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, currently affiliated with J.P. Morgan Securities in Billerica, Massachusetts. He previously worked at BNY Mellon for 23 years before joining J.P. Morgan Chase Bank, N.A., First Republic Investment Management, and First Republic Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Matthew Shiely serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He leads The Shiely Group along with 18 other financial advisors and support staff, focusing on meeting the distinct wealth management needs of affluent client families. He specializes in comprehensive wealth management including concentration-risk mitigation, succession and exit planning, multi-generational wealth transfer, tax-efficient investment planning, portfolio management, and private banking solutions. Matthew holds a Bachelor’s degree from the University of Notre Dame and a Master’s degree from Babson College, where he graduated Magna Cum Laude. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Investments & Wealth Institute. Outside of his professional role, Matthew lives in Groton with his wife and two children. He is involved with Junior Achievement of Central MA and values spending time with his family, caring for the environment, and sharing responsibilities and benefits of farm life with his children.

Joann Spera is a financial advisor with LPL Financial in Belmont, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Lincoln Investment for 15 years and has been involved with Jon Son Financial since 1999, where she also engages in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and specialized institutional platforms.

Diana Smith is a financial professional with 20 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Ameriprise Financial Services and South Shore Advisory Group. She serves as treasurer for the Sacred Heart Parents Association and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 in Woburn, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Edward Jones and Waddell and Reed. Rebelo serves on the board of the Rotary Club of West Roxbury and Roslindale. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Marissa Kivett is a financial advisor with UBS Financial Services in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she serves as a distribution trustee for several trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and analytic resources to tailor plans to clients’ goals and risk tolerances.

Peter Gill is a financial advisor with RBC Capital Markets in Wellesley, MA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC, Bernstein Institutional Services LLC, and City National Bank. Gill serves on the Boston event committee for Toast to St. Jude, an annual fundraiser supporting St. Jude Children's Research Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual and institutional clients through multiple advisory programs, offering portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Salvatore Maniscalco Jr. is a financial advisor at Cetera with 42 years of industry experience. He holds a Series 63 designation and has worked previously at Commonwealth Financial Network and Lexington Financial Group. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

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.

Erin Kelley is a Planning Consultant at Fidelity Investments, where she collaborates with local clients to develop tailored financial plans aimed at achieving their personal and financial goals. She emphasizes building ongoing relationships with clients to support their financial objectives. Kelley has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a comprehensive understanding of client needs and financial planning strategies.

Jackson Harrigan is an Investment Advisor Representative at Cambridge Investment Research Advisors with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Cambridge Investment Research in 2024, he worked in academic roles at Bryant University and the University of Massachusetts Amherst. Harrigan is also involved with Bluebird Private Wealth LLC, operating under a separate advisory capacity. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms.

Jordan Adner is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Digital On Demand, Equity Industrial Partners, and Syracuse University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party sponsors, focusing on personalized risk assessment and tailored advisory models.

Greg Raso is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative there from 2022 to 2024. Before joining Fidelity Investments, Greg worked as a Financial Professional at The Moody Street Group from 2019 to 2020. Greg focuses on financial planning that prioritizes clients' goals, helping them achieve peace of mind about their financial future. He emphasizes educating clients and understanding their individual needs to create tailored financial plans. His experience spans client service and financial solutions within the investment and planning sector. Outside of his professional work, Greg's personal interests include boating, fishing, football, golf, skiing, and volunteering.

Angelina Milenevsky is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, following three years at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.