Jessica Guo is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Guo serves as a member of the board of directors for the Winsor School and is a trustee at the Boston Children’s Museum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Amir Hossein Tajiki is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Uber, Lyft, and Merrill. Tajiki also operated a food market and deli business. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sushma Rani Shetty is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including prior work at TD Bank and Gap Inc. 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 diversified model portfolios.

Peter Simpson is a financial advisor with LPL Financial in Fitchburg, MA, holding a Series 66 designation and 18 years of industry experience. He previously worked at CUSO Financial Services and CUNA Mutual Group, including roles at Cuna Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

Patrick English is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Shawn Foskett is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at IBM, Talend, Incorta, and Gartner. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Jeffrey Garside is Vice President and Branch Leader at Fidelity Investments, where he has been employed since 2015. He focuses on financial planning with a consultative approach, leading conversations that prioritize clients' goals and co-creating plans tailored to their needs. His experience at Fidelity includes roles such as Financial Consultant, Team Leader for Portfolio Advisory Services, Interim Team Leader for Client Services, and Retirement and Investment Solutions Representative. This progression reflects his expertise in portfolio advisory, client services, retirement solutions, and investment strategies. Outside of his professional responsibilities, Jeffrey enjoys boating, family activities, hiking, outdoor adventures, and skiing.

Sean Penney is a Planning Consultant based in Littleton, currently employed at Fidelity Investments since 2026. In his role, he partners with clients and households to assist them in working towards their financial goals, focusing on building trust and understanding to support confident decision-making for their financial futures. Sean has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing through Investment Solutions Representative I in 2023, II and III roles in 2024 and 2026, before assuming his current position as Planning Consultant. He holds an AR Insurance License. Outside of his professional responsibilities, Sean's personal interests include baseball, football, golf, spending time at the lake, and snowboarding.

Dylan Unger is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on developing investment and retirement strategies tailored to individual clients' goals. Prior to this, Dylan worked as a Financial Planner at Barnum Financial Group from 2019 to 2023 and began his career as an intern at Ameriprise Financial from 2018 to 2019. Dylan's approach centers on providing clients with the necessary tools to work towards their financial aspirations, emphasizing personal service throughout the process. His experience spans various aspects of financial planning and investment consulting, supporting clients through significant life events such as retirement and major purchases. Outside of his professional work, Dylan enjoys golf, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Kyle Nelson is a Financial Consultant at Fidelity Investments. He collaborates with local individuals and families to develop and maintain financial plans tailored to their specific needs. His objective is to serve as a primary and trusted financial advisor, providing support and guidance to help clients manage unexpected life changes. He has been with Fidelity Investments since 2015, progressing through various roles including Stock Plan Associate, Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2023. This experience has equipped him with a comprehensive understanding of financial planning and client relationship management. Outside of work, Kyle enjoys spending time outdoors with his wife, daughter, and their two Bernese Mountain Dogs. His personal interests include beach activities, biking, family outings, hiking, and skiing.

Stephen Piotte is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has worked at firms including Avantax Investment Services, H&R Block, and 1st Global Capital Corp. Piotte is CEO of Constellation Financial & Wealth Management Services and operates Piotte Enterprises, Inc., which conducts wealth management activities. He also owns an income tax preparation business and assists with a family-owned craft company’s financial management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, employer retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers, managing over $256 billion in assets through more than 10,000 advisors.

Robert Cohen is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 53 years of industry experience and has been with LPL Financial since 2019, following three years at Kestra Financial Services. Outside of his advisory work, he is a business owner of an entity unrelated to investments in Bolton, MA. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combines discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

Steve Thurston is a Series 66-licensed financial advisor with Edward Jones, based in Leominster, MA. He has seven years of industry experience, including eight years at Edward Jones. Prior to joining Edward Jones, he worked at Toys "R" Us for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mark Collier 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 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Aube is a financial advisor with LPL Financial and holds the CFP® and ChFC® designations, as well as a Series 66 license. She has 13 years of experience in the industry, previously working nine years at Edward Jones before joining LPL Financial in 2021. Outside of her advisory work, she hosts the Naked Wealth Podcast, is an author of "The Naked Wealth," and teaches a non-credit community college course at Mount Wachusett Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services with access to model portfolios, research, and various investment strategies.

Michael Brannen is a Benefits & Planning Consultant in Executive Services. He collaborates with clients to develop financial plans aimed at supporting their financial goals, emphasizing strong client relationships built on trust, reliability, and competency. Michael has held several roles at Fidelity Investments, gaining extensive experience in financial planning and client relationship management. His positions include Investment Consultant from 2022 to 2026, Planning Consultant from 2021 to 2022, Relationship Manager from 2019 to 2021, Financial Representative in 2019, and Workplace Planning Consultant II from 2017 to 2019.

Rose Smart is a Series 65 licensed advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining the firm, she worked eight years with the Lincoln Public School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management strategies and custody platforms.

Michael Bernier is a financial advisor at Merrill in Nashua, NH, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Robbins Farley LLC. He has been with Merrill and Bank of America since 2017. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Keith Najjar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Workers Credit Union and several Citizens Bank-related entities. He is involved with Workers Investments & Planning Solutions alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management supported by research and model portfolios.

Shelly Gillis is a CFP® with 21 years of industry experience and has been with Edward Jones since 2004. She holds Series 63 and Series 66 licenses and is based in Hollis, NH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.