Andrew Levesque is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He works directly with clients and their families to analyze current financial plans, develop tailored action plans, and execute these plans through ongoing one-on-one relationships. His focus includes addressing risks to income and assets and crafting customized financial strategies aimed at achieving individualized goals such as estate planning, charitable gifting, retirement planning, and education savings. Andrew has been with Fidelity Investments since 2013, progressing through various roles including Investment Consultant, Retirement Relationship Manager, Workplace Planning and Guidance Consultant I and II, and Defined Contribution Representative. This experience has provided him with a comprehensive understanding of financial planning and client relationship management. No information about his education, credentials, personal interests, or community involvement was provided.

Andrew Holt Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Waddell & Reed, Inc. for 18 years. Outside of his advisory role, he has been involved with the Acton Boxborough Youth Soccer and the Acton Memorial Library Foundation for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers diversified investment options and utilizes advanced research and operational tools while overseeing substantial discretionary assets and a large network of advisors.

Geoffrey Foster is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds a Series 66 designation. He has worked at several firms including Fidelity Investments, Morgan Stanley, and E*TRADE Capital Management. Outside of finance, he is involved in musical performance and composition through his work with Kiyoshi Foster. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Sarthak Jena is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping individuals, families, and business owners align their wealth with their goals through personalized planning and investment guidance. He provides access to resources from Merrill and Bank of America to support his clients in areas such as investing, retirement planning, and managing unexpected financial needs. His expertise includes college education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Sarthak holds the Professional Investment Advisor (PIA) designation. Sarthak earned a Bachelor's Degree from Emory University and completed a Master of Business Administration (MBA) as well as a Master of Science in Finance (MSc Finance) from Hult International Business School. Outside of his professional work, his interests include cooking, music, pickleball, reading, running, soccer, spending time with his family, swimming, tennis, and writing.

Jennifer Nelson is a financial advisor with J.P. Morgan Securities in Nashua, NH, holding Series 63 and Series 65 licenses and eight years of industry experience. Her previous roles include positions at Citizens Securities Inc., New York Life Insurance Co., and the Commonwealth of Massachusetts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting with final decision authority retained by clients.

Sybil Durgin is a financial advisor at LPL Enterprise with 26 years of industry experience and holds a Series 63 designation. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MSI Financial Services. She is involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated insurance and trust services.

James Kelble is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Voya Financial Advisors, Investors Capital Corp., and Eastern Point Advisors Inc. based in North Reading, MA. 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, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment solutions.

Eric Telfer is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Gabriel Perez is a financial advisor at Merrill with Series 66 and Series 63 licenses and five years of industry experience. He has worked at Merrill since 2020 and has been with Bank of America, N.A. since 2023. Prior to his advisory career, he was affiliated with Universidad de Puerto Rico for six years. 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 and profit-sharing plans, corporations, and charitable organizations.

Casey Dumais is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey partners with clients and their families to develop and execute customized financial plans, aiming to be their primary, trusted advisor while delivering an exceptional client experience through the resources available at Fidelity. Casey has been with Fidelity Investments since 2007, holding various positions including Financial Representative, Facilitator, Retirement Investment Services, Portfolio Specialist, Investment Solutions Consultant in Managed Accounts, Senior Investment Operations Analyst, Research Associate, and Financial Consultant. This extensive experience encompasses investment solutions, portfolio management, retirement investment services, and client consultation. Outside of work, Casey enjoys cooking and baking, spending time on family activities, parenthood, and skiing.

Travis Keeper is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Solutions Consultant from 2021 to 2022 and Investment Solutions Representative from 2019 to 2021. Prior to joining Fidelity, he was a Wealth Advisor at USAA from 2015 to 2019. In his role, Travis works with clients to build financial plans, identify investment strategies to enhance their plans, and establish strong relationships through regular ongoing communication. He holds a California Insurance License. Outside of his professional work, Travis has interests in food, motorcycles, museums, pets, reading, and traveling.

Kaitlyn Cheever is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a broad client base and maintains roles in registered investment companies and fund-of-funds management.

John Gicker Jr. is a financial advisor with Merrill and holds a Series 66 designation. He has 7 years of industry experience and has worked at Bank of America, Merrill, and Capital One. Outside of his advisory role, he serves as an assistant coach for the Wilmington Youth Soccer program in Massachusetts. 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.

Kyle Gauthier is a CFP® professional with eight years of industry experience. He is currently affiliated with Edelman Financial Engines and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Citizens Securities, Inc., Citizens Bank, and also had a brief tenure with the San Diego Padres. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

Thomas Rogers III is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following prior roles at MassMutual Life Insurance Company and Metlife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations as part of annual collaborative planning engagements.

Jason Whittier is a financial advisor with Raymond James & Associates in Burlington, MA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He previously worked at Bank of America N.A. and Merrill before joining Raymond James in 2020. 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 municipal entities, and offers financial planning, advisory programs, and institutional consulting with a generally non-discretionary approach to investment implementation.

Marshall Ben Tisdale is a financial advisor with Edward Jones in Westford, MA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Edward Jones since 2003. Outside of advising, he is involved in managing several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors.

Gabriel Aufiero is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Cambridge Investment Research Advisors, LPL Financial, and Edward Jones. He also works as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Matt Kirby is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals, families, and business owners to develop collaborative financial strategies focused on long-term confidence and well-being. His approach emphasizes partnership and advocacy to support clients through evolving financial challenges. Kirby has been with Fidelity Investments since 2014, progressing through roles including Portfolio Specialist, Senior Portfolio Specialist, and Planning Consultant. His professional experience centers on portfolio management and financial planning. He holds the CFP® designation, reflecting his credentials in financial planning.

Rafael Brito is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with PFS Investments Inc. since 2017 and has been associated with Primerica Financial Services since 2004. Outside of advising, Brito is involved with Primerica Mortgage, LLC and Primerica Client Services, Inc. through referrals of home-related products and owns Brito Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies supported by third-party managers and custodial services, focusing primarily on individual investors rather than institutional portfolios.