Samuel Kenary is a Series 66 licensed financial advisor with Morgan Stanley in Worcester, MA, with 16 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney, Inc. since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Peter Mahoney is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes positions at Fidelity Brokerage Services, Inc. since 1996 and Fidelity Personal and Workplace Advisors since 2018. He is currently based in Dover, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and multi-manager fund structures. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Jason Camuti is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Timothy Callahan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he helps clients create and maintain financial plans designed to pursue their goals, focusing on growing, preserving, and utilizing their assets. His approach centers on developing plans that clients are comfortable with, confident in, and understand. Mr. Callahan holds a California Insurance License. Outside of his professional work, he enjoys baseball, camping, family activities, and traveling.

Timothy Le Pain is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Kids Connect, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Raymond Beattie III is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at several Transamerica entities and Diversified Investors Securities Corp. Raymond is based in Worcester, MA. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various management strategies.

Chris Walkiewicz is currently a Branch Leader at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as ISR Leader at Fidelity Investments from 2022 to 2023, and before that, he was a Regional Sales Manager at Citizens Investment Services from 2019 to 2022. His professional experience reflects significant leadership roles within the financial services industry. Chris emphasizes building strong, lasting relationships in his work, focusing on accessibility, transparency, and proactive communication. He employs a thoughtful and personalized process aimed at simplifying complex financial matters and empowering clients to make confident, informed decisions. Outside of his professional responsibilities, Chris enjoys social events with friends and has interests in golf, running, and skiing.

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 credentials and 26 years of industry experience. He previously worked at The Patriot Financial Group, LLC from 2016 to 2018. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

Jennifer Sterlacci is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. She has experience with firms including BNY Mellon and Lafayette College Endowment and began her current advisory role in 2025. Outside of her financial career, she is a girls tennis coach. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing goal-based recommendations without discretionary investment authority.

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 ChFC® and Series 63 licensed financial advisor with LPL Financial, where he has worked since 1993, totaling 44 years of industry experience. He is based in Millis, MA, and also has a registration for non-variable insurance sales. 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 investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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 with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, she worked at Bank of America N.A. for three years and at H&R Block for two years. She serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise, LLC provides a broad range of financial services to individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products.

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.

Monique D'auteuil is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously at Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as a trustee for a family trust established for her deceased brother’s children. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 Series 66-registered advisor with LPL Enterprise, LLC. He has held roles at firms including Eagle Strategies, New York Life Insurance Company, Park Avenue Securities, NYLIFE Securities, Fidelity Investments, Gen II Fund Services, Bain & Company, National Grid, BCG, IFAW, State Street, and Bain Capital. Hendrickson is based in Southborough, Massachusetts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.