Hayden Curley is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he held positions at Bryant University, TJ Maxx, and the Mendon-Upton School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their retirement income service integrates investment research and third-party data to provide tailored planning within a defined investment framework.

Chris Amenita is a Planning Consultant at Fidelity Investments, a position held since 2023. In this role, Chris works directly with clients to develop and maintain personalized financial plans that reflect their goals and priorities. Chris is committed to ensuring clients receive an optimal experience with Fidelity through ongoing collaboration and plan management. Chris applies a client-centered approach to financial planning, focusing on what is most important to clients and their families. The professional experience is concentrated in creating tailored plans and providing continuous support to meet clients' evolving needs. Outside of their professional role, Chris is engaged in family activities and enjoys playing musical instruments. Personal interests also include parenthood, caring for pets, reading, and volunteering.

Elliot Honig is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Steven Parkinson is a financial advisor with LPL Financial in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes two years at The Patriot Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including advisory and brokerage services delivered through a large network of representatives.

Jennifer Sterlacci is an advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses, and she has one year of industry experience. Her prior roles include positions at BNY Mellon and Lafayette College Endowment. She is also a girls tennis coach. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Nolan McLaney is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and team members to assist clients in making informed financial decisions. He focuses on guiding clients in building financial plans that align with their goals and values. Nolan has held various roles at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. His experience within the company has provided him with a comprehensive understanding of client relationships and financial planning. Outside of his professional work, Nolan enjoys boating, fishing, fitness, football, and hiking.

Robert Matson is a financial advisor with LPL Financial who holds the ChFC® and Series 63 designations and has 44 years of industry experience. He has been with LPL Financial since 1993. Outside of advising, Matson is involved in insurance sales through a non-variable insurance business under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Kimberly Van Eron is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She specializes in working with high net worth families to create and implement comprehensive financial plans. Kimberly has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Premium Services Representative, High Net Worth Case Manager, Portfolio Advisory Services Relationship Manager, and Financial Consultant. Her extensive experience within the firm has provided her with a deep understanding of wealth planning and portfolio management. She holds a California Insurance License.

Elina Doszhan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. She previously worked at Bank of America N.A. and H&R Block. Doszhan serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance services.

Jacob Larson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Columbia Threadneedle Investments. He provides advisory services to existing clients and manages his own client relationships out of the Walpole, MA office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Glenn Arnold is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Fidelity. His prior roles include positions at Merrill Lynch and Three Rivers Financial Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its formal advisory roles to registered investment companies and use of systematic methodologies including AI in portfolio management.

Lawrence Velarde is a financial advisor with Fisher Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at Fisher Investments since 2017 and previously spent three years at TIAA-CREF. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Mei Leung Dow is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Hendrickson is a financial advisor with LPL Enterprise, holding a Series 66 designation and no prior industry experience. His background includes roles at several firms such as Eagle Strategies, New York Life Insurance Company, Fidelity Investments, Bain & Company, and BCG. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers various financial planning and consulting services.

David Meek is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, CCO Investment Services Corp, and IFMG Securities. Outside of his advisory role, Meek operates a DBA for insurance and financial services and also works as an insurance agent selling life, annuities, and long-term care products. 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 financial planning, investment management, and advisory services, supported by a large network of advisors and an extensive platform that includes both advisory and non-advisory financial products.

Scott Kiernan is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Outside of his advisory role, Kiernan is a share owner involved in the maintenance of a local rental property in Cape Cod. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Matthew Pescatore is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including roles at Sagepoint Financial, Inc. from 2009 to 2023 and OSAIC in 2023. He is also involved with Legacy Insurance Brokers LLC, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by tools such as machine learning for operational research.

Tim Dunn is Vice President and Financial Consultant at Fidelity Investments. He works with clients within the Private Client Group, focusing on all areas of wealth planning including investment planning, retirement planning, income protection, and family conversations. Since joining Fidelity Investments in 2008, Tim has held multiple roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President Financial Consultant. He follows a comprehensive process with each client, starting with understanding their needs and financial objectives, analyzing their current situation, and collaborating on strategies to improve their financial plan. Outside of his professional responsibilities, Tim has interests in concerts, fitness, food, golf, traveling, and volunteering.

Michael Muccio is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Ameriprise in Hopkinton, MA. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, GWFS Equities, Inc., and MML Investors Services. He is also an associate financial advisor with DES Group, Inc. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendation reports delivered through a centralized consulting team.

Brendan Harrington currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he helps lead a team of financial advisors and professionals in assisting clients to make educated and confident financial decisions for themselves and their families. He has been with Fidelity Investments since 2019, progressing through several roles including Investment Solutions Representative, Financial Representative, Investment Consultant, and Assistant Branch Leader. Prior to joining Fidelity, Brendan worked as an Investor Service Associate at Putnam Investments from 2017 to 2019.