Nicolle Balesteri is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020. Prior to this, her background includes roles in university fraternities and sorority life, automotive sales, and hospitality. Outside of her advisory work, she volunteers as a desk assistant at SWEAT Cycling in Danvers, MA, where she supports class operations without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Alexander Krisak is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 12 years of industry experience, including roles at MetLife Securities and MassMutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent and owner of Lionheart Wealth Management Inc., a financial services pass-through entity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and delivers written recommendations without discretionary authority.

Connor Gilbert is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and comprehensive investment strategies. His work focuses on aligning clients' financial goals with both their long-term and short-term objectives. Connor has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, Financial Representative, and CRA. This progression reflects his experience in financial planning and client relationship management within the investment sector. Outside of his professional career, Connor engages in activities such as beach outings, family activities, golf, music, soccer, and traveling.

Timothy Lake is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Robert Endicott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cetera and its affiliates since 2016 and previously spent a decade at Investors Capital Corp. In addition to his advisory role, he is an agent offering fixed insurance products including life, health, annuities, and long-term care coverage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of investment management and financial planning services through a multi-manager platform featuring both affiliated and unaffiliated managers, with assets under management exceeding $256 billion.

Colby Dobrusin is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Integrated Wealth Concepts, LLC. Outside of his advisory role, he has served as a youth sports official in Topsfield, 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 other institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research, model portfolios, and technology tools.

David Mancinelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Richard Ventura is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in developing personalized financial plans tailored to their needs, goals, and dreams. He has held the position of Vice President and Branch Office Manager since 2015. Richard has extensive experience within Fidelity Investments, having served in various roles including Vice President of Portfolio Advisory Services from 2006 to 2014, Sales Director from 2003 to 2005, Director of Account Management from 2001 to 2002, Director of Business Development from 1999 to 2000, Team Manager of Premium Services from 1996 to 1998, and Financial Representative from 1994 to 1995. Prior to joining Fidelity, he worked as a Financial Consultant at Merrill Lynch from 1992 to 1994.

Robert Tashjian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kayem Foods, Inc., Strega Prime, and Richardsons Ice Cream. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Matthew Solecki is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at the Federal Deposit Insurance Corporation and Flagship Wealth Advisors, as well as employment in construction and the hospitality sector. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Oscar Rodriguez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Uber, Santander Bank, and Citizens Bank before joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kevin Manning is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with managing estate investment activities. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning that relies on structured discovery and modeling techniques without offering individual security recommendations as part of standalone plans.

Jason Franz is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

John Murphy Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with firms including First Tech Federal Credit Union and Addison Avenue Financial Partners, where he also provides financial advice to members through AddisonAvenue Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Scott Brogan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Financial Services since 1995 and PFS Investments Inc. since 2009. Brogan was involved with the Mass Coalition of Homeless from 2018 to 2022. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of strategic investment models.

Alexander Garfield is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2022. His prior experience includes roles at Charles River Development, TD Ameritrade, and APFS Wealth Management. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized supervision and custody arrangements.

James Connors is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 designations and worked at Signator Investors, Inc. for 32 years prior to joining OSAIC in 2018. Connors is also a managing partner at Boston Partners Wealth Management, LLC, an insurance brokerage firm focused on wealth management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio construction tools and access to third-party money managers.

Michael Iannuzzi is an advisor at Fidelity with a Series 66 credential and no prior industry experience. His background includes various roles in education and recreation sectors as well as limited engagements in remodeling and sports organizations. Fidelity's Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and utilizes AI in its investment process.

Keythan Sato is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at MassMutual Life Insurance Company and involvement with Boston College and the Hawaii Massage Company. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved analytical tools and offers specialized planning programs such as divorce and estate-settlement planning.

Sondos Abedallah is a financial advisor at Merrill with Series 66 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Bank of America, Citizens Bank, J.P. Morgan Chase Bank, and Santander Bank. 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 strategies developed by internal Chief Investment Office teams and third-party style managers for a range of individual and institutional clients.