Brandy Mahoney is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles from Investment Consultant to Vice President, Financial Consultant. Her current position reflects her long-standing commitment to the firm and her clients. Brandy has over 18 years of experience working with Fidelity clients from diverse backgrounds. She focuses on financial planning, aiming to understand clients' unique personal circumstances. She ensures that clients are fully informed of Fidelity's offerings and presents options to help them pursue their financial goals.

Bryan Mcdavitt is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 12 years of industry experience, including prior roles at Commonwealth Financial Network and operating McDavitt Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, investment management, and institutional platform services.

Richard Higgins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, and portfolio management services. Richard holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Northeastern University. Outside of his professional role, he has personal interests in football, horseback riding, music, and skiing.

Michael Mac Lean is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial. He has previously worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Grove Point Advisors LLC, and Voya Financial Advisors. Mac Lean serves as a board member for the Paxton Little League in Paxton, MA. 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.

Dawn Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of advising, she owns a sober house for women in the Massachusetts Metrowest area and serves on the Board of Directors for the Hopkinton Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Elizabeth Kirk is a financial advisor with Fidelity Investments holding a Series 66 designation and no prior industry experience. Her work history includes roles at Whale Rock Capital Management LLC and teaching positions at Thayer Academy and Hingham Middle School. Outside of finance, she has been involved with Marylou's Coffee and Gait Lacrosse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages a diverse range of client accounts through discretionary and non-discretionary services.

Leah Coco is a Financial Consultant at Fidelity Investments, where she partners closely with clients to help them make confident, informed decisions about their financial futures. She collaborates with the Wealth Management Team to co-create holistic and personalized financial plans that reflect each client's goals, priorities, and values. Leah has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2013, including Branch Leader and Team Leader in multiple departments such as Investment Solutions, Stock Plan Services, and Client Services. Prior to Fidelity, she worked as an Associate Financial Advisor at Ameriprise Financial and as a Registered Representative at Northwestern Mutual. Her career also includes leadership experience as a Team Leader in Defined Contributions at Putnam Investments. Outside of her professional responsibilities, Leah enjoys spending time at the beach, engaging in fitness activities, and hiking.

Amir Hossein Tajiki is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and several technology and academic institutions. He also has experience operating an international food market and deli. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Bagby is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Edward Jones, JPMorgan Chase Bank, JP Morgan Securities, Fidelity Brokerage Services, and several other firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Drew Smith is a Vice President and Financial Consultant with over two decades of experience in the financial services industry. He has held roles at Fidelity Investments from 2022 to 2025 and was a Wealth Advisor at Charles Schwab from 2002 to 2022. Throughout his career, Drew has collaborated with families to develop comprehensive financial plans aimed at achieving their financial goals. He focuses on understanding the personal and professional priorities of his clients to build tailored strategies that provide financial peace of mind.

Brooke Curry is a financial advisor with Fidelity Investments in Framingham, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she has worked in various roles including sole proprietor of a cosmetic services business and lifeguard supervisor at a luxury gym. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Paige Morandi is a financial advisor at Fidelity Investments with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

Michael Rousseau is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2013, he has also been involved with CCR Wealth Management LLC, where he works as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to diverse investment strategies and platforms.

Season Mondino is a financial advisor at Merrill with 18 years of industry experience and a Series 66 designation. She has been with Merrill since 2007 and has concurrently worked at Bank of America N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Molly Wilson is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management Team to develop comprehensive financial plans tailored to clients' unique situations. She focuses on understanding her clients, their families, and their individual needs to assist them in achieving their most important financial goals. Since joining Fidelity Investments in 2021, Molly has progressed through several roles, including Workplace Planning Associate, Workplace Planning Consultant I and II, before assuming her current position. Her experience encompasses various aspects of workplace financial planning, contributing to her ability to support clients effectively. Outside of her professional responsibilities, Molly enjoys spending time at the beach, exploring culinary experiences, participating in social events with friends, practicing Pilates, skiing, and traveling.

Dalton Judd is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at Natixis Investment Managers and New York Life Insurance Co. He has been with Morgan Stanley Smith Barney LLC since 2017 and also works with Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting clients in developing and updating their financial plans.

David Harding is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Northeast Investment Advisors, where he continues to have an ownership interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Kathleen Jones is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 1998 to 2023. She is based in Worcester, MA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including wrap programs and specialized financial planning through various advisory agreements.

Ashley Koles is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as involvement with Cerebral Palsy Tempus Unlimited. Outside of financial advising, she has worked as a part-time driver for Uber and Lyft in Boston. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its advisory services.

Harrison McCann is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. In his current role since 2022, he works closely with clients to understand their financial situations and goals, collaborating to develop tailored financial plans. He began his career at Fidelity as an Investment Consultant in 2019, progressing to Financial Consultant in 2020 before assuming his current position. Harrison applies a comprehensive financial planning process to support his clients' objectives. Outside of his professional work, Harrison enjoys beach activities, biking, hiking, outdoor adventures, and spending time with family.