Mark Marroni is a ChFC® credentialed financial advisor with 28 years of industry experience. He has been with OSAIC since 2018 and has worked at Signator Investors, Inc. since 1998. In addition to his advisory roles, he serves as president of Boston Partners Financial Group, LLC, and is a director of the Friends of Parker River National Wildlife Refuge, a nonprofit organization involved in environmental activities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios consisting of stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Shyamal Patel is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously worked at Deloitte Tax LLP and PwC, and is also employed as a CPA at Westford Tax and Financial Group, where he provides tax preparation, bookkeeping, payroll services, and IRS notice assistance. Additionally, he supports financial advisory services by preparing client applications and communicating with clients in a financial assistant role. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning options, overseeing over $256 billion in assets across more than 10,000 advisors.

Glenn Galloway is a financial advisor with LPL Financial who holds a Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Lincoln Financial Advisors from 2016 to 2020. He is also affiliated with Hogancamp PC as a CPA, a role he has held since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Luke Murphy is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, he held roles in recreational and realty organizations and worked at Providence College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process integrates fundamental research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, supporting a range of investor needs.

Robert Mac Donald is a financial advisor at Fisher Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Advised Assets Group, LLC, GWFS Equities, Inc, Voya Financial Partners, LLC, and VOYA Financial Advisors. He is based in Arlington, MA. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies and risk management tools in constructing diversified portfolios.

Mary Fahey is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. Her prior roles include work at the US Census Bureau, South Church, and Sheryl Wein, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

David Olsen is a CFP® and ChFC® with 32 years of experience in the financial industry. He is currently with Fidelity and has held various roles within Fidelity Brokerage Services and its affiliated advisory businesses since 1998. Outside of his advisory work, he serves as an elder at Rockingham Christian Church, providing leadership and oversight. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of systematic methodologies and formal governance procedures.

Erick De Castro is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he is a licensed notary public. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Ellen Kenney is a financial advisor with Ameriprise in Winchester, MA, holding a Series 63 designation and 35 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Kenney is part of EMK Advisors, LLC, a business entity formed with three other advisors to manage office expenses and rent. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for assets held in Ameriprise-managed accounts.

Andrew Whigham is a financial advisor at Edward Jones in Nashua, NH, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Whigham serves on the Board of Directors for the YMCA of Greater Nashua. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Michael Rosen is a Planning Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, progressing from Workplace Planning Associate to Workplace Planning Consultant ll, and most recently to Workplace Planning Consultant lll. His role involves partnering with local clients to co-create and maintain financial plans while building long-term relationships. Michael's experience at Fidelity Investments has provided him with a solid foundation in workplace planning and client consultation. He focuses on developing tailored financial strategies that meet the specific needs of his clients. Outside of his professional work, Michael enjoys engaging in family activities, football, golf, tennis, and social events with friends.

Kerri Dixon is a financial advisor at OSAIC with seven years of industry experience. She holds the Series 63 and Series 66 credentials and has held roles at several firms, including Essex Securities and Commonwealth Financial Network. Dixon serves on the Board of Directors for Incompass Human Services, a nonprofit organization. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs advanced portfolio construction tools and provides access to a wide range of investment products and third-party management solutions.

Pasquale Russo is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Householder Group Estate & Retirement Specialists. Outside of advising, Russo serves as a trustee for a realty trust and is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a broad array of investments.

Joe Rogers is the Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to determine their financial goals and help build plans to move toward these objectives. He has been with Fidelity Investments since 1999, holding various positions including Financial Analyst, Trading Representative, Premium Services Financial Representative, Private Access Relationship Manager, Income Planning Consultant, Financial Planning Representative, and currently Vice President, Financial Consultant. This extensive experience reflects a deep engagement with financial services over more than two decades. Outside of his professional responsibilities, Joe enjoys boating, fitness, hiking, kayaking, running, and traveling.

Sean Flaherty is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1994 and is a Personal Investment Advisor (PIA). Sean works with affluent clients to provide tailored investment management, tax minimization strategies, estate planning, and wealth preservation. He develops personalized strategies based on Merrill Lynch's global resources, addressing complex financial needs including portfolio management, stock option analysis, retirement planning, and wealth transfer services. Sean holds a Bachelor's Degree from Lynn University and is one of the first graduates of the Merrill Financial Advisor's Program at the Wharton School, University of Pennsylvania. He collaborates with clients’ other advisors such as attorneys and accountants to ensure comprehensive wealth management. Within his community, Sean is involved with multiple cancer and heart disease charities and participates in local organizations, including Monmouth Medical Center. As a cancer survivor, he supports the doctors and hospitals that contributed to his recovery. Outside of his professional work, Sean prioritizes spending time with his family and engages in various activities such as golf, tennis, surfing, and coaching youth sports. He values an active lifestyle and integrates his personal experience into his commitment to helping clients pursue their long-term financial goals.

Yu Fu is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also a financial professional at Great Wall Financial Group, Inc., where he provides financial services and insurance. Additionally, Fu works as an insurance agent specializing in life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He has worked with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, its advisory services to registered investment companies, and its use of AI-driven methodologies in portfolio management.

Nick Fothergill is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant from 2023 to 2024, Investment Solutions Representative from 2022 to 2023, High Net Worth Service Associate in 2022, and Customer Relationship Advocate from 2021 to 2022, all within Fidelity Investments. This progression reflects his experience across various aspects of financial services. In his current role, Nick works closely with clients to understand their individual circumstances and co-create comprehensive financial plans tailored to their goals and aspirations. His approach emphasizes building relationships and developing strategies aimed at pursuing financial peace of mind. Outside of his professional responsibilities, Nick has personal interests in golf and skiing.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Michael Perkins is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services and Foresters Advisory Services. He operates under the DBA Peak Path Retirement Advisors within Cetera. Cetera Investment Advisers LLC is an SEC‑registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.