Sean Reid is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Schwab, Reid worked at TD Ameritrade from 2021 to 2024. Outside of his advisory role, he is the owner of Reid Limited LLC, where he manages his personal brokerage account. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach and centralized operational infrastructure.

Erin Blanchard is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America N.A. since 2009. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Fabiola Louis Jean is a Series 66 licensed financial advisor at Merrill with five years of industry experience. Her prior work includes roles at Bank of America, Compass Working Capital, The Guild for Human Services, and The Bank of Nova Scotia. Outside of her advisory work, she is engaged as a rideshare consultant for Uber and Lyft and is a Market Partner for a cosmetic product sales company. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Fabrizio is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 credentials. Fabrizio has been with Fidelity Investment High Net Worth since 2000 and has worked at various Fidelity divisions, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity's Strategic Advisers LLC, where Fabrizio is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Anthony Dawson is a Financial Consultant currently working with Fidelity Investments since 2020. He holds the designation of Certified Financial Planner and focuses on helping individuals and families with their financial planning needs. Anthony's professional experience includes roles as a Financial Consultant at Santander Investment Services, LLC from 2017 to 2020 and as a Financial Solutions Advisor at Merrill Lynch from 2012 to 2017. His approach involves following a disciplined process and leveraging the resources available at Fidelity to assist clients in achieving their financial goals. Outside of his professional work, Anthony has interests in comedy, music, outdoor adventures, parenthood, swimming, and traveling.

Jason Diosa is a Financial Consultant at Fidelity, a position he has held since 2025. He collaborates with families to develop, implement, and maintain financial strategies tailored to their individual goals, emphasizing trust and personalized investment approaches. Jason has extensive experience at Fidelity Investments, having served in various roles since 2008. His previous positions include Investment Consultant (2024-2025), Benefits and Planning Consultant for Executive Services (2020-2024), Senior Relationship Manager (2017-2020), Relationship Manager (2011-2017), and Financial Representative (2008-2011). Outside of his professional work, Jason's personal interests include beach activities, family time, food, reading, running, and traveling.

Jonathan Lanstein is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cantella & CO., Inc. for 21 years. Outside of his advisory role, he is involved in several business ventures including ownership and leadership positions in various holding companies, real estate entities, and consulting firms. Cambridge Investment Research Advisors serves a diverse clientele, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of Financial Professionals and managing a multi-billion dollar asset base across multiple platforms.

Rachel Jordan is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at achieving their financial goals. She has held multiple roles within Fidelity Investments since 2021, progressing from Workplace Planning Associate to her current position as Planning Consultant. Her experience includes various capacities in workplace planning and advice, including roles as Workplace Planning Consultant I, II, and III, as well as Interim Help Desk Workplace Planning and Advice. This progression reflects her sustained involvement in financial planning and client service within the organization.

Robert Clark is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Baird in 2025, he spent 14 years at Janney Montgomery Scott and has been involved with Oil Combinations Inc. since 1987. Outside of his advisory role, Clark serves as a board member and consultant for Energy Connections Technologies LLC, a company providing transportation and technology services to the oil and gas industry. He works within The DDK Group at Robert W. Baird, which offers tailored wealth management services to individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with capabilities spanning traditional and alternative investment strategies.

Eric Bergstrom is a financial advisor at Raymond James Financial with 28 years of industry experience. He previously worked at Morgan Stanley & Co., Inc. for 15 years before joining Raymond James Financial Services Advisors, Inc. in 2019. Outside of his advisory role, Bergstrom serves as Chair of the Reading MA Republican Town Committee and is an unpaid volunteer for the Town of Reading, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Louis Fauci is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. In this role, he assists clients and their families with developing financial plans aimed at growing, preserving, and distributing their wealth according to their goals and objectives. Prior to joining Fidelity Investments, Louis worked as a Sales Associate at Baron Chase Securities in 1998. He holds a California Insurance License, which supports his ability to advise clients on insurance-related financial matters.

Adam Tobin is a Certified Financial Planner® with 33 years of industry experience, currently affiliated with LPL Financial since 2004. In addition to his advisory role, he operates the Law Offices of Adam Tobin PC, providing legal services unrelated to investment advising. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies and technology tools to support advisers.

Nicolle Balesteri is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020. Prior to this, her background includes roles in university fraternities and sorority life, automotive sales, and hospitality. Outside of her advisory work, she volunteers as a desk assistant at SWEAT Cycling in Danvers, MA, where she supports class operations without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Alexander Krisak is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 12 years of industry experience, including roles at MetLife Securities and MassMutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent and owner of Lionheart Wealth Management Inc., a financial services pass-through entity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and delivers written recommendations without discretionary authority.

Connor Gilbert is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and comprehensive investment strategies. His work focuses on aligning clients' financial goals with both their long-term and short-term objectives. Connor has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, Financial Representative, and CRA. This progression reflects his experience in financial planning and client relationship management within the investment sector. Outside of his professional career, Connor engages in activities such as beach outings, family activities, golf, music, soccer, and traveling.

Timothy Lake is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Sadie Bashara is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her current role, she collaborates with Financial Consultants and Vice President Financial Consultants to assist clients with unique planning and engagement needs. Sadie has been with Fidelity Investments since 2023, progressing through roles including Financial Service Representative and Financial Representative before becoming a Planning Consultant. Her experience within the company has provided her with insight into various aspects of financial services and client support. Outside of her professional work, Sadie enjoys cooking and baking, participating in social events with friends, painting, practicing Pilates, and reading.

Robert Endicott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cetera and its affiliates since 2016, previously working at Investors Capital Corp. He is also an agent involved in fixed insurance products including life, health, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to various model portfolios, third-party managers, and customizable investment strategies.

Colby Dobrusin is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Integrated Wealth Concepts, LLC. Outside of his advisory role, he has served as a youth sports official in Topsfield, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research, model portfolios, and technology tools.

David Mancinelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.