Alexander Kroot is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience in various industries including healthcare, retail, and construction. Kroot also worked at the University of Maine, Orono, from 2016 to 2020. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Kristopher Grenier is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has previously worked at Webster First Federal Credit Union. 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 tailored to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert Sacchetti is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Leonhardt is a Planning Consultant at Fidelity Investments, where he supports local advisors in developing customized financial plans for clients. In his role, he focuses on helping families build lasting financial plans and fostering ongoing, trustworthy relationships. Robert has been with Fidelity Investments since 2019, progressing through several roles including Intern, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience spans various aspects of client relationship management and financial planning. Outside of his professional work, Robert's personal interests include attending concerts, football, golf, movies, puzzles, and theater.

Zoe Ganglani is a Financial Consultant at Fidelity Investments, where she has worked since 2006. She has been with Fidelity for over 20 years, serving in various roles including Investments Consultant and Financial Representative prior to her current position. Zoe specializes in working with families to navigate the complexities of financial planning. She focuses on wealth planning, helping clients create and execute strategies to grow, protect, and maintain their wealth. Her role involves educating clients and supporting them in working towards their financial goals. She holds a California Insurance License. Additional details regarding her education or personal interests were not provided.

Adam Conway is a financial advisor with LPL Financial in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and is also associated with NRP Advisors, Inc. and NRP Financial, Inc. Outside of his advisory role, he operates Harbor Retirement Planning and has involvement with Triton Mutual, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.

Brian Hash is a Financial Consultant at Fidelity Investments, where he has been employed since 2002. Throughout his career at Fidelity, he has held various roles including Branch Leader, Branch Service Manager, Senior Manager of the Private Client Group, Manager of Retirement Investment Services, Retirement Services Team Lead, and Retirement Services Representative. Brian's professional experience encompasses a range of responsibilities within financial consulting, branch leadership, retirement investment services, and private client management. His work focuses on educating and empowering clients to make informed financial decisions and developing customized financial plans tailored to individual needs.

Crystal Tiffany is a financial advisor at Edward Jones in Walpole, MA, with two years of industry experience. She previously worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, State Street Bank, and KPMG Advisory Services. Outside of her advisory role, she is the sole proprietor of Lolo & Huck Publishing, LLC, a self-publishing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Laura Bradeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been associated with Primerica Advisors since 2007 and has also worked with affiliated companies including Primerica Financial Services. In addition to her advisory role, she provides bookkeeping services for Telcohelp Communications. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale, with thousands of advisors and billions in assets under management.

James Gennari Jr. is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning through structured processes supported by firm-approved tools and analytics.

Tom Boardman serves as Vice President, Wealth Planner at Fidelity Investments, where he partners with clients to develop and implement family wealth plans aimed at achieving their short, intermediate, and long-term goals. He has been with Fidelity Investments since 2005, holding various roles including Wealth Planner since 2018, Financial Consultant from 2013 to 2018, and Investment Representative from 2012 to 2013. Prior to his current role, Tom gained experience as a Private Client Specialist and Financial Representative at Fidelity Investments, along with positions focused on retirement and customer service. His extensive tenure at Fidelity reflects a commitment to client service and wealth management. Outside of his professional career, Tom's personal interests include comedy, fitness, music, skiing, and snowboarding.

Jacqueline Milowe is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the CFP® certification and Series 66 and 63 licenses. Her prior work includes positions at City National Bank and Foresters Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies to each client’s risk profile and utilizes a range of in-house and third-party investment managers.

Ann Sybill Emmanuel is a financial advisor at Raymond James Financial with a Series 66 designation and experience beginning in 2026. Her prior roles include positions at North Atlantic Investment Partners, LPL Enterprise, and Wellington Management Company LLP. Outside of advisory work, she is involved with Fourth Heaven Media LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, typically non-discretionary advisory services and a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Bridget Skeffington is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at M&T Bank, Playa Bowls LLC, and the University of Connecticut. Outside of finance, she has experience in the food service industry with Marylou's Coffee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Tyler Walls is a financial advisor at Morgan Stanley in Wellesley, MA, with six years of industry experience. He held previous roles at T. Rowe Price and gained early career experience at Towson University and Padonia Ale House. Walls holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Scott Bonacci is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He collaborates with clients to manage life events and plan for the future, helping them navigate important financial decisions. Scott has been with Fidelity Investments since 2004, serving in various capacities including Financial Consultant, Vice President of Live Channel Experience, Vice President of Finance, and Director of Finance. His extensive experience at Fidelity spans over 15 years, encompassing financial consulting and leadership roles in finance and client experience.

Stephen Acerra Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of his advisory role, he serves as a FINRA national arbitration panel chairman and operates a legal and tax services practice focused on fiduciary and estate tax support. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services through multiple platforms and employs a structured investment approach utilizing asset-allocation tools, risk assessment, and third-party managers.

Michael Fornal is a financial advisor with Osaic Wealth, Inc. based in Needham Heights, MA, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. In addition to his advisory work, Fornal operates a sole proprietorship, Centinel Financial Group, and provides insurance brokerage services to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction and access to multiple third-party investment platforms.

Joanna Burzynska is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with individuals and families to assist them in navigating complex financial decisions through comprehensive wealth planning. Her approach centers on developing a thorough understanding of her clients' goals to create long-term plans that serve them and their families. Joanna has extensive experience in the financial services industry, having held various positions including Wealth Management Advisor at TIAA from 2018 to 2020, Vice President and Private Client Advisor at J.P. Morgan Chase from 2016 to 2018, and multiple roles at Fidelity Investments dating back to 2011. She holds a California Insurance License.

Luke Boyd is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of experience in the industry. Prior to joining Equitable Advisors, he worked in various roles outside of finance, including positions at Pearl Street Beverage and Instacart. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.