Damon Deluties is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Connor Curran is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2010. Curran also sells fixed annuities as part of his business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, managed portfolio programs, and access to third-party asset managers, combining adviser programs with a range of financial products including insurance.

Samantha Hildebrandt is an Investment Consultant at Fidelity Investments, where she works with clients and their families to develop comprehensive financial planning and wealth enhancement strategies. Her approach involves understanding each client's unique goals and preferences to help them pursue their financial objectives and personal passions. She has been with Fidelity Investments since 2020, progressing through roles from Financial Representative to Relationship Manager before assuming her current position as Investment Consultant in 2022. This experience has provided her with a solid foundation in client relationship management and investment consulting. Details regarding her education, credentials, personal interests, or community involvement have not been provided.

Gino Molettieri is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 24 years of industry experience. Prior to joining Raymond James in 2025, he spent 11 years with Commonwealth Financial Network. Molettieri is also president of Lumen Wealth Management, a business focused on investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Christopher Curley is a Certified Financial Planner (CFP®) with over 33 years of industry experience. He is currently affiliated with Morgan Stanley and has previously worked at UBS Financial Services from 2008 to 2021. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Natasha Harkins Dube is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, TD Bank, and Citizens Bank. Prior to her financial services career, she was involved in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jack Hollenbeck is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop holistic financial plans tailored to their specific goals, preferences, and needs. He focuses on building long-term relationships with families to help them navigate the complexities of financial planning and provide a trusted resource for various financial challenges and life events. Jack has held multiple roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his understanding of diverse aspects of financial services and client management.

Eric Lewis is a financial advisor with LPL Financial based in Salem, MA. He holds a Series 66 designation and has three years of industry experience. Eric has held roles at both LPL Financial and Salem Five Bank since 2013. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Craig Delgiacco is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He partners with local families to develop and implement customized investment strategies supported by comprehensive documented financial plans. Craig holds the Certified Financial Planner (CFP®) designation. Craig has been with Fidelity Investments since 2005, progressing through various positions including Vice President, Financial Consultant; Account Executive; Investment Consultant; Client Service Specialist; and Customer Service roles. Prior to joining Fidelity, he served as Assistant Branch Manager at American International Group and worked as a Fund Accountant at Forum Financial Group. Outside of his professional work, Craig's personal interests include family activities, fitness, motorcycles, parenthood, and pets.

Michael Brown is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. His prior experience includes positions at Bank of America and Merrill, as well as a long tenure at Medpace, Inc. from 1999 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, offering tailored financial plans without individual security recommendations as part of standalone programs.

Susan Potter is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of her advisory role, she serves on investment and financial advisory committees for the Society of St. John the Evangelist and holds board positions with the Cornell Rowing Association and the Head of the Charles Regatta. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Edward Moffitt is a CFP® and holds a Series 66 license with 28 years of industry experience. He is currently affiliated with Morgan Stanley, having joined in 2025, following nine years at Wells Fargo Clearing and three years at Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Mark Balfour is a financial advisor with Ameriprise in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Kevin Barry is a CFP® with 42 years of industry experience, currently serving at LPL Financial since 1997. He holds a Series 63 license and is based in N. Reading, MA. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Stephen Camarro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at Edelstein & Company, LLP and Nardella & Taylor, LLP. His background also includes positions at MassMutual Life Insurance Company and Merrimack College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-driven planning supported by firm-approved analytical tools.

Erica Fenniman is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Her prior roles include working at Sylvan Learning Center and periods of unemployment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Michael Giannattasio is a financial advisor with LPL Financial in Lynnfield, MA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with LPL Financial and its predecessor since 1994. In addition to his advisory work, he operates several non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and financial services supported by research and multiple investment strategies.

Jeffrey Mishol is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, he worked at VOYA Financial Advisors for six years. Outside of his advisory role, he operates a vehicle rental business through the Turo app. LPL Financial is an SEC-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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Awiszus is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he worked at Empower and has a background that includes experience in the golf industry and education at Florida Gulf Coast University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a discovery process to develop financial plans.

Matthew Davidson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is involved with several financial services-related entities, including Littlefield & Associates, where he works as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through advisory programs and institutional consulting, with additional focus on municipal finance and customized retirement plan advisory services.