Michael Tartarini is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Raymond James Financial Services, Legacy Financial Advisors, and SAGEPOINT FINANCIAL. He is based in Acton, MA. 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, model portfolios, and third-party asset management, supported by a large network of advisors and a broad platform of financial and operational resources.

Patrick Doran is a financial advisor at Fisher Investments with 17 years of industry experience. He holds a Series 66 designation and previously worked at Columbia Management Investment Distributors and various John Hancock entities. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

John Rensink is a financial advisor at Edward Jones in Woburn, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones, he worked at MSCI and State Street. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managed account options, and affiliated investment products. The firm operates under a fiduciary standard and supports its services through a large network of advisors and branch offices nationwide.

Christine Schwartz is a CFP®-certified financial advisor with Charles Schwab, based in Burlington, MA, and has four years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., as well as earlier positions in education and athletics-related organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory services, utilizing multi-asset model portfolios and a structured alternative investment review process.

Mariya Dimitrova is a financial advisor with Edward Jones in Chelmsford, MA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Sondos Abedallah is a financial advisor with Merrill in Andover, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Bank of America, Citizens Bank, J.P. Morgan Chase Bank, and Santander Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Joseph Chingas is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients and their families to develop and refine comprehensive financial plans aimed at helping them progress toward their financial goals and achieve peace of mind. Joseph has been with Fidelity Investments since 2013, serving in various capacities including Financial Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. His professional experience encompasses a broad range of financial services and investment consulting responsibilities. Outside of his professional work, Joseph has personal interests in fitness, golf, hiking, music, parenthood, and reading.

Michael Russo is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include work in tutoring, hospitality, legal support, and caregiving. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Peter Karle is a financial advisor with Morgan Stanley in Concord, MA, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Morgan Stanley since 2020, following a 19-year tenure at Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Kevin Halloran is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Broad Street Planning, LLC and WS Griffith Securities, Inc. In addition to his advisory role, he is an independent insurance agent selling fixed life and long-term care insurance products. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Kelly is a financial advisor at Ameriprise with 37 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved as an LLC member of EMK Advisors LLC for office-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Christopher Maniscalco is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Cambridge Investment Research Advisors, having previously worked at LPL Enterprise and in various other roles including courier services and automotive sales. Outside of advising, he is engaged in rideshare and delivery services through companies such as Instacart, Uber, and Spark. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and multiple investment platforms.

Mark Lozier is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity and Bank of America. Outside of his advisory role, he owns and operates a personal and household services business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual, institutional, and charitable clients.

Antoine Meehan is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Brown Brothers Harriman and MFS LLC. He is also involved with Meehan Financial Services, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Byron Spinney is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 65 and Series 63 licenses and seven years of industry experience. His career includes roles in insurance and waste management companies, and he has been with Primerica for over six years. Outside of advising, he receives non-investment compensation related to mortgage products and home security services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates nationally with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Olivia Gierlich is a Wealth Management Advisor at Merrill Lynch Wealth Management, working with a select group of families, retirees, corporate executives, business owners, and entrepreneurs in the Boston area. She focuses on understanding and connecting with her clients to create customized financial strategies that align with their goals and simplify their financial lives. Olivia collaborates with clients' tax advisors and estate attorneys to develop coordinated approaches to complex financial challenges. Her expertise includes portfolio management, personal retirement planning, executive compensation, divorce transition planning, socially responsible and ESG investing, and family wealth management strategies. She utilizes advanced probability planning software to construct individualized financial roadmaps and offers personalized advice to address the diverse financial concerns of her clients. Olivia earned a bachelor's degree from the Massachusetts Institute of Technology in Management Science/Finance with a minor in International Politics. She holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Olivia resides in Cambridge, MA, and is active in her community through involvement with MIT's Alumni Association and the Pi Beta Phi Bostonian Alumnae Club. Her personal interests include traveling, reading, playing softball, and exploring new culinary experiences.

Cameron Egan is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of his advisory role, he is involved in a carpentry contracting business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization techniques and supports a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

Christine Grady is a CFP®-designated financial advisor with 26 years of industry experience. She is currently with Fidelity, having worked across multiple Fidelity entities since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Timothy Goode is a Planning Consultant at Fidelity Investments, where he has been serving since 2024. In this role, he partners with individuals and families to develop personalized financial plans that address their unique goals and financial needs. His approach emphasizes building strong relationships and maintaining trust and communication with clients and their families. Timothy's experience at Fidelity Investments spans several roles, including Financial Representative from 2021 to 2024 and Financial Customer Associate from 2020 to 2021. This progression reflects his growing expertise in financial planning and client service within the company. Outside of his professional responsibilities, Timothy enjoys baseball, fishing, football, golf, and spending time with his pets.

Michael Aquino is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2008. Prior to that, he was with Broad Street Planning, LLC for five years. Aquino also serves as a notary public and sells non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.