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.

Salsabil Hartley is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Before joining Fidelity, Hartley worked in various roles outside the financial industry. Outside of advising, Hartley is the lead singer of a local band called Whiskey Johnson. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 25 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2011. Outside of his advisory role, Pelletier works as an independent insurance agent and serves as a volleyball referee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers tailored investment strategies through various custody and platform arrangements and maintains proprietary and third-party model strategies.

Alexander George is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Cardinal Capital Group and Northeast Planning Associates, Inc., as well as academic pursuits. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also offers fund advisory and model portfolio delivery with oversight of sub-advisers and incorporates AI technologies in its investment process.

John Schaefer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a diverse client base through discretionary management, advisory services, and model portfolios.

Jacob Grant is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Instacart and Ferncroft Country Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Karlie Robbins is a financial advisor at LPL Financial based in Bedford, MA, holding a Series 66 designation and with five years of industry experience. Her work history includes roles at LPL Financial and American Private Wealth, with prior experience in the food and service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Jessica Morello is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at MassPay, Inc. and Brown Rudnick, LLP. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and investment options through a large nationwide network of financial advisors.

Matthew Morin is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been associated with Fidelity Investments in various capacities since 1998 and currently works at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

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.

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 with LPL Financial in Woburn, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked with LPL Financial since 2018 and previously held positions at Foresters Advisory Services LLC and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting services supported by model portfolios, research, and technology-driven strategies.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory work, he is employed part-time by the University of Massachusetts Lowell. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

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.

Rishabh Trivedi is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Planning Consultant, Investment Solutions II, High Net Worth, and Customer Relations Advocate, reflecting a broad range of experience within the firm. He holds insurance licenses in Arkansas and California, supporting his ability to assist clients with diverse financial planning needs. Rishabh works with individuals and families to help them make informed financial decisions through a collaborative and detail-oriented approach. Outside of his professional activities, Rishabh enjoys spending time with friends, attending social events, listening to music, caring for pets, and traveling.

Daniel Connelly is a CFP® with 25 years of experience in the financial industry, currently affiliated with Fidelity. He has been with Fidelity Personal and Workplace Advisors since 2018 and has held roles at Fidelity Brokerage Services LLC and Fidelity Investments. 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 develop model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and offers a distinctive integration of AI and algorithmic methods in its processes.