Brent Fisk is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial LLC, Edward Jones, and Sammons Financial Network. Fisk is also involved in a real estate rental business in Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Carter Castillo is a financial advisor with Fidelity in Framingham, MA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Fidelity Investments, he held positions at companies including PepsiCo, Amazon, and Vineyard Vines. Castillo also has experience working with Arocam Sports and local recreation departments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.

Shyamal Patel is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously worked at Deloitte Tax LLP and PwC, and is also employed as a CPA at Westford Tax and Financial Group, where he provides tax preparation, bookkeeping, payroll services, and IRS notice assistance. Additionally, he supports financial advisory services by preparing client applications and communicating with clients in a financial assistant role. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning options, overseeing over $256 billion in assets across more than 10,000 advisors.

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.

Atea Stiko is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Santander Bank, N.A., Meze LLC, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 Mazeika is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Mazeika manages multifamily rental properties as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured planning tools and market modeling techniques.

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.

Brian Waters is a financial advisor with Wells Fargo Clearing in Worcester, MA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Waters serves as trustee and co-executor for family trusts and estates in Shrewsbury, MA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

H. Muscatello is a financial advisor with LPL Financial in Westborough, MA, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2009, Muscatello worked at Merrill from 2003 to 2009 and Bay Financial Advisors Inc. from 2015 to 2021. Outside of advising, Muscatello is involved in the sale and service of traditional insurance products, including life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning and investment management solutions implemented via model portfolios, third-party subadvisors, or customized strategies.

John Lamontagne is a financial advisor at Cetera with over 31 years of industry experience. He holds Series 63 and Series 66 credentials and has a background in insurance and employee benefits sales through various related agencies. Lamontagne is also a member of The Worcester Economics Club, a local networking organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary investment approaches.

Patricia George is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016 and Morgan Stanley from 2013 to 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning 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.

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.

Mark Chmiel is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Santander Securities, Santander Bank, and Travelex Currency Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

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.