Amanda Chittick is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. She holds the designation of CERTIFIED FINANCIAL PLANNER™ and focuses on partnering with clients to develop financial plans tailored to their individual needs and priorities, aiming to support both their long-term and short-term financial goals. Amanda's experience at Fidelity Investments spans multiple roles, including Investment Consultant from 2018 to 2019, Relationship Manager from 2016 to 2018, and Financial Representative from 2015 to 2016. Through these positions, she has gained a comprehensive understanding of financial consulting and investment management. Outside of her professional work, Amanda enjoys beach activities, family time, fitness, and skiing.

John Mccarthy is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and currently also serves at City National Bank. Outside of his advisory work, he was a limited partner in a real estate development venture, Hotel Salem LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party investment managers.

Jennifer Peterson is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 credential and has been with Merrill and Bank of America, N.A. since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Dooley is a financial advisor with Wells Fargo Clearing in Beverly, MA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Investors Capital Corp., Cambridge Investment Research Advisors, and LPL Financial. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages roughly $671 billion in assets with over 14,000 financial advisors.

Wayne Morris is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

Anthony Tramontozzi is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial advisors to develop comprehensive financial plans tailored to clients' needs. He focuses on fostering lasting relationships with clients to support their financial goals. Anthony's career at Fidelity Investments began in 2021 as a Customer Relationship Advocate. He progressed through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2024. His experience encompasses client relationship management and financial planning coordination. Outside of his professional work, Anthony enjoys activities such as running, soccer, tennis, spending time at the beach, and traveling.

James Albanese is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income plans, primarily for clients with assets managed within Ameriprise.

Tracy Talbot is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 designations. She has 13 years of industry experience, having worked previously at International Assets Advisory, LLC and operating a sole proprietorship under Joan K. Norton Financial Advisor. Outside of her financial practice, she is involved in a casual sales venture focused on designer bags and accessories. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services delivered via affiliated broker-dealer and RIA relationships.

Paul Sauerbrunn is a CFP®-certified financial advisor with 38 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2021. His prior experience includes over three decades at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Cummings Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christian O'Brien is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, N.A., as well as roles in education at Bowdoin College, Belmont Hill High School, and Malden Catholic High School. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Tartarini is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Citigroup Global Markets, VOYA Financial Advisors, Sagepoint Financial, and multiple tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Andrew Holt Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Waddell & Reed, Inc. for 18 years. Outside of his advisory role, he has been involved with the Acton Boxborough Youth Soccer and the Acton Memorial Library Foundation for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers diversified investment options and utilizes advanced research and operational tools while overseeing substantial discretionary assets and a large network of advisors.

Roger Cogan is a CFP® professional with 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.

Geoffrey Foster is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds a Series 66 designation. He has worked at several firms including Fidelity Investments, Morgan Stanley, and E*TRADE Capital Management. Outside of finance, he is involved in musical performance and composition through his work with Kiyoshi Foster. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Douglas Cook is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Judith Rich is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 46 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee and holds power of attorney for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of financial advisors and employs research-driven investment strategies based on diversification and modern portfolio theory.

Pedro Cesa is a financial advisor with Morgan Stanley, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Merrill from 2022 to 2025 and had earlier roles at Bank of America Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Daniel Bukkhegyi is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has held roles at Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors in 2024. Outside of his advisory work, he has ownership interests in two investment-related businesses, The BCDGroup LLC and DJB Financial. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm combines advisory services with various financial products and referral channels.

Shawn Rivers is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and the Malden Redevelopment Authority. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Patrick Noonan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2009, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial planning and investment consulting. Patrick works closely with clients to understand their unique investing goals and to develop financial plans that address both short-term and long-term investment needs. His approach emphasizes honesty, integrity, and a commitment to building strong client relationships. He holds a California Insurance License.