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 with 10 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Daniel Tenore is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he officiates youth basketball games during the winter months. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Sidney Ma is a financial advisor at Equitable Advisors with 26 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at AXA Advisors, LLC for 19 years. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as an administrator or executor of estates and as a trustee of trusts, including responsibilities related to estate planning and power of attorney for family members. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, using both proprietary and third-party solutions.

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.

Robert Lanciault is a financial advisor with OSAIC who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been associated with Royal Alliance Associates, Inc. since 1997. Lanciault also owns Robert Lanciault Insurance, Inc. and is involved with Boston Wealth Management, LLC, where he provides life and health insurance services in addition to investment advice. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization alongside various investment programs and third-party platforms.

Mark Mccormack is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has previously worked at Voya Financial Advisors and holds an ownership position at Archstone Financial Partners, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services utilizing multiple program structures and third-party managers, managing over $256 billion in assets.

Andrew Joyce is a CFP® and ChFC® with 14 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities. Joyce serves as finance chair on the board of directors for Mechanics Hall, providing consultative oversight on financial matters. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented strategies.

Jake Dowd is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Commonwealth Financial Network, and CIG Private Wealth Management. Outside of finance, he has experience working at Luxe Fitness, Rosedale Farm and Vineyard, and Feng Asian Bistro. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Azinger is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His work history includes roles at Northwestern Mutual Wealth Management Company and Citizens Investment Services. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Jack Mc Gauley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked with several firms including Commonwealth Financial Network and Meristem Family Wealth. Prior to his advisory roles, he spent five years at Babson College and four years at the Community School of Naples. 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 various portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform allowing for flexible investment strategies and program structures.

Jing Yang is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, Yang has worked at The Prudential Insurance Company of America, Pruco Securities LLC, and several other financial firms. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Frederik Otte is a Planning Consultant dedicated to partnering with clients to understand their short- and long-term goals and to help build customized financial plans that meet their unique needs. He prioritizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to his current role, Frederik worked as a Customer Relationship Associate at Fidelity Investments from 2023 to 2024. His experience includes client interactions and support within the investment services sector. Outside of his professional responsibilities, Frederik has interests in football, golf, music, and skiing.