Kevin Douglass is a financial advisor with LPL Financial in Lynnfield, MA, holding a Series 66 designation and over 52 years of industry experience. He has been with LPL Financial and its predecessor firm since 1990 and has operated as a self-employed advisor since 1980. In addition to advisory services, he is involved in insurance sales through his role at Douglass & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.

Stephen Freedman is a CFP® professional with 28 years of industry experience, currently serving at Edelman Financial Engines in Burlington, MA. He has been with Financial Engines Advisors L.L.C. since 2018 and previously worked at Edelman Financial Services, LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, rebalancing, and long-term investment strategies.

Solomon Sanchez is a Planning Consultant at Fidelity Investments, where he develops tailored financial plans that align with clients' individual goals and values. He works closely with clients to understand their unique objectives and motivations, creating personalized investment strategies aimed at supporting long-term financial stability. Solomon has progressed through various roles at Fidelity Investments since 2024, including Investment Solutions Representative levels I through III and Customer Relationship Advocate. He holds an Arkansas Insurance License. Outside of his professional work, Solomon engages in family activities and enjoys interests such as football, lake outings, outdoor adventures, snowboarding, and traveling.

Brendan Sheehan is a Vice President, Financial Consultant with Fidelity Investments in Littleton. He works with individuals and households to create, execute, and review customized financial plans aimed at achieving their financial goals. Brendan serves high net worth clients, along with their family and friends throughout Central Massachusetts, providing investment guidance, income planning, and distribution planning. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative - Phones, Financial Representative - Branch Office, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Brendan's professional experience is centered on financial consulting and investment services. Outside of work, Brendan's personal interests include baseball, beach activities, family activities, golf, pets, and traveling.

Joseph D'Alelio is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 1998, initially serving as a Vice President Financial Planning Consultant until 2015, and currently holds his position as Vice President Wealth Management Advisor. Throughout his tenure at Fidelity, Joseph has worked closely with clients to understand their priorities and provide tailored financial guidance. His professional experience spans financial planning and wealth management advisory roles, focusing on helping clients work toward their financial goals. Joseph emphasizes gaining a clear understanding of what is important to clients and their families to offer insight-driven advice aligned with their objectives.

Richard Biagiotti is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. He serves on the City of Lynn Retirement Board, a nonprofit entity involved in processing retirement applications for Massachusetts retirement systems. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Philip Vidic is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating sub-advisers and model portfolios based on mutual funds, ETFs, and ETPs.

Elaine Stansfield is a CFP® professional with 25 years of industry experience. She is currently with LPL Financial, where she has worked since 2021. Prior to this, she spent over two decades with Waddell & Reed, Inc and various insurance carriers. Her background also includes involvement in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

Trevor Harris is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at Primerica Financial Services since 2017 and with Primerica Advisors since 2019. Outside of advisory work, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately $15.5 billion in assets under management.

Thomas Lane Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Cynet, Bitsight, Black Diamond Networks, and the Cincinnati Reds, as well as a period at Boston College. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Rahill is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has prior experience with Northwestern Mutual and Prudential Insurance. Before entering financial services, he worked in various roles including at Chick-fil-A. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by a platform that integrates adviser programs with sales of financial and insurance products.

Ryan Carson is a financial advisor with Charles Schwab in Burlington, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Fidelity Investments and the NH Department of Transportation Bureau of Traffic Management. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and multi-asset model portfolios, supported by centralized custody and operational structures.

Anthony Trofimow is a financial advisor at Edward Jones in Woburn, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including 25 years with Edward Jones since 2001. Outside of his advisory role, he serves as an advisory member for the Health Science Program development at Medford Vocational High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad range of advisory programs and affiliated investment options, operating under a fiduciary standard.

Jill Benson is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she supports clients through the financial planning process to help them work toward their goals. Her experience at Fidelity Investments spans several roles, including Relationship Manager from 2019 to 2023 and Financial Representative from 2016 to 2019. This progression reflects her ongoing commitment to client service within the wealth management sector.

Kenneth Lefebvre is a financial advisor with LPL Financial, holding a Series 63 designation and over 33 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2004. Outside of his advisory role, he serves as a Notary Public. 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, financial planning, and brokerage services with discretionary and non-discretionary management options, supplemented by research and model portfolios from LPL Research and third-party subadvisors.

Connell McNamara is a Series 66-licensed financial advisor with Ameriprise in Andover, MA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advisory work, he serves as Treasurer on the Board of Directors for Garrison Speed Shop Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Sturges is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC since 2026, and previously spent 17 years with First Technology Federal Credit Union and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Stephen Yeager is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Bank of America, Merrill, and Charles Schwab. His career includes roles spanning investment advisory and financial services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive multi-asset investment approach supported by its centralized operational structure.

Sarah Merkle is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill since 2016. 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 a range of model-based and discretionary strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sushma Rani Shetty is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including prior work at TD Bank and Gap Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.