Garrett Kent is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014. He began his career as an Associate at Boston Partners Financial Group from 2012 to 2014 before joining Fidelity Investments. At Fidelity, Garrett advanced through several roles, including Relationship Manager, Investment Consultant, and Financial Consultant, before his current position as Vice President, Financial Consultant. He partners with clients to help protect, grow, and distribute their wealth.

Patricia Everett is a CFP®-certified financial advisor with 38 years of industry experience, currently serving clients at Ameriprise in Nashua, NH. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joan Sweeney is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2025. She previously worked at OSAIC for seven years and spent over two decades at Signator Investors, Inc. and John Hancock Life Insurance Company. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Gregory Abelli is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2021, he worked at BlackRock Investments and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Arianna O’Rourke is a financial advisor with LPL Financial based in Westford, MA, holding a Series 66 designation and six years of industry experience. She has worked with LPL Financial since 2021 and previously held roles at Waddell & Reed, Inc. and Concord River Financial. 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 investment adviser representatives, offering a range of financial planning, advisory programs, and retirement plan consulting services.

Shawn Avery is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has real estate ownership interests. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

Blaise Romanowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009, following an internship that began in 2008. Blaise specializes in areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. Blaise earned both his Bachelor's degree in Finance, Economics and Operations Management and his MBA in Finance from Loyola University Chicago, Quinlan School of Business. He holds the Personal Investment Advisor (PIA) designation. Drawing on his interest in behavioral and computational finance, Blaise works closely with clients to develop customized portfolio models tailored to their unique preferences and goals. Outside of his professional role, Blaise participates in community fundraising events for the Alzheimer's Association. He resides in the Lincoln Square area with his wife and their English Bulldog. His personal interests include biking, boating, camping, cooking, fishing, golfing, and spending time with family.

Tyler Arnesen is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Prior to his current role, he worked at Bentley University and Nashua High School South. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, featuring a written Recommendation Report and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Richard Wright II is a financial advisor at Merrill with six years of industry experience and a Series 66 designation. He has worked at Merrill since 2017 and has also been associated with Bank of America, N.A. and General Wireless Inc. DBA Radioshack. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Colantoni currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. In this position, he leads a team of advisors with the goal of delivering a client experience that warrants pride at all times. Before becoming Branch Leader, he held several roles at Fidelity Investments, including Regional Planning Consultant from 2018 to 2021, Vice President and Financial Consultant from 2016 to 2018, Financial Consultant from 2014 to 2016, and Investment Consultant from 2013 to 2014. Prior to joining Fidelity, Christopher worked as a Regional Sales Representative at RS Funds from 2010 to 2013 and as a Sales Representative at Guardian Insurance from 2009 to 2010. Christopher's career demonstrates extensive experience within financial consulting and leadership roles, focusing on team development and client service. Outside of his professional responsibilities, he has personal interests that include the beach, cars, cooking and baking, and food.

Thomas Morgera is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2024. His background also includes roles in education and various business activities prior to entering the financial services field. 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.

Kristin Kissane is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including JJK Wealth Management, OSAIC, Office B&B, Signator Investors, and Riversource Fund Distributors. In addition to her advisory role, Kristin is a business owner of JM Sweeney LLC in Andover, MA. 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 diverse financial planning and advisory programs, combining proprietary and third-party research with a range of investment strategies and services.

James Reagan is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience with Keenan Financial and has worked in various educational and service roles before entering the financial sector. In addition to his advisory duties, Reagan is a licensed insurance agent and occasionally offers clients commissionable insurance products outside of his advisory role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term orientation.

Travis Terry is a financial advisor with Ameriprise in Salem, NH, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise and HD Vest, as well as running his own CPA firm, Travis Terry & Company, since 2000. He serves on the Board of Directors for the Bank of New England. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

John Golis is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Fidelity Investments. Outside of his advisory role, he creates video game-related content as a YouTuber. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management with an emphasis on diversified portfolios and long-term strategies.

Glen Duffy is a CFP® professional with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jared Rubin is a CFP® with 19 years of industry experience, currently advising at Edelman Financial Engines in Burlington, MA. He has worked with Financial Engines Advisors L.L.C. since 2018 and previously held roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of services from discretionary management to online advice.

Eric Benker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual priorities and family needs, ensuring clients understand and are comfortable with the planning approach. He emphasizes providing exceptional service throughout the client relationship. Eric has been with Fidelity Investments since 2012, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Review Team Leader, Regional Account Delegate, and Senior Financial Specialist. This experience has provided him with a broad understanding of financial consulting and investment strategies. No information about Eric's education, credentials, personal interests, or community involvement has been provided.

Ryan DeBruyckere is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop financial plans that align with their personal goals. Ryan employs a holistic approach to comprehensively address his clients' needs and demonstrates how Fidelity's resources can support them and their families. Ryan's professional experience at Fidelity Investments includes positions as an Investment Management Consultant, Retirements Associate, and Customer Relationship Advocate. This progression within the company has provided him with a broad perspective on investment management, retirement planning, and client relationship management. Outside of his professional duties, Ryan has interests in cars, fitness, football, and music, including being an instrumentalist.

Noel Dulac is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Life Insurance Company for 23 years before joining OSAIC in 2018. In addition to his advisory role, he serves as president of a condominium association and is a managing partner of a retirement fiduciary group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and access to multiple advisory platforms and third-party managers.