Stephen Piotte is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He has worked at firms including Avantax Investment Services, H&R Block, and 1st Global Capital Corp. Piotte is CEO of Constellation Financial & Wealth Management Services and operates Piotte Enterprises, Inc., which conducts wealth management activities. He also owns an income tax preparation business and assists with a family-owned craft company’s financial management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, employer retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers, managing over $256 billion in assets through more than 10,000 advisors.

Robert Cohen is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 53 years of industry experience and has been with LPL Financial since 2019, following three years at Kestra Financial Services. Outside of his advisory work, he is a business owner of an entity unrelated to investments in Bolton, MA. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combines discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

Jim Akatyszewski is the Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop personalized wealth plans aligned with their financial goals, building adaptable financial plans that meet evolving family needs. Jim has been with Fidelity Investments since 2012, progressing through roles including Financial Representative II, Workplace Planning And Guidance I and II, Investment Consultant, and Financial Consultant before assuming his current position in 2023. His experience spans a range of financial planning and consulting services within the firm. Outside of his professional work, Jim enjoys outdoor activities such as biking, camping, fishing, hiking, and spending time at the lake.

Adam Murphy is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at TIAA for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Barry is a CFP® with 42 years of industry experience, currently serving at LPL Financial since 1997. He holds a Series 63 license and is based in N. Reading, MA. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

William Jacobs is a CFP®-certified financial advisor at LPL Financial with eight years of industry experience. He previously worked at Citizens Securities, Inc. and Citizens Bank before joining LPL Financial and M&T Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Camarro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at Edelstein & Company, LLP and Nardella & Taylor, LLP. His background also includes positions at MassMutual Life Insurance Company and Merrimack College. 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, emphasizing collaborative, goal-driven planning supported by firm-approved analytical tools.

Janath Desilva is a financial advisor with Osaic Wealth, Inc. based in Westford, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Signator Investors, Inc. for 26 years before joining Osaic in 2018. Outside of her advisory role, she is involved with Innovative Financial Group, LLC, where she engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Matt Ambrosino is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, serving as a Workplace Planning Consultant from 2020 to 2021 and as a Planning Consultant from 2021 to 2023. Throughout his roles, Matt partners with clients to develop and implement strategies aimed at achieving both short-term and long-term financial goals. He collaborates with clients to co-create financial plans that provide control and confidence for their futures and those of their loved ones.

Jennie Devlin is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds the Series 66 designation and has a background that includes roles at Cantella & Co., Inc. since 2000 and Cambridge Investment Research, Inc. since 2022. Devlin also manages personal investments through her holding company, Devlin & Co. LLC, and has involvement in an automotive repair business and various holding companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm employs a range of investment strategies tailored by independent Financial Professionals and features proprietary models alongside access to unaffiliated strategists.

Michael Egirous is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity Investments since 1999, serving in various roles including Financial Consultant, Investment Consultant, and in Retirement Investment Services. Michael's professional experience spans over two decades within the financial services industry. His work focuses on helping clients develop financial plans tailored to their needs, emphasizing long-term relationships and personalized investment strategies. Additional educational background, credentials, personal interests, or community involvement information has not been provided.

Michael Giannattasio is a financial advisor with LPL Financial in Lynnfield, MA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with LPL Financial and its predecessor since 1994. In addition to his advisory work, he operates several non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and financial services supported by research and multiple investment strategies.

Timothy Kobelski is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. His background includes multiple roles at Fidelity Investments, Villanova University, and Indian Ridge Country Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and delivers model portfolios for intermediary platforms.

Gregory Pinsonneault is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2012, progressing through positions including Investment Consultant, Workplace Planning and Advice specialist, and Service Associate. His career reflects a sustained commitment to providing financial advisory services. Gregory collaborates with clients to develop comprehensive and holistic financial plans tailored to their individual goals and personal circumstances. His approach emphasizes understanding each client's unique vision and preferences to effectively manage their finances. Outside of his professional work, Gregory has interests in art, hiking, military service, reading, running, and writing.

Nicole Saucier is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2021. She specializes in working closely with clients to understand their unique histories, needs, and aspirations, developing personalized financial plans to help them achieve their goals. Nicole's career in financial services spans over two decades, including roles such as Senior Client Relationship Manager and Private Wealth Relationship Manager at Bank of America Merrill Lynch from 2009 to 2019. She also held positions in equity compensation and client services at Merrill Lynch beginning in 2002. She holds insurance licenses in Arkansas and California. Outside of her professional work, Nicole enjoys biking, hiking, outdoor adventures, sailing, yoga, and spending time with her pets.

Karen Himmel is a financial advisor at Merrill with 42 years of industry experience. She has been with Merrill since 1983 and holds Series 63 and Series 65 licenses. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Mckenna is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MSI Financial Services, Inc. from 2005 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and educational seminars, with additional event-driven planning services such as divorce and estate-settlement planning.

Douglas Norberg is a financial advisor with Cambridge Investment Research Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at Commonwealth Financial Network and Summit Financial Corp. Outside of advisory work, he owns Aegis Retirement Partners LLC, a third-party pension administration services firm. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides customized investment solutions across various platforms and incorporates both proprietary and third-party model strategies.

James Mastrianni is a Planning Consultant at Fidelity Investments. He is committed to helping individuals and families achieve their financial goals by collaborating closely with clients to develop comprehensive financial plans tailored to their unique objectives. His approach centers on building trusting relationships to support clients through various life events. James has held several roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, and High Net Worth Associate, gaining experience across diverse areas of financial advising. He holds an Arkansas Insurance License. Outside of his professional responsibilities, James enjoys activities such as fishing, football, golf, skiing, traveling, and participating in social events with friends.

Colin Gallagher is the Vice President, Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. Prior to this, he served as Vice President, Financial Consultant at Fidelity Investments from 2013 to 2018. He began his career as a Financial Advisor at Morgan Stanley, where he worked from 2009 to 2013. Colin focuses on understanding his clients' financial goals and aspirations to design tailored financial plans that suit their individual circumstances. His experience spans over a decade in financial consulting and advising, emphasizing personalized planning. No additional information regarding Colin's education, credentials, personal interests, or community involvement is provided.