent 15 years with Cantella & Co Inc. Outside of his advisory role, Mcevoy is involved in several business activities, including acting as a director for an insurance business and a real estate holding company. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation platforms and proprietary as well as third-party model strategies, with tailored approaches to client objectives.

Arthur Argeros II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, United Planners' Financial Services, and American Prosperity Group. He is also managing trustee of Argeros Realty Trust. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, third-party asset management, and a variety of brokerage and insurance products.

Judith Osborn is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. Prior to her current role, she worked at Pinnacle Private Wealth, LLC for two years and has been a CPA since 1991. She also operates Osborn Financial Group as a DBA and provides tax preparation and accounting services. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios and research from multiple sources.

Peter Faulkner is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop customized financial plans aligned with their values. He emphasizes educating and empowering clients to make informed decisions through a collaborative and goals-driven planning process. Peter's career at Fidelity Investments began in 2023 as a Personal Investing Intern, progressing through roles including Financial Services Representative, Financial Representative, and Relationship Manager before assuming his current position in 2026. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. Outside of his professional work, Peter has interests in fitness, golf, lake activities, outdoor adventures, and traveling.

Paul Corrigan is a financial advisor at Edward Jones with 26 years of industry experience. He has held Series 63, Series 65, and Series 66 licenses and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Normington is a financial advisor at Edward Jones in Westford, MA, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of advising, he co-owns and operates a family farm in West Townsend, MA, and is a member of the Discipline Panel for Snowsport England, serving on an ad hoc basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Doherty is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop long-term financial plans and provide education to support informed financial decisions. He focuses on helping each client achieve their unique financial goals and objectives. Michael has been with Fidelity Investments since 2015, serving in various finance leadership roles including Senior Vice President of Finance from 2015 to 2018, Head of Finance and CFO from 2018 to 2020, before assuming his current position in 2020. He holds a Master of Business Administration (MBA) and is a Chartered Financial Analyst (CFA).

Joseph Davies is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding CFP® and Series 63 designations and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he is involved in property and casualty, group life, and group health insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Pamela Basso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her career includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

John Jefferson is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JMJ Financial Partners, Inc. and Waddell & Reed, Inc. John has operated a business entity related to investment and tax purposes under JMJ Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Edmund Haughey is a financial advisor with OSAIC in North Andover, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Securities America Advisors and LPL Financial. In addition to his advisory work, he is involved in corporate insurance sales as a producer with Risk Strategies. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across diverse investment vehicles.

Kevin Yurch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Citizens Securities, Waddell & Reed, and Boston Light Financial. He is also involved with Associates of Clifton Park in a non-variable insurance capacity. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of financial planning, advisory programs, and retirement consulting services through a national network of investment adviser representatives.

Jennifer Mccarthy is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2021, she worked at Horizon Wealth Partners, Inc., Christopher Pazienza, various insurance carriers, and Waddell & Reed, Inc. Outside of her advisory role, she has involvement in a business entity for tax and investment purposes. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non‑discretionary management supported by research, model portfolios, and technology-driven strategies.

Tristaan Petullo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Cambridge Investment Research since 2005 and Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Petullo is an insurance agent servicing property, casualty, health, and life insurance, as well as a notary public and a bookkeeper for two small businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and estates, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms with both proprietary and third-party strategies, along with institutional features supporting advisor business relationships and compliance.