Noah Caruso is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for Andover Little League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 utilizes structured planning tools and models developed by its Global Investment Committee.

Amar Zornic is currently a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Relationship Manager, Investment Solutions Representative 1, and Customer Relationship Advocate. Prior to joining Fidelity, Amar worked at Citizens Bank from 2016 to 2022, where he held positions as Teller, Personal Banker, and Loan Officer. Throughout his career, Amar has partnered with individuals, families, and business owners to develop and maintain financial plans that address both short and long-term goals. His approach emphasizes building relationships that adapt to clients' changing goals and circumstances, aiming to provide confidence and peace of mind in their financial planning.

Todd Elliott is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he helps clients develop plans in pursuit of achieving their financial goals. His professional experience centers on providing financial consulting services to assist clients with their financial planning needs.

Blake O Neal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Valic Financial Advisors, Inc. and Corebridge Financial/AIG from 2019 to 2025. Outside of his advisory role, Blake occasionally works as a rideshare driver for Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Michael Soleau is a financial advisor with Fidelity, holding a Series 66 designation and 15 years of industry experience. He has been with Fidelity Investments and its affiliates since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee multiple fund advisory services.

Gregory Pennini is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and LPL Financial. He is also vice president of Carrthaxton Financial Group, LLC, where he provides financial services, and is involved in fixed insurance sales and ownership of Carrthaxton Realty Trust, LLC. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and oversees over $256 billion in assets under management.

Linda Bruce is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Painewebber Incorporated. Bruce is based in Lynn, MA. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm integrates algorithmic automation in its planning process and provides a broad range of advisory, brokerage, and insurance solutions.

Daniel Wagner is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Wagner manages an advisory business outside of his primary role. Ameriprise serves individuals approaching or in retirement with specialized retirement-income planning services, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and the use of algorithmic automation.

James Rubera is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Melissa Tulley is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Jason Tholander is a financial advisor with Raymond James Financial, holding a Series 66 license and 25 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he manages a property used as a branch office and is involved in supporting related business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Pete Krug is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of advisors serving clients in the greater Nashua community, focusing on helping them make educated and informed financial decisions for themselves and their families. Prior to this position, he served as Assistant Branch Leader at Fidelity Investments from 2018 to 2022. Pete and his team work collaboratively to support clients in progressing financially and co-creating thoughtful strategies aligned with their financial and life goals. His professional experience centers on leadership within Fidelity's branch operations. Outside of his professional responsibilities, Pete enjoys golf, hiking, spending time with pets, reading, skiing, and traveling.

Sarah Sekula is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity since 2020, progressively advancing through roles including Regional Center Planning Consultant, Client Services Team Leader, Investment Solutions Representative, and Customer Relationship Advocate. Her professional experience encompasses wealth management and client service within the financial sector. Sarah applies emotional intelligence in financial planning, aiming to provide a holistic approach tailored to each client's values and financial story. Sarah holds insurance licenses in Arkansas and California. Outside of work, she enjoys cooking and baking, exploring culinary interests, music and singing, and traveling.

Joseph Travaglini is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, as part of its advisory services.

Jocelyn Hawkins is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with clients to develop financial plans that reflect their personal needs, preferences, and beliefs, focusing on holistic financial planning and building relationships based on trust and transparency. Her goal is to implement investment plans that provide clients with increased confidence in their financial futures. Her professional experience at Fidelity Investments includes roles as an Investment Consultant in 2019, a Relationship Manager from 2018 to 2019, and a Financial Representative from 2016 to 2018. This progression demonstrates her continued commitment to serving clients' financial needs within the firm.

Randal Peters is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, with 33 years of industry experience. He has a background in accounting and tax services, operating R. C. Peters, CPA Tax & Financial Services, Inc. since 2010, though the corporation is now inactive and used to collect fees related to prior client sales. Peters also served for over a decade at Avantax Insurance Agency and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individual, corporate, charitable, and institutional clients through a broad range of portfolio management and consulting services. The firm offers both discretionary and non-discretionary investment solutions with access to affiliated and third-party managers across various program structures.

Maryellen Fish is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 credentials and having eight years of industry experience. She has worked at Primerica Financial Services since 2017 and is currently a teacher with VIPKID. Her other activities include part-time work related to investment product sales and referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Travis Tucker is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James and Steward Partners. Outside of financial advising, he is the owner of an online retail business, James Aesthetics LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment program options and third-party managers.

Stacy Bazylinski is a CFP®-designated financial advisor with 19 years of industry experience, currently affiliated with Cetera. Her prior work history includes roles at Steward Partners Investment Advisory and Raymond James Financial Services. She serves as a board member for the Pillsbury Foundation and organizes a nonprofit 5K road race in memory of her mother. Cetera Investment Advisers LLC provides investment advisory services through a large nationwide network, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Bryan Herrera Burgos is a financial advisor with Thrivent Investment Management in Nashua, NH. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Thrivent, he worked at Fidelity Investments and TD Bank, among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”