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 Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He also serves as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

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.

John Curtin is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing Ameriprise-managed accounts and using algorithmic tools overseen by a dedicated committee.

Michael Fitzgerald is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to help grow, preserve, and transition wealth across generations. He leverages the resources of Fidelity and emphasizes planning to implement strategies aligned with clients' financial goals. His professional experience includes multiple roles at Fidelity Investments since 1998, including Financial Consultant since 2015 and Investment Consultant from 2014 to 2015. Prior to Fidelity, he worked as a trader at Charles Schwab from 1999 to 2000. Michael aims to develop long-lasting and personal relationships based on candor, integrity, and trust.

Emily Coleman is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.

Maddy Aslansan is a Financial Consultant at Fidelity Investments. She collaborates with clients to develop and implement personalized financial plans aimed at building, preserving, and transferring wealth. Maddy supports individuals and their families through each stage of their financial journey. She has been with Fidelity Investments since 2019, holding various roles including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. This progression reflects her experience in financial planning and client relationship management. Further educational background and personal interests have not been provided.

Michael Ruger is a Series 66-licensed financial advisor with Fidelity, based in Nashua, NH, with 18 years of industry experience. He has been with Fidelity Investments since 2008. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves as an advisor to multiple registered funds and institutional platforms.

Tobias Mc Carthy is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 63 designation and has a varied background including roles at MassMutual Life Insurance Company and a trading venture named McCarthy Trading. His earlier career includes academic and nonprofit work at the University of Zurich and P&K Pühringer Gemeinnützige Stiftung. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to provide detailed, annual financial planning and offers programs including estate settlement and employer-sponsored planning services.

Eryn Whittier is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for six years before joining Raymond James. Outside of her advisory work, she serves as a part-time master's swim coach. 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 diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and investment consulting with a range of portfolio strategies.

Robert Cerniglia is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. He serves on the board of the Southern New Hampshire Chamber of Commerce, supporting local business networking and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning that covers a range of topics and may be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

James Savarino is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at SII / Boston Partners for 14 years. Outside of his advisory role, he serves on the finance committee of the Danvers Fish and Game Club, a 501(c)(4) organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a range of investment vehicles.

Irina Biley is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 2009, serving in various roles including Investment Consultant, Financial Representative, Retirement Solutions Representative, Active Trader Services, Premium Services Representative, and Service Trading. Prior to joining Fidelity, she worked at TD Bank as a Customer Service Representative and as an Administrative Assistant at TD Wealth Management. Her professional experience covers a range of financial services, focusing on retirement planning, education savings, and investment growth. As a Certified Financial Planner, she emphasizes building meaningful relationships with clients, helping them navigate their financial goals and challenges. Details about her education, credentials beyond Certified Financial Planner, and personal interests or community involvement have not been provided.

Jeffrey Peterson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006. Peterson also teaches CFP-level courses at Suffolk University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Cinella is a financial advisor with Edward Jones in Melrose, MA, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as the president of the Melrose Chamber of Commerce. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Deyeso is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Gregory Meahl is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds Series 63 and 65 licenses and has worked at MassMutual Life Insurance Company and MetLife Securities. Outside of his advisory role, he has been involved in insurance brokerage and is a partner in a financial services LLC. 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 using firm-approved tools and structured annual planning relationships.

Daniel Buonopane currently serves as Vice President Private Wealth Management Advisor. He partners with clients and their families to develop personalized wealth plans aimed at helping them achieve their financial goals. He values building long-term client relationships. Daniel has been with Fidelity Investments since 2003, progressing through roles including Investment Consultant, Financial Consultant, VP Financial Consultant, and Vice President Wealth Management Advisor before his current position. His experience spans nearly two decades within the wealth management field at Fidelity. Outside of his professional work, Daniel's personal interests include cooking and baking, family activities, tennis, and volunteering.

Matthew Ros is a financial advisor at OSAIC with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Active Directions. He also serves as a financial paraplanner for GenX Financial LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs.