Frederick Voloshin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2024. His prior experience includes various roles outside the financial industry, such as positions with hospitality and service companies as well as entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolios. The firm combines proprietary fundamental research with quantitative and algorithmic methods, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Robert Mc Neice is a financial advisor at Morgan Stanley in Wellesley, MA, holding a Series 66 credential with two years of industry experience. He has been with Morgan Stanley since 2022. Outside of his advisory role, Mc Neice coaches for the Boston Junior Huskies in Canton, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Nathan Baldwin is a CFA® charterholder with 24 years of industry experience. He is currently with Edelman Financial Engines and has held roles at firms including Commonwealth Financial Network and PRW Wealth Management. Baldwin serves on the investment committee for the Judge Baker Children's Center, a nonprofit focused on children's developmental and emotional well-being. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified, long-term oriented portfolios.

Justin Appleby is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Cohasset Golf Club and The Barrel County Market. Equitable Advisors serves a broad 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, utilizing a variety of third-party asset managers and advisory models.

Michael Carilli is a financial advisor at LPL Financial with 12 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2026, he worked at Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, and Morgan Stanley. He serves as treasurer on the board of the nonprofit 545 VELO and is a board member of St. Luke's Preschool in Dedham, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Dominic Anton is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients and Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Dominic has been with Fidelity Investments since 2011, gaining experience in various roles including Wealth Management Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His extensive experience spans investment management, wealth management, and retirement solutions. Outside of his professional commitments, Dominic enjoys outdoor activities such as hiking and snowboarding.

Alex Caputo is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held various roles outside the financial sector, including positions at Bj's Wholesale Club and Gentle Giant Moving Company. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary management and model portfolios built from mutual funds, ETFs, and ETPs.

Benjamin Rice is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and one year of industry experience. His work history includes roles at Legends Global and LL Bean, where he was a retail associate outside of his advisory responsibilities. 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 various asset-management programs, with services delivered through a network of Investment Adviser Representatives and utilizing both proprietary and third-party investment solutions.

Christopher Petrik is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Outside of his advisory role, he is co-owner of a real estate business based in South Chatham, MA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Lisa Fruscella is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked at various Fidelity entities since 1996, including Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory role to multiple registered investment companies, use of algorithmic methods including AI/LLMs, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Sabrina Roberts is a Financial Advisor at Merrill Lynch Wealth Management with over 23 years of experience in the financial services industry. Her career includes roles in branch management, project management, and wealth management at the Bank of America legacy companies and Merrill. She has specialized in working closely with ultra-high-net-worth individuals and families, providing personalized service, strategic guidance, and executing comprehensive financial strategies. Sabrina holds a Bachelor of Science degree in Business Administration from Boston University and is certified as a Project Management Professional (PMP). Additionally, she is designated as a Personal Investment Advisor (PIA). Known for her ability to build strong relationships and connect resources effectively, she focuses on balancing long-term financial objectives with actionable steps to achieve meaningful results. Residing in the South Shore of Massachusetts with her husband, Sabrina enjoys running, cooking, and hiking with her Rhodesian Ridgeback.

Arthur Karabelas is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at First Republic Securities Company, LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he has an ownership interest in a rental property in Bartlett, NH. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Kelly Lawrence is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2026, Lawrence worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2022 to 2026, National Asset Management and National Securities Corporation from 2020 to 2022, and spent 14 years at Moors & Cabot from 2006 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of strategies and operational tools.

Nicholas Blanchette is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients to understand their financial goals and helps develop customized financial plans utilizing the resources provided by Fidelity. Nicholas has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2013, including Investment Consultant, Financial Representative II, Regional Investment Consultant, and Inside Sales Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones and as an Account Executive at NSM Securities. Outside of his professional life, Nicholas has interests in beach activities, golf, music, and caring for pets.

Gregory Curran is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 66 and Series 63 credentials and 12 years of industry experience. He previously worked at Charles Schwab before joining JPMorgan Chase Bank in 2019. Outside of his advisory role, he is an owner and partner in a family-owned real estate LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and may incorporate ESG criteria.

Frank Rossi is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Rossi serves on the Town of Medway Investment Advisory Committee and is a Select Board member, overseeing the town’s operating budget and capital projects. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and access to extensive investment resources.

Taylor Maduro is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2016. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process involving quantitative and qualitative analysis and applies various risk management and tax-aware strategies.

Michael Mc Intyre is a financial advisor with Ameriprise in Westwood, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory role, he serves as an attorney-in-fact for a family member. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Griglun is a CFP® professional affiliated with Mass Mutual Investors Services in Needham, MA, with nine years of experience in the financial industry. His career includes a decade at Kaplan Financial Services and ongoing roles at Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017. He is also a Wealth Advisor with SFP Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, and charitable organizations. The firm employs firm-approved software tools and structured planning engagements to provide recommendations across various investment categories.

Bibekananda Das is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s models.