Kimberly Peterson is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2022, initially serving as a Financial Representative before advancing to her current position. Prior to joining Fidelity, Kimberly worked as a Financial Advisor trainee at First Command from 2021 to 2022. Throughout her career, Kimberly has emphasized building lasting relationships with clients, focusing on understanding their unique goals to develop customized financial plans and personalized portfolios. Her professional experience spans financial advising and planning consultancy within the investment sector. Outside of her professional work, Kimberly's personal interests include beach activities, parenthood, skiing, and tennis.

Kate Tanguay is Vice President and Executive Services Regional Leader at Fidelity Investments. In this role, she leads a team of Benefits & Planning Consultants and Executive Planning Consultants, focusing on aligning clients' financial goals with personalized benefits strategies. She aims to empower her team and clients through strategic insight, collaborative leadership, and a commitment to financial well-being. Kate has extensive experience at Fidelity Investments, having served in multiple leadership positions including Regional Director of Executive Services since 2023, Team Leader in Stock Plan Services (2021-2023), and Team Leader roles in Workplace Planning & Advice, Client Services, and Fixed Income disciplines spanning from 2013 to 2021. Earlier in her career, she was a Financial Advisor with Edward Jones from 2009 to 2012. Outside of her professional responsibilities, Kate enjoys family activities, fitness, social events with friends, gardening, running, and traveling.

Jason Diosa is a Financial Consultant at Fidelity, a position he has held since 2025. He collaborates with families to develop, implement, and maintain financial strategies tailored to their individual goals, emphasizing trust and personalized investment approaches. Jason has extensive experience at Fidelity Investments, having served in various roles since 2008. His previous positions include Investment Consultant (2024-2025), Benefits and Planning Consultant for Executive Services (2020-2024), Senior Relationship Manager (2017-2020), Relationship Manager (2011-2017), and Financial Representative (2008-2011). Outside of his professional work, Jason's personal interests include beach activities, family time, food, reading, running, and traveling.

Rachel Jordan is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at achieving their financial goals. She has held multiple roles within Fidelity Investments since 2021, progressing from Workplace Planning Associate to her current position as Planning Consultant. Her experience includes various capacities in workplace planning and advice, including roles as Workplace Planning Consultant I, II, and III, as well as Interim Help Desk Workplace Planning and Advice. This progression reflects her sustained involvement in financial planning and client service within the organization.

Eric Bergstrom is a financial advisor at Raymond James Financial with 28 years of industry experience. He previously worked at Morgan Stanley & Co., Inc. for 15 years before joining Raymond James Financial Services Advisors, Inc. in 2019. Outside of his advisory role, Bergstrom serves as Chair of the Reading MA Republican Town Committee and is an unpaid volunteer for the Town of Reading, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Eric Howland is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior experience includes roles at Sampson West & Associates Inc., Elizabeth Sampson, Richard West, and Waddell & Reed, Inc. He is also a commissioned notary in the state of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors utilizing both proprietary and third-party strategies.

Louis Fauci is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. In this role, he assists clients and their families with developing financial plans aimed at growing, preserving, and distributing their wealth according to their goals and objectives. Prior to joining Fidelity Investments, Louis worked as a Sales Associate at Baron Chase Securities in 1998. He holds a California Insurance License, which supports his ability to advise clients on insurance-related financial matters.

Kashif Ahmed is a financial advisor with LPL Financial in Bedford, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience and has been with LPL Financial since 2011. In addition to his advisory role, he teaches graduate courses in finance and investments at Suffolk University and serves as an adjunct professor at Bentley University. 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 solutions including financial planning, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of over 22,800 advisors.

Christopher Fisher is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 66 licenses and 25 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Agency and Avantax Advisory Services. Outside of his advisory work, Fisher owns and operates Hallmark Financial, Inc., providing accounting and tax services, and serves on the Board of Directors for Merrimac Heights Academy, a nonprofit educational institution. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Randy Frederick is a Series 66 licensed financial advisor with LPL Financial, bringing five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Edward Jones from 2021 to 2024. He is also associated with Hanscom Federal Credit Union during the same period. 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 financial planning and investment management services, combining a large network of advisors with diverse investment strategies and technological tools.

Adam Tobin is a Certified Financial Planner® with 33 years of industry experience, currently affiliated with LPL Financial since 2004. In addition to his advisory role, he operates the Law Offices of Adam Tobin PC, providing legal services unrelated to investment advising. 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 and access to third-party asset management, utilizing various investment strategies and technology tools to support advisers.

Sadie Bashara is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her current role, she collaborates with Financial Consultants and Vice President Financial Consultants to assist clients with unique planning and engagement needs. Sadie has been with Fidelity Investments since 2023, progressing through roles including Financial Service Representative and Financial Representative before becoming a Planning Consultant. Her experience within the company has provided her with insight into various aspects of financial services and client support. Outside of her professional work, Sadie enjoys cooking and baking, participating in social events with friends, painting, practicing Pilates, and reading.

Marioleni Mandelis is a financial advisor with LPL Financial holding a Series 63 credential and 38 years of industry experience. She has been with LPL Financial since 1993 and also operated Alena Wealth, LLC from 2008 to 2025. Outside of her advisory work, she is a practicing attorney and serves as a notary public in Massachusetts. 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 broad range of financial planning and asset management services, leveraging advisory representatives who utilize both proprietary and third-party investment strategies.

Gary Dennis is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 designation and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is the owner of Tower Hill Financial, Inc., an LLC established for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools, and offers additional programs including wrap accounts, money-manager services, and educational seminars.

John Murphy Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes positions at First Tech Federal Credit Union and John Hancock Investment Management, among others. He is also an associate at Addison Avenue Investment Services, where he provides financial advice. 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 non-discretionary consulting tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Jennifer Woodhead is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she partners with clients to understand their unique goals and create customized financial plans that align with these objectives. Jennifer's professional experience includes her current position at Fidelity Investments since 2022, where she initially served as a Workplace Planning Consultant before advancing to her current role in 2023. Prior to joining Fidelity, she worked at Charles Schwab Independent Branch as an Associate Financial Consultant from 2020 to 2022 and as a Client Service Specialist from 2018 to 2020. Earlier in her career, Jennifer was an Applications Consultant at Standard & Poor's from 2001 to 2004.

Kevin Gormally is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held several roles within the company, including Planning Consultant from 2022 to 2023, Financial Representative from 2021 to 2022, and Investment Solutions Representative from 2020 to 2021. Prior to joining Fidelity, Kevin worked as a Client Relationship Associate at Finn & Meehan Wealth Management from 2017 to 2019. Kevin is committed to assisting individuals, families, and businesses with their financial planning needs. He emphasizes building enduring relationships based on integrity, reliability, proactive communication, and trust. His approach involves partnering with clients to understand their personal and financial goals and co-creating customized plans to meet those unique needs. Outside of his professional work, Kevin's personal interests include attending concerts, fitness activities, and outdoor adventures.

Michael Tartarini is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Raymond James Financial Services, Legacy Financial Advisors, and SAGEPOINT FINANCIAL. He is based in Acton, MA. 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, and third-party asset management, supported by a large network of advisors and a broad platform of financial and operational resources.

Patrick Doran is a financial advisor at Fisher Investments with 17 years of industry experience. He holds a Series 66 designation and previously worked at Columbia Management Investment Distributors and various John Hancock entities. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

John Rensink is a financial advisor at Edward Jones in Woburn, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones, he worked at MSCI and State Street. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managed account options, and affiliated investment products. The firm operates under a fiduciary standard and supports its services through a large network of advisors and branch offices nationwide.