Amanda Albert is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with clients as part of their wealth advisory team, focusing on managing their overall relationship with Fidelity and developing, maintaining, and servicing comprehensive wealth plans for clients and their families. Amanda has been with Fidelity Investments since 2015, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2019. Her professional experience centers on client relationship management and wealth planning. She holds an Arkansas Insurance License. Outside of her professional responsibilities, Amanda has personal interests in gardening, parenthood, and skiing.

Kyle Ferreira is a Financial Consultant I with a professional background in investment consulting and sales. He has worked at Fidelity Investments in various roles including Senior Regional Investment Consultant in 2025, Regional Investment Consultant from 2023 to 2025, and Investment Sales Associate from 2022 to 2025. Prior to that, he was a Sales Intern at Natixis Investment Managers in 2021. Kyle is committed to creating meaningful impact by building strong connections with individuals and the community. He focuses on championing initiatives that drive progress and open doors for growth and collaboration. Guided by principles of integrity and inclusivity, he aims to inspire trust and deliver lasting value in both professional and personal settings. Outside of his professional work, Kyle enjoys boating, football, golf, and skiing.

Joseph Matta is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved with American Studios LLC, a business focused on property development and condo sales. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income recommendations through a centralized consulting team.

Trevor Davis is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at UBS Financial Services and Fortitude Systems LLC. Outside of advisory work, he has been involved with The Pub and Storage Squad LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by proprietary tools and offers various investment and financial services across retail and institutional markets.

William Condon is a financial advisor at MassMutual Investors Services in Boston, MA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual and its affiliates since 2004. Outside of his advisory role, he is involved in insurance brokerage specializing in life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various educational programs using collaborative, goal-oriented approaches and firm-approved analytical tools.

Jeremy Peacock is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in various roles across hospitality and golf-related businesses. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology.

Inga Baneviciene is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. She previously worked at Citizens Securities, Inc. for six years before joining Morgan Stanley Smith Barney LLC in 2022. Baneviciene is also a Notary Public since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and advisory programs supported by firm-approved tools and a structured planning process.

Dennis Lopes is a financial advisor at Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials with two years of industry experience. Before joining Morgan Stanley in 2025, he worked at JPMorgan Securities and JPMorgan Chase Bank and spent six years at Wells Fargo. Outside of his advisory role, he is a 50 percent owner and partner at Rush Hour Group LLC, a restaurant and nightclub business in Cambridge, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 integrates structured planning tools and firm-approved methodologies in its financial planning process.

Joseph Ferrante is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Anna Miao is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been affiliated with Bank of America and Merrill since 2013. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cameron Barnett is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has held roles at JPMorgan Chase Bank, N.A., Cintas Corporation, Weber Shandwick, and Bedrock Detroit. J.P. Morgan Securities LLC 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 in its investment approach.

Will Herlihy is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2012. In this role, he focuses on developing a deep understanding of the wealth and financial needs of his clients and their families, working closely with them to manage and cultivate their wealth and address their financial planning requirements. Will holds a California Insurance License, supporting his ability to provide comprehensive financial advice and services. His professional experience centers on client relationship management within the wealth management sector. Outside of his professional responsibilities, Will engages in various personal activities including family activities, fitness, golf, hiking, motorcycles, and skiing.

Francis Ferrelli is a Series 66-licensed financial advisor with 37 years of industry experience. He has worked extensively at Putnam Retail Management Limited Partnership for 38 years and is currently with LPL Enterprise. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

William Stockwell is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and 65 licenses and 28 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004 and previously worked at Fidelity from 1999 to 2004. Outside of his advisory work, he is an author and publisher of a children’s book and works as a ski instructor at Cannon Mountain. 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 network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large scale of assets under management.

Harrison Voloshin is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he helps individuals organize their finances, analyze investment options, and assist in building, implementing, and maintaining financial plans while serving as a dedicated contact for his clients at Fidelity. He has been with Fidelity Investments since 2018, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds a California Insurance License. Outside of his professional work, Harrison has personal interests that include football, golf, hiking, pets, skiing, and soccer.

Robert Mosesian Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he is employed by JPMorgan Bank, where he can offer bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

John O'Keefe Jr. is a financial advisor with Stifel in Boston, MA, holding a Series 66 designation and 27 years of industry experience. He has worked with Stifel Nicolaus & Co Inc since 2015 and previously held positions at Wells Fargo Clearing and UBS Financial Services. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Paul Bergeron is a CFP® professional with 28 years of experience in the financial industry. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Based in Boston, MA, Bergeron works within a large institutional firm known for its comprehensive wealth advisory services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ryan Boren is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, as well as a position at Proper Taxation in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Peter Aiello is a CFP® and Series 66-registered advisor with J.P. Morgan Securities, based in Brookline, MA. He has four years of industry experience, including prior roles at Bank of Canton and various wealth management firms. Outside of finance, he briefly managed Pop's Fine Wines in 2020. 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.