Jacob Fudge is a Series 66-licensed financial advisor with Morgan Stanley, based in Middleton, MA, with six years of industry experience. He has worked with Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. from 2022 to present. Prior to his financial services career, he was employed at the Golf Club at Turner Hill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm employs a structured planning process that utilizes proprietary tools and models, managing approximately $2.74 trillion in client assets.

David Vaillancourt is a financial advisor at OSAIC with over 30 years of industry experience. He holds the CFP® designation and has previous work history at Sagepoint Financial, Inc. and Vaillancourt & Company CPAs P.C., where he also provides tax and business consulting. Outside of advising, he participates as a professional poker tournament player. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports multiple client types through a multi-advisor platform and emphasizes a variety of managed portfolio solutions and retirement plan consulting.

Michael Klonsky is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously worked at Praesidium Wealth Management and Commonwealth Financial Network. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Robert Sechrist is a CFP® with 31 years of industry experience, currently serving at LPL Financial since 2025. He previously worked for Cambridge Investment Research Advisors, Inc. for 15 years and operated Sechrist Financial Services for 13 years. 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 institutions. The firm offers a range of financial planning and portfolio management solutions utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Joseph Languirand is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Evolution Solutions Group, LLC, a talent and recruitment consulting firm, where he provided consulting services for small or startup businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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.

Luisa Salazar is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Citizens. Outside of finance, she has had involvement with various businesses, including a long-term role with Space Invaders. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Mark Krupkowski is a financial advisor with Mass Mutual Investors Services in North Andover, MA, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships focused on client goals and written recommendations.

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.

Anthony Marino Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Co. since 2016, following two years at MetLife Securities Inc. In addition to his advisory role, Marino operates as an independent insurance agent specializing in disability, fixed annuities, and group insurance products. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including wrap accounts, money-manager programs, and educational seminars.

Scott Dutton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1988. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of thousands of advisors.

Debbie Feest is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 credentials and bringing 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services, McIntyre, Freedman & Flynn Investment Advisers, Wells Fargo Clearing Services, Morgan Stanley, and Kovack Advisors. Outside of financial advising, she works as an equine specialist involved in equine therapy sessions coordinated with mental health professionals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented engagements and offering specialized planning services such as divorce and estate-settlement 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.

Gregory Tanzer is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Republic Securities and JP Morgan Chase. He serves on the finance committee of Jewish Big Brother Big Sister in Waltham, Massachusetts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenario modeling as part of its financial planning process.

Kevin Mcgillivray is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked with LPL Financial since 2013 and also owns KEM Tax, where he provides tax preparation and accounting services. Previously, he served as a trustee at Trustee Empowerment & Protection, Inc. from 2003 to 2013. Mcgillivray is also a notary, offering document notarization services to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging technology and a large network of advisors to deliver varied investment strategies.

Kyle Vinci is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include working at Bruce A. Favorat, CFP. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through multiple program options and third-party manager selections.

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.

Michael Cunningham is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations and has previous experience at firms including LPL Financial, Fidelity Investments, and First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to support client goals and offers a range of advisory programs and institutional consulting services.

Harold Toney Jr. is a financial advisor at UBS Financial Services with 30 years of industry experience. He previously worked at Merrill and Bank of America N.A., serving clients across various financial services. He holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brian Kelly is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2007. Prior to joining LPL, he worked at A. G. Edwards & Sons, Inc. from 2004 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.