Robert DeAngelis is the Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to create personalized financial plans focused on the growth, protection, and distribution of wealth. His objective is to provide clients with peace of mind by helping them make sound financial decisions. Robert has extensive experience within Fidelity Investments, having held several positions since 2012. His roles have included Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Vice President and Financial Consultant. Outside of his professional work, Robert enjoys spending time with his family, including exploring new places with his wife and their twin boys. His personal interests also include baseball, football, golf, running, and participating in social events with friends.

Sandra Lalond is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at Citizens Securities, Inc. and Citizens Bank between 2013 and 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Brian Mahler is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020, following a 19-year tenure at American Express Financial Advisors. Outside of advisory work, he owns MoleMosh LLC, a business unrelated to investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual reviews. The firm’s approach includes proprietary research and third-party data, with access restricted to clients meeting certain asset thresholds.

Michael Verde is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Popiel is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in financial services and related fields since 2011, including roles at Amundi Asset Management US and several software and venture firms. He also provides consulting services to a startup SaaS software company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services, utilizing firm-approved software tools in its planning process.

Devon French is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Republic Investment Management and American Tower Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to broader derivatives and commodities capabilities through affiliated entities.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

Michael Duffy is a CFA® charterholder with five years of industry experience. He is currently with Cetera and previously worked at Wellington Management LLP and Rex Capital Advisors, among others. He holds Series 63 and Series 66 licenses. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, operating with over 10,000 advisors and managing more than $256 billion in assets.

Sandy Toochin is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Matthew Havens is a CFP® with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors. He previously worked at A.G. Edwards & Sons, Inc. and has been associated with Global Vision Advisors since 2007. Outside of his advisory role, Havens is involved with South Shore Hospital as co-chair of its Links Committee, where he helps raise funds for the pediatrics department, and holds leadership positions at Sakonnet Golf Club. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, utilizing multiple platforms and proprietary model strategies.

Michael Galvin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at CUSO Financial Services, MML Investors Services, Mass Mutual Life Insurance Company, and other financial firms. 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 to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and employing various strategic and tactical allocation approaches.

Joseph Parlavecchio is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® and CFA® designations and has worked at Edward Jones since 2019, following a ten-year tenure at Edelman Financial Engines. Outside of his advisory role, Parlavecchio is involved in local community activities, serving as an elected Town Meeting Member in Milton, MA, and holding board positions with the Milton Chamber of Commerce, Milton Softball, and Milton Soccer. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory and managed account strategies, operates under a fiduciary standard, and is notable for its extensive nationwide network of financial advisors and affiliated capabilities beyond advisory services.

Peter Cleary is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at UBS Financial Services, RBC Capital Markets, and City National Bank. Outside of his advisory work, he serves as the executor of his mother's estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services and financial planning solutions, supported by extensive research and analytics.

Matthew Gorham is a financial advisor with LPL Financial in Norwood, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including prior work at Signator Investors, Inc. Outside of his advisory role, he has engaged in non-investment activities such as occasional work on a film set and participating in online surveys. 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, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

Michael Kelleher is a CFP®-designated financial advisor with J.P. Morgan Securities in Mansfield, MA, bringing four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation advisory program supported by centralized due diligence and a combination of quantitative and qualitative research.

Jason McGrath is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Morningside Securities, LLC and Prime II Management. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, annual planning processes supported by firm-approved analytical tools.

Brian Kelley is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Ed Pollis is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop customized financial plans. He focuses on helping clients potentially grow, preserve, utilize, and distribute their wealth by addressing retirement, investment, and financial planning goals through Fidelity's resources and planning process. His professional experience spans over two decades, including roles such as Vice President and Head of Practice Management at Voya Financial Advisors from 2014 to 2021, Senior Relationship Manager at Charles Schwab & Co., Inc. from 2004 to 2014, Account Manager at Kobren Insight Management from 2001 to 2003, and Financial Advisor at Park Avenue Securities LLC from 1999 to 2001. Ed holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner, which reflects his commitment to professional standards in financial planning.

Christopher Sonde is a financial advisor at UBS Financial Services with a Series 66 designation. He has been with UBS since 2026 and has prior experience working at Instacart, Data Axle, Boston College, and Whole Foods Market. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and research-based investment approaches.

Bryn Giammanco is a financial advisor with Ameriprise in Hingham, MA, holding a Series 66 designation and having four years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary research along with third-party data and algorithmic tools.