Paul Petrie is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its related entities since 2013. Petrie is also a board member of the Woburn Lions Club and serves on the advisory council of the nonprofit Supportive Living Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Kelley Bangs is a Series 66-licensed financial advisor with Edward Jones in Newton, MA. She has been with Edward Jones since 2005, totaling 21 years at the firm and 4 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Lauren Nohelty is a financial advisor at LPL Financial with a Series 66 designation. She has one year of industry experience and previously worked at B. Riley Financial, Wayfair LLC, TJX Companies, Dell EMC, and Babson College. Lauren also spent time at the University of Edinburgh prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Carbone is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes a position at Wells Fargo Clearing Services LLC. Outside of his advisory role, he is owner of EduWisely and a partner at Eppolito, Carbone & Co., where he manages client relationships, discretionary portfolio management, and business development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Savona Roberts is an Investment Consultant at Fidelity Investments, where she has been working since 2024. Prior to her current role, she served as a Financial Representative at the same firm from 2023 to 2024. In her role as an Investment Consultant, Savona focuses on empowering clients through education and fostering enthusiasm for financial planning. Her experience at Fidelity Investments has provided her with insight into client needs and financial strategies. Outside of her professional work, Savona enjoys running, attending social events with friends, and exploring culinary interests as a foodie.

Keenan Dwyer is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Eaton Vance Distributors, Inc., LPL Financial, and Boston Light Financial. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Silas De Oliveira is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify their financial priorities and develop tailored strategies to pursue their goals. Silas holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UNINASSAU. His approach emphasizes understanding what matters most to clients and their families to create personalized financial plans.

Dean Ebbert is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at MFS Fund Distributors, Inc. and The Vanguard Group, Inc., and attended Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Douglas Brindle is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., The Patriot Financial Group, Morgan Stanley, and previous tenure at LPL Financial. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jay Boothroyd is the Vice President and Branch Leader at Fidelity Investments, where he leads a team dedicated to becoming primary financial partners to their clients. He focuses on inspiring, engaging, and motivating his team to assist clients in creating and implementing plans to achieve their financial goals. Jay has held various roles at Fidelity Investments since 2006, progressing from Financial Representative to his current leadership position. His experience also includes positions as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Incorporated, and Morgan Stanley Smith Barney, reflecting a broad background in financial consulting and advisory services. Throughout his career, Jay has developed expertise in financial planning and investment management, supporting clients through different stages of their financial journeys.

Matthew Shubley is a financial advisor with Fidelity in Burlington, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked independently and served as an independent contractor for the PGA Tour. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Kathryn Dunlop is a financial advisor with LPL Financial in Lexington, MA, holding the Series 66 designation and 17 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. She also provides administrative support to Alena Wealth, LLC, an independent investment advisory firm. 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, supported by a large network of investment adviser representatives.

Daryl Miller is a financial advisor with Cambridge Investment Research Advisors in Lincoln, MA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Cantella & Co., Inc. for seven years before joining Cambridge in 2022. Outside of advising, he coaches tennis and provides math tutoring. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm employs a variety of portfolio management strategies across multiple platforms, with both proprietary and third-party investment options.

Anthony Zizza is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in benefit brokerage and insurance through Zizza Benefits Group, Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of more than 10,000 advisors. The firm provides access to multiple investment platforms, including model portfolios and third-party managers, with over $256 billion in assets under management.

Todd Harrington is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2022, previously serving as a Planning Consultant from 2024 to 2026 and as a Workplace Consultant from 2022 to 2024. In his current role, Todd works closely with clients to develop personalized financial plans aimed at achieving their financial goals. He emphasizes a collaborative approach, seeing himself and his clients as a team working toward financial freedom. Outside of his professional responsibilities, Todd has interests in baseball, cooking and baking, family activities, fitness, and football.

Scott Holden is a financial advisor with OSAIC in Concord, MA, holding Series 63 and Series 65 designations and 40 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 33 years with Signator Investors, Inc. In addition to his advisory role, he is involved in insurance brokerage activities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Robert Labrie is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across several Fidelity affiliates since 2015. In addition to his advisory role, Labrie teaches the CFP 501 Fundamentals of Financial Planning course to Fidelity employees enrolled in Suffolk University’s CFP program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse 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 from a broad universe of mutual funds, ETFs, and ETPs.

Alan Bell is a financial advisor with Edward Jones in Littleton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he works as an announcer and host for entertainment events and is a Reiki Master Teacher who co-instructs energy healing workshops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Andrew Nawrocki is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Avidia Bank and Banc Of America Investment Services, Inc. in roles spanning 2006 to 2023. 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 a large network of investment adviser representatives.

Steven Vargo is a Vice President and Financial Consultant who partners with individuals and families to create comprehensive wealth plans. He emphasizes the importance of having a relationship with a trusted advisor as a key to financial comfort. Steven has been with Fidelity Investments since 2013, progressing through roles including Customer Service Advocate, Financial Representative, Senior Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Throughout his tenure at Fidelity, Steven has developed expertise in wealth planning and client relationship management. His experience encompasses various aspects of financial consulting, supporting clients in achieving their financial goals through tailored strategies. Steven lives in Southern New Hampshire with his wife and two children. Outside of work, he engages in family activities, fitness, hiking, outdoor adventures, and skiing. He also participates in various endurance races.