Charles Steele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously served in the United States Army for four years. Outside of his advisory work, he operates a self-produced YouTube channel where he creates content on a regular basis. Fidelity’s Strategic Advisers LLC, where Steele practices, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Tim D'Ambrosia is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to enhance the financial planning experience for clients. He focuses on connecting with clients beyond their financial situations to align recommendations with their personal goals, preferences, and values. Tim began his role as a Planning Consultant in 2023. He dedicates his efforts to ensuring clients feel understood and supported throughout their financial journey. Outside of his professional responsibilities, Tim enjoys spending time at the beach, engaging in fitness activities, watching football and movies, visiting lakes, and traveling.

Jane Dobisz is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 25 years of experience in personalized financial planning and wealth management. She focuses on understanding clients' priorities to develop flexible strategies that address changing market conditions. Jane works in areas including college education planning, retirement income, socially responsible and ESG investing, women and wealth, LGBT wealth planning, and services for endowments, foundations, and non-profits. Jane holds a Bachelor's Degree from the University of Vermont and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She follows a client-centered approach, emphasizing transparency and collaboration throughout the financial planning process. Jane is also committed to community involvement, volunteering with the Cambridge Zen Center and participating in community fundraising efforts. Outside of work, she enjoys biking, boating, cooking, golfing, painting, photography, reading, swimming, traveling, and writing.

Avi Finder is a financial advisor with Ameriprise in Framingham, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise specializes in retirement-income planning services for individuals generally holding at least $1 million in net investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Paul Fortini is a financial advisor with Merrill in Wellesley Hills, MA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Merrill since 2008. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Victoria Rego is a Planning Consultant at Fidelity Investments. In her role, she partners with advisors and individuals to develop and maintain financial plans aimed at helping clients understand the consequences of their financial decisions and providing clarity to their financial futures. Victoria has held several positions within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Retirement Brokerage Services, and Financial Associate II in Defined Contributions and Defined Benefits. This experience has provided her with a solid foundation in financial planning and client relationship management.

Marc Foley is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he served in the United States Army and held roles in law enforcement and education, including positions with the Massachusetts State Police, Essex County Sheriffs Department, and North Andover Public Schools. Outside of his advisory work, he acts as a trustee for a local homeowners association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Christopher Sullivan is a Financial Consultant based in the Framingham Investor Center. He works closely with individuals and families to understand their unique financial needs and concerns, creating personalized plans to organize investments and support their financial goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this, he served as a Senior Financial Consultant at TIAA from 2008 to 2020. Outside of his professional work, Christopher enjoys activities such as going to the beach, playing soccer, and volunteering.

Carol Crowley is a CFP® professional with 13 years of experience, currently serving clients at Edward Jones since 2013. She holds a Series 66 designation and is based in Northborough, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Pouya Jalili is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co and the University of Alabama. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering event-driven planning programs and educational seminars.

Brian Smith is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member and director for girls' youth basketball teams with the Foxboro Youth Basketball Association. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bernard Ravelson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Mass Mutual Investors Services, MassMutual Life Insurance, and METLIFE Securities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Suzanne Saville is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Citizens Securities, Inc. from 2014 to 2023. 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, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, with investment management supported by in-house research and third-party subadvisors.

Patricia Curran is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Inc. and Cambridge Investment Research Advisors, INC. Curran is a member of Boston Women in Finance, a networking group for women in the financial industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with investment portfolios constructed using firm-provided asset-allocation tools and third-party money managers.

David Swartz is a financial advisor at Morgan Stanley in Wellesley, MA, with 26 years of industry experience. He has been with Morgan Stanley and its predecessor firm since 2007. Outside of his advisory work, he serves as a FINRA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and investment research.

David Everts is a financial advisor at UBS Financial Services with 41 years of experience, having been with UBS since 1985. He holds a Series 63 designation. He serves as a trustee for multiple family trusts related to investment management and planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Patrycja Cotter is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Citizens Bank and CCO Investment Services Corp. Outside of advising, she serves as a notary public. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and comprehensive recommendation reports.

Daniel Finn is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

William Slaney is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing a real estate holding company and serves as Assistant Chief Investment Officer at SNE Operations, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jack Citarell is an Investment Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with families on their longer term goals by providing investment guidance, retirement planning, and legacy planning considerations. Prior to his current role, Jack served as a Planning Consultant at Fidelity Investments from 2023 to 2026 and as a Workplace Planning Consultant from 2021 to 2023. Outside of his professional career, Jack enjoys baseball, boating, fishing, football, golf, and participating in social events with friends.