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.

Matthew Connor is the Regional Vice President of Executive Services at Fidelity Investments, where he leads a team of senior wealth advisors focused on providing corporate executives with comprehensive wealth planning services. In this role, he oversees strategies and solutions tailored to meet the complex financial needs of executive clients. Matthew's experience centers on wealth management for corporate executives, guiding them through tailored financial planning processes. His leadership role at Fidelity Investments underscores his expertise in executive services within the financial sector. Outside of his professional responsibilities, Matthew engages in various personal interests including fitness, social events with friends, hiking, outdoor adventures, skiing, and traveling.

Ryan Balcom is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He is dedicated to helping clients achieve their financial goals by collaboratively developing and implementing tailored financial plans that address the unique needs of individuals and families. Ryan has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2010. His positions have included Planning Consultant, Relationship Manager, Investment Consultant, Financial Representative, Premium Services Representative, and Client Services Representative. This progression reflects his deep knowledge and commitment to the financial planning process. Outside of his professional work, Ryan engages in activities such as bowling, fitness, and football. He values family activities, parenthood, and spending time with pets.

Alex Morella is a Financial Consultant who collaborates with individuals and families to address their financial concerns and assist in pursuing their goals. They use a consistent planning process to understand clients' objectives and overall financial situations, employing comprehensive financial planning and analysis to develop tailored plans. Alex's professional experience includes roles as a Business Development Consultant at John Hancock from 2017 to 2022, a Stock Plan Consultant at Fidelity Investments between 2015 and 2017, and an Investment Advisor at New York Life from 2014 to 2015. Outside of their professional work, Alex has interests in baseball, fitness, golf, parenthood, pets, and traveling.

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 at LPL Enterprise with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Lincoln Financial Advisors Corporation, and TD Ameritrade. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

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.

George Mullin Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory work, he serves as an assistant freshman football coach at Lincoln-Sudbury High School. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management solutions through an integrated platform that combines advisory programs with brokerage and insurance products.

Benjamin Vincent is a CFP® with 18 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Tim D'Ambrosia is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to enhance the financial planning experience for clients. He focuses on connecting with clients beyond their financial situations to align recommendations with their personal goals, preferences, and values. Tim began his role as a Planning Consultant in 2023. He dedicates his efforts to ensuring clients feel understood and supported throughout their financial journey. Outside of his professional responsibilities, Tim enjoys spending time at the beach, engaging in fitness activities, watching football and movies, visiting lakes, and traveling.

Avi Finder is a financial advisor with Ameriprise in Framingham, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise specializes in retirement-income planning services for individuals generally holding at least $1 million in net investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Sullivan is a Financial Consultant based in the Framingham Investor Center. He works closely with individuals and families to understand their unique financial needs and concerns, creating personalized plans to organize investments and support their financial goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this, he served as a Senior Financial Consultant at TIAA from 2008 to 2020. Outside of his professional work, Christopher enjoys activities such as going to the beach, playing soccer, and volunteering.

Jonathan Olson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to organize, manage, and achieve their financial goals, taking the time to understand their priorities and develop strategies that align with their short-, mid-, and long-term objectives. Jonathan's areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He serves as a resource for general investing, retirement planning, and financial preparedness, providing ongoing advice and guidance tailored to clients' evolving needs. He holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Nashwauk High School, an Associate's Degree from Vermilion Community College, completion of an Accredited Certificate Program at Hibbing Technical College, and attendance at the University of Minnesota System without degree conferral. Outside of his professional work, Jonathan 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.

Pouya Jalili is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Co since 2023. His prior work includes roles at the University of Alabama, Instacart, and Papa John’s. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software for comprehensive goal analysis and written recommendations.

Bernard Ravelson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Mass Mutual Investors Services, MassMutual Life Insurance, and METLIFE Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

David Smith is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Merrill and Bank of America for over 15 years each. He serves as co-trustee of a family investment trust established for himself and his wife. 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 strategies for a range of individual and institutional investors.