Ryan Raposa is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Royal Alliance, Boston Wealth Management, and Empower Retirement. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies alongside its role in developing model portfolios for Fidelity Institutional Wealth Adviser.

Armand Bassi III is a Wealth Management Advisor with Merrill Lynch Wealth Management in Burlington, Massachusetts. He began his career in financial services in 1993 at Prudential Securities and joined Merrill in 1998. As a Senior Vice President and qualified Portfolio Manager, Armand provides personalized portfolio management services, including managing his own personalized or defined strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Armand focuses on working closely with affluent and ultra-affluent clients to design tailored wealth management strategies that address their goals, timelines, liquidity needs, and risk thresholds. His expertise includes equity and bond markets, mutual funds, hedge funds, private equity, managed futures, commodities, market-linked investments, and options. He offers guidance not only on investment management but also on retirement income planning, trust and estate planning, business structuring, and credit and lending solutions. He earned a bachelor's degree in finance from Southern New Hampshire University and holds the Personal Investment Advisor (PIA) designation. Armand is active in his community, serving on the Board of Directors for the Burlington Area Chamber of Commerce, participating in the Burlington Government Affairs and Charitable Foundation Committees, and coaching youth soccer. He enjoys skiing, boating, and golfing with his family.

Catherine Arnet Valega is a financial advisor with LPL Financial in Winchester, MA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her work history includes roles at TD Private Client Wealth, Winslow, Evans & Crocker, Amundi Asset Management, and Bay Financial Advisors. Outside of her advisory work, she leads women's networking groups and contributes as an editor of financial education materials. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with LPL Financial and its predecessor firm since 1998. Outside of his advisory role, he is involved with Delano Financial Management through the sale of fixed insurance and annuity products. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dennis Sherlock is a financial advisor with Raymond James Financial Services Advisors, Inc. in Andover, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Raymond James since 2012 and is also associated with First Tech Federal Credit Union since 2014. Additionally, he is involved as an associate with Addison Avenue Investment Services, where he provides financial advice to members. 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, corporations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains a range of advisory programs and partnerships.

Duston Ladieu is a financial advisor with Mass Mutual Investors Services in Sudbury, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he consults for Help me Fund College Fund and owns a real estate business, AJTL Enterprises, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships using firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Faith Dash is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Faith held various educational roles including teaching positions at Belmont High School and Cambridge Rindge and Latin School, as well as work with the United States Department of Education and the Massachusetts Department of Elementary and Secondary Education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios across multiple asset classes.

John Maggiacomo is a financial advisor with Cambridge Investment Research Advisors in Andover, MA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he serves as treasurer for the North Peak Village Condo Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of discretionary and non-discretionary strategies across multiple platform arrangements.

William Haggett is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He assists clients in making confident and well-informed decisions regarding their financial goals, including spending, saving, and investing. His approach to financial planning is rooted in Fidelity's established beliefs and is tailored to each client's unique circumstances and preferences. William's professional experience spans several roles within the financial services industry. Prior to his current position, he was a Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he held multiple roles at TD Ameritrade, including Financial Consultant from 2018 to 2020, Investment Consultant in 2018, and Client Service Specialist from 2017 to 2018. He also worked as a Financial Services Representative at TD Bank from 2015 to 2017 and as an Insurance Producer at AFLAC in 2015. Outside of his professional career, William has interests in food, football, scuba diving, snowboarding, and traveling.

Craig Schuh is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants and branch leaders dedicated to helping clients achieve their financial goals. His leadership role focuses on fostering a community-oriented approach to financial planning, aiming to provide clients with peace of mind and fulfillment. Craig has held multiple positions at Fidelity Investments since 2007, including roles such as Vice President, Regional Coaching Consultant; Vice President, Regional Planning Consultant; Regional Sales Director for Managed Accounts; and Manager of Retirement Relationship and Stock Plan Services. His extensive experience spans various aspects of financial planning, regional consulting, and sales within the organization. Outside of his professional responsibilities, Craig enjoys family activities, fitness, spending time at the lake, skiing, and traveling.

James Leary is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2006, progressing through various roles including Financial Consultant, Retirement Solutions Representative, Account Executive, Investment Representative, and others. Prior to his tenure at Fidelity, James was a Branch Development Specialist at TD Ameritrade in 2013. Throughout his career, James has gained extensive experience in financial consulting and retirement solutions. He is licensed to sell insurance in California. His approach focuses on understanding clients' current situations, goals, and priorities to provide tailored financial planning guidance. Outside of his professional responsibilities, James enjoys boating, cooking and baking, gardening, golf, spending time at the lake, and skiing.

Kaitlin Tobin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. She has held positions at Fidelity Investments and Clearbridge Technology Group, and her background includes work outside finance with community organizations such as The Giving Room. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains distinctive features such as commodity pool operator registration and advisory roles to multiple registered investment companies.

Shauna Lynch is a CFP® with 16 years of industry experience currently working at Fidelity Investments. She has been with Fidelity since 2007 and holds Series 63 and Series 66 licenses. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

James Carey is a CFP®-designated financial advisor with Ameriprise, bringing 34 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, Carey is a co-owner of OC&C, Inc., a financial planning practice in North Reading, Massachusetts. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Daniel Doherty is Vice President and Financial Consultant at Fidelity Investments, based in the Burlington Investor Center. In this role, he partners with clients and their families to create and implement financial plans through a collaborative process. He works with clients to monitor and adjust their plans as needed to align with their family and financial goals. Daniel has been with Fidelity Investments for 21 years, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, Retirement Solutions Representative, Proactive Sales Representative, Investment Solutions Representative, and Service Trading Representative. His extensive experience at Fidelity has provided him with a comprehensive understanding of financial consulting and investment management.

Antony Taylor is an Investment Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their specific goals and priorities. He assists clients in understanding their current financial situations, progressing toward their financial objectives, identifying potential risks to their plans, and providing savings and investment strategies suited to their needs. Before becoming an Investment Consultant in 2024, Antony held several roles at Fidelity Investments, including Workplace Planning Consultant II from 2019 to 2024, Workplace Planning Consultant I from 2018 to 2019, and Customer Relationship Advocate in 2018. This progression reflects his ongoing commitment to supporting clients in various stages of financial planning. Outside of his professional role, Antony has personal interests that include fitness, running, snowboarding, soccer, attending social events with friends, and traveling.

Timothy Stetson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2017, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, Timothy held the role of Relationship Manager at Bank of America in 2018. As a CERTIFIED FINANCIAL PLANNER™, Timothy focuses on understanding clients' goals and concerns to simplify personal financial matters. He is committed to building lasting relationships based on trust and assisting clients in developing comprehensive financial plans. Outside of his professional work, Timothy is interested in board games, cars, family activities, social events with friends, parenthood, and volunteering.

Colin Lessard is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity Investments since 2024. Outside of finance, he is an assistant manager for sales and service at The Bike Barn, a retail bicycle shop. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Mark Ramsey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior firms include Sanford C. Bernstein & Co., LLC, and Bofa Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Monahan is a Series 66-licensed financial advisor with LPL Financial and over 10 years of industry experience. He has worked at Crosspoint Financial Advisors, LLC and Advent Benefit Consultants. Outside of his advisory role, he is also a licensed notary and involved with an insurance agency. 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.