Jillian Feehan is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Touchpoint Financial Advisor Group and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and modeling to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Vincent Zaccardi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as a director on the Horizons Condominium Owners Association board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary services.

Kayla Karpacz is Vice President, Financial Consultant at Fidelity Investments, where she has been serving since 2018 in various capacities. She began her career at Fidelity as a Customer Relationship Advocate in 2018 and progressed through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before attaining her current position in 2025. In her role, Kayla partners with individuals and families to develop comprehensive financial plans tailored to their specific goals and needs. She emphasizes authenticity and transparency, aiming to provide clients with financial peace of mind and confidence in their decisions. Kayla holds a California Insurance License. Outside of her professional responsibilities, Kayla enjoys running and traveling.

Timothy Quigley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as positions at Border Cafe and the State Theatre New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies.

Gerard Davis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2011, advancing through various roles including Financial Consultant, Investment Solutions Consultant, Brokerage Consultant, and Retirement Relationship Manager. His experience spans financial consulting, managed accounts, brokerage services, and retirement solutions. Gerard focuses on providing financial planning, investment guidance, and personalized service to clients and their families. Outside of his professional work, Gerard enjoys spending time at the beach, participating in family activities, engaging in social events with friends, playing golf, traveling, and parenting.

David Koestner is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2003. In his role, he partners with clients to create financial plans and assist them in investing towards their financial goals. He began his career at Fidelity Investments as an Investment Consultant from 2003 to 2005, then served as a Financial Consultant from 2005 to 2008 before advancing to his current position in 2008. Throughout his tenure, he has focused on advising clients on financial planning and investment strategies.

Griffin Barriere is a financial advisor at Ameriprise Financial Services with two years of industry experience and holds the Series 66 designation. His work history includes roles at Ameriprise since 2023 and prior experience in education at Saint Anselm College, Worcester Academy, and Westboro High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines written recommendation reports with ongoing tax-aware withdrawal strategies.

Mark Orvin is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from internal and third-party sources.

Gerard Mattaliano is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab Bank, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional entities, and municipal organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Elizabeth Sampson is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial. Her career includes over three decades at Waddell & Reed, Inc., and she also leads her own firm, Sampson West & Associates, Inc. She maintains active roles in multiple investment-related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment strategies.

Kevin Haskell is a financial advisor with Cambridge Investment Research Advisors located in Concord, MA. He holds Series 63 and Series 66 registrations and has 19 years of industry experience. His prior work includes roles at Aegis Retirement Partners, Commonwealth Financial Network, and Summit Financial Corp. Outside of his advisory work, he is involved in several real estate ventures through LLC partnerships. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers both discretionary and non-discretionary investment strategies through a variety of platforms, with access to proprietary model strategies and unaffiliated third-party managers.

William Toomey is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Putnam Investments/Franklin Templeton Investments and Financial Engines Advisors, L.L.C. Before entering the financial services industry, he worked at Gentle Giant Moving Inc and Green Oak Financial Services. 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, and supports a large participant base through both advisor-led and online platforms.

Timothy O'Malley is a financial advisor with LPL Financial in Peabody, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including six years at VOYA Financial Advisors prior to joining LPL Financial in 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad national network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal research, third-party subadvisors, and technology-driven tools.

Ian Stauder is a Senior Financial Advisor with the Caputo Group at Merrill Lynch Wealth Management. He has over a decade of financial experience, including prior work at Fidelity, where he developed an understanding of the complexities of wealth management, emphasizing the importance of professional guidance in preventing emotional decision-making. Ian works closely with a diverse group of clients, ranging from biotech entrepreneurs and executives to young professionals and families beginning to accumulate wealth. He employs a disciplined, planning-based approach and manages the firm's wealth analyses, tailoring strategies to each client's goals, risk tolerance, timeline, and liquidity needs. Ian focuses on helping clients articulate the purpose of their money and aligns financial plans accordingly, covering areas such as college planning, retirement planning, exit planning, and legacy planning. He encourages discussions with both spouses to understand their values and visions. Ian finds value in meeting with clients to assess progress toward their financial goals and to explain recommendations as needed. His expertise includes divorce transition planning, executive and equity compensation, family wealth management, philanthropic planning, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Economics from Wheaton College in Massachusetts and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Ian resides in Sudbury with his wife and three children. He is involved in community organizations such as Big Brother Big Sister and Habitat for Humanity. His personal interests include fishing, football, golfing, reading, skiing, spending time with family, and traveling.

Reilly Jenkins is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at James Madison House and The Thirsty Gull CT. Jenkins is also involved with Watermelon Bay, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients holding Ameriprise Managed Accounts.

Melissa Gallery is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop tailored, holistic financial planning strategies. She focuses on building strong and lasting relationships with clients and their families to address their unique financial needs. Melissa has held several roles at Fidelity Investments since 2020, including Relationship Manager, Financial Representative, College Planning Specialist, and Customer Relationship Advocate. This range of positions has provided her with experience in client relationship management and financial planning. Outside of her professional work, Melissa enjoys activities such as barre, hiking, pilates, spending time with friends, watching movies, and caring for pets.

Taylor Caggiula is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work history includes roles at Cantella & Co., Inc. and Signator Investors, Inc. He serves as a board member for the James Conklin Memorial Scholarship. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing customizable strategies across multiple platform arrangements.

Jarrett Brink is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and BlackRock prior to his current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Erika Tsetsilas is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, Financial Representative, and Customer Relationship Advocate, accumulating experience in various aspects of financial services since 2021. Erika focuses on creating a collaborative financial planning process that centers on her clients' goals, drivers, and preferences. Her approach emphasizes compassion and integrity, aiming to make complex financial matters accessible and understandable. Outside of her professional work, Erika engages in personal interests such as golf, spending time at the lake, and skiing.

Jason Sigman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing its model portfolios.