James Daisey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Hanscom Federal Credit Union, Workers Credit Union, Citizens Bank, and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of investment strategies and financial planning solutions.

Paul Sauerbrunn is a CFP®-certified financial advisor with 38 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2021. His prior experience includes over three decades at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Cummings Foundation. 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 portfolios, third-party asset management, and institutional platforms.

Joe Miller is a Financial Consultant at Fidelity, where he works with clients to help them understand their unique paths to financial wellness. He focuses on assisting individuals in achieving their retirement and investing goals through personalized planning. Joe has professional experience as a Financial Consultant at Fidelity since 2024. Prior to this, he worked as a Financial Planner at Prudential from 2016 to 2024. Outside of his professional work, Joe enjoys board games, cooking and baking, movies, music, parenthood, and theater.

Christian O'Brien is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, N.A., as well as roles in education at Bowdoin College, Belmont Hill High School, and Malden Catholic High School. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Proulx is a Series 66-licensed advisor at Fidelity with one year of industry experience. His prior work includes leadership roles in real estate and small business operations, such as Proulx Realty Group and SNH Shuttle LLC. 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 manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio services, and is known for its use of systematic methodologies and oversight of affiliated sub-advisers.

Erik Rautenberg is an Investment Consultant at Fidelity Investments. He has been in this role since 2024, focusing on providing investment guidance to clients. Erik's experience includes serving as a Workplace Planning Associate at Fidelity Investments from 2021 to 2024. He employs a comprehensive and holistic approach to planning, aiming to build relationships that uncover the deeper goals and concerns of his clients to help them work towards their objectives.

Michael Young is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2015, as well as a brief tenure at Empower Retirement. Outside of finance, he operates Michael Young Photography as a sole proprietor. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad clientele including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Charles Redmond is a financial advisor at Fidelity with Series 66 credentials and over two years of experience. His prior work includes roles at Davenport's Bar and Grille and Boards & Brews. 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 deliver systematic, model-based investment solutions.

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.

Cameron Bourbeau is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has developed extensive experience within Fidelity, having progressed through various positions including Investment Management Consultant II, Investment Solutions Representative III and II, High Net Worth Advisor, and Customer Relationship Advocate from 2021 to 2026. Prior to joining Fidelity, Cameron worked as a Bank Teller at St. Mary's Bank in 2021. He holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial guidance. Cameron's approach focuses on partnering with clients to help them build confidence in their financial futures through thoughtful guidance and strategic planning. Outside of his professional commitments, Cameron's personal interests include boating, family activities, fishing, football, golf, and skiing.

Scott Manship is a financial advisor at Fidelity with one year of industry experience. He previously worked at T-Mobile for nine years before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI technologies in its investment process.

Cameron Perkins is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments and several creative and entrepreneurial ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction.

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.

Colin Andrews is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Little Brother Burger Company, Moore Landscape Gardeners, Colby-Sawyer College, and the New London Recreation Department. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction in its investment process.

Christian Bender is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Viega LLC for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery through a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic construction. The firm serves a wide range of investors and maintains roles in registered investment companies and fund-of-funds management.

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.

Shannon McCabe is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2016. She has over 20 years of experience in the financial industry, focusing on wealth accumulation, tax-efficient investing, and asset preservation. Her professional background includes roles such as Retirement Relationship Manager at Fidelity Investments from 2007 to 2016, Financial Professional at New York Life from 2006 to 2007, Senior Client Service Manager at Massachusetts Financial Services from 1998 to 2006, Retirement Plan Administrator at Putnam Investments from 1996 to 1997, and Fund Accountant at Mellon Trust from 1990 to 1996. Shannon holds insurance licenses in Arkansas and California.

Jennifer Nelson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Citizens Bank, NYLife Securities, and the Commonwealth of Massachusetts. She is currently based in Nashua, NH. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors, focusing on approved funds and strategies.

Ernest Noyes is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Linnea Circosta is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked as a self-employed real estate salesperson. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.