Patrick Ngangyou Tchounchui is a financial advisor with Merrill in Chelmsford, MA, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at One Life America/Legacy Life Solution and American Income Life. He is involved in managing an investment-related LLC established for family real estate legal protection. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on asset allocation and tax-aware options.

William Forte is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Waddell & Reed, Inc., and involvement with the Town of Dover. He serves as a board member of the Orville W. Forte Charitable Foundation and is the USA representative for the Cashmere and Camel Hair Manufacturers Institute, where he handles administrative duties and works on identifying deceptive advertising. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Jennifer Pollina is a financial advisor with Edward Jones in Burlington, MA, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to 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 branch offices.

Steven Johnson is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research since 2016. In addition to his advisory role, Johnson is a principal of Alpha Wealth Advisory and operates an independent insurance agency, Alpha Legacy Advisors, focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Lea Mezzanotte is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has progressed through several positions within the company, including Relationship Manager and Financial Representative, illustrating her comprehensive understanding of financial services and client relationship management. Her approach involves working closely with clients to understand their personal preferences and financial situations. She utilizes Fidelity's tools to help clients build customized financial plans aimed at achieving their goals. Lea's experience across various roles at Fidelity has equipped her with practical knowledge in planning and financial representation. Outside of her professional work, Lea has personal interests in boating, lake activities, surfing, and volunteering. She also has a fondness for pets.

Inna Raneri is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Daniel Gallagher is a CFA® charterholder with three years of industry experience. He is currently affiliated with J.P. Morgan Securities, where he has worked since 2023, following a 23-year tenure at BNY Mellon. Gallagher holds the Series 63 license and is based in Billerica, Massachusetts. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Diana Smith is a financial professional at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services and South Shore Advisory Group. Smith serves as treasurer for the Sacred Heart Parents Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Paul Yannalfo is a financial advisor with LPL Financial in Andover, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory work, he is engaged in tax preparation and accounting services. 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 representatives. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, third-party subadvisors, and proprietary research.

Patsy DiNuzzo is the Vice President and Branch Leader at the Burlington, MA Investor Center at Fidelity Investments, a role she has held since 2022. In this position, she helps lead the center by empowering the team to collaborate with individuals, families, and businesses to understand their goals and create strategic financial plans. Patsy has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, Investment Representative, Financial Consultant, and Vice President, Financial Consultant before her current leadership position. Her experience encompasses a comprehensive understanding of financial advising and client relationship management within the investment sector.

Jared Rose is a financial advisor with Mass Mutual Investors Services in Nashua, NH, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. In addition to his advisory role, he is involved in sales of individual life, health, group life, group health insurance, and fixed annuities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using structured, collaborative approaches and firm-approved analytical tools to support client goal setting and recommendations.

Matthew Cloutier is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to work with individuals, families, and business owners by understanding their goals and collaborating on comprehensive wealth plans designed to work towards financial peace of mind. His approach focuses on tailoring financial plans that are easy to understand and aligned with the needs of clients and their loved ones. Matthew has held various positions at Fidelity Investments since 2014, progressing from Customer Service Advocate to his current Vice President, Financial Consultant role. His experience covers financial consulting, investment consulting, relationship management, and workplace planning and advice, contributing to his expertise in wealth management. Outside of his professional work, Matthew's personal interests include beach activities, comedy, fitness, and reading.

Dominic Rebelo is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2021 and has previous experience with Waddell and Reed Inc. and various insurance carriers. Outside of his advisory work, he serves as a board member of the Rotary Club of West Roxbury and Roslindale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and third-party subadvisors, providing both discretionary and non-discretionary management options.

Lindsay Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, Smith is self-employed as a bartender at York Golf & Tennis in York, Maine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Kathryn Hill is a financial advisor at Fidelity with 10 years of industry experience and holds Series 63 and Series 65 credentials. She has been with various divisions of Fidelity since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she serves as a bookkeeper for a family startup property development company based in Boston. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and offers specialized services such as fund advisory and model portfolio delivery.

Mark Feigenbaum is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Cetera. He has been with Cetera Wealth Services, LLC since 2013 and holds a Series 66 license. Outside of his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options.

Erin Kelley is a Planning Consultant at Fidelity Investments, where she collaborates with local clients to develop tailored financial plans aimed at achieving their personal and financial goals. She emphasizes building ongoing relationships with clients to support their financial objectives. Kelley has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a comprehensive understanding of client needs and financial planning strategies.

Philip Summers is a financial advisor with Cambridge Investment Research Advisors and holds 0 years of industry experience. He has been affiliated with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. since 2026. Summers also has 18 years of experience with Generations Law Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various investment implementation platforms and strategies.

Andre Boullion is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined LPL Enterprise in 2025 and has prior work experience with Shell Exploration and Production Company and its affiliates from 2013 to 2024. Boullion is also involved in non-variable insurance activities through his insurance agency business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, as well as access to model portfolios and third-party asset management programs.

Jackson Harrigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience and previously worked at the University of Massachusetts Amherst and Bryant University. Harrigan is also associated with Bluebird Private Wealth LLC as an investment advisor representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals utilizing various portfolio management and platform strategies.