Maxwell McGourty is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to co-create investment plans related to their financial goals. Prior to this position, he held several roles at Fidelity Investments, including Investment Solutions Representative from 2023 to 2024, High Net Worth Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His experience encompasses various aspects of client relationship management and investment solutions within the firm.

Garth Fondo is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient withdrawal strategies through a centralized consulting team.

Danielle Drew is a CFP® with eight years of industry experience, currently serving with Cetera. Her prior roles include positions at Commonwealth Financial Network and Triad Advisors. Outside of finance, she teaches cardio and strength fitness classes at Nrg Fitness. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, featuring a multi-manager platform with both discretionary and non-discretionary program options.

Brian Pelczarski is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he spent five years with Voya Financial Advisors and seven years with Investors Capital Corp. Outside of his advisory work, he is a business owner of Commonwealth Consulting Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors and utilizes both proprietary and third-party investment strategies.

Stephen Hall is the sole advisor at Yarrington Management Company, an independent firm based in Westborough, MA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to founding Yarrington Management Company in 1999, Hall became a partner at Higley Hall & Company, Inc., where he advises boards of banks, credit unions, and trust companies on senior management and policy issues. Yarrington Management Company provides independent advisory services with a focus on personalized client engagement.

Jeffrey Bonvallat is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Bon Investments, LLC since 2003. The firm is an independent, single-advisor registered investment adviser based in Acton, MA. Bon Investments, LLC provides portfolio management services primarily to individual clients, managing approximately $67.94 million in assets across about 60 accounts. The firm focuses on ongoing portfolio oversight and typically serves clients with larger individual portfolios, maintaining a more concentrated client base than many independent advisers.

Kalule Guwatudde is a financial advisor at BoraBond, LLC with two years of industry experience. He holds the Series 66 designation and has held positions at Nortlov Securities, Kalepa Corporation, TA Associates, and McKinsey and Company. BoraBond specializes in discretionary and non-discretionary asset management focused on African government bonds, primarily serving charitable organizations, small businesses, and corporations. The firm employs a longer-term strategy using fundamental and technical analysis within a single managed account and operates an omnibus custody arrangement to facilitate bond settlements.

William Dion is a CFP® professional with 17 years of experience in financial services. He is currently affiliated with XYPN Sapphire and previously worked at Tenere Wealth Advisors, Cerity Partners LLC, Prio Wealth LP, and Rockland Trust. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers adviser-tailored plans supported by a corporate RIA structure owned by XY Planning Network.