Gregory Sadowski is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over 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, supported by a large nationwide network of financial advisors and branch offices.

Patrick Sheehan is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Touchpoint Financial Advisory Group and Commonwealth Financial Network. Outside of his advisory role, he serves as the head football coach for Masconomet Football. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Cory Sullivan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at Fidelity since 2022 and prior experience at Lincoln Christian University and SHARE. He also spent 15 years with the Souhegan Valley Boys & Girls Club. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Frank Firicano Jr. is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Monmouth University, Vail Resorts, and Spencer's Gifts LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and systematic methodologies.

Mark Pelletier is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2011, previously working at Ameriprise. Outside of his advisory role, Pelletier is active as an independent insurance agent and serves as a referee in athletics. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing a variety of portfolio management strategies and custody platforms tailored to client needs.

Alexander George is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Cardinal Capital Group and Northeast Planning Associates, Inc. from 2022 to 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

John Schaefer is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and emphasizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory roles for registered investment companies and employs advanced methodologies such as AI in its research and portfolio management.

Edwin Bonilla is a financial advisor with Fidelity in Merrimack, NH. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining the firm, his background includes roles in retail and education sectors. Strategic Advisers LLC, a Fidelity Investments company, 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 across mutual funds, ETFs, and ETPs.

Jacob Grant is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked at Instacart for one year and The Grind Factory for three years. He also has eight years of experience at Ferncroft Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios that combine fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and employs systematic methodologies with oversight controls to address conflicts of interest.

Karlie Robbins is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2020. Her prior experience includes roles at Ben's PourHouse and Westside Foods Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, with a platform that supports discretionary and non-discretionary strategies.

Patrice Pellegrini is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as a resource and advocate for Fidelity's High Net Worth families, assisting them with service and planning related needs. She joined Fidelity Investments in 2016 and has held various positions including Financial Representative, Relationship Manager, PWM Planning Consultant, and currently Wealth Management Senior Relationship Manager. This progression reflects her experience and expertise in wealth management and client relationship roles. Outside of her professional work, Patrice enjoys activities such as beach outings, boating, horseback riding, and skiing.

Daniel Mc Carthy is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Edward Jones, LPL Financial, and First Technology Federal Credit Union. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses various analytical tools to support client goals, while also offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Morin is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a wide range of clients through discretionary and non-discretionary advisory services.

Shi Fu is a Financial Consultant at Fidelity Investments, a role held since 2023. Since joining the company in 2019, Shi has held various positions including Planning Consultant, Relationship Manager, Investment Solution Representative, and Customer Relationship Advocate. This progression reflects a broad experience across client relationship management and financial planning within the firm. Shi holds insurance licenses in Arkansas and California, supporting professional capabilities in providing insurance-related financial advice. Shi's approach to financial advising emphasizes understanding clients' individual stories and goals to deliver tailored strategies for wealth growth, protection, and transfer. Outside of work, Shi has interests in art, fitness, hiking, outdoor adventures, parenthood, and volunteering.

James Knowles is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. His career includes roles at Fidelity Brokerage Services LLC and multiple positions outside finance, such as at Dick's Sporting Goods and Lifetime Fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Elizabeth Furfari is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at UBS and Brown Brothers Harriman. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including mutual funds, ETFs, and model portfolios.

David Erwin is a CFP® with 32 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network and Touchpoint Financial Advisor Group, where he served for 17 years. Outside of his advisory role, he is president of Touchpoint Financial Advisor Group, a support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.

Katalin Orban is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2018. Prior to that, she was with Foresters Advisory Services LLC and Foresters Financial Services from 2015 to 2017. 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, supported by both discretionary and non-discretionary strategies.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he is employed at the University of Massachusetts Lowell. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shawn Foskett is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at IBM, Talend, Incorta, and Gartner. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.