David Dimasi Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles that include managing model portfolios and overseeing fund governance.

Lea Mezzanotte is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has progressed through several positions within the company, including Relationship Manager and Financial Representative, illustrating her comprehensive understanding of financial services and client relationship management. Her approach involves working closely with clients to understand their personal preferences and financial situations. She utilizes Fidelity's tools to help clients build customized financial plans aimed at achieving their goals. Lea's experience across various roles at Fidelity has equipped her with practical knowledge in planning and financial representation. Outside of her professional work, Lea has personal interests in boating, lake activities, surfing, and volunteering. She also has a fondness for pets.

Matthew Shiely serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He leads The Shiely Group along with 18 other financial advisors and support staff, focusing on meeting the distinct wealth management needs of affluent client families. He specializes in comprehensive wealth management including concentration-risk mitigation, succession and exit planning, multi-generational wealth transfer, tax-efficient investment planning, portfolio management, and private banking solutions. Matthew holds a Bachelor’s degree from the University of Notre Dame and a Master’s degree from Babson College, where he graduated Magna Cum Laude. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Investments & Wealth Institute. Outside of his professional role, Matthew lives in Groton with his wife and two children. He is involved with Junior Achievement of Central MA and values spending time with his family, caring for the environment, and sharing responsibilities and benefits of farm life with his children.

Aaron Kohl is a financial advisor with Cetera, holding CFP® and Series 66 designations and bringing 11 years of industry experience. He has previously worked at Voya Financial Advisors and currently serves as an adjunct professor at Worcester State University. Kohl is also the treasurer and director of a nonprofit organization, Emmaus City Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Jeffrey Jeznach is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at various Fidelity entities since 1990, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios for intermediary platforms and retains oversight of sub-advisers and share class allocations.

Henri Rocheleau III is a financial advisor with LPL Financial in Worcester, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including five years at LPL Financial and five years at Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Karen Norrman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at Voya Financial Advisors, Citizens Securities, and Cambridge Investment Research. She is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Brent Braswell is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity, including roles at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, oversight controls, and a formal advisory role to multiple registered investment companies and fund-of-funds.

Caitlin Dumas is a financial advisor with Morgan Stanley in Westborough, MA, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association, since 2015. 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 tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Erin Kelley is a Planning Consultant at Fidelity Investments, where she collaborates with local clients to develop tailored financial plans aimed at achieving their personal and financial goals. She emphasizes building ongoing relationships with clients to support their financial objectives. Kelley has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a comprehensive understanding of client needs and financial planning strategies.

Stephen Dilanian is a financial advisor with LPL Financial in Worcester, MA. He holds a Series 66 designation and has 11 years of industry experience, all with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Jackson Harrigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience and previously worked at the University of Massachusetts Amherst and Bryant University. Harrigan is also associated with Bluebird Private Wealth LLC as an investment advisor representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals utilizing various portfolio management and platform strategies.

Patrick Canney is a Financial Consultant at Fidelity Investments, a role he has held since 2024. His professional journey at Fidelity began in 2021, during which he has held several positions including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and Investment Consultant. Patrick focuses on working with local clients and their families to provide financial clarity and support. He emphasizes understanding each client's unique story to develop financial plans and strategies tailored to their individual goals.

Greg Raso is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative there from 2022 to 2024. Before joining Fidelity Investments, Greg worked as a Financial Professional at The Moody Street Group from 2019 to 2020. Greg focuses on financial planning that prioritizes clients' goals, helping them achieve peace of mind about their financial future. He emphasizes educating clients and understanding their individual needs to create tailored financial plans. His experience spans client service and financial solutions within the investment and planning sector. Outside of his professional work, Greg's personal interests include boating, fishing, football, golf, skiing, and volunteering.

Susan Dorsey is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. She has 22 years of industry experience, including nine years at Cambridge and nine years at Lincoln Financial Securities. Outside of advising, she serves on the board of the Fay Club, where she assists with social activities, and is also a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies.

Ellen Goodman is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Joshua Honig is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015, following six years at Mapfre Insurance. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its financial planning process.

James Kenary IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY llc 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 and financial planning services that utilize structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Travis Ferland is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has been with Fidelity since 2012, serving in various capacities including Financial Consultant and Workplace Planning and Guidance Consultant. Travis is committed to helping clients develop and implement wealth strategies that aim to benefit them and their families now and in the future. His professional experience encompasses a range of financial consulting roles within Fidelity Investments, providing him with insights into workplace planning and financial guidance. Travis works closely with clients to offer approachable financial planning and leverage Fidelity's technology and resources. Outside of his professional responsibilities, Travis has personal interests that include cooking and baking, fishing, outdoor adventures, caring for pets, traveling, and volunteering.

Jeffrey Singer is a financial advisor with LPL Financial in Shrewsbury, MA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves clients through CUNA Brokerage Services, Inc. and Central One Federal Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.