Greg Abusheery is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he oversees branch operations and leads a team to deliver financial advisory services. Prior to this, he served as a Regional Coaching Consultant at Fidelity Investments from 2022 to 2025. Greg emphasizes leadership and planning rooted in understanding clients' goals, values, and concerns. He focuses on crafting personalized financial plans and building relationships based on empathy and integrity. Outside of his professional work, Greg enjoys activities such as comedy, family outings, fitness, movies, visiting museums, and traveling.

Poonam Walia is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. She has worked at Equitable Advisors since 2011 and was previously with AXA Advisors, LLC for nine years. Outside of her advisory role, she is also a tax preparer providing IRS and state audit representation. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory models.

Samantha Welsh is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 63 and Series 65 designations and two years of industry experience. Her prior work includes roles at Central One Federal Credit Union, Eagle Strategies (NY Life), and New York Life Insurance Company. 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 financial planning, model portfolios, third-party asset management, and institutional platforms supported by a large network of advisors and advanced operational tools.

Kristine Koczajowski is a CFP®-designated financial advisor with LPL Financial, where she has worked since 2001, totaling 25 years of industry experience. She is also a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of more than 22,000 advisors. The firm offers a broad range of financial planning and advisory services, including access to model portfolios, third-party asset management, and institutional platforms.

John Brophy is a Series 66-licensed financial advisor with Cetera in Worcester, MA. He has been with Cetera and its affiliated entities since 2025 and has experience working at Archstone Financial and in education, including roles at Randolph Public Schools and the Xfinity Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Aaron Murphy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has previously worked at McDavitt Wealth Management and Commonwealth Financial Network, accumulating extensive experience over nearly two decades. Outside of advising, Murphy serves as a registered USA Hockey official and is a commissioned notary in Massachusetts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a broad platform of related financial services.

Patrick Riley is a financial advisor at Fidelity Investments with Series 66 credentials and joined the firm in 2024. He has varied early career experience including roles in education and landscaping. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs.

Christian Jeeves is Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on creating environments that support both clients and colleagues, emphasizing collaboration, integrity, and understanding client priorities. He has been with Fidelity Investments since 2022, initially serving as Planning Solutions Regional Vice President before advancing to his current position in 2025.

Amy Kiley is a CFP® and ChFC® with 27 years of experience in the financial services industry. She has worked at Cetera and its affiliated entities since 2019 and previously held roles at Voya Financial Advisors and True North Financial Services. Kiley is also the owner of Joyful Wealth Planning, LLC, a firm involved in the sale and service of insurance, securities, and investment products. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving a range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers within a multi-manager platform.

Marie Paturzo is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in serving accomplished business owners, entrepreneurs, C-suite executives, medical professionals, and wealthy families. She began her career in 2000 at Bank of America, advancing from teller to branch manager by age 22, then to business specialist and sales trainer, eventually managing three branches before focusing on financial advising. Marie collaborates with colleagues Matt Shiely and Akash Garg to provide comprehensive wealth management services. She emphasizes building meaningful client relationships by understanding their financial pictures from their perspectives and addressing both assets and liabilities to support multi-generational wealth planning. She holds a Bachelor's Degree from Framingham State College and holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Marie is active in her community, serving as Chair of the Website and Social Media Committee for The Hopkinton Women's Club and volunteering with organizations such as the American Red Cross, Alzheimer's Association, Central Mass Conference for Women, Project New Hope, and Worcester County Food Bank. She resides in Whitinsville, Massachusetts, with her husband and two children.

Kerri Melley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. In addition to her advising role, she is an insurance broker specializing in individual and group life and health insurance. 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 financial planning structured as annual collaborative engagements using firm-approved analytical tools.

Joshua Foster is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and his wealth management team to develop financial plans that align with clients' needs and goals, and supports the implementation and adjustment of these plans over time. Prior to his current role, Joshua worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. These roles have contributed to his experience in client relationship management and financial planning. No additional information regarding Joshua's education, credentials, personal interests, or community involvement has been provided.

Thomas Carroll is a financial professional with Cetera and holds a Series 66 designation. He has two years of industry experience and has worked at firms including J.P. Morgan Securities LLC and Lincoln Financial Group. Carroll is also president of Small Business Insurance Agency, Inc., where he markets and sells fixed annuity products. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party managers through various program structures.

Brian Carroll is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. Carroll has held leadership roles in various businesses, including serving as president of Sterlingbridge Insurance Agency, LLC and as owner and CEO of PivotAI, an AI technology solutions firm. He also serves as an elected board member of a condominium association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, operating over $256 billion in assets through more than 10,000 advisors.

Christina LaFortune is a Senior Financial Advisor at Merrill Lynch Wealth Management in Worcester, Massachusetts. She has been with Merrill Lynch since 2011 and co-leads The Smith-LaFortune Group. Christina provides guidance to clients including non-profits, business owners, executives, and families, focusing on financial strategies such as investment management, retirement planning, insurance solutions, and banking services. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christina earned a Bachelor of Science degree from Westfield State College and a Master of Business Administration in Accounting from Fitchburg State University. Christina resides in Sturbridge, Massachusetts, with her family. She is involved with the Worcester County Food Bank and is affiliated with professional organizations including The National Association of Plan Advisors (NAPA) and Women we Admire.

Michael Lemay is a financial advisor with LPL Financial in Worcester, MA, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Couture Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a variety of financial planning and investment management services, combining broad capabilities with extensive non-advisory financial activities.

Jordan Kotob is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at DoorDash and the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Carl Kaliszewski is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and has 49 years of industry experience. His prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, Mass Mutual Investors Services, and Metlife Securities Inc. In addition to his advisory career, he is a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of 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, and institutional platforms, supported by extensive operational and research tools.

Kelsey Saucier is a Financial Consultant at Fidelity Investments. She has held various roles within the company since 2018, progressing from Customer Service Advocate to Financial Consultant. Her experience includes positions as an Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™ professional, Kelsey focuses on helping individuals and families align their investments and retirement strategies with their financial goals. She leverages Fidelity's resources to provide clear and personalized financial guidance. Kelsey holds a California Insurance License.

David Li is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated private bank from 2013 to 2024 before joining Wells Fargo Clearing. Outside of his advisory role, he owns an eight-unit residential rental property in St. Augustine, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.