David Zwick is a Series 66-licensed financial advisor with LPL Financial, based in Wellesley, MA, and has 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Securities America Inc from 2015 to 2023, and at Progressive Asset Management from 2012 to 2019. Outside of his advisory role, he teaches high school seminars at Jackson Hole Community School. 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 financial planning and investment services, including model portfolios and access to third-party asset management, supported by technology tools for operational and research purposes.

Sergio Saccoccio is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021 and was a Financial Advisor at Morgan Stanley from 2014 to 2020. Sergio partners with clients to understand both their short and long-term financial goals and develops customized financial plans to meet their unique needs. He emphasizes clear communication to ensure clients understand the strategies being employed and how they benefit from them. Building strong, trustworthy relationships with clients and their families is a key focus of his practice. Outside of his professional responsibilities, Sergio engages in family activities and enjoys sports such as football, golf, skiing, and soccer, as well as social events with friends.

Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Rachel Rabinovich is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity since 2023, progressing through positions including Financial Consultant. Prior to Fidelity, she held roles such as Senior Financial Planner and Team Manager at Ellevest, Inc., and Director of Financial Planning at MassMutual (Society of Grownups). Her career in financial planning began with Cummings Financial Advisory Group (Ameriprise), where she worked from 2005 to 2015, advancing from Paraplanner to Financial Advisor. Rachel's experience encompasses various aspects of financial planning and consulting, including team management and financial planning research. She is a CFP® Professional and emphasizes creating financial plans tailored to individual client needs, aiming to build long-lasting and trusting relationships to help clients navigate life changes. No education or personal interests information was provided.

Mary McDonald is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with LPL Financial since 2007 and also holds a role at Avidia Bank since 2005. Previously, she held a Massachusetts real estate license but has not actively practiced real estate since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive research, technology tools, and a broad network of advisors.

Kevin Haskell is a financial advisor with Cambridge Investment Research Advisors located in Concord, MA. He holds Series 63 and Series 66 registrations and has 19 years of industry experience. His prior work includes roles at Aegis Retirement Partners, Commonwealth Financial Network, and Summit Financial Corp. Outside of his advisory work, he is involved in several real estate ventures through LLC partnerships. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers both discretionary and non-discretionary investment strategies through a variety of platforms, with access to proprietary model strategies and unaffiliated third-party managers.

Kevin Seabury is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Opus Investment Management and Symmetry Partners, LLC. He is also involved with the Vermont Captive Insurance Association, serving on the Member Engagement Committee of this nonprofit trade association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

Joseph McManus is a Financial Consultant currently working with Fidelity Investments since 2024. He specializes in collaborating with high-net-worth households to clarify their financial goals and implement plans that align with their vision. Prior to his current role, Joseph served as a Financial Advisor at Prudential from 2018 to 2024. Throughout his career, Joseph has focused on providing tailored financial advice and planning services to meet the complex needs of affluent clients. His professional experience spans over several years in the financial advisory field. Outside of his professional commitments, Joseph has personal interests that include gardening, music, pets, reading, swimming, and tennis.

Peter Rushton is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works with Fidelity's top families on their journey with money, wealth, and estate planning considerations. He has been with Fidelity Investments since 2004, initially serving as Vice President Relationship Manager until 2017, when he became Vice President Wealth Management Advisor. His experience includes wealth management and relationship management within the firm. Outside of his professional role, Peter enjoys biking, golf, and skiing.

Samuel Lookner is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise since 2020 and previously worked for American Express Financial Advisors Inc. from 1998 to 2020. He holds the Series 63 designation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. Their approach includes a written Recommendation Report supported by investment research, third-party data, and algorithmic tools.

David Brunelle is a financial advisor with LPL Financial in Worcester, MA, holding Series 63, 65, and 66 licenses and over 32 years of industry experience. He has held roles at LPL Financial since 2021, Berkshire Hills Bancorp since 2017, Voya Financial Advisors from 2016 to 2021, and North Point Investment Partners since 2001. Brunelle serves as chairman of the board at Berkshire Hills Bancorp and is a board member of Beacon Bank and Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, asset management programs, and institutional platforms.

William Winkelmann is a financial advisor at Edward Jones in Marlborough, MA, holding a Series 66 designation with nine years of industry experience. He previously worked at Mass Mutual Financial Group and Saint Michael's College. Outside of his advisory role, he has been associated with Brigade Baseball in Lancaster, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, complemented by affiliated mutual funds and other financial services.

Mohamad Mawed is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Commercial Bank of Dubai prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Hannah Goode is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at The Baupost Group from 2011 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client goals.

Jessica Cole is a CFP® and ChFC® with 21 years of experience in the financial services industry. She currently works at OSAIC and previously held roles at Sagepoint Financial, Inc., Sii Investments, and OneAmerica Securities, Inc. Cole is also president of Synergy Wealth Partners LLC and Synergy Wealth LLC, both investment-related entities, and is involved in offering fixed insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs a range of portfolio construction tools and access to third-party money managers to provide customized investment solutions.

Patrick Power is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley, he worked in the restaurant industry and has been involved with UMass football and other local organizations. Outside of his advisory role, he is a proprietor and partner at Vintage Grille, a restaurant and bar in Worcester. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee insights in its advisory process.

Christopher Lindon is a financial advisor at Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Morgan Stanley since 2009, with a brief one-year break in 2016-2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Todd Kobelski is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads The Kobelski Group. He has been with Merrill Lynch since 2006, beginning his career as a financial advisor at Fidelity Private Wealth Management. Todd specializes in serving affluent individuals and families, focusing on areas such as education planning, family wealth management, legacy planning, socially responsible and ESG investing, tax minimization, and retirement income. Todd holds a Bachelor of Science in Business Administration from Villanova University and completed the Financial Planning Certificate Program at Bryant University. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. Additionally, Todd is registered with the National Football League Players Association as a financial advisor. Over his career, he has been recognized on the Forbes Best-in-State Wealth Advisors list from 2018 through 2026. Outside of his professional role, Todd resides in Acton, Massachusetts with his wife and two children. He is involved in his community through coaching youth sports, including Acton Boxborough Pop Warner, and participates in volunteer initiatives. His personal interests include adventure sports, basketball, boating, dancing, football, and surfing.

Charles McLetchie is the Vice President and Branch Leader at Fidelity Investments, where he leads a group of Financial Professionals at the Framingham Investor Center. In this role, he focuses on collaborative planning processes that identify client goals, address concerns, and co-create financial plans. He has been with Fidelity Investments since 2011, serving as Regional Brokerage Consultant from 2011 to 2015, Regional Planning Consultant from 2015 to 2019, and Vice President, Branch Leader since 2019.

Lennox Donlon is a financial advisor with Ameriprise in Wellesley, MA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Ameriprise in 2023, he was affiliated with MML Investors Services and Mass Mutual Life Insurance Company. Donlon also has work experience outside finance, including a role at Power Home Remodeling and a brief position with the Los Angeles Angels. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.