Richard Ventura is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in developing personalized financial plans tailored to their needs, goals, and dreams. He has held the position of Vice President and Branch Office Manager since 2015. Richard has extensive experience within Fidelity Investments, having served in various roles including Vice President of Portfolio Advisory Services from 2006 to 2014, Sales Director from 2003 to 2005, Director of Account Management from 2001 to 2002, Director of Business Development from 1999 to 2000, Team Manager of Premium Services from 1996 to 1998, and Financial Representative from 1994 to 1995. Prior to joining Fidelity, he worked as a Financial Consultant at Merrill Lynch from 1992 to 1994.

Robert Tashjian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kayem Foods, Inc., Strega Prime, and Richardsons Ice Cream. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Kevin Manning is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with managing estate investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning that relies on structured discovery and modeling techniques without offering individual security recommendations as part of standalone plans.

Jason Franz is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

John Murphy Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes positions at First Tech Federal Credit Union and John Hancock Investment Management, among others. He is also an associate at Addison Avenue Investment Services, where he provides financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary consulting tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Michael Iannuzzi is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. His background includes roles at Fidelity Investments and various educational and community organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple investment platforms.

Sondos Abedallah is a financial advisor with Merrill in Andover, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Bank of America, Citizens Bank, J.P. Morgan Chase Bank, and Santander Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Gregory Cannon is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs structured planning processes and advanced analytical tools to support client investment decisions.

Aaron Terjanian is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its private bank since 2017. Outside of his advisory role, Terjanian writes a food blog where he posts pictures and restaurant reviews. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm employs a structured planning process using proprietary tools and provides services that include but do not focus on individual security recommendations.

Dawn Cobak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley, Mass Mutual Investors Services, New England Investment & Retirement Group, Constitution Financial Partners, and Raymond James Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Magoon is a financial advisor at Edward Jones in Atkinson, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Darling Consulting Group for two years and served as a Legislative Budget Assistant for the State of New Hampshire. He also has work experience in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Janelle Clark is a financial advisor with UBS Financial Services holding a Series 66 designation and three years of industry experience. Prior to joining UBS, she worked at Winchester Savings Bank for two years. In addition to her advisory role, she works in the food service department at Winchester Hospital, where she bakes pastries for patients. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through research-driven, model-based asset allocation.

Michael Winn is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with UBS since 2010. Winn serves as a fiduciary overseeing multiple family irrevocable trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing access to model-based asset allocations and proprietary research.

Jeffrey Miller is a financial advisor with Ameriprise in Lynnfield, MA, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a trustee on the Board of Directors for Grandview Estates. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Knizak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 financial advisors.

James Lyman is a financial advisor with Fidelity Investments in Danvers, MA. He holds a Series 66 designation and has been with Fidelity since 2025. His prior roles include positions at the University of Colorado Boulder and various community organizations such as The Tyler Place Family Resort and Newburyport Tennis Club. Fidelity's Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Cole Favazza is a Financial Consultant based in the Danvers investor center. He works with individuals and families to create personalized financial plans aimed at achieving long-term financial goals. Cole emphasizes in-depth planning and analysis to help clients make informed financial decisions. He has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Consultant, Financial Representative, and Investment Consultant before becoming a Financial Consultant in 2026. His experience spans financial planning and client relationship management across these positions. Outside of his professional role, Cole's personal interests include boating, fishing, hiking, outdoor adventures, pets, and skiing.

Joseph Dias is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with individuals and families to create comprehensive financial plans aimed at helping clients achieve peace of mind and build lasting relationships with ongoing support. Joseph has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Financial Representative, Investment Consultant, and Financial Consultant before his current position. This progression reflects his experience in financial consulting and investment advising. No information on Joseph's education, credentials, personal interests, or community involvement has been provided.