Scott Foster is a financial advisor at Osaic Wealth, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corp for 22 years. Foster is also licensed to offer fixed and term insurance products, including disability and life insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and platforms. The firm provides integrated brokerage, advisory, and financial planning services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Aaron Murphy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior work includes longtime roles at McDavitt Wealth Management and Commonwealth Financial Network. Outside of advising, Murphy serves as a registered USA Hockey referee and is a commissioned notary in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Patrick Riley is a financial advisor at Fidelity Investments with Series 66 credentials and joined the firm in 2024. He has varied early career experience including roles in education and landscaping. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research and quantitative analysis in constructing model portfolios from mutual funds, ETFs, and ETPs.

Michael Lancaster serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry and holds professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the Sellinger School of Business at Loyola University and passed the Certified Public Accountant (CPA) examination in 1986. Prior to his current role, Michael worked for 10 years as a Chief Financial Officer in the nonprofit sector. Michael specializes in areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, values-based and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. He emphasizes collaboration with clients' attorneys, accountants, and other advisors to align financial advice with each client's overall situation and goals. Michael is committed to providing high levels of client service and satisfaction. He follows the Merrill tradition of community involvement and spends time volunteering with organizations including the Greater Boston Food Bank and Africa Exchange Project, Inc. Outside of his professional responsibilities, Michael enjoys cooking, fishing, football, golfing, pickleball, spending time with his family, and traveling.

Christian Jeeves is Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on creating environments that support both clients and colleagues, emphasizing collaboration, integrity, and understanding client priorities. He has been with Fidelity Investments since 2022, initially serving as Planning Solutions Regional Vice President before advancing to his current position in 2025.

Michele Marini is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at National Financial Services Corporation and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

William Bellerose Jr. is a Series 66-credentialed financial advisor with 14 years of industry experience, currently serving at Morgan Stanley in Westborough, MA. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and broad investment offerings.

Eddie O'Grady is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles within Fidelity Investments, including Workplace Planning Consultant III and II, Retirement Solutions Representative, Stock Plan Consultant, and Financial Representative-Full Trader. Prior to his tenure at Fidelity, Eddie was a Wealth Manager at Brophy Wealth Management LLC from 2021 to 2022 and completed a Wealth Management Internship at Merrill Lynch in 2014. Throughout his career, Eddie has focused on helping clients design, implement, and maintain financial plans tailored to their individual needs and aspirations. His approach emphasizes reducing financial stress and enabling clients to pursue their goals with confidence. Outside of his professional work, Eddie enjoys baseball, family activities, fitness, hiking, and outdoor adventures.

Carolyn Moodie is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. She began her career at Fidelity in 2015 as a Financial Representative and has held several roles within the company, including Financial Representative II, Relationship Manager, and Planning Consultant. As a CERTIFIED FINANCIAL PLANNER™, Carolyn specializes in collaborating with individuals and families to develop personalized financial plans aimed at providing confidence and peace of mind. She holds a California Insurance License, supporting her ability to offer comprehensive financial consulting. Outside of her professional role, Carolyn has interests in beach activities, cooking and baking, football, reading, and soccer.

Matthew Boehm is a financial advisor with LPL Financial in Framingham, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Unified Wealth Management, LLC for 15 years. 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 a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Jessica Govoni is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the United Church of God. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Marie Paturzo is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in serving accomplished business owners, entrepreneurs, C-suite executives, medical professionals, and wealthy families. She began her career in 2000 at Bank of America, advancing from teller to branch manager by age 22, then to business specialist and sales trainer, eventually managing three branches before focusing on financial advising. Marie collaborates with colleagues Matt Shiely and Akash Garg to provide comprehensive wealth management services. She emphasizes building meaningful client relationships by understanding their financial pictures from their perspectives and addressing both assets and liabilities to support multi-generational wealth planning. She holds a Bachelor's Degree from Framingham State College and holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Marie is active in her community, serving as Chair of the Website and Social Media Committee for The Hopkinton Women's Club and volunteering with organizations such as the American Red Cross, Alzheimer's Association, Central Mass Conference for Women, Project New Hope, and Worcester County Food Bank. She resides in Whitinsville, Massachusetts, with her husband and two children.

Alexandros Reissis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Stop it Goaltending, OPEXEngine, and teaching appointments at Bentley University and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic construction, with oversight of sub-advisers and use of AI and systematic methodologies in its investment process.

Kerri Melley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. In addition to her advising role, she is an insurance broker specializing in individual and group life and health insurance. 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 offers financial planning, asset management, and educational programs, with financial planning structured as annual collaborative engagements using firm-approved analytical tools.

Joshua Foster is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and his wealth management team to develop financial plans that align with clients' needs and goals, and supports the implementation and adjustment of these plans over time. Prior to his current role, Joshua worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. These roles have contributed to his experience in client relationship management and financial planning. No additional information regarding Joshua's education, credentials, personal interests, or community involvement has been provided.

Thomas Carroll is a financial professional with Cetera and holds a Series 66 designation. He has two years of industry experience and has worked at firms including J.P. Morgan Securities LLC and Lincoln Financial Group. Carroll is also president of Small Business Insurance Agency, Inc., where he markets and sells fixed annuity products. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party managers through various program structures.

Mary Butler Aldrich is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 35 years of industry experience, including over three decades at Waddell & Reed and various insurance carriers before joining LPL Financial in 2021. 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 provides a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Andrew Bonetti is a CFP® professional affiliated with Cetera, with 14 years of experience in financial services. He has operated his own practice, Andrew Bonetti CFP, since 2018 and has been associated with CCR Wealth Management and Cetera ADVISORS LLC since 2016. Outside of his advisory work, he serves on the board of the Baypath Humane Society of Hopkinton, focusing on finance and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, supporting various program structures and custodial relationships.

Colleen Bellamy is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She has accumulated 30 years of experience in finance, specializing in wealth planning that prioritizes lifestyle and legacy. Colleen focuses on building deep relationships and purposeful plans to help clients achieve clarity, confidence, and fulfillment throughout their financial journeys. Prior to her current role, Colleen served as Senior Vice President in Asset Management at Fidelity Investments from 2016 to 2026. Her previous experience also includes managing director responsibilities at J.P. Morgan Private Bank between 2009 and 2015, and vice president roles in corporate finance at JPMorganChase from 1993 to 2015. Outside of her professional work, Colleen has personal interests in fitness, hiking, spending time at the lake, parenthood, and skiing.

Richard Clow is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. His prior work includes roles at Milton Hoosic Country Club and Loyola University of Maryland. He has experience in both employment and academic environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and consulting. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.