William Johnson is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 2000. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios using systematic methodologies.

Carl Annese III is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has been with Edelman Financial Engines since 2019 and previously worked at Siharum Advisors from 2015 to 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Joy Baron is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Signator Investors, Inc. and John Hancock. Baron is also a partner at Coastal Wealth Management, an LLC focused on financial services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, with a range of programs supported by affiliated broker-dealer and RIA relationships.

Roger Cunhui Yang is a financial advisor with Cetera who holds the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked at firms including Cantella & Co., Inc., and Great Wall Insurance Group, Inc. Yang serves as president of Great Wall Financial Group, Inc. and is active in managing multiple family real estate trusts and condominium associations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary account options.

Hugh Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He previously served as a Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate at Fidelity Investments, gaining experience across multiple client-focused positions from 2020 to 2022. Hugh’s approach to financial planning emphasizes tailoring strategies to fit each client's individual needs, recognizing that different approaches work for different people. He prioritizes clear and open communication to help clients manage their financial strategies effectively. Outside of his professional work, Hugh enjoys activities such as beach outings, bowling, cooking and baking, hiking, surfing, and volunteering.

Rennee Lammi is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley during her career. 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 plans, corporations, and charitable organizations.

Jason Sechrist is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2025. He held previous roles at Cambridge Investment Research and John Hancock Funds. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Mike Kiritsy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients and their families to develop personalized financial plans tailored to their unique goals. Mike has been with Fidelity Investments since 2009, where he has held several positions including Investment Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Service and Trading Representative. His extensive experience spans various aspects of financial consulting and retirement solutions.

Joyce Curtis is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Her prior experience includes 15 years at Invest Financial Corporation and 5 years at Veravest Investment Advisors, Inc. She is also an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, employing both proprietary research and third-party strategies across various platforms.

Steven Lindale is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked for M&T Bank’s Wilmington Trust Investment Advisors for 13 years. Outside of his advisory work, he is involved in managing a family farm estate that leases tillable acreage to a local farmer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds. The firm supports its clients through a large network of advisors and branch offices and operates under a fiduciary standard.

Douglas Howes is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and LPL Financial. He serves as Vice President of the Atkinson Youth Baseball & Softball Association and as a board member for Southern New Hampshire Softball, both nonprofit organizations. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment process incorporates model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager selections.

Jeffrey Ferrante is a financial advisor with Merrill in Andover, MA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Merrill since 1986 and has also worked at Bank of America since 2009. Outside of his advisory role, he operates a meditation and Reiki healing practice. 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, offering both model-based and discretionary investment strategies for a range of client types including individuals and institutions.

Miles Feuer is a financial advisor with Raymond James & Associates in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Merrill Lynch, Fidelity Investments, and several advisory firms. Feuer has also been involved with Instacart since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning and consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and multiple portfolio management styles.

Steven Spicer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios and offers discretionary and non-discretionary advisory services.

Jennifer Sirois is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jared Anderson is a financial advisor with LPL Financial in Nashua, NH, holding CFP® and ChFC® designations and over 23 years of industry experience. His prior experience includes roles at Broad Street Planning, LLC, and Mass Mutual Investors Services. Anderson is also involved in non-variable insurance sales alongside his advisory work. 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 and access to model portfolios and third-party asset managers, supported by advanced research tools.

Karen Laplante is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2016. Prior to joining Edward Jones, she was involved with Brad Hutchinson Real Estate for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Elizabeth Wilds is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and Kline and Company. Wilds volunteers as a personal financial planning instructor for women starting their own businesses at the Center for Women & Enterprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations through a centralized consulting team.

Christopher Weiss is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His prior experience includes roles at Citizens Bank, Merrill, Scottrade, and Wellesley Asset Management. He also serves as a Relationship Banking Advisor at Hanscom Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

Kail Hastings is a Series 65-credentialed financial advisor at Fisher Investments with four years of industry experience. Prior to joining Fisher Investments in 2021, Hastings held roles at Wayfair LLC, Marasco and Nesselbush LLP, Disability Management Services, Rhode Island Blood Center, and Bryant University. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios and employs a range of risk management and tax-aware strategies.