Keith Pomeroy is a CFP® professional with over 32 years of industry experience, currently affiliated with Morgan Stanley in Westborough, MA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Treasurer and Finance Committee member for MassEdCO, a nonprofit focused on education and youth, where he also teaches a class to high school students annually. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment committee guidance.

Christian Hughes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Cetera or its affiliated entities since 2002 and also operates John Hughes Tax Preparation, where he provides tax preparation, planning, and client advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary investment options.

Alec Duncan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Northwestern Mutual and MCR Labs. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio wrap programs, third-party asset management, and brokerage and insurance products through an integrated platform.

Nancy Oldakowski is a financial advisor at Morgan Stanley in Worcester, MA, with 27 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. 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 including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Dennis Seeley Jr. is a financial advisor with Charles Schwab in Framingham, MA, holding a Series 66 credential and over 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously held positions at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, he is a part owner of Salon Moxie, LLC, where he assists occasionally. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory programs, offering both non-discretionary and discretionary investment options with integrated brokerage, custody, and advisory services.

Christopher Bozicas is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at EssilorLuxottica from 2014 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

David Earls is a financial advisor with LPL Financial in Lunenburg, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Workers Credit Union since 2001 and was previously affiliated with CUSO Financial Services, L.P. from 2001 to 2025. Outside of his advisory role, Earls engages in tax preparation and accounting services and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Jared Evangelous is a financial professional with 16 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked with firms including Empower Retirement and CCR Wealth Management. Jared is also involved with CCR Wealth Management as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Connor Bassett is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop comprehensive financial plans tailored to their specific needs. Connor emphasizes active listening and collaboration to help clients pursue their financial goals based on their top priorities. He has held multiple positions at Fidelity Investments since 2020, including Financial Representative, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This range of experience within the company has contributed to his understanding of various aspects of financial planning and client relationship management. Outside of his professional work, Connor engages in activities such as family events, fitness, football, social gatherings with friends, golf, and traveling.

Jennifer Spear is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at several firms including LuluLemon, Vertafore, and Ethos Hospitality Group. Outside of advising, she occasionally provides babysitting services for families in the Wellesley and Dover, Massachusetts areas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nicholas Carlino is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2019, as well as prior work at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Todd Wetzel Jr. is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include seven years at Fidelity Investments and positions with Morgan Stanley Private Bank and Morgan Stanley since 2026. He also has work experience outside finance at Baxter's Boathouse and was affiliated with Hobart and William Smith Colleges. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Hamilton Soriano is a financial advisor with Edward Jones in Worcester, MA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Leominster Credit Union, Santander Securities, Morgan Stanley, and Belmont Savings Bank. He serves on the board of Latino Liders Worcester, a local fundraising organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Kathryn Cataldo is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, she was affiliated with North Pointe Wealth Management and Voya Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions supported by both discretionary and non-discretionary management options.

Alison Kennedy is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. In her role, she focuses on developing and implementing tailored financial plans, guiding clients through wealth planning decisions, and providing the tools and confidence necessary to work towards their financial goals. She collaborates closely with her Wealth Management Team to deliver these services. Prior to joining Fidelity, Alison founded and served as Managing Partner of First Line Advisors from 2013 to 2019. Her career also includes experience as Director of Investor Relations and Business Development at Fireman Capital Partners, Vice President roles at Adveq Management and JPMorgan, a Financial Advisor Associate position at Sanford C. Bernstein & Co., and a Statistical Analyst role at Moody’s Investor Services. Outside of her professional work, Alison engages in activities such as biking, fitness, golf, hiking, kayaking, and volunteering.

Brian Saranovitz is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Cetera Advisors, and Your Retirement Advisor, Inc., where he remains active. Outside of advisory roles, he owns Tax Smart Network, which provides tax planning and preparation services. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple managed account platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports a variety of legacy and third-party model programs.

Sergio Saccoccio is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021 and was a Financial Advisor at Morgan Stanley from 2014 to 2020. Sergio partners with clients to understand both their short and long-term financial goals and develops customized financial plans to meet their unique needs. He emphasizes clear communication to ensure clients understand the strategies being employed and how they benefit from them. Building strong, trustworthy relationships with clients and their families is a key focus of his practice. Outside of his professional responsibilities, Sergio engages in family activities and enjoys sports such as football, golf, skiing, and soccer, as well as social events with friends.

Rachel Rabinovich is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity since 2023, progressing through positions including Financial Consultant. Prior to Fidelity, she held roles such as Senior Financial Planner and Team Manager at Ellevest, Inc., and Director of Financial Planning at MassMutual (Society of Grownups). Her career in financial planning began with Cummings Financial Advisory Group (Ameriprise), where she worked from 2005 to 2015, advancing from Paraplanner to Financial Advisor. Rachel's experience encompasses various aspects of financial planning and consulting, including team management and financial planning research. She is a CFP® Professional and emphasizes creating financial plans tailored to individual client needs, aiming to build long-lasting and trusting relationships to help clients navigate life changes. No education or personal interests information was provided.

Mary Mcdonald is a financial advisor with LPL Financial in Hudson, MA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at LPL Financial since 2007 and concurrently at Avidia Bank since 2005. Her background includes prior real estate licensing, though inactive since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives, offering both discretionary and non-discretionary management and utilizing models, research, and various technology tools.

Elizabeth Sampson is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial. Her career includes over three decades at Waddell & Reed, Inc., and she also leads her own firm, Sampson West & Associates, Inc. She maintains active roles in multiple investment-related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment strategies.