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.

Judy Carryl Young is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its predecessor entity since 2005 and holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Segreve is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortis Investors, Inc. for over three decades before joining OSAIC in 2024. Outside of his advisory role, he serves as president of Segreve & Hall Insurance Associates, a property and casualty insurance agency, and Compass Financial Service Group Inc., which provides life and disability insurance products. 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 emphasizing asset allocation, portfolio optimization, and offers a broad range of advisory and brokerage services through an extensive multi-advisor platform.

Lawrence Faretta is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, with prior roles at StoneX Securities Inc, Trust Advisory Group Ltd, and AGES Financial Services, Ltd. Faretta is also involved with Summer Street Financial, a non-variable insurance business. 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 financial planning and investment management services, including model portfolios and institutional platforms, supported by extensive advisory resources and technology tools.

Steven Rudnyai is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., and Raymond James Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supported by over 10,000 advisors and more than $256 billion in assets under management.

Sean Reid is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Schwab, Reid worked at TD Ameritrade from 2021 to 2024. Outside of his advisory role, he is the owner of Reid Limited LLC, where he manages his personal brokerage account. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach and centralized operational infrastructure.

Erin Blanchard is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America N.A. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Dawson is a Financial Consultant currently working with Fidelity Investments since 2020. He holds the designation of Certified Financial Planner and focuses on helping individuals and families with their financial planning needs. Anthony's professional experience includes roles as a Financial Consultant at Santander Investment Services, LLC from 2017 to 2020 and as a Financial Solutions Advisor at Merrill Lynch from 2012 to 2017. His approach involves following a disciplined process and leveraging the resources available at Fidelity to assist clients in achieving their financial goals. Outside of his professional work, Anthony has interests in comedy, music, outdoor adventures, parenthood, swimming, and traveling.

Jason Diosa is a Financial Consultant at Fidelity, a position he has held since 2025. He collaborates with families to develop, implement, and maintain financial strategies tailored to their individual goals, emphasizing trust and personalized investment approaches. Jason has extensive experience at Fidelity Investments, having served in various roles since 2008. His previous positions include Investment Consultant (2024-2025), Benefits and Planning Consultant for Executive Services (2020-2024), Senior Relationship Manager (2017-2020), Relationship Manager (2011-2017), and Financial Representative (2008-2011). Outside of his professional work, Jason's personal interests include beach activities, family time, food, reading, running, and traveling.

Robert Clark is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Baird in 2025, he spent 14 years at Janney Montgomery Scott and has been involved with Oil Combinations Inc. since 1987. Outside of his advisory role, Clark serves as a board member and consultant for Energy Connections Technologies LLC, a company providing transportation and technology services to the oil and gas industry. He works within The DDK Group at Robert W. Baird, which offers tailored wealth management services to individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with capabilities spanning traditional and alternative investment strategies.

James Anderson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 15 years of industry experience. His career includes roles at several financial firms such as ALPS Distributors, Vident Financial, and Preferred Capital Securities. He is currently with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and managed fund solutions.

Stephen Vanderhoof is a financial advisor with LPL Financial in Londonderry, NH, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He previously worked at Ameriprise for nine years before joining Linsco/Private Ledger, now part of LPL Financial, where he has been since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset management, and institutional platforms.

Adam Tobin is a Certified Financial Planner® with 33 years of industry experience, currently affiliated with LPL Financial since 2004. In addition to his advisory role, he operates the Law Offices of Adam Tobin PC, providing legal services unrelated to investment advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies and technology tools to support advisers.

Connor Gilbert is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and comprehensive investment strategies. His work focuses on aligning clients' financial goals with both their long-term and short-term objectives. Connor has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, Financial Representative, and CRA. This progression reflects his experience in financial planning and client relationship management within the investment sector. Outside of his professional career, Connor engages in activities such as beach outings, family activities, golf, music, soccer, and traveling.

Timothy Lake is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Robert Endicott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cetera and its affiliates since 2016, previously working at Investors Capital Corp. He is also an agent involved in fixed insurance products including life, health, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to various model portfolios, third-party managers, and customizable investment strategies.

Colby Dobrusin is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Integrated Wealth Concepts, LLC. Outside of his advisory role, he has served as a youth sports official in Topsfield, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research, model portfolios, and technology tools.

David Mancinelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Richard Ventura is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in developing personalized financial plans tailored to their needs, goals, and dreams. He has held the position of Vice President and Branch Office Manager since 2015. Richard has extensive experience within Fidelity Investments, having served in various roles including Vice President of Portfolio Advisory Services from 2006 to 2014, Sales Director from 2003 to 2005, Director of Account Management from 2001 to 2002, Director of Business Development from 1999 to 2000, Team Manager of Premium Services from 1996 to 1998, and Financial Representative from 1994 to 1995. Prior to joining Fidelity, he worked as a Financial Consultant at Merrill Lynch from 1992 to 1994.