Todd Schell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he operates Schell Financial, which owns the building leased to Edward Jones for his practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

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 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.

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.

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 with Fidelity Investments in Danvers, MA, holding Series 63 and Series 66 licenses and two years of industry experience. Her background includes positions at Eyepoint Pharmaceuticals and Viamericas Corporation, as well as academic roles at Ithaca College. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its model portfolios.

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.

Gordon Barnes III is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 certifications and has been associated with Fidelity Brokerage Services since 2003. Barnes has also worked with Fidelity Personal and Workplace Advisors and Fidelity Investments in various advisory roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

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.

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.

Ellen Rose is a CFP® professional with 29 years of industry experience, currently serving at Equitable Advisors since 2005. She previously worked at Axa Advisors, LLC, and has maintained her own CPA and CFP practice since 1986. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions through program sponsors and third-party managers.

Allison Young is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2020, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Central Relationship Manager, and Customer Relationship Advocate. Throughout her career at Fidelity Investments, Allison has worked closely with individuals and families to develop comprehensive financial plans tailored to their goals and evolving needs. She focuses on building thoughtful strategies designed to bring clarity, efficiency, and confidence to clients' financial lives, emphasizing strong relationships and ongoing communication to support clients as they move toward long-term success.

Greg Miner is a CFP® professional with 21 years of experience in the financial industry. He is affiliated with Raymond James Financial and Cornerstone Financial Partners LLC, where he prepares financial plans, manages client accounts, and supports other advisors. He holds Series 63 and Series 65 licenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by a broad affiliate network.

Carly Pinkham is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its 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. The firm is integrated into Bank of America’s broader platform, which includes access to swaps, derivatives, lending, and custody services.

Andrew Petralia is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Osaic, he worked at Fidelity Investments for five years and has experience at Putnam Investments as well as in rideshare services with Lyft and Uber as an independent contractor. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across multiple asset classes, with options for discretionary or non-discretionary management.

Gregory Mclaughlin is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Royal Alliance Associates, John Hancock Life Insurance Co., and Signator Investors. Outside of his advisory work, he is an author and operates a financial planning LLC. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a wide network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Svetlana Malinovskaya is a Planning Consultant at Fidelity Investments, where she currently works with families, individuals, and business owners to develop customized financial plans. She focuses on understanding clients' goals and aspirations to create plans that are tailored to their unique financial situations. Svetlana aims to provide a clear and comprehensible planning process as part of the wealth management team. Her experience at Fidelity Investments includes roles as a Relationship Manager from 2022 to 2023 and as a Customer Relationship Advocate from 2020 to 2022. Through these positions, she has developed expertise in client relationship management and financial planning support. Svetlana is committed to delivering an exceptional client experience by leveraging the resources available through her team at Fidelity.