Brian Swensen is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Avantax and 1st Global, and he also serves as an advisor at McConnell & Co., Inc. Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Denise Donahue is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Spiegel is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 1996, progressing through various roles including Planning Consultant, Investment Consultant, Regional Consultant, and others within the company. His extensive tenure reflects a deep commitment to providing financial planning and investment services. Throughout his career at Fidelity, Robert has worked with large companies, individuals, and families to develop personalized financial plans. His approach focuses on addressing clients' comprehensive financial situations to help pursue multiple goals, grow and protect wealth, and support the people important to them. Outside of his professional work, Robert's personal interests include camping, cars, fitness, gardening, golf, and surfing.

Stephen Gentile is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at NEXT Financial Group for 14 years and Ceres Financial Group, Inc. for 5 years. His credentials include Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Kevin O'Brien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously at Raymond James Financial Services from 2014 to 2019. Outside of his advisory role, he serves as co-trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

John Merullo is a Financial Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Consultant at Fidelity Investments from 2024 to 2025, Assistant Vice President and Financial Advisor at Merrill Lynch from 2021 to 2024, and Financial Representative at Northwestern Mutual in 2020. John focuses on enhancing clients' financial well-being by developing strategies that address the complexities of accumulating, maintaining, and distributing wealth. He emphasizes diligence and honesty in his collaborative approach to financial consulting. Outside of his professional work, John has interests in fitness, football, golf, and volunteering.

Samantha Adams is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, with prior experience at Wells Fargo Securities and Axiom Learning. Between 2018 and 2019, she explored a potential business opportunity and traveled. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and oversee model portfolios.

Michael Silk is a financial advisor with Ameriprise in Centerville, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide non-discretionary, algorithmically supported recommendations primarily for assets held in Ameriprise-managed accounts.

Timothy Leveroni is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2009. He also operates Leveroni Financial Management alongside his role at LPL and provides notary services. 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 offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Jonathan Bowen is a financial advisor with Primerica Advisors based in Canton, MA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Primerica Financial Services since 2020 and PFS Investments Inc. since 2021. Outside of advisory work, he is involved in real estate through eXp Realty and previously managed Hub Edge Realty LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by third parties and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Chris Eldridge is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he accumulated experience within Fidelity Investments as an Investment Consultant from 2024 to 2026, a Financial Representative from 2023 to 2024, a High Net Worth Associate in 2023, and a Customer Relationship Advocate from 2022 to 2023. As a CERTIFIED FINANCIAL PLANNER® professional, Chris focuses on financial planning by working collaboratively with clients to develop personalized plans that align with their goals and preferences. He employs a patient and structured approach aimed at helping clients understand how their current decisions impact their long-term financial objectives. Outside of his professional responsibilities, Chris has interests in boating, fitness, golf, and skiing.

Stephen Kearney is a financial advisor with LPL Financial in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a lieutenant colonel in the U.S. Army Reserve, where he has command and control responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

Nathan Baldwin is a CFP® and CFA® with 24 years of industry experience. He is currently an advisor at Edelman Financial Engines and has previously worked at firms including Commonwealth Financial Network and PRW Wealth Management LLC. Baldwin serves as a non-trustee member of the investment committee for the Judge Baker Children’s Center, a nonprofit focused on children’s developmental and emotional well-being. Edelman Financial Engines offers technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Michael Carilli is a financial advisor at LPL Financial with 12 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2026, he worked at Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, and Morgan Stanley. He serves as treasurer on the board of the nonprofit 545 VELO and is a board member of St. Luke's Preschool in Dedham, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Earle Pitt Jr. is a financial advisor at Osaic Wealth, Inc. with 48 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2018, he worked for over four decades at John Hancock Mutual Life Insurance Company and Signator Investors, Inc. He is also the managing director of Centinel Financial Group, LLC. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing asset-allocation tools, risk-tolerance questionnaires, and a range of investment options, including access to third-party money managers and wrap programs.

Christopher Petrik is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Outside of his advisory role, he is co-owner of a real estate business based in South Chatham, MA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Sabrina Roberts is a Financial Advisor at Merrill Lynch Wealth Management with over 23 years of experience in the financial services industry. Her career includes roles in branch management, project management, and wealth management at the Bank of America legacy companies and Merrill. She has specialized in working closely with ultra-high-net-worth individuals and families, providing personalized service, strategic guidance, and executing comprehensive financial strategies. Sabrina holds a Bachelor of Science degree in Business Administration from Boston University and is certified as a Project Management Professional (PMP). Additionally, she is designated as a Personal Investment Advisor (PIA). Known for her ability to build strong relationships and connect resources effectively, she focuses on balancing long-term financial objectives with actionable steps to achieve meaningful results. Residing in the South Shore of Massachusetts with her husband, Sabrina enjoys running, cooking, and hiking with her Rhodesian Ridgeback.

Nicholas Blanchette is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients to understand their financial goals and helps develop customized financial plans utilizing the resources provided by Fidelity. Nicholas has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2013, including Investment Consultant, Financial Representative II, Regional Investment Consultant, and Inside Sales Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones and as an Account Executive at NSM Securities. Outside of his professional life, Nicholas has interests in beach activities, golf, music, and caring for pets.

Michael Mc Intyre is a financial advisor with Ameriprise in Westwood, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory role, he serves as an attorney-in-fact for a family member. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Maria Naqishbandi is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to her advisory role, she is involved with Centinel Financial Group in an LLC capacity, working with clients on financial planning and investment strategies. OSAIC serves a diverse client base including retail and institutional investors, offering a range of integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary account management.