Jim Akatyszewski is the Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop personalized wealth plans aligned with their financial goals, building adaptable financial plans that meet evolving family needs. Jim has been with Fidelity Investments since 2012, progressing through roles including Financial Representative II, Workplace Planning And Guidance I and II, Investment Consultant, and Financial Consultant before assuming his current position in 2023. His experience spans a range of financial planning and consulting services within the firm. Outside of his professional work, Jim enjoys outdoor activities such as biking, camping, fishing, hiking, and spending time at the lake.

Adam Murphy is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at TIAA for ten years. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Balloch is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at S.I.I. for 15 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in the sale of fixed insurance products and general office administration. Additionally, he is a Notary Public in the state of New Hampshire. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and advisory, financial planning, and managed accounts, utilizing various asset-allocation tools and third-party platforms to support investment strategies.

Kevin Barry is a CFP® with 42 years of industry experience, currently serving at LPL Financial since 1997. He holds a Series 63 license and is based in N. Reading, MA. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Janath Desilva is a financial advisor with Osaic Wealth, Inc. based in Westford, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Signator Investors, Inc. for 26 years before joining Osaic in 2018. Outside of her advisory role, she is involved with Innovative Financial Group, LLC, where she engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Matthew Matossian is a financial advisor at Merrill with a Series 66 designation and approximately two years of industry experience. His prior roles include positions at Bank of America and Geraci Law LLC, as well as involvement with Needham Park and Recreation and the University of Massachusetts Amherst. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jakob Zylak is a CFP® and ChFC® with eight years of experience in financial advising, currently with Ameriprise Financial Services, LLC since 2020. His prior roles include work at Ameriprise Financial Services, Inc. and community involvement with New Hampshire Job Corps, as well as collegiate residential life and soccer refereeing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s retirement income service features a centralized team support model and incorporates proprietary research and third-party data within a defined investment framework.

Matt Ambrosino is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, serving as a Workplace Planning Consultant from 2020 to 2021 and as a Planning Consultant from 2021 to 2023. Throughout his roles, Matt partners with clients to develop and implement strategies aimed at achieving both short-term and long-term financial goals. He collaborates with clients to co-create financial plans that provide control and confidence for their futures and those of their loved ones.

Michael Egirous is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity Investments since 1999, serving in various roles including Financial Consultant, Investment Consultant, and in Retirement Investment Services. Michael's professional experience spans over two decades within the financial services industry. His work focuses on helping clients develop financial plans tailored to their needs, emphasizing long-term relationships and personalized investment strategies. Additional educational background, credentials, personal interests, or community involvement information has not been provided.

Timothy Kobelski is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. His background includes multiple roles at Fidelity Investments, Villanova University, and Indian Ridge Country Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and delivers model portfolios for intermediary platforms.

Gregory Pinsonneault is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2012, progressing through positions including Investment Consultant, Workplace Planning and Advice specialist, and Service Associate. His career reflects a sustained commitment to providing financial advisory services. Gregory collaborates with clients to develop comprehensive and holistic financial plans tailored to their individual goals and personal circumstances. His approach emphasizes understanding each client's unique vision and preferences to effectively manage their finances. Outside of his professional work, Gregory has interests in art, hiking, military service, reading, running, and writing.

Michael Brannen is a Benefits & Planning Consultant in Executive Services. He collaborates with clients to develop financial plans aimed at supporting their financial goals, emphasizing strong client relationships built on trust, reliability, and competency. Michael has held several roles at Fidelity Investments, gaining extensive experience in financial planning and client relationship management. His positions include Investment Consultant from 2022 to 2026, Planning Consultant from 2021 to 2022, Relationship Manager from 2019 to 2021, Financial Representative in 2019, and Workplace Planning Consultant II from 2017 to 2019.

Rose Smart is a Series 65 licensed advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining the firm, she worked eight years with the Lincoln Public School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management strategies and custody platforms.

Michael Bernier is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2017, following four years at Wells Fargo Advisors and a brief tenure at Robbins Farley LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates its services within Bank of America’s platform, enabling access to a broad array of financial products and services.

Karen Himmel is a financial advisor at Merrill with 42 years of industry experience. She has held her position at Merrill since 1983 and holds Series 63 and Series 65 credentials. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies via its affiliation with Bank of America.

Douglas Norberg is a financial advisor with Cambridge Investment Research Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at Commonwealth Financial Network and Summit Financial Corp. Outside of advisory work, he owns Aegis Retirement Partners LLC, a third-party pension administration services firm. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides customized investment solutions across various platforms and incorporates both proprietary and third-party model strategies.

James Mastrianni is a Planning Consultant at Fidelity Investments. He is committed to helping individuals and families achieve their financial goals by collaborating closely with clients to develop comprehensive financial plans tailored to their unique objectives. His approach centers on building trusting relationships to support clients through various life events. James has held several roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, and High Net Worth Associate, gaining experience across diverse areas of financial advising. He holds an Arkansas Insurance License. Outside of his professional responsibilities, James enjoys activities such as fishing, football, golf, skiing, traveling, and participating in social events with friends.

Christopher White is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he serves as Treasurer of the Lexington Ski Club, a family ski club focused on social activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large client base with an integrated operational model that includes advisory, brokerage, custody, and alternative investment services.

Michael Rinaldi is a CFP® and CFA® charterholder with five years of experience in financial advising. He is currently with Edward Jones and has previously worked at Baystate Financial, MassMutual, Northwestern Mutual, and Athena Capital Advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Patrick Carpenter is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Horizon Wealth Partners, Inc. and Waddell & Reed, Inc. for over a decade. Outside of advising, he holds a notary public role and is involved with various insurance agencies as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by research and a variety of investment strategies.