Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with distinctive roles in the industry.

Arushee Divyakirti is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with individuals and families to identify and develop tailored financial strategies that span short-, mid-, and long-term goals. Her client focus areas include college education planning, liquidity management, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. With over a decade of experience, Arushee provides comprehensive guidance ranging from general investing to retirement planning and savings strategies. She partners with Bank of America specialists to offer clients additional banking, credit, home financing, and small business solutions. Arushee holds a Bachelor's Degree from the University of Delhi, a Master's Degree from Western Michigan University, and has completed an Accredited Certificate Program from the Hindu Institute of Management. She also holds the Personal Investment Advisor (PIA) professional designation and is licensed under NMLS#2430426. Fluent in English and Hindi, Arushee is involved with the community organization Ekal Vidyalaya USA. Outside of her professional responsibilities, she enjoys camping, cooking, hiking, spending time with her family, and watching movies.

Keith Weinstein is a financial advisor with Ameriprise based in Brookline, MA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Ameriprise since 2011. Outside of his advisory role, he has an interest in real estate ownership, including a seasonal vacation property. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Cory Clark is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at DALBAR, Inc. for eight years and operated the Law Office of Cory Clark for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Thomas Halloran is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes positions at VOYA Financial and its advisory divisions. Outside of his advisory role, he is involved with nonprofit organizations such as Good Sports and Junior Achievement of Northern New England and is an author of a self-published children’s book. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Paul Chaput is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes sixteen years at Winslow, Evans & Crocker, Inc. and two years at Boston Benefits Group. Outside of advising, Chaput works as a locomotive engineer for Keolis Commuter Services and serves in a fiduciary capacity with TCC Trust. 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 third-party asset management, supported by a large network of investment adviser representatives.

Carter Castillo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, his work experience includes roles at PepsiCo, Amazon, and several recreational and retail organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Michael Geary is a financial advisor at LPL Financial with over 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Michael Crotty is a financial advisor with Cambridge Investment Research Advisors in Millbury, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory role, Crotty serves as a board member and treasurer for a nonprofit organization that provides grants to schools. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies under its Founders Gate Capital brand.

Sean Tully is a financial advisor at Raymond James Financial Services Advisors, Inc., holding a Series 66 designation with three years of industry experience. He has worked at Raymond James and North Atlantic Investment Partners, LLC, where he serves as an associate. Outside of advisory roles, he has experience in various business and community settings, including positions at Bentley University and other organizations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Stephen Mccourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC from 1977 until joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and multiple financial planning and portfolio management solutions.

Thomas Carlow Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He is also an independent contractor and partial owner of 1776 Financial Services Inc. located in Franklin, MA. Additionally, he has been involved in rental real estate through TC2 Realty LLC since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

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.

Daniel Riley is the Vice President, Wealth Planner at his current firm. He holds the designation of CERTIFIED FINANCIAL PLANNER™ which underscores his commitment to partnering with clients to understand their personal and financial priorities. He works closely with clients to co-create financial plans aimed at providing peace of mind, enabling them to concentrate on what matters most to them and their families. Daniel has professional experience spanning several roles in the financial services sector. He has been a Financial Consultant at Fidelity Investments since 2023, after serving as an Investment Consultant there from 2021 to 2022. Prior to that, he worked as a Financial Advisor at Equitable Advisors LLC from 2019 to 2021. Outside of his professional work, Daniel enjoys activities such as baseball, boating, fishing, fitness, football, and outdoor adventures.

Michael Lucarello is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He is the owner of two tax preparation businesses and manages a beekeeping operation that sells honey. Additionally, he holds an executive producer role in a film investment enterprise. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Ryan Fitzpatrick is an Investment Consultant at Fidelity Investments. In this role, he collaborates closely with individuals and families to build comprehensive wealth plans tailored to their personal and financial needs, aiming to help them work toward their financial goals with confidence and clarity. Ryan's professional experience includes positions at Fidelity Investments starting in 2023, progressing from Financial Representative to Relationship Manager before becoming an Investment Consultant. He also completed an internship in US Retail Wholesale at MFS Investments in 2022. Outside of his professional work, Ryan's personal interests include attending concerts, fishing, fitness, golf, running, and yoga.

Todd Miller is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at CCDEVCOM-SC and the CCDC-Soldier Center, and worked with Northeastern University’s Center for Renewable Energy. Miller is also president of two B2B networking groups in Milford and Hopedale, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

H. Muscatello is a financial advisor with LPL Financial based in Westborough, MA, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Merrill and Bay Financial Advisors Inc., and he has been with LPL Financial since 2009. Outside of advisory work, he is involved in the sale and service of traditional insurance products through Bay Financial Associates LLC. 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 investment adviser representatives who utilize various strategies and operational tools.

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.