Teresa Shumila Wilder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013 and has worked with affiliated firms since 2003. Outside of advisory work, she serves as an office manager at a garden center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and both proprietary and third-party strategies.

Natalie Harris is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation. Prior to joining Equitable Advisors, she worked in the restaurant industry at OGA's Japanese Cuisine and held positions at Wellesley College and the Santa Fe Institute. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Steven Foster is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following prior roles at Citizens Bank and CCO Investment Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and engages in advisory roles for multiple registered investment companies and fund-of-funds.

Samuel Brand is a financial advisor with Edward Jones in Walpole, MA, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2019 to 2021, as well as nine years of service in the US Navy. Outside of advising, he manages a rental property in Woburn, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm has a large network of financial advisors and branch offices and offers affiliated mutual funds, tax-efficient services, and securities-based lending options under a fiduciary standard.

Samuel FitzGerald is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2024. In his current role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans. He places importance on forming strong relationships with clients and their families, aiming to maintain trust, reliability, and competency. Samuel has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2024, then moving through the Investment Solutions Representative I and II roles before reaching his current position in 2026. His experience spans client relationship management and investment solution advisory. Outside of his professional work, Samuel enjoys outdoor activities such as canoeing, fishing, and kayaking, as well as movies, music, and soccer.

Kevin Auerr is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for 16 years before joining Cambridge Investment Research Advisors in 2023. Auerr is also owner of Dean Avenue Planning Group LLC and Auerr, Zajac & Associates, LLP, where he provides investment advisory and tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using a range of proprietary and third-party investment strategies.

Arthur Lambi Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2024, he worked at Bentley Wealth Advisors, LLC and Disanto Priest & Co. from 2018 to 2023, and Commonwealth Financial Network from 2003 to 2018. He is also president of Arthur Lambi & Associates, Inc., a consulting firm. 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, supported by risk profiling and analytical tools, and maintains specialized municipal and public-finance advisory capabilities.

Kyle Boliver is a financial advisor with Fidelity and holds a Series 66 designation. He has less than one year of industry experience and has worked in various roles outside finance, including operating open-captioning for shows at the Trinity Repertory Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios.

Colleen Sousa is a financial advisor at Merrill with a Series 66 designation and 18 years of industry experience. She previously worked at BNY Wealth Management for 17 years before joining Merrill in 2025. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Shannon Ferry is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Shannon worked in the automotive retail sector at Balise Toyota of Warwick and Herb Chambers Volvo Cars Norwood. He holds Series 66 and Series 63 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Patricia Regan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has previously worked at Prudential Annuities Distributors, Inc. and Prudential Insurance Co of America for 11 years and has served in her current role at Rockland Trust and LPL Financial since 2020. Regan also acts as a trustee for a family trust. 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, financial planning, and retirement consulting, with access to model portfolios, third-party research, and a variety of management options.

Keeley Donnelly is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Keeley worked at The Dunes Club for six years and was a full-time student for four years. Outside of finance, Keeley operates a sole proprietorship selling used clothing on an online platform. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jessica De Pina is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jinping Xu is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge, Xu worked at LPL Financial LLC and has operated JP Financials & Consulting LLC since 2018. Xu is also a Certified Public Accountant and owner of Beacon Tax Group LLC, providing tax services alongside advisory duties. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm employs a variety of investment strategies and platform arrangements, combining proprietary and third-party models to meet client objectives.

Alexander Madoian is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Sevita Health and held roles in the restaurant industry. Outside of his advisory work, he DJs at bars around Rhode Island. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios.

Jennifer Pagliuca is a financial advisor with Morgan Stanley in Cumberland, RI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Noah Laplante is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes multiple roles within Fidelity since 2022 and earlier positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, applying systematic methodologies and long-term asset allocation benchmarks.

Daniel Cook is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, he worked at Wellington Management for nine years. Edward Jones is a full-service wealth management firm serving more than 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, and operates under a fiduciary standard.

Jeffrey Sullivan is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cetera Financial Specialists LLC, Royal Alliance Associates Inc., and TIAA-CREF. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

Brant Mcgettrick is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2013. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.