Jeffrey Garside is Vice President and Branch Leader at Fidelity Investments, where he has been employed since 2015. He focuses on financial planning with a consultative approach, leading conversations that prioritize clients' goals and co-creating plans tailored to their needs. His experience at Fidelity includes roles such as Financial Consultant, Team Leader for Portfolio Advisory Services, Interim Team Leader for Client Services, and Retirement and Investment Solutions Representative. This progression reflects his expertise in portfolio advisory, client services, retirement solutions, and investment strategies. Outside of his professional responsibilities, Jeffrey enjoys boating, family activities, hiking, outdoor adventures, and skiing.

Jilian Glynn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held roles at Coca-Cola, Dean College, and Regis College, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of products including model portfolios and registered investment companies, with notable activities such as CFTC registration and the use of AI in research.

Brooke Smith is a Branch Leader at Fidelity Investments, a role held since 2026. In this position, Brooke focuses on fostering an environment where associates are empowered to deliver a world-class experience, assisting clients and their families in working toward their financial goals. Brooke has held several roles within Fidelity Investments, including Advisory Services Team Leader from 2023 to 2026, Onboarding Team Leader in 2023, Licensing Mentor from 2022 to 2023, and CRA HNW from 2021 to 2022. This progression reflects a breadth of experience within the firm across leadership and advisory functions.

Troy Bigwood is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Securities America, Inc., Goldstein-Milano LLC, Venture Forward Partners, LLC, and Paytronix Systems, Inc. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm utilizes a model-based investment process with tools like risk-tolerance questionnaires and portfolio optimization, supporting a variety of account types and third-party manager programs.

Dylan Unger is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on developing investment and retirement strategies tailored to individual clients' goals. Prior to this, Dylan worked as a Financial Planner at Barnum Financial Group from 2019 to 2023 and began his career as an intern at Ameriprise Financial from 2018 to 2019. Dylan's approach centers on providing clients with the necessary tools to work towards their financial aspirations, emphasizing personal service throughout the process. His experience spans various aspects of financial planning and investment consulting, supporting clients through significant life events such as retirement and major purchases. Outside of his professional work, Dylan enjoys golf, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Vincent Recchia is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Cantella & Co., Inc. and Merrill. He is also registered as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports a variety of account platforms and management strategies.

Alexander Smith is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America, N.A. since 2015. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, leveraging its integration with Bank of America and its capital-markets platform.

Joseph Murphy is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Signator Investors, and John Hancock Life Insurance. He is a partner in Retirement Fiduciary Group, LLC and has experience marketing fixed annuities and non-variable insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and risk management.

Dylan Lafond is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has developed his expertise through various roles at Fidelity, including Investor Center Planning Consultant, Investor Center Relationship Manager, Workplace Planning Consultant II, and Workplace Planning Consultant I, spanning from 2020 to the present. Dylan works with individuals, families, and business owners to create holistic financial plans tailored to their needs. His approach involves a personalized planning process centered on clients and their loved ones, aiming to provide confidence and peace of mind. Dylan supports clients through changes in their goals or circumstances, fostering long-lasting relationships. He holds a California Insurance License, which complements his financial advisory services. Outside of his professional life, Dylan enjoys camping, fishing, movies, running, and traveling.

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.

Jordan Leibovici is a financial advisor with Fidelity Investments in Nashua, NH. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Hatherly Country Club, Qualitas Dental Partners, and Cohasset Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by regulatory registrations and formal advisory roles to multiple registered investment companies.

Andrew Petralia is a financial advisor at OSAIC with seven years of industry experience. His prior work includes roles at Fidelity Investments, Putnam Investments, Lyft, and Uber. Outside of advising, he has worked as an independent contractor providing rideshare services for Lyft and Uber. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory programs supported by a model-based investment approach and multi-advisor platform.

Alfred Salvato is a financial advisor at OSAIC in Lexington, MA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 22 years before joining OSAIC in 2023. Salvato also owns a sole proprietorship that places term and long-term care insurance for clients. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

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.

Jason Alvarez De Sotomayor is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Edelman Financial Engines, where he has worked since 2025, following prior roles within affiliated entities dating back to 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Richard Gayne is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 28 years before joining LPL Enterprise. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Giovanni Baczynski is a financial advisor with LPL Enterprise in Wakefield, MA, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes roles at Citizens Bank, Citizens Securities, Brophy Wealth Management, and Fidelity Investments. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

John Noone Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Hanscom Federal Credit Union, Citizens Securities, Inc., and Merrill. He is associated with Hanscom Investment Services, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maja Stojanovic is a CFP® professional with 23 years of industry experience, currently associated with OSAIC. Her work history includes roles at Royal Alliance and National Planning Corporation. She also serves as a notary public and holds executive positions at Flagship Wealth Advisors, LLC, and Flagship Financial Advisors, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan participants, and corporate clients, offering a variety of brokerage and advisory services supported by a model-based investment process and a broad affiliated network.

Richard Sgroi is a financial advisor at LPL Enterprise with 27 years of industry experience. His prior roles include long-term positions at Prudential Insurance Company of America and Pruco Securities, LLC. He holds Series 63, Series 65, and Series 66 licenses. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and offers additional services such as financial planning, third-party asset manager access, and affiliated insurance and trust services.