Ryan Fitzpatrick is an Investment Consultant at Fidelity Investments. In this role, he collaborates closely with individuals and families to build comprehensive wealth plans tailored to their personal and financial needs, aiming to help them work toward their financial goals with confidence and clarity. Ryan's professional experience includes positions at Fidelity Investments starting in 2023, progressing from Financial Representative to Relationship Manager before becoming an Investment Consultant. He also completed an internship in US Retail Wholesale at MFS Investments in 2022. Outside of his professional work, Ryan's personal interests include attending concerts, fishing, fitness, golf, running, and yoga.

Todd Miller is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at CCDEVCOM-SC and the CCDC-Soldier Center, and worked with Northeastern University’s Center for Renewable Energy. Miller is also president of two B2B networking groups in Milford and Hopedale, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

H. Muscatello is a financial advisor with LPL Financial in Westborough, MA, holding the Series 66 designation and possessing 23 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Bay Financial Advisors Inc. from 2015 to 2021. Outside of advisory services, he is involved with Bay Financial Associates LLC, where he devotes part of his time to the sale and service of traditional insurance products, including life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and a variety of specialized financial products.

Kirk Mccaw is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 21 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2015 to 2022. Outside of his advisory role, he is involved in property management as an owner of a real estate condominium in Jacksonville, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Christopher Godosky is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has held prior roles at Adams Street Motors and Harding Financial. Godosky also worked at Bentley University and has a background involving the Black Rock Country Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Ellen Pumphret is a financial advisor at Merrill with over 32 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 1993. Outside of her advisory role, she serves as a power of attorney and co-trustee for her parents. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

George Bernet is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including roles at Royal Alliance Associates, John Hancock Life Insurance Co., and Signator Investors. In addition to his advisory work, he provides disability and life insurance policies through various agencies. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Connor Goodwin is a financial advisor at Equitable Advisors with a Series 66 designation. He joined the firm in 2025 and has no prior industry experience. His work history includes roles outside finance, such as positions at the Catherine J Malatesta Foundation and Sudbury DPW, as well as involvement with Tulane University and Skyhawks Sports Academy. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.

Michael Judd is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Connor is the Regional Vice President of Executive Services at Fidelity Investments, where he leads a team of senior wealth advisors focused on providing corporate executives with comprehensive wealth planning services. In this role, he oversees strategies and solutions tailored to meet the complex financial needs of executive clients. Matthew's experience centers on wealth management for corporate executives, guiding them through tailored financial planning processes. His leadership role at Fidelity Investments underscores his expertise in executive services within the financial sector. Outside of his professional responsibilities, Matthew engages in various personal interests including fitness, social events with friends, hiking, outdoor adventures, skiing, and traveling.

Thomas Walker is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and Frontier Security Strategies. Outside of his advisory work, he has been involved with yacht clubs in the New Bedford and Nantucket areas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations and advisory roles uncommon among large institutional peers.

Robert Connelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Robert provides access to Merrill's investment insights combined with the banking convenience and lending solutions of Bank of America to create flexible wealth management plans tailored to each client’s needs. He holds a Bachelor's Degree from the University of Massachusetts Amherst and has earned the Personal Investment Advisor (PIA) designation. Robert is committed to engaging with the communities he serves and dedicates time to volunteering with local organizations.

Alex Morella is a Financial Consultant who collaborates with individuals and families to address their financial concerns and assist in pursuing their goals. They use a consistent planning process to understand clients' objectives and overall financial situations, employing comprehensive financial planning and analysis to develop tailored plans. Alex's professional experience includes roles as a Business Development Consultant at John Hancock from 2017 to 2022, a Stock Plan Consultant at Fidelity Investments between 2015 and 2017, and an Investment Advisor at New York Life from 2014 to 2015. Outside of their professional work, Alex has interests in baseball, fitness, golf, parenthood, pets, and traveling.

Dianne Steen is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

James Mcnaughton is a financial advisor with Thrivent Investment Management in Dedham, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Thrivent since 2015. Outside of his advisory role, Mcnaughton serves on the board of the Urban Islands Project, an organization focused on developing new churches and faith communities, and works as a leadership coach for church and charitable organization leaders. He is also a pastor at The Link Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services distinct.

Matthew Fritz is an advisor at Thrivent Investment Management with Series 63 and Series 66 licenses. He has been with Thrivent since 2026 and previously worked for Johnson String Instrument for 16 years and operated Fritz Violins, LLC for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning in areas such as retirement, taxes, estate, business continuation, and special needs without portfolio management or discretionary trading authority.

Dylan Carrafiello is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients seeking clearer direction and less stress in their financial decisions, providing a partnership that simplifies complex financial matters. His areas of expertise include navigating equity compensation, consolidating retirement plans, and building diversified investment strategies. Dylan holds a Bachelor's Degree and a Master of Business Administration (MBA) from Quinnipiac University. He has earned professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach focuses on creating personalized investment strategies aligned with clients' goals and values. He emphasizes building real relationships rather than transactions, offering guidance on managing wealth, reducing tax drag, and developing intentional financial plans. Dylan provides access to Bank of America for banking and lending needs, complementing his investment advisory services.

Lisa Vaillancourt is a financial advisor with LPL Financial in Newton, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Armstrong Advisory Group Inc. and Securities America Advisors, Inc. Her other activities include involvement with Kaplan Financial Services related to her LPL business. 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 advisory programs, retirement consulting, and brokerage services.

Hali Morrison is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at The Vanguard Group and Charles Schwab Bank. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Mark Rosenthal is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that encompass broad retail and institutional offerings.