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.

Thomas Baker is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2002. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors through investment management and advisory services. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it holds roles unique among large institutional advisors such as CFTC registration and advisory responsibilities to multiple registered investment companies.

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.

John Skillings is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and oversight to manage and consult on investments.

Alexander Merrill is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 8 years of industry experience. He has worked at various entities within Citizens Bank and Fidelity Investments since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods, and serves in advisory roles to multiple registered investment companies and funds.

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.

Steven Turpin is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021, with prior roles at Santander Bank, Santander Securities, and Citizens Bank. Before entering the financial sector, he spent four years at Gordon College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers model portfolios constructed from mutual funds, ETFs, and ETPs.

Michael Mancino is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans. His approach involves understanding clients' financial goals, investment comfort levels, and overcoming any challenges to help them focus on what matters most. He emphasizes transparency and builds client relationships based on trust and mutual understanding. Before his current role, Michael served as a Workplace Planning & Advice Consultant at Fidelity Investments from 2023 to 2025. He holds an Arkansas Insurance License, which complements his financial planning expertise. Outside of his professional work, Michael has personal interests that include cooking and baking, fishing, fitness, golf, parenthood, and soccer.

Neelam Farooq is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2010. She focuses on helping clients grow, preserve, and manage their wealth, assisting them in achieving their financial goals and well-being. Her professional experience at Fidelity Investments spans over two decades, beginning in 1999 as a TEMPWORKS employee. She progressed through roles including Service Representative from 2000 to 2005, Premium Services Representative and Income Planning Consultant from 2005 to 2007, before assuming her current role. Neelam holds insurance licenses in Arkansas and California.

Michael Roberson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. His role involves partnering with clients to work towards their financial success, emphasizing personalized collaboration to understand each client's vision and goals. Prior to this, he held several roles at Fidelity, including Regional Center Planning Consultant - Premium (2022-2023), Workplace Planning Consultant III (2021-2022), Workplace Planning Consultant II (2020-2021), Workplace Planning Consultant I (2020), and Workplace Planning Associate (2019-2020). Michael holds insurance licenses in Arkansas and California. Outside of his professional career, he enjoys baseball, comedy, family activities, football, outdoor adventures, and reading.

Meaghan Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing strategic advisory services to ultra-high-net-worth individuals and families, with a focus on female executives, clients undergoing significant life transitions, and multigenerational households. Meaghan takes a consultative, planning-first approach, developing customized investment and planning strategies by leveraging the full capabilities of Merrill Lynch and Bank of America, including trust and estate planning, philanthropic advisory, and tax-sensitive investment planning. Before joining Merrill Lynch, Meaghan spent over a decade at Neuberger Berman, advising ultra-high-net-worth clients as part of a nationally recognized private wealth team. She began her career at Knight Capital Group, supporting alternative investment managers with consulting and fundraising services. Meaghan holds a Bachelor's degree in Business Management and Economics from Boston College and holds the Personal Investment Advisor (PIA) designation. Meaghan has been recognized by Forbes as a "Top Next-Gen Wealth Advisor Best in State" in Massachusetts for 2023 and 2024. She is actively involved in professional and community organizations, serving on the Professional Advisor Leadership Council for the Community Foundation for MetroWest and on the Community Engagement Committee for the Boston Estate Planning Council. Outside of work, she enjoys hiking, running, yoga, horseback riding, swimming, 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.

Trevor Eisley is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he operated The Wobbly Sawhorse, a custom home decor business, and currently engages as a meditation teacher and wellness coach focusing on emotional and spiritual support. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment products.

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 LPL Financial in Chelmsford, MA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and First Technology Federal Credit Union. 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 of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Jonathan Allen is a Series 66 licensed financial advisor at Fidelity with six years of industry experience. His previous roles include positions at Comcast Corporation and Jayme's Fund. He has been with Fidelity and its related entities since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

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.

Michael Zangri is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Allegro Microsystems and Dakota Systems Inc. His background includes roles outside of the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds a distinctive role in managing registered investment companies and delivering model portfolios using systematic methodologies.

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 CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 2007. He holds the Series 63 designation and is based in North Billerica, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.