Patrick Ngangyou Tchounchui is a financial advisor with Merrill in Chelmsford, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at One Life America/Legacy Life Solution and American Income Life. He is involved in managing an investment-related LLC established for family real estate legal protection. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on asset allocation and tax-aware options.

David Dimasi Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles that include managing model portfolios and overseeing fund governance.

William Forte is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Waddell & Reed, Inc., and involvement with the Town of Dover. He serves as a board member of the Orville W. Forte Charitable Foundation and is the USA representative for the Cashmere and Camel Hair Manufacturers Institute, where he handles administrative duties and works on identifying deceptive advertising. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Sarah Ott is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2020 and has held various roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she worked as a Senior Analyst in Asset Servicing at BNY Mellon from 2019 to 2020. In her current role, Sarah collaborates with clients and their families to develop personalized financial plans that align investments with long-term goals. She emphasizes trust, integrity, and a client-first approach in her advisory services, aiming to support clients through significant financial decisions. No additional information about her education or personal interests has been provided.

Jennifer Pollina is a financial advisor with Edward Jones in Burlington, MA, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Susie Lui is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2016. Outside of her advisory role, she performs bookkeeping for a construction-related S-Corp in Framingham, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and proprietary planning tools in its process.

Lea Mezzanotte is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has progressed through several positions within the company, including Relationship Manager and Financial Representative, illustrating her comprehensive understanding of financial services and client relationship management. Her approach involves working closely with clients to understand their personal preferences and financial situations. She utilizes Fidelity's tools to help clients build customized financial plans aimed at achieving their goals. Lea's experience across various roles at Fidelity has equipped her with practical knowledge in planning and financial representation. Outside of her professional work, Lea has personal interests in boating, lake activities, surfing, and volunteering. She also has a fondness for pets.

Daniel Gallagher is a CFA® charterholder with three years of industry experience. He is currently affiliated with J.P. Morgan Securities, where he has worked since 2023, following a 23-year tenure at BNY Mellon. Gallagher holds the Series 63 license and is based in Billerica, Massachusetts. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Carter Smith is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works directly with clients to develop personalized investment strategies that align with their financial goals and priorities. He provides investment advice and access to banking and lending services through Bank of America. Smith's expertise covers multiple client focus areas including divorce transition planning, education planning, employee benefits planning, equity compensation services, employee financial health, and personal retirement planning. He guides clients through various financial decisions ranging from general investing to retirement planning and savings strategies. He holds a Bachelor's Degree from the University of Massachusetts System and has earned the designation of Personal Investment Advisor (PIA). Outside of his professional work, Smith's personal interests include baseball, cooking, soccer, and traveling.

Joann Spera is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lincoln Investment for 15 years. Joann is also involved in tax preparation and accounting services through her ownership of Jon-Son Tax Preparation and Jon-Son Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Diana Smith is a financial professional at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services and South Shore Advisory Group. Smith serves as treasurer for the Sacred Heart Parents Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Patsy DiNuzzo is the Vice President and Branch Leader at the Burlington, MA Investor Center at Fidelity Investments, a role she has held since 2022. In this position, she helps lead the center by empowering the team to collaborate with individuals, families, and businesses to understand their goals and create strategic financial plans. Patsy has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, Investment Representative, Financial Consultant, and Vice President, Financial Consultant before her current leadership position. Her experience encompasses a comprehensive understanding of financial advising and client relationship management within the investment sector.

Wilfred Keyser III is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he works as a part-time professional ski instructor at Loon Mountain Ski Resort. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Dominic Rebelo is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2021 and has previous experience with Waddell and Reed Inc. and various insurance carriers. Outside of his advisory work, he serves as a board member of the Rotary Club of West Roxbury and Roslindale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and third-party subadvisors, providing both discretionary and non-discretionary management options.

Marissa Kivett is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as a distribution trustee for several investment-related trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Peter Gill is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and Bernstein Institutional Services LLC. He serves on the Boston event committee for Toast to St. Jude, an annual fundraising event for St. Jude Children’s Research Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles using both in-house and third-party managers.

Mark Feigenbaum is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Cetera. He has been with Cetera Wealth Services, LLC since 2013 and holds a Series 66 license. Outside of his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options.

Samuel Koppenaal is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Heartland Bank and Trust Company and Bank of America. Koppenaal has served in the National Guard since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Connelly is a financial advisor with Wells Fargo Advisors in Needham, MA, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He worked at Neds Point Capital, LLC for five years before joining Wells Fargo Advisors in 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Caitlin Dumas is a financial advisor with Morgan Stanley in Westborough, MA, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.