Victoria Rego is a Planning Consultant at Fidelity Investments. In her role, she partners with advisors and individuals to develop and maintain financial plans aimed at helping clients understand the consequences of their financial decisions and providing clarity to their financial futures. Victoria has held several positions within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Retirement Brokerage Services, and Financial Associate II in Defined Contributions and Defined Benefits. This experience has provided her with a solid foundation in financial planning and client relationship management.

Marc Foley is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and five years of industry experience. His background includes service in the United States Army and roles with the Massachusetts State Police and Essex County Sheriff's Department, as well as positions in education at the University of Massachusetts Lowell and North Andover Public Schools. He also serves as a trustee for a local homeowners association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver tailored investment solutions across multiple product types.

Christopher Sullivan is a Financial Consultant based in the Framingham Investor Center. He works closely with individuals and families to understand their unique financial needs and concerns, creating personalized plans to organize investments and support their financial goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to this, he served as a Senior Financial Consultant at TIAA from 2008 to 2020. Outside of his professional work, Christopher enjoys activities such as going to the beach, playing soccer, and volunteering.

Peter Lounsbury Jr. is a financial advisor with LPL Financial in Stoughton, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 2001. Outside of his advisory role, he is involved in selling fixed insurance products including various disability, health, dental, vision, life, and long-term care policies. 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 services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Pouya Jalili is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co and the University of Alabama. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering event-driven planning programs and educational seminars.

Brian Smith is a CFP®-designated financial advisor with Edward Jones in Foxboro, MA, with 26 years of industry experience, all at Edward Jones since 2000. He serves as a board member and director of girls basketball for grades 2 through 4 at the Foxboro Youth Basketball Association. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its affiliated services beyond advisory offerings.

Joseph Gonthier is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at firms including AAFCPAs, Inc. and Wolf & Company, P.C. Previously, he has also been involved with Merrimack College Financial Capability Center and Teresa's Grille 19. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Peter Fitzgerald is a Series 66-credentialed financial advisor with LPL Financial, based in Braintree, MA, and has four years of industry experience. His prior work includes roles at SagePoint Financial, Securian Advisors of New England, and Minnesota Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Suzanne Saville is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2023, she worked for nine years at Citizens Securities, Inc. 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 supported by model portfolios, third-party asset management, and institutional platforms.

Patricia Curran is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including SagePoint Financial, Cambridge Investment Research, Citizens Securities, and Fidelity. Outside of advising, she is a member of Boston Women in Finance. OSAIC Wealth serves a diverse client base ranging from individual investors to retirement plan sponsors and corporate clients. The firm offers advisory and brokerage services through a multi-advisor platform focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

David Swartz is a financial advisor at Morgan Stanley in Wellesley, MA, with 26 years of industry experience. He has been with Morgan Stanley and its predecessor firm since 2007. Outside of his advisory work, he serves as a FINRA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and investment research.

Susan Mcguire is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bay Financial Associates since 2011, joining LPL Financial in 2023. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Everts is a financial advisor at UBS Financial Services with 41 years of experience, having been with UBS since 1985. He holds a Series 63 designation. He serves as a trustee for multiple family trusts related to investment management and planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Patrycja Cotter is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has previously worked at various Citizens Bank entities from 2014 to 2022. Outside of her advisory role, she serves as a Notary Public. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Daniel Finn is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

William Slaney is a financial advisor with Ameriprise in Cumberland, RI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in managing a real estate holding company and serves as Assistant Chief Investment Officer at SNE Operations, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Jack Citarell is an Investment Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with families on their longer term goals by providing investment guidance, retirement planning, and legacy planning considerations. Prior to his current role, Jack served as a Planning Consultant at Fidelity Investments from 2023 to 2026 and as a Workplace Planning Consultant from 2021 to 2023. Outside of his professional career, Jack enjoys baseball, boating, fishing, football, golf, and participating in social events with friends.

Matthew Little is a financial advisor with LPL Financial in Framingham, MA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Cetera and Investors Capital Corp., among other firms. Outside of his advisory role, he is an insurance agent selling life, health, annuities, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad network of over 22,800 advisors.

Alasdair Swett is a Series 66 licensed financial advisor with Fidelity in Chestnut Hill, MA, with one year of industry experience. His prior work history includes a position at Harbour Capital Corporation and various roles outside finance, such as involvement with the University of New Hampshire Cat's Cupboard Food Pantry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Raymond Lazcano is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Santander Securities, and Sovereign Bank. 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 broad range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and research tools.