Adam Conway is a financial advisor with LPL Financial in Wellesley, MA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with several firms, including NRP Financial, Inc., where he has been associated since 2009, and previously with Voya Financial Partners and Transamerica Financial Advisors. Conway also operates a business under the name Harbor Retirement Planning and has been involved in selling non-variable insurance through a DBA called Triton Mutual. 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 financial planning and investment management services through a large network of advisors using multiple portfolio strategies and technology tools.

Brian Hash is a Financial Consultant at Fidelity Investments, where he has been employed since 2002. Throughout his career at Fidelity, he has held various roles including Branch Leader, Branch Service Manager, Senior Manager of the Private Client Group, Manager of Retirement Investment Services, Retirement Services Team Lead, and Retirement Services Representative. Brian's professional experience encompasses a range of responsibilities within financial consulting, branch leadership, retirement investment services, and private client management. His work focuses on educating and empowering clients to make informed financial decisions and developing customized financial plans tailored to individual needs.

Tom Boardman serves as Vice President, Wealth Planner at Fidelity Investments, where he partners with clients to develop and implement family wealth plans aimed at achieving their short, intermediate, and long-term goals. He has been with Fidelity Investments since 2005, holding various roles including Wealth Planner since 2018, Financial Consultant from 2013 to 2018, and Investment Representative from 2012 to 2013. Prior to his current role, Tom gained experience as a Private Client Specialist and Financial Representative at Fidelity Investments, along with positions focused on retirement and customer service. His extensive tenure at Fidelity reflects a commitment to client service and wealth management. Outside of his professional career, Tom's personal interests include comedy, fitness, music, skiing, and snowboarding.

Ann Sybill Emmanuel is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Wellington Management Company LLP, LPL Enterprise, LLC, and Gray, Gray & Gray. She is also involved with Fourth Heaven Media LLC, an entrepreneurial venture she has been engaged with since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, and it maintains notable municipal advisory capabilities and specialized employer advisory programs.

Sarah Dunworth is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, TSW Wealth Management, Triad Advisors, and Commonwealth Financial Network. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Rachael Linnehan is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with LPL Financial and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Frank Steenburgh IV is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support financial plans.

Sam Medley is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Sam works closely with clients to understand their financial priorities and collaborates with them to develop personalized financial plans aimed at supporting their current needs and future goals. Sam has held several roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. This progression reflects a consistent focus on client service and financial planning. Outside of work, Sam has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Scott Bonacci is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He collaborates with clients to manage life events and plan for the future, helping them navigate important financial decisions. Scott has been with Fidelity Investments since 2004, serving in various capacities including Financial Consultant, Vice President of Live Channel Experience, Vice President of Finance, and Director of Finance. His extensive experience at Fidelity spans over 15 years, encompassing financial consulting and leadership roles in finance and client experience.

Jeffrey Forsythe is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Edward Jones and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources, supported by a centralized service team and proprietary research.

Joanna Burzynska is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with individuals and families to assist them in navigating complex financial decisions through comprehensive wealth planning. Her approach centers on developing a thorough understanding of her clients' goals to create long-term plans that serve them and their families. Joanna has extensive experience in the financial services industry, having held various positions including Wealth Management Advisor at TIAA from 2018 to 2020, Vice President and Private Client Advisor at J.P. Morgan Chase from 2016 to 2018, and multiple roles at Fidelity Investments dating back to 2011. She holds a California Insurance License.

Evan Mattern is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving as an advisor at Raymond James Financial in Newton Lower Falls, MA. He has held roles at Commonwealth Financial Network and Lightship Wealth Strategies, Inc., where he continues to act as an independent contractor and also serves as president of Mattern Wealth Strategies, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal and public finance advisory.

Christopher Laucks is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop customized financial plans tailored to their unique needs and goals. He focuses on helping clients efficiently grow, preserve, and distribute their wealth through a collaborative planning process. Christopher has held various roles in the financial services industry since 2013, including Relationship Manager at Fidelity Investments, 401k Regional Sales Consultant at Ameritas, Internal Sales Consultant at Invesco, Vice President - Philanthropic Sales Associate at Bank of America - U.S. Trust, Regional Sales Director and National Sales Consultant at Columbia Threadneedle Investments, and 401(k) Sales Associate at Putnam Investments. Outside of his professional work, Christopher enjoys board games, boating, bowling, family activities, skiing, and volunteering.

Joelle Spear is a CFP® professional with 21 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Canby Financial Advisors, Commonwealth Financial Network, and Fidelity. In addition to her advisory role, she serves as CEO of Spear Wealth Management, an LLC engaged in sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager options.

Ronald Bell is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise Financial Services since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm employs a non-discretionary implementation process and uses proprietary research and third-party data for its recommendations within a defined investment universe.

John Doherty is a financial advisor with Raymond James Financial in Newton Lower Falls, MA, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A. He is also associated with North Atlantic Investment Partners, LLC, which serves as his branch's DBA name. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide range of advisory programs and institutional consulting services.

James Mcintire is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as positions outside finance at UMass Dartmouth, iHop, and Framingham High School. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also provides access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Meaghan Liposky is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2014, including a role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Robert Todisco is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant, and Workplace High Engagement Team Representative. In his professional capacity, Robert works with individuals, families, and businesses to prioritize their goals and develop wealth plans that align with their visions. His experience encompasses financial planning and client relationship management. Outside of his professional work, Robert's personal interests include boating, family activities, golf, parenthood, pets, and traveling.

Ryan Miller is a financial advisor at Ameriprise in Wellesley, MA, holding a Series 66 designation with five years of industry experience. His work history includes multiple roles at Ameriprise since 2017, a position at WisdomTree Investment Inc in 2021, and employment at Lawrence Academy from 2015 to 2017. Outside of his advisory role, he manages an advisory business through Array Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning and ongoing advice based on comprehensive investment research and tax-aware strategies.