Jeffrey Jeznach is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at various Fidelity affiliates since 1990, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, alongside oversight of sub-advisers and conflict-of-interest evaluations.

Henri Rocheleau III is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has worked at multiple firms, including Voya Financial Advisors and Investors Capital Corp. based in Worcester, 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 other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of investment adviser representatives and technology tools.

Karen Norrman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at Voya Financial Advisors, Citizens Securities, and Cambridge Investment Research. She is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Brent Braswell is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity, including roles at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. 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 use of systematic methodologies, oversight controls, and a formal advisory role to multiple registered investment companies and fund-of-funds.

Caitlin Dumas is a financial advisor with Morgan Stanley in Westborough, MA, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Stephen Dilanian is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for one year before joining LPL Financial in 2015. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary research and third-party subadvisors.

Mengni Liu is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, Liu worked at Bank of America and had roles at Tory Burch, Find Aesthetic Living Museum, and JingKing Tech Holdings. Merrill, together 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 individuals, high-net-worth clients, and institutions.

Patrick Canney is a Financial Consultant at Fidelity Investments, a role he has held since 2024. His professional journey at Fidelity began in 2021, during which he has held several positions including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and Investment Consultant. Patrick focuses on working with local clients and their families to provide financial clarity and support. He emphasizes understanding each client's unique story to develop financial plans and strategies tailored to their individual goals.

Joshua Honig is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015, following six years at Mapfre Insurance. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its financial planning process.

James Kenary IV is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Jeffrey Singer is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Central One Federal Credit Union, CUNA Brokerage Services, and TIAA-CREF. 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, utilizing a broad platform that includes third-party asset management and institutional programs.

Beau Yurkevicius is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and the U.S. Army Research Institute of Environmental Medicine. He is also an independent insurance agent involved with Commonwealth P&C and Baystate Financial Group Benefits, focusing on life, disability, long-term care insurance, and group benefits referrals to small business owners. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, emphasizing collaborative, annual financial planning relationships without investment discretion.

Nicholas Cantrell is a financial advisor with Cambridge Investment Research Advisors in Worcester, MA, holding CFP® and ChFC® designations and 19 years of industry experience. His prior roles include positions at BHF Advisory, First Allied Securities, UMassFive College Federal Credit Union, Santander Securities, LPL Financial, and Eagle Strategies. Outside of advising, Cantrell serves as treasurer for the Nuclear Ban U.S. Treaty Awareness Campaign and is involved in financial education through the Association of Financial Educators. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets through multiple platforms and proprietary model strategies while providing both discretionary and non-discretionary management solutions.

Pierce Leasca is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. 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, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Matthew Peterson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. His prior work includes roles at Charles River Bank and Southern New Hampshire University. Outside of advisory services, he is a Notary Public and an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering access to multiple platforms, proprietary model strategies, and third-party advisers.

Thomas Curran is a financial advisor with Ameriprise in Westborough, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Grande is a financial advisor with LPL Enterprise who holds the Series 66, Series 63, and Series 65 designations and has 12 years of industry experience. His prior work includes roles at Northwestern Mutual, New York Life, and AllState. He is also involved as an event consultant with DMSE Sports. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Patrick Holland is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, he is involved in several investment-related businesses, including full ownership of Tyton Capital and Finet Practice Tyton Capital, as well as a partial ownership stake in CHK Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Connor Lancaster is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies that consider their full financial picture and what matters most to them. Connor provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. Connor focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. His approach begins with understanding each client's unique financial situation and goals, allowing him to create flexible strategies responsive to changing market conditions and client needs. He holds a degree in finance from the University of Massachusetts, Amherst, and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, Connor enjoys basketball, fishing, football, golfing, music, spending time with his family, and watching movies.