Andrea Riley Arnesen is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Trustees for the YMCA of Greater Nashua. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored recommendation reports, emphasizing assets held in Ameriprise-managed accounts.

Amanda Melanson is a financial advisor with Edward Jones in Gardner, MA, holding the ChFC® designation and Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Christine Pelletier is a financial advisor at Edward Jones in Leominster, MA, with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of financial advisors and branch offices.

Raymond Croteau is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 15 years at Commonwealth Financial Network and Croteau Financial, a firm he owns and operates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and advisory services utilizing risk profiling and analytical modeling, with notable capabilities in municipal and public finance advisory work.

James Halloran is a financial advisor with LPL Financial in Nashua, NH, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial, he worked at Fidelity Brokerage Services and Fidelity Investments. He also holds a role at Southern New Hampshire University alongside his advisory work. 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 services including financial planning and access to model portfolios, combining a broad advisory platform with extensive non-advisory financial activities.

Mark Vasapolli is a financial advisor with Primerica Advisors in Pepperell, MA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is a partner in Vasco Business Solutions, Inc., a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining a tiered wrap-fee structure and oversight of third-party model offerings.

Jeffrey Casale is a financial advisor with OSAIC, holding Series 63, Series 65, and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Woodbury Financial Services, LPL Financial, and Putnam Investment Management. OSAIC serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a range of investment types on both discretionary and non-discretionary bases.

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.

Michael Sadowski is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked in various roles, including positions at Pyrotecnico LLC and Solmetex LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Gillis is a financial advisor at Edward Jones in Hollis, NH, holding a Series 66 designation with three years of industry experience. His work history includes multiple periods at Edward Jones since 2019, with additional roles outside finance including positions at ProScapes and the Tuscaloosa District Courthouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Angelique Cavallero is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her career at Fidelity includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including those for registered investment companies and model portfolios for intermediary platforms.

David Tremblay is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to develop, implement, and maintain financial plans that align with their individual needs and goals, adapting strategies as those needs evolve over time. He has extensive experience in the financial services industry, having held various roles including Managed Solutions Consultant and Portfolio Specialist at Fidelity Investments, Financial Consultant at Santander Investments, Financial Services Professional at New York Life, Product Manager at Fidelity Investments, Consultant at Watson Wyatt Worldwide, and Sales Support Consultant positions at MetLife, Allmerica Financial, and Aetna Life Insurance. His career spans from 1993 to the present. Outside of his professional work, David enjoys activities such as baseball, beach outings, biking, family activities, parenthood, and skiing.

Nicole Groskreutz is a financial advisor with Edward Jones in Fitchburg, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked with Peak Behavioral Services LLC and held a position at the University of Saint Joseph. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is notable for its large retail advisor and branch network, affiliated mutual funds, trust services, and a fiduciary standard in its advisory services.

Ryan Leblanc is a financial advisor with LPL Financial in Lunenburg, MA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at LPL Financial since 2025 and previously at Workers Credit Union and Cuso Financial Services. 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 portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

Christopher Bozicas is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at EssilorLuxottica from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

David Earls is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Workers Credit Union since 2001 and previously at CUSO Financial Services, L.P. for 24 years. Outside of his advisory work, he is also involved in tax preparation and accounting. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Connor Bassett is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop comprehensive financial plans tailored to their specific needs. Connor emphasizes active listening and collaboration to help clients pursue their financial goals based on their top priorities. He has held multiple positions at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This range of experience within the company has contributed to his understanding of various aspects of financial planning and client relationship management. Outside of his professional work, Connor engages in activities such as family events, fitness, football, social gatherings with friends, golf, and traveling.

Brian Saranovitz is a financial advisor with OSAIC in Leominster, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors, Cetera Advisors, and Woodbury Financial Services. Outside his advisory work, he owns Tax Smart Network, which provides tax planning and preparation services. 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 a range of portfolio construction tools and supports multiple advisory platforms, including third-party managed-account solutions.

Welson Cesar is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with a select group of clients, including individuals, families, and business owners, to build, manage, protect, and transition their wealth in a holistic manner. Welson holds the CERTIFIED FINANCIAL PLANNER™ designation, which underscores his commitment to providing sound financial guidance. Welson's professional experience spans several roles within the financial industry. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2022 to 2025. He also gained experience at J.P. Morgan Chase Bank, N.A., where he was a Private Client Advisor from 2019 to 2022, a Licensed Banker from 2017 to 2019, and a Personal Banker from 2016 to 2017. He holds a California Insurance License. Outside of his professional life, Welson engages in activities such as family time, social events with friends, gardening, hiking, kayaking, and parenthood.

Robert Curtis is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Investors Capital Corp., and Eastern Point Advisors Inc., and he has operated Curtis Asset Management since 2012. Curtis is also involved in a non-variable insurance business related to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.