Tyler Fouhey is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc. since 2018. Prior to his financial services career, he was employed at Jimmy's Steer House. Outside of his advisory role, he has experience working as a restaurant server specializing in American BBQ. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates.

Eric Anderson is a CFP® with 22 years of experience in financial advising. He has been with Mercer Global Advisors Inc. since 2017, with brief intervals away from the industry. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and customized strategies.

William Ryan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Ryan Financial Inc. for 20 years and has been affiliated with Commonwealth Financial Network and related entities since 2020. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed account programs, access to third-party asset managers, and retirement consulting, offering both discretionary and nondiscretionary portfolio solutions.

Matthew Piaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has been with Commonwealth since 2001 and has operated his own advisory practice since 2000. Piaker also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, investment management, and practice-management services. The firm offers multiple program structures and discretionary model portfolios while serving as a platform and operations provider for affiliated advisors.

Vanessa Wieliczko is a CFP® professional with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, LLC and Hoylecohen LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture that combines active and passive strategies alongside various specialized tools and third-party managers.

Brendan Bugler is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his current role, he collaborates with Financial Consultants to understand the needs of clients and their families, assisting in the establishment of financial plans that align with their lifestyles and goals. Prior to this, Brendan served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Brendan's professional experience at Fidelity Investments encompasses various roles focused on client engagement and financial planning. He is committed to building long-lasting relationships within the local area to support clients in achieving their financial objectives. Outside of his professional work, Brendan has personal interests that include the beach, football, movies, and music.

Joseph Lucien is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Connecticut College, AP Event Pro, and Haggerty Electrical Service. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Gregory Spurr is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Empower Financial Services, Empower Advisory Group, Bank of America, and Merrill. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment approach that incorporates both quantitative and qualitative research and employs tax-aware and risk-management strategies.

Dilruba Afroz is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Her prior work includes positions at Bank of America and Walmart. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Kelly Robertie is a financial advisor at Edelman Financial Engines with two years of industry experience. Prior to joining Edelman Financial Engines in 2025, Kelly worked for Sensible Financial Planning and Management, LLC, and has a background in education with roles at Peabody and Winthrop Public Schools. Kelly holds the Series 63 and Series 65 designations. 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 support and online tools, offering both discretionary and non-discretionary investment options.

Justin Knight is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He specializes in partnering with individuals and families to develop financial plans tailored to their unique goals and needs, focusing on building and maintaining retirement and investment strategies that provide confidence and clarity for both the present and long term. Justin has accumulated a range of experience within Fidelity Investments, having held positions including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, Financial Representative from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. This progression reflects his extensive involvement in client-facing roles related to investment and financial planning services. Outside of his professional work, Justin enjoys a variety of outdoor activities including boating, football, golf, outdoor adventures, and skiing.

Matthew Sachar is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Raymond James Financial in Salem, MA. He has been involved with multiple firms, including Coltcam Crowninshield LLC and Falcon Realty, LLC, where he serves as a partner. Outside of advising, he holds trustee responsibilities and ownership roles in related business entities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Patrick Kiritsy is currently a Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on partnering with families to develop sound and sustainable financial plans. His role includes supporting his team to create client experiences that meet a high standard of care and professionalism. Patrick has held several positions at Fidelity Investments, including Team Leader roles in Executive Services and Workplace Planning & Advice, as well as positions such as Help Desk representative in Workplace Planning & Advice and Workplace Planning Consultant. These roles have contributed to his expertise in financial planning and leadership within the company. Outside of work, Patrick has interests in fitness, golf, music, pets, running, and traveling.

Thomas Clay is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Clay has worked with Questar Asset Management and Questar Capital Corporation and has been self-employed providing financial planning and asset management services. He also owns New Perspective Financial, where he develops financial plans and offers insurance products including fixed annuities and life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services and utilizing firm-provided asset allocation tools and third-party managed account solutions.

Brian Rossano is Senior Resident Director at Merrill Lynch Wealth Management. He brings over 30 years of experience serving affluent individuals and corporations, with a focus on wealth preservation and growth through tailored financial advisory relationships. Brian’s expertise includes retirement planning, legacy planning, executive compensation, equity compensation services, and corporate retirement benefits consulting. He previously served as Branch Manager of the Beverly, MA office and spent 22 years working with Merrill clients from Boston, specializing in managing stock option and 401(k) plans. Brian holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Hartwick College. Brian is involved in community organizations such as the Elks and St. Peters Club. His approach centers on creating customized wealth management strategies based on a comprehensive understanding of clients’ financial situations, priorities, and risk tolerance. Outside of work, he enjoys boating, running, and traveling.

James Katsikis is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. His career at Fidelity began in 2023, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before his current position. Throughout his tenure, James has developed a comprehensive understanding of financial planning and client relationship management. In his role as Planning Consultant, James emphasizes educating and empowering clients, fostering partnerships based on listening, understanding, and collaboration. He approaches client interactions with care, attention to detail, and a strong sense of personal responsibility, aiming to help clients make informed financial decisions. Outside of his professional work, James has interests in fitness, football, golf, and music.

John Fietze is a Planning Consultant at Fidelity Investments. In this role, he partners with individuals and families to develop and maintain comprehensive financial plans aimed at achieving their short and long-term goals. John has held several positions at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2024 to 2025, gaining experience across various aspects of financial planning and client management. Outside of his professional work, John enjoys activities such as beach outings, golf, running, and traveling.

Debbie Feest is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her career includes prior roles at Raymond James Financial Services and Wells Fargo Clearing. In addition to her advisory work, she is involved as an equine specialist providing therapy sessions in collaboration with a mental health professional. Mass Mutual Investors Services 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 educational programs with a focus on collaborative, goal-oriented planning.

Gregory Degraeve is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing wealth through a comprehensive, personalized approach that begins with understanding each client's family, financial situation, and priorities. Gregory works closely with corporate executives and business owners to develop customized, goals-based wealth management strategies. His services include retirement and estate planning, portfolio construction, employee equity and stock option plans, succession and legacy planning, as well as lending strategies with access to Bank of America. Gregory joined Merrill Lynch in 2015 after holding several roles at John Hancock Investments, including Regional Vice President, Internal Business Consultant, and Broker Service Representative. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Plymouth State University. Gregory is fluent in English and French. In addition to his professional work, Gregory follows the Merrill tradition of community involvement and spends time volunteering with local organizations. His personal interests include adventure sports, cooking, traveling, and spending time with his family.

John Mulrenan is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Mai Capital Management and the Boston College Carroll School of Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple funds, and incorporation of AI-driven research in its investment process.