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.

Peter Murphy is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at firms including Spencer Financial, LLC and Arch Insurance Group. Murphy also assists with service coordination at Spencer Financial, LLC. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Nermin Khalil is a financial advisor at Ameriprise with 11 years of industry experience. Prior to joining Ameriprise in 2020, Khalil worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Outside of Ameriprise, Khalil is CEO of Madden Bailey LLC, a financial planning and brokerage firm. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.

James Cawley is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2024 and previously held roles at Strategy Asset Managers, Equitable Advisors, and other organizations. Outside of his advisory work, he served as a client service associate at CCR Wealth Management LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse investment management and financial planning services through a large network of independent advisors.

Brian Kennedy is a CFP® with 19 years of industry experience. He is currently affiliated with Cetera and CCR Wealth Management, with prior experience at Commonwealth Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers.

Samuel Baldwin is a CFP® professional with 26 years of industry experience, currently serving at OSAIC since 2018. He previously worked for 13 years at Signator Investors, Inc. Baldwin participates on the PIMCO Advisory Board, providing feedback on advisor best practices. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a range of brokerage and advisory services delivered through an extensive multi-advisor platform.

Brett Charbonneau is a financial advisor with Fidelity, holding the Series 66 credential and three years of industry experience. Prior to his current role, he has worked with companies including Grubhub Holdings Inc. and Uber Technologies Inc. Outside of advising, he has served as an independent contractor for rideshare and food delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Michelle De Morais is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, she has managed a residential cleaning and organizing business for over two decades. 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 investment approach is model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Mark Nalbandian is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Fidelity, he worked at Beaumont Financial Partners, LLC and Pioneer Investment Management, Inc. 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 integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Peter Kalogerakos is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his current role, he focuses on providing personalized service experiences tailored to individual needs and preferences, facilitating conversations around Wealth Planning to support clients and their families. Peter has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Senior Relationship Manager. This experience has provided him with a broad understanding of wealth management and client relationship strategies.

Adrienne Snapp is a financial advisor with Ameriprise in Stow, MA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Jonathan Furey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has held roles at Cetera and its affiliates since 2002 and co-owns Furey Insurance Agency, where he serves as president. He is also involved in accounting and tax preparation through McCarthy Hargrave and Co and co-owns Willington Financial, a tax and accounting business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform with various program structures and custodial relationships.

Christopher Roering is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years. He has ownership interests in IKON Private Wealth, LLC and Northstar Financial Inc., private wealth management practices based in Massachusetts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that address a broad range of needs including retirement, wealth transfer, and specialized planning areas. The firm utilizes in-house research and planning tools to deliver tailored recommendations, with implementation options available through brokerage or advisory programs.

Christopher Meninno is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He has worked with Metlife Securities Inc. for 19 years and has held roles at MassMutual Life Insurance Co. since 2016. Meninno holds a Series 63 designation and also works as an insurance broker specializing in fixed annuities. 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, using firm-approved software and a collaborative planning process.

Charles Sears is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Sagepoint Financial, Inc. Sears is also president and treasurer of Anchor Wealth Management, Inc., an S-Corp. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through various programs emphasizing model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Ryan Bernath is a financial advisor with Fidelity Investments in Shrewsbury, MA, holding Series 66 and Series 63 licenses. He has one year of industry experience and joined Fidelity in 2025 after roles in companies including CYBBA, MIQ, Samba TV, Yahoo, and Verizon Media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and delivers model portfolios to intermediary platforms.

Katharina Jennings is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Sullivan is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. She previously worked at Avidia Bank for 14 years before joining Cetera and Williams Financial Group in 2024. Outside of her advisory role, she serves as a notary and has been an independent beauty consultant since 2007. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and access to third-party money managers.

Bernard Konowski is a CFP® with 45 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. Prior to this, he worked for 25 years at Creative Financial Planning. He also owns a tax preparation and financial counseling business and is involved with the Good Shepherd Parish Knights of Columbus Council. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers access to multiple investment platforms and proprietary model strategies.