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.

Lisa Vaillancourt is a financial advisor with LPL Financial in Newton, MA, holding Series 63 and Series 65 designations and 22 years of industry experience. Her prior firms include Armstrong Advisory Group Inc., Securities America Advisors, Inc., Marsh Securities LLC, and Raymond James Financial. 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 portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

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.

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.

David Stuart is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles at Liberty Mutual Insurance and Planet Fitness, as well as service in the U.S. Army Reserve. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm primarily uses model-driven investment implementation and offers financial planning, third-party asset management access, and insurance products through affiliated entities.

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.

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.

Lars Petersen is a financial advisor with Raymond James Financial, holding a Series 66 credential and five years of industry experience. His work history includes roles at Capital Wealth Partners, Larsen Wealth Management, and Crux Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Alfred Drouin is a financial advisor with Ameriprise who holds Series 63, 65, and 66 licenses and has 33 years of industry experience. His career includes roles at Merrill, Banc of America Investment Services, Inc., and Osaic FA, Inc. prior to joining Ameriprise in 2011. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.

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.

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.

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.

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 two years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co and the University of Alabama. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering event-driven planning programs and educational seminars.

Brian Smith is a CFP®-designated financial advisor with Edward Jones in Foxboro, MA, with 26 years of industry experience, all at Edward Jones since 2000. He serves as a board member and director of girls basketball for grades 2 through 4 at the Foxboro Youth Basketball Association. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its affiliated services beyond advisory offerings.

Bernard Ravelson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual, METLIFE Securities, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Joseph Gonthier is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at firms including AAFCPAs, Inc. and Wolf & Company, P.C. Previously, he has also been involved with Merrimack College Financial Capability Center and Teresa's Grille 19. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.