Anthony Marino Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Co. since 2016, following two years at MetLife Securities Inc. In addition to his advisory role, Marino operates as an independent insurance agent specializing in disability, fixed annuities, and group insurance products. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including wrap accounts, money-manager programs, and educational seminars.

Diogo Pinto is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2024. He works closely with individuals and families to develop personalized financial plans and investment strategies that adapt to their evolving goals. His approach centers on guiding clients as they pursue their priorities and strive for lasting financial success. Diogo has been with Fidelity Investments since 2016, progressing through various roles including Planning Consultant, Relationship Manager, and Financial Representative. This experience has provided him with a broad understanding of wealth management and client relationship development. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Stephen Napier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and New England Securities. Outside of his advisory role, he is involved in insurance brokerage unrelated to MassMutual and manages a property rental business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning using technology tools.

Joshua Comalli is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their financial goals and co-creates plans aimed at strengthening their finances through a comprehensive and holistic approach to planning. Joshua's experience at Fidelity Investments includes roles as a Financial Representative from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, High Net Worth Associate in 2023, and Customer Relationship Advocate in 2022. This progression reflects his involvement in various facets of investment services and client relationship management.

Shania Perham is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has progressed through several roles at the firm, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a consistent commitment to helping clients with their financial needs. Her professional focus is on working closely with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower her clients to make informed decisions and supports them through changing circumstances to achieve peace of mind in retirement. Outside of her professional endeavors, Shania enjoys activities such as exploring food, attending social events with friends, spending time at the lake, listening to music, skiing, and traveling.

Kevin Mcgillivray is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2013 and is also the owner of KEM Tax and K.E.M. Strategic Partners LLC, both established in 2008. In addition to his advisory work, he provides notary services for clients and manages tax preparation and accounting as part of his business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Nikki Abbott is the Vice President, Wealth Planner at Fidelity Investments, where she has served in various capacities since 2004. She currently serves as a trusted primary advisor, working closely with clients to understand their unique goals and priorities and to develop comprehensive wealth plans. Her career at Fidelity Investments spans over 21 years, during which she has held roles including Vice President Financial Consultant, Financial Consultant, Investment Consultant, Financial Representative, and Risk Management Department Intern. This extensive experience reflects her dedication to helping clients make confident progress toward their financial futures.

Kyle Vinci is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Bruce A. Favorat, CFP. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools to construct diversified portfolios managed on discretionary or non-discretionary bases.

Tomas Goncharenko is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 63 designation and has work history including roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2024, as well as previous experience at Gordon College and Gymnasium 36. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative approach to planning without discretionary investment authority.

Bob Tashjian is the Vice President Private Wealth Management Advisor at Fidelity. In this role, he helps multiple generations of families develop personalized strategies for the growth, preservation, and transfer of their wealth. He works collaboratively with a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning services. Bob has been with Fidelity since 1995, holding various positions including Vice President Financial Consultant, Regional Consultant, Branch Service Manager, and Brokerage Consultant. His professional experience spans over two decades in financial consulting and wealth management. He holds a California Insurance License. Outside of his professional responsibilities, Bob is interested in fitness and golf.

Meaghan Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing strategic financial advice to ultra-high-net-worth individuals and families, including female executives, multigenerational households, and clients undergoing significant life transitions. Her practice involves comprehensive wealth management services such as college education planning, legacy planning, philanthropic planning, and tax-sensitive investment strategies. With over a decade of experience, Meaghan previously worked at Neuberger Berman as part of a private wealth team and began her career at Knight Capital Group. She adopts a consultative, planning-first approach, emphasizing thoughtful listening and proactive communication to develop customized financial plans that align with her clients' unique goals and values. Meaghan is recognized by Forbes as a "Top Next-Gen Wealth Advisor Best In State" in Massachusetts for 2023 and 2024. Meaghan earned her Bachelor of Science degree in Business Management and Economics from Boston College. She holds the Personal Investment Advisor (PIA) designation and serves on the Professional Advisor Leadership Council for the Community Foundation for MetroWest as well as the Community Engagement Committee for the Boston Estate Planning Council. Outside of her professional work, Meaghan enjoys hiking, horseback riding, running, swimming, yoga, and spending time with her family.

Daniel McGrath is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports delivered by a centralized consulting team in partnership with advisors like McGrath.

Nick Boucher is a Planning Consultant at Fidelity Investments, where he partners with local clients to co-create and maintain financial plans while building long-term relationships. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before his current position starting in 2024. Prior to joining Fidelity, Nick worked as an Investor Solutions Representative at Putnam Investments in 2020. Nick's professional experience encompasses various aspects of financial planning and client support within the investment industry. His career path reflects a steady advancement in responsibilities and expertise. Outside of his professional work, Nick has interests in baseball, fishing, fitness, food, golf, and outdoor adventures.

Michael Cunningham is a financial advisor at Raymond James Financial with four years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience with LPL Financial, Fidelity Investments, and First Technology Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals across a broad advisor network.

Dylan Driscoll is a Planning Consultant at Fidelity Investments. He has held multiple roles within the company since 2021, including positions such as Workplace Planning Consultant I, II, and III, High Net Worth Service Associate, and Customer Relationship Advocate. Dylan focuses on creating customized financial plans by understanding clients and their families, assessing their financial situations, and providing tailored recommendations to help them progress toward their goals. He emphasizes collaboration with clients to co-create plans that align with their objectives. Outside of his professional work, Dylan's personal interests include board games, fishing, fitness, puzzles, and table tennis.

Naresh Patel is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency, LLC and has been involved in various accounting and tax preparation roles through multiple entities, including Westford Tax & Financial Group Inc, where he serves as president. Patel also participates in nonprofit advisory activities with Bhakta Samaj USA Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Brian Kelly is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Arthur Argeros II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, United Planners' Financial Services, and American Prosperity Group. He is also managing trustee of Argeros Realty Trust. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, third-party asset management, and a variety of brokerage and insurance products.

Steven Andrews is a CFP® with 26 years of industry experience. He is currently an advisor at LPL Financial, where he has worked since 2021. Prior to LPL, he held roles at Voya Financial Advisors and Commonwealth Financial Network. Outside of his advisory work, Andrews is involved as an assistant in a local contracting and therapy services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Judith Osborn is a financial advisor with LPL Financial, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. Prior to her current role, she worked at Pinnacle Private Wealth, LLC for two years and has been a CPA since 1991. She also operates Osborn Financial Group as a DBA and provides tax preparation and accounting services. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios and research from multiple sources.