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.

David Erwin is a CFP® with 32 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network and Touchpoint Financial Advisor Group, where he served for 17 years. Outside of his advisory role, he is president of Touchpoint Financial Advisor Group, a support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.

Jennifer Snow is a Series 66 licensed financial advisor with 23 years of industry experience, currently affiliated with UBS Financial Services since 2015. She is based in Peabody, MA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support client strategies.

Erick Bourbon is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and retirement advice, supported by extensive advisor tools and a large network of over 22,800 advisors.

Katalin Orban is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2018. Prior to that, she was with Foresters Advisory Services LLC and Foresters Financial Services from 2015 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

David Gillespie is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2009. Gillespie operates under the DBAs DKG Financial and DKG Financial Wealth Management Strategies in Boston, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and various strategic allocations.

Timothy Grogan is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and 12 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 16 years at Royal Alliance Associates Inc and six years with New England Schooner, Inc. Grogan is also a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning and third-party asset management.

Aja Conway is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at Tristar Worldwide Chauffeured Services for three years. Outside of her advisory work, she works as an independent contractor delivering food for UberEats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

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.

William Steck is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank, N.A. from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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 previously at Securities America, Inc., Goldstein-Milano LLC, Venture Forward Partners, LLC, and Paytronix Systems, Inc. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm utilizes a model-based investment process with tools like risk-tolerance questionnaires and portfolio optimization, supporting a variety of account types and third-party manager programs.

Scott Newton is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he serves as president of the Fighting Dutchmen Gridiron Club at Union College and acts as trustee for the Abigail Ingalls Trust, overseeing the account’s investment and monitoring inflows and outflows. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Vincent Recchia is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Cantella & Co., Inc. and Merrill. He is also registered as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports a variety of account platforms and management strategies.

Jacqueline Blau is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise in Danvers, MA. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she is a co-owner of a real estate business in Danvers, MA. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory processes with a wide range of brokerage and insurance solutions typical for a large institutional firm.

Mitch Pomerance is Vice President and Financial Consultant at Fidelity Investments, where he serves high net worth clients through a detailed and collaborative financial planning approach. He specializes in retirement income planning and is committed to providing research-based strategies to help clients accumulate, spend, and protect their financial assets across multiple horizons. Mitch emphasizes great customer service and acts as an advocate for his clients within Fidelity. With a professional background spanning over two decades, Mitch has worked in various roles including Account Executive at Fidelity Investments from 2012 to 2015 and Financial Advisor at AXA Advisors from 2003 to 2012. Throughout his career, he incorporates quantitative and qualitative analysis to support client decision-making. Outside of his professional work, Mitch has personal interests in art, concerts, fitness, music, and volunteering.

Jessica Bredin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held roles at Eyepoint Pharmaceuticals and Viamericas Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Alexander Smith is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America, N.A. since 2015. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, leveraging its integration with Bank of America and its capital-markets platform.

Gordon Barnes III is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with various divisions within Fidelity since 2003, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services, and serves as an advisor to multiple registered investment companies and fund-of-funds.