Stefen Mee is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes roles at Oyster Harbors Club, Milestone Financial Planning, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Robin Taft is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Citizens Bank and CCO Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Christina Rondeau is a Planning Consultant at Fidelity Investments, based in the Westwood Investor Center. In her current role, she supports two wealth management teams by partnering with a Financial Consultant and a Wealth Planner to help maximize clients' relationships with Fidelity. Christina's experience at Fidelity Investments includes roles as a Relationship Manager, Investment Solutions Representative I, and Customer Relationship Advocate, reflecting a progressive career within the company since 2022. She holds an Arkansas Insurance License, which complements her professional responsibilities. Outside of her professional work, Christina has interests in boating, concerts, horseback riding, music, outdoor adventures, and traveling.

Michael Parente is a CFP® with 37 years of industry experience. He is currently with Cetera and has held roles at Cetera Advisors LLC since 2013 and Parente, Bufalo & Co., Inc. since 1995. Outside of his advisory work, he co-owns an accounting and tax preparation firm and serves as a trustee and co-executor for family trusts and estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Amanda Barth is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight controls while advising on multiple registered investment companies and fund-of-funds.

Garth Fondo is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient withdrawal strategies through a centralized consulting team.

Joshua De Sousa is a financial advisor affiliated with Fidelity Investments, holding Series 63 and Series 66 credentials. He began his career in the financial services industry in 2025. Prior to joining Fidelity, his background includes roles in real estate and renewable energy sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to registered investment companies and use of systematic methodologies.

David Randall is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 1998. Prior to joining LPL Financial, he was self-employed for 27 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Gregory Doherty is a CPA and the sole advisor at Gregory M Doherty, CPA, an independent firm based in Dedham, MA. He has 27 years of industry experience, providing both investment advisory and accounting-related services. His background integrates portfolio management with tax and accounting support. Gregory M Doherty, CPA serves individual clients with approximately $66.7 million in assets under management across 126 relationships. The firm combines licensed accounting services with investment advisory work, offering a tailored approach that integrates tax and investment considerations.

Stephen Peck is the sole advisor at Stephen H. Peck Employee Benefits Solutions in Needham, MA, with over 30 years of experience in employee benefits. He holds a Series 63 designation and has worked with multiple benefits firms since 1989, including his current practice established in 2011. His career has focused on consulting and brokerage for employee health and ancillary insurance. Stephen H. Peck Employee Benefits Solutions serves for-profit and not-for-profit organizations by providing brokerage and consulting services for employee health, dental, and ancillary insurance. The firm refers clients seeking retirement investment guidance to independent wealth management representatives and does not manage plan assets or charge asset-based fees.

Kalule Guwatudde is a financial advisor at BoraBond, LLC, holding a Series 66 designation with one year of industry experience. His career background includes roles at Nortlov Securities, Kalepa Corporation, TA Associates, and McKinsey and Company. BoraBond provides discretionary and non-discretionary asset management services focused on government-backed bonds issued by African sovereign entities. The firm builds diversified portfolios of African sovereign fixed-income instruments using fundamental and technical analysis, tailoring accounts to individual client circumstances and risk tolerances.

Michael Finn is a financial advisor at XYPN Sapphire with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at One Charles Private Wealth, Journey Wealth Partners, Royal Alliance, LPL Financial, and Columbia Management Investment Distributors. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and offers both discretionary and non-discretionary management with support from affiliated advisors and third-party subadvisors.

William Dion is a CFP® professional with 17 years of experience in financial services. He is currently affiliated with XYPN Sapphire and previously worked at Tenere Wealth Advisors, Cerity Partners LLC, Prio Wealth LP, and Rockland Trust. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers adviser-tailored plans supported by a corporate RIA structure owned by XY Planning Network.