Sam Forrest is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their financial goals, identify challenges, and develop plans to achieve success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, and currently serving as an Investment Consultant since 2024. Throughout his tenure at Fidelity Investments, Sam has gained experience in client relationship management and investment solutions. His career path reflects a consistent focus on supporting clients in navigating their financial journeys. Outside of his professional work, Sam has interests in food, football, golf, music, and pets.

Scott Holden is a financial advisor with OSAIC in Concord, MA, holding Series 63 and Series 65 designations and 40 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 33 years with Signator Investors, Inc. In addition to his advisory role, he is involved in insurance brokerage activities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Andrew Nawrocki is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. He previously worked at Avidia Bank for seven years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Dimasi Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles that include managing model portfolios and overseeing fund governance.

Peter Mulholland is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2015 and at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Atwood is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Merrill, Bank of America, First Republic Investment Management, and currently J.P. Morgan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a comprehensive range of advisory and brokerage services.

Sharon Schoffmann is a CFP®-designated financial advisor with nine years of industry experience, currently with Ameriprise since 2022. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and The Bulfinch Group. She has served as an elected Town Meeting member in Brookline, MA, and holds a treasurer position on a nonprofit board. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Matthew Shiely serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He leads The Shiely Group along with 18 other financial advisors and support staff, focusing on meeting the distinct wealth management needs of affluent client families. He specializes in comprehensive wealth management including concentration-risk mitigation, succession and exit planning, multi-generational wealth transfer, tax-efficient investment planning, portfolio management, and private banking solutions. Matthew holds a Bachelor’s degree from the University of Notre Dame and a Master’s degree from Babson College, where he graduated Magna Cum Laude. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Investments & Wealth Institute. Outside of his professional role, Matthew lives in Groton with his wife and two children. He is involved with Junior Achievement of Central MA and values spending time with his family, caring for the environment, and sharing responsibilities and benefits of farm life with his children.

Kevin Mc Carthy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments, Merrill, Bank of America, and Citizens Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jeffrey Jeznach is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at various Fidelity entities since 1990, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios for intermediary platforms and retains oversight of sub-advisers and share class allocations.

Henri Rocheleau III is a financial advisor with LPL Financial in Worcester, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including five years at LPL Financial and five years at Voya Financial Advisors. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Peter Gill is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and Bernstein Institutional Services LLC. He serves on the Boston event committee for Toast to St. Jude, an annual fundraising event for St. Jude Children’s Research Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles using both in-house and third-party managers.

Brent Braswell is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity, including roles at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, oversight controls, and a formal advisory role to multiple registered investment companies and fund-of-funds.

Caitlin Dumas is a financial advisor with Morgan Stanley in Westborough, MA, holding a Series 66 designation and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Patrick Canney is a Financial Consultant at Fidelity Investments, a role he has held since 2024. His professional journey at Fidelity began in 2021, during which he has held several positions including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and Investment Consultant. Patrick focuses on working with local clients and their families to provide financial clarity and support. He emphasizes understanding each client's unique story to develop financial plans and strategies tailored to their individual goals.

Greg Raso is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative there from 2022 to 2024. Before joining Fidelity Investments, Greg worked as a Financial Professional at The Moody Street Group from 2019 to 2020. Greg focuses on financial planning that prioritizes clients' goals, helping them achieve peace of mind about their financial future. He emphasizes educating clients and understanding their individual needs to create tailored financial plans. His experience spans client service and financial solutions within the investment and planning sector. Outside of his professional work, Greg's personal interests include boating, fishing, football, golf, skiing, and volunteering.

Angelina Milenevsky is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile using a combination of in-house and third-party investment managers.

Ellen Goodman is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Joshua Honig is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015, following six years at Mapfre Insurance. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its financial planning process.

James Kenary IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.