Daniel Miller is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise since 2018 and previously spent a decade at Investment Professionals, Inc. His other business activities include involvement in commercial real estate ownership. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jocelyn Hawkins is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with clients to develop financial plans that reflect their personal needs, preferences, and beliefs, focusing on holistic financial planning and building relationships based on trust and transparency. Her goal is to implement investment plans that provide clients with increased confidence in their financial futures. Her professional experience at Fidelity Investments includes roles as an Investment Consultant in 2019, a Relationship Manager from 2018 to 2019, and a Financial Representative from 2016 to 2018. This progression demonstrates her continued commitment to serving clients' financial needs within the firm.

Medina Avdic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan in 2026, Medina worked at Fidelity Investments and has experience in the hospitality sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Steven Rudnyai is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., and Raymond James Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supported by over 10,000 advisors and more than $256 billion in assets under management.

Jed Chmara is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2018. Prior to this, he spent ten years at SII and holds an operational role as COO at Pacific Financial Partners. Outside of advising, he is involved in a sole proprietorship that renovates and resells residential properties as well as managing an LLC engaged in Airbnb property management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and risk assessments to build diversified portfolios and supports multiple managed account solutions.

Anthony Dawson is a Financial Consultant currently working with Fidelity Investments since 2020. He holds the designation of Certified Financial Planner and focuses on helping individuals and families with their financial planning needs. Anthony's professional experience includes roles as a Financial Consultant at Santander Investment Services, LLC from 2017 to 2020 and as a Financial Solutions Advisor at Merrill Lynch from 2012 to 2017. His approach involves following a disciplined process and leveraging the resources available at Fidelity to assist clients in achieving their financial goals. Outside of his professional work, Anthony has interests in comedy, music, outdoor adventures, parenthood, swimming, and traveling.

Nicolle Balesteri is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020. Prior to this, her background includes roles in university fraternities and sorority life, automotive sales, and hospitality. Outside of her advisory work, she volunteers as a desk assistant at SWEAT Cycling in Danvers, MA, where she supports class operations without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Connor Gilbert is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and comprehensive investment strategies. His work focuses on aligning clients' financial goals with both their long-term and short-term objectives. Connor has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, Financial Representative, and CRA. This progression reflects his experience in financial planning and client relationship management within the investment sector. Outside of his professional career, Connor engages in activities such as beach outings, family activities, golf, music, soccer, and traveling.

Richard Ventura is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in developing personalized financial plans tailored to their needs, goals, and dreams. He has held the position of Vice President and Branch Office Manager since 2015. Richard has extensive experience within Fidelity Investments, having served in various roles including Vice President of Portfolio Advisory Services from 2006 to 2014, Sales Director from 2003 to 2005, Director of Account Management from 2001 to 2002, Director of Business Development from 1999 to 2000, Team Manager of Premium Services from 1996 to 1998, and Financial Representative from 1994 to 1995. Prior to joining Fidelity, he worked as a Financial Consultant at Merrill Lynch from 1992 to 1994.

Robert Tashjian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kayem Foods, Inc., Strega Prime, and Richardsons Ice Cream. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Michael Iannuzzi is an advisor at Fidelity with a Series 66 credential and no prior industry experience. His background includes various roles in education and recreation sectors as well as limited engagements in remodeling and sports organizations. Fidelity's Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and utilizes AI in its investment process.

Dawn Cobak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley, Mass Mutual Investors Services, New England Investment & Retirement Group, Constitution Financial Partners, and Raymond James Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Janelle Clark is a financial advisor with UBS Financial Services holding a Series 66 designation and three years of industry experience. Prior to joining UBS, she worked at Winchester Savings Bank for two years. In addition to her advisory role, she works in the food service department at Winchester Hospital, where she bakes pastries for patients. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through research-driven, model-based asset allocation.

David Dugan is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at firms including Wells Fargo Clearing, Winslow, Evans & Crocker, and A. G. Edwards & Sons. In addition to his advisory role, he is licensed as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management services and financial planning solutions, operating a multi-manager platform that includes affiliated and third-party investment strategies.

Michael Winn is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with UBS since 2010. Winn serves as a fiduciary overseeing multiple family irrevocable 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, providing access to model-based asset allocations and proprietary research.

Sean Pettengill is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2014. Outside of his advisory role, he is an independent insurance agent for various companies through Pettengill Financial Services LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a nationwide network of independent professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Robert Knizak is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Cole Favazza is a Financial Consultant based in the Danvers investor center. He works with individuals and families to create personalized financial plans aimed at achieving long-term financial goals. Cole emphasizes in-depth planning and analysis to help clients make informed financial decisions. He has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Consultant, Financial Representative, and Investment Consultant before becoming a Financial Consultant in 2026. His experience spans financial planning and client relationship management across these positions. Outside of his professional role, Cole's personal interests include boating, fishing, hiking, outdoor adventures, pets, and skiing.

Joseph Dias is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with individuals and families to create comprehensive financial plans aimed at helping clients achieve peace of mind and build lasting relationships with ongoing support. Joseph has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Financial Representative, Investment Consultant, and Financial Consultant before his current position. This progression reflects his experience in financial consulting and investment advising. No information on Joseph's education, credentials, personal interests, or community involvement has been provided.