Patrice Pellegrini is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as a resource and advocate for Fidelity's High Net Worth families, assisting them with service and planning related needs. She joined Fidelity Investments in 2016 and has held various positions including Financial Representative, Relationship Manager, PWM Planning Consultant, and currently Wealth Management Senior Relationship Manager. This progression reflects her experience and expertise in wealth management and client relationship roles. Outside of her professional work, Patrice enjoys activities such as beach outings, boating, horseback riding, and skiing.

Jessica Morello is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at MassPay, Inc. and Brown Rudnick, LLP. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and investment options through a large nationwide network of financial advisors.

Philip Sartori is a financial advisor with LPL Financial in Lexington, MA, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with LPL Financial and its predecessor firms since 2005. Outside of his advisory role, Sartori is involved in the property and casualty insurance business through multiple insurance agencies. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Erwin is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026 after 17 years with Commonwealth Financial Network and Touchpoint Financial Advisor Group. Outside of his advisory role, he serves as president of Touchpoint Financial Advisor Group, a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial plans and advisory services through a range of brokerage and advisory account options, with a notable portion of its business conducted on a non-discretionary basis.

Katalin Orban is a financial advisor with LPL Financial in Woburn, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked with LPL Financial since 2018 and previously held positions at Foresters Advisory Services LLC and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting services supported by model portfolios, research, and technology-driven strategies.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory work, he is employed part-time by the University of Massachusetts Lowell. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Shawn Foskett is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at IBM, Talend, Incorta, and Gartner. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Timothy Grogan is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at New England Schooner, Inc. and Royal Alliance Associates Inc. Grogan also has experience as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Kevin Yorkey is a CFA® charterholder with 26 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., 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 utilizes a committee-driven modeling process combined with planner delivery and online tools to offer diversified, rebalanced portfolios and fiduciary service under ERISA guidelines.

Jeffrey Garside is Vice President and Branch Leader at Fidelity Investments, where he has been employed since 2015. He focuses on financial planning with a consultative approach, leading conversations that prioritize clients' goals and co-creating plans tailored to their needs. His experience at Fidelity includes roles such as Financial Consultant, Team Leader for Portfolio Advisory Services, Interim Team Leader for Client Services, and Retirement and Investment Solutions Representative. This progression reflects his expertise in portfolio advisory, client services, retirement solutions, and investment strategies. Outside of his professional responsibilities, Jeffrey enjoys boating, family activities, hiking, outdoor adventures, and skiing.

Sean Penney is a Planning Consultant based in Littleton, currently employed at Fidelity Investments since 2026. In his role, he partners with clients and households to assist them in working towards their financial goals, focusing on building trust and understanding to support confident decision-making for their financial futures. Sean has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing through Investment Solutions Representative I in 2023, II and III roles in 2024 and 2026, before assuming his current position as Planning Consultant. He holds an AR Insurance License. Outside of his professional responsibilities, Sean's personal interests include baseball, football, golf, spending time at the lake, and snowboarding.

Brooke Smith is a Branch Leader at Fidelity Investments, a role held since 2026. In this position, Brooke focuses on fostering an environment where associates are empowered to deliver a world-class experience, assisting clients and their families in working toward their financial goals. Brooke has held several roles within Fidelity Investments, including Advisory Services Team Leader from 2023 to 2026, Onboarding Team Leader in 2023, Licensing Mentor from 2022 to 2023, and CRA HNW from 2021 to 2022. This progression reflects a breadth of experience within the firm across leadership and advisory functions.

Leonardo Viera is a financial advisor at Edelman Financial Engines with three years of industry experience. He previously worked at Merrill, Bank of America, N.A., and New York Life. Outside of his advisory role, he works as a driver for Uber Technologies as a gig side hustle. 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 discretionary and non-discretionary investment options.

Troy Bigwood is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc., Goldstein-Milano LLC, and Venture Forward Partners, LLC. OSAIC serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging asset-allocation tools and third-party platforms to offer customized portfolio management across multiple investment types.

Dylan Unger is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on developing investment and retirement strategies tailored to individual clients' goals. Prior to this, Dylan worked as a Financial Planner at Barnum Financial Group from 2019 to 2023 and began his career as an intern at Ameriprise Financial from 2018 to 2019. Dylan's approach centers on providing clients with the necessary tools to work towards their financial aspirations, emphasizing personal service throughout the process. His experience spans various aspects of financial planning and investment consulting, supporting clients through significant life events such as retirement and major purchases. Outside of his professional work, Dylan enjoys golf, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Alexander Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2015. He is a member of a six-person Wealth Management Team based in the Burlington, Massachusetts office. In his role, Alexander works closely with clients to develop personalized financial plans and custom asset allocations designed to meet their unique financial and life goals. His expertise encompasses a broad range of financial strategies including college education planning, equity compensation services, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income planning. The Wealth Management team takes a holistic approach to provide advice on banking, lending, restricted stock and stock option redemption strategies, tax-efficient investing, and estate planning services. Alexander holds a Bachelor's degree with a double major in Economics and Finance from the University of Massachusetts at Lowell and a Master's degree in Finance from Boston College. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, he resides in Reading, Massachusetts, and his personal interests include adventure sports such as hiking and rock climbing.

Joseph Murphy is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as John Hancock Life Insurance Company. Outside of his advisory work, he is involved in insurance brokerage and operates a sole proprietorship focused on fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs advanced portfolio construction tools and offers both discretionary and non-discretionary account management.

Surafeal Wolday is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families build, protect, and preserve their wealth through personalized financial strategies tailored to each client's goals. His expertise includes college education planning, employee benefits planning, equity compensation services, family wealth management strategies, institutional investment consulting, and tax minimization among other areas. Surafeal uses the investment insights of Merrill Lynch and the banking services of Bank of America to provide comprehensive wealth management solutions. Surafeal holds a Bachelor's Degree from the University of Massachusetts System and has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, he is involved in community volunteering and has personal interests in fishing and running marathons.

Dylan Lafond is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has developed his expertise through various roles at Fidelity, including Investor Center Planning Consultant, Investor Center Relationship Manager, Workplace Planning Consultant II, and Workplace Planning Consultant I, spanning from 2020 to the present. Dylan works with individuals, families, and business owners to create holistic financial plans tailored to their needs. His approach involves a personalized planning process centered on clients and their loved ones, aiming to provide confidence and peace of mind. Dylan supports clients through changes in their goals or circumstances, fostering long-lasting relationships. He holds a California Insurance License, which complements his financial advisory services. Outside of his professional life, Dylan enjoys camping, fishing, movies, running, and traveling.

Bill Bereszniewicz is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served in various capacities at Fidelity, including Financial Consultant from 2022 to 2023, Investment Consultant from 2021 to 2022, and Wealth Management Planning Consultant from 2019 to 2021. Before joining Fidelity, he worked as a Relationship Manager at North American Management from 2015 to 2019. Bill is a Certified Financial Planner™ who transitioned from being a professional athlete within the Los Angeles Dodgers organization to financial consulting. His approach focuses on collaborating with clients and their families to develop financial plans that are both optimal and comfortable. Outside of his professional work, Bill enjoys baseball, beach activities, family time, fitness, social events with friends, and outdoor adventures.