Christopher Arrigg is a Senior Financial Advisor at Merrill Lynch Wealth Management in Burlington, Massachusetts. He works with business owners, C-suite executives, high-net-worth families, and fast-growing professionals to assist with complex financial decisions involving liquidity events, concentrated equity, family wealth planning, retirement, and tax-efficient strategies. His approach emphasizes planning first, helping clients organize their financial lives and achieve their long-term goals through informed decision-making. He also serves as a Portfolio Manager and Retirement Benefits Consultant, managing personalized strategies that may include various investment options. Christopher holds the Certified Plan Fiduciary Advisor (CPFA) designation, is a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from Bentley University and completed his high school education at Austin Preparatory School. He is involved with the Bentley Greater Boston Alumni Chapter and graduated Magna Cum Laude from Bentley University. Outside of his professional role, Christopher participates in community activities with Lazarus House Ministries, Inc. His personal interests include adventure sports, baseball, basketball, chess, cooking, golfing, photography, spending time with family, traveling, and watching movies.

Ryan Fabrizio is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His previous roles include work at Care Hospice and Dos Lobos American Taqueria. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also holds distinctive registrations and serves as an advisor to multiple registered investment companies.

Giordanio Nevil is a CFP® with eight years of industry experience, currently affiliated with Cetera in Woburn, MA. He has held roles at Cetera and its affiliates since 2019 and previously worked at Foresters Financial Services and Hudson Financial Group. Nevil is co-owner of Peak Path Retirement Advisors, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary management options, supporting a range of investment strategies and program structures.

Jacob Fudge is a Series 66-licensed financial advisor with Morgan Stanley, based in Middleton, MA, with six years of industry experience. He has worked with Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. from 2022 to present. Prior to his financial services career, he was employed at the Golf Club at Turner Hill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm employs a structured planning process that utilizes proprietary tools and models, managing approximately $2.74 trillion in client assets.

Michael Klonsky is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously worked at Praesidium Wealth Management and Commonwealth Financial Network. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Matthew Camerlengo is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. Camerlengo also operated Camerlengo & Associates, PC for 11 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Robert Sechrist is a CFP® professional with 31 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He has also operated Sechrist Financial Services since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Larry Moreira is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2020. His career at Fidelity spans multiple roles beginning in 2000, including positions as an Investment Solutions Consultant, Financial Consultant, Retirement Consultant, Investment Consultant, and Trading Representative. This extensive experience reflects his comprehensive understanding of financial consulting and investment strategies. Larry is committed to assisting clients in investing with less fear, retiring with more confidence, and living life more freely. His approach focuses on educating clients to empower them to implement co-created financial plans, enhancing their financial independence and control, and helping them use their resources to achieve greater satisfaction and happiness. Outside of his professional role, Larry enjoys comedy, concerts, family activities, fitness, movies, and running.

Joseph Languirand is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Evolution Solutions Group, LLC, a talent and recruitment consulting firm, where he provided consulting services for small or startup businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Brian Darcy is a financial advisor with LPL Financial in Woburn, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Boston Light Financial, Waddell & Reed, Santander Bank, Santander Securities, and a seven-year tenure with Knights of Columbus. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

James Katsikis is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. His career at Fidelity began in 2023, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before his current position. Throughout his tenure, James has developed a comprehensive understanding of financial planning and client relationship management. In his role as Planning Consultant, James emphasizes educating and empowering clients, fostering partnerships based on listening, understanding, and collaboration. He approaches client interactions with care, attention to detail, and a strong sense of personal responsibility, aiming to help clients make informed financial decisions. Outside of his professional work, James has interests in fitness, football, golf, and music.

Luisa Salazar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked previously at Bank of America/Merrill Lynch and Citizens. Outside of her financial career, she was involved with Space Invaders for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Mark Krupkowski is a financial advisor with Mass Mutual Investors Services in North Andover, MA, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships focused on client goals and written recommendations.

John Fietze is a Planning Consultant at Fidelity Investments. In this role, he partners with individuals and families to develop and maintain comprehensive financial plans aimed at achieving their short and long-term goals. John has held several positions at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2024 to 2025, gaining experience across various aspects of financial planning and client management. Outside of his professional work, John enjoys activities such as beach outings, golf, running, and traveling.

Jason Carace is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He partners with individuals and families to develop holistic financial plans tailored to their goals and needs, providing ongoing support through changing life circumstances. Jason has been with Fidelity Investments since 2013, holding various roles including Managed Solutions Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning and Guidance Consultant II, Workplace Planning and Guidance Consultant, High Engagement Representative, and Financial Associate. His experience encompasses financial consulting and client management within the firm. Outside of his professional work, Jason enjoys biking, family activities, football, golf, hiking, and skiing.

Sebeta Kalpee is a financial advisor at Merrill with 14 years of industry experience. She has held her current role at Merrill since 2015 and holds Series 63 and Series 66 designations. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Thaxton is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at LPL Financial for 27 years. Thaxton is also president of Carrthaxton Financial Group, LLC, a financial services firm he has led since 2012, and is involved in real estate through ownership of Carrthaxton Realty Trust, LLC. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jacob Palhares is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has recently entered the industry, with prior experience including roles at Granite Peak Associates and as a full-time student. His current practice is based in Wakefield, MA. 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 provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools.

Anthony Marino Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Co. since 2016, following two years at MetLife Securities Inc. In addition to his advisory role, Marino operates as an independent insurance agent specializing in disability, fixed annuities, and group insurance products. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including wrap accounts, money-manager programs, and educational seminars.

Diogo Pinto is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2024. He works closely with individuals and families to develop personalized financial plans and investment strategies that adapt to their evolving goals. His approach centers on guiding clients as they pursue their priorities and strive for lasting financial success. Diogo has been with Fidelity Investments since 2016, progressing through various roles including Planning Consultant, Relationship Manager, and Financial Representative. This experience has provided him with a broad understanding of wealth management and client relationship development. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.