Michael Christy is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2013. Outside of his advisory role, he serves as chairman of the board of trustees for Venerini Academy, a private educational institution for grades pre K-8. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Daniel Hoban is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, using a centralized consulting team and algorithmic tools to support tailored retirement income strategies.

Atea Stiko is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several financial institutions, including Santander Bank and Meze LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Mazeika is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Mazeika manages multifamily rental properties as a sole proprietor. 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 and tailored financial planning services supported by structured planning tools and market modeling techniques.

Brian Waters is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Waters serves as a trustee and co-executor for family trusts and estates in Shrewsbury, MA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

H. Muscatello is a financial advisor with LPL Financial in Westborough, MA, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2009, Muscatello worked at Merrill from 2003 to 2009 and Bay Financial Advisors Inc. from 2015 to 2021. Outside of advising, Muscatello is involved in the sale and service of traditional insurance products, including life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning and investment management solutions implemented via model portfolios, third-party subadvisors, or customized strategies.

John Lamontagne is a financial advisor at Cetera with over 31 years of industry experience. He holds Series 63 and Series 66 credentials and has a background in insurance and employee benefits sales through various related agencies. Lamontagne is also a member of The Worcester Economics Club, a local networking organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary investment approaches.

Patricia George is a financial advisor with Wells Fargo Advisors in Leicester, MA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a large institutional firm serving a broad client base with a range of investment services.

Michael Judd is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Pasco DelFarno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity in 2022, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative I, Financial Representative, and Relationship Manager. In his current role, Pasco focuses on understanding clients' goals, challenges, and aspirations to co-create holistic financial plans. He emphasizes listening, asking thoughtful questions, and building trust as key components of his service approach. Pasco holds the CFP® designation.

Joseph DeLellis is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He partners with clients to understand their financial goals and develop customized plans to meet their unique needs. Building strong relationships with clients and their families is central to his approach, emphasizing trust, reliability, and competency. Joseph has progressed through various roles at Fidelity Investments. Since 2023, his experience includes positions such as Customer Relationship Advocate, Investment Solutions Representative I, II, and III, before becoming a Planning Consultant. This progression reflects his deepening expertise in financial planning and investment solutions. Outside of his professional work, Joseph's interests include fitness, football, and movies.

Nicholas Leone is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Archstone Financial, The Annex Club, and entrepreneurial ventures such as Pizza Wave and The Landing Cafe. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting a variety of program structures and custodial relationships.

Louis Jeffries Jr. is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 66 licenses, with 21 years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, Lincoln Financial Advisors Corporation, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Suzana Naik is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its associated entities since 2018. Prior to that, she worked at Investor Empowerment Inc. from 2014 to 2018. Outside of finance, she teaches Indian Classical vocal music. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools but does not provide individual security recommendations as part of its standalone planning services.

Denise Cataldo is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial and operated her own firm, Cataldo Financial Services, LLC. She is also the owner of Denise Cataldo CPA PC, where she provides forensic accounting services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Thomas Fisher is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Sagepoint Financial, Inc. and LEGACY FINANCIAL Advisors, INC. Since 1991, he has also worked as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors.

George Mullin Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as an Assistant Freshman Football Coach at Lincoln-Sudbury High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by in-house research, third-party strategists, and TAMP sponsors.

Vourdanne Ignegongba is a Planning Consultant at Fidelity Investments, a role held since 2024. Prior to this, Vourdanne served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. As a CFP® professional, Vourdanne partners with high net worth clients, families, and business owners to build comprehensive financial plans and assist them through significant life events. Vourdanne's areas of expertise include retirement planning, risk mitigation, legacy planning considerations, tax efficient investing, and investment strategy. Vourdanne prioritizes clients' confidence and well-being, ensuring that each client receives attentive and personalized service.

Jonathan Olson is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to organize, manage, and achieve their financial goals by taking time to understand their personal priorities and developing strategies to address their short-, mid-, and long-term objectives. His areas of focus include college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Jonathan also connects clients to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Jonathan holds a Personal Investment Advisor (PIA) designation and has completed education at Nashwauk High School, Vermilion Community College, Hibbing Technical College's Accredited Certificate Program, and has attended the University of Minnesota System without degree conferment. Outside of his professional role, he enjoys baseball, boating, camping, fishing, ice hockey, reading, softball, spending time with his family, volleyball, and woodworking.

Carol Crowley is a CFP® professional with 13 years of experience, currently serving clients at Edward Jones since 2013. She holds a Series 66 designation and is based in Northborough, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.