Robert Clark is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Baird in 2025, he spent 14 years at Janney Montgomery Scott and has been involved with Oil Combinations Inc. since 1987. Outside of his advisory role, Clark serves as a board member and consultant for Energy Connections Technologies LLC, a company providing transportation and technology services to the oil and gas industry. He works within The DDK Group at Robert W. Baird, which offers tailored wealth management services to individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with capabilities spanning traditional and alternative investment strategies.

Adam Tobin is a Certified Financial Planner (CFP®) with over 32 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he operates the Law Offices of Adam Tobin PC, providing legal services unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs and financial planning services with both discretionary and non-discretionary management options supported by extensive research and model portfolios.

Nicolle Balesteri is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020. Prior to this, her background includes roles in university fraternities and sorority life, automotive sales, and hospitality. Outside of her advisory work, she volunteers as a desk assistant at SWEAT Cycling in Danvers, MA, where she supports class operations without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Alexander Krisak is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 12 years of industry experience, including roles at MetLife Securities and MassMutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent and owner of Lionheart Wealth Management Inc., a financial services pass-through entity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and delivers written recommendations without discretionary authority.

Connor Gilbert is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and comprehensive investment strategies. His work focuses on aligning clients' financial goals with both their long-term and short-term objectives. Connor has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, Financial Representative, and CRA. This progression reflects his experience in financial planning and client relationship management within the investment sector. Outside of his professional career, Connor engages in activities such as beach outings, family activities, golf, music, soccer, and traveling.

Timothy Lake is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Robert Endicott is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliates since 2016, following 11 years at Investors Capital. He is also an agent for fixed insurance products, including life, health, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures.

Colby Dobrusin is a financial advisor with LPL Financial in Danvers, MA, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services and Reveneer Inc., and is involved as a youth sports official. Dobrusin also provides administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

David Mancinelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. 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 uses structured planning tools and modeling techniques as part of its financial planning process.

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.

Matthew Solecki is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at the Federal Deposit Insurance Corporation and Flagship Wealth Advisors, as well as employment in construction and the hospitality sector. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

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 with Morgan Stanley, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

James Connors is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 designations and worked at Signator Investors, Inc. for 32 years prior to joining OSAIC in 2018. Connors is also a managing partner at Boston Partners Wealth Management, LLC, an insurance brokerage firm focused on wealth management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio construction tools and access to third-party money managers.

Michael Iannuzzi is an advisor at Fidelity with a Series 66 credential and no prior industry experience. His background includes various roles in education and recreation sectors as well as limited engagements in remodeling and sports organizations. Fidelity's Strategic Advisers LLC, where he works, 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 fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and utilizes AI in its investment process.

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.

Andrea Bean is a financial advisor at LPL Enterprise with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously spent 30 years at Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, brokerage, and insurance services through an integrated platform that combines advisory programs with other financial products.

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.