Welson Cesar is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with a select group of clients, including individuals, families, and business owners, to build, manage, protect, and transition their wealth in a holistic manner. Welson holds the CERTIFIED FINANCIAL PLANNER™ designation, which underscores his commitment to providing sound financial guidance. Welson's professional experience spans several roles within the financial industry. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2022 to 2025. He also gained experience at J.P. Morgan Chase Bank, N.A., where he was a Private Client Advisor from 2019 to 2022, a Licensed Banker from 2017 to 2019, and a Personal Banker from 2016 to 2017. He holds a California Insurance License. Outside of his professional life, Welson engages in activities such as family time, social events with friends, gardening, hiking, kayaking, and parenthood.

Todd Kobelski is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads The Kobelski Group. He has been with Merrill Lynch since 2006, beginning his career as a financial advisor at Fidelity Private Wealth Management. Todd specializes in serving affluent individuals and families, focusing on areas such as education planning, family wealth management, legacy planning, socially responsible and ESG investing, tax minimization, and retirement income. Todd holds a Bachelor of Science in Business Administration from Villanova University and completed the Financial Planning Certificate Program at Bryant University. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. Additionally, Todd is registered with the National Football League Players Association as a financial advisor. Over his career, he has been recognized on the Forbes Best-in-State Wealth Advisors list from 2018 through 2026. Outside of his professional role, Todd resides in Acton, Massachusetts with his wife and two children. He is involved in his community through coaching youth sports, including Acton Boxborough Pop Warner, and participates in volunteer initiatives. His personal interests include adventure sports, basketball, boating, dancing, football, and surfing.

John Vanasse is a Senior Financial Advisor at Merrill Lynch Wealth Management. He advises a select group of corporate executives, business owners, affluent individuals, and families, focusing on simplifying their financial lives through comprehensive strategies tailored to their goals and values. His approach encompasses investment management, retirement planning, tax-efficient wealth strategies, and estate planning services. John joined Merrill in 2018, bringing four years of prior experience from an asset management company. He is passionate about building, preserving, and transferring wealth efficiently across generations and is supported by a team with extensive combined wealth management and investing experience. His expertise includes college education planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, tax minimization, and retirement income strategies. John earned a bachelor's degree in Economics with a concentration in Financial Markets from Colby College in 2014. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, John has served on the Board of Directors for the Notre Dame Education Center in South Boston. He enjoys boating, fishing, golfing, reading, and spending time with his family.

Gerald Jamgochian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial since 2017, following eleven years at National Planning Corporation and one year at Osaic FS, Inc. He is also an owner of a life insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing a network of investment adviser representatives who implement both proprietary and third-party strategies.

Victoria Johnson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Paul Petrie is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its related entities since 2013. Petrie is also a board member of the Woburn Lions Club and serves on the advisory council of the nonprofit Supportive Living Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Kelley Bangs is a Series 66-licensed financial advisor with Edward Jones in Newton, MA. She has been with Edward Jones since 2005, totaling 21 years at the firm and 4 years of industry experience. 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 through a network of more than 23,700 financial advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Lauren Nohelty is a financial advisor at LPL Financial with a Series 66 designation. She has one year of industry experience and previously worked at B. Riley Financial, Wayfair LLC, TJX Companies, Dell EMC, and Babson College. Lauren also spent time at the University of Edinburgh prior to joining LPL Financial. 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 serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Carbone is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes a position at Wells Fargo Clearing Services LLC. Outside of his advisory role, he is owner of EduWisely and a partner at Eppolito, Carbone & Co., where he manages client relationships, discretionary portfolio management, and business development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Savona Roberts is an Investment Consultant at Fidelity Investments, where she has been working since 2024. Prior to her current role, she served as a Financial Representative at the same firm from 2023 to 2024. In her role as an Investment Consultant, Savona focuses on empowering clients through education and fostering enthusiasm for financial planning. Her experience at Fidelity Investments has provided her with insight into client needs and financial strategies. Outside of her professional work, Savona enjoys running, attending social events with friends, and exploring culinary interests as a foodie.

Keenan Dwyer is a financial advisor at Ameriprise with five years of industry experience and a Series 66 designation. His prior roles include positions at Eaton Vance Distributors, LPL Financial, Boston Light Financial, and other firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Silas De Oliveira is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify their financial priorities and develop tailored strategies to pursue their goals. Silas holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UNINASSAU. His approach emphasizes understanding what matters most to clients and their families to create personalized financial plans.

Dean Ebbert is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at MFS Fund Distributors, Inc. and The Vanguard Group, Inc., and attended Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Douglas Brindle is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Securities America Advisors. His career includes multiple roles at LPL Financial since 2013. 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, leveraging model portfolios, third-party managers, and customized strategies supported by technology tools.

Jay Boothroyd is the Vice President and Branch Leader at Fidelity Investments, where he leads a team dedicated to becoming primary financial partners to their clients. He focuses on inspiring, engaging, and motivating his team to assist clients in creating and implementing plans to achieve their financial goals. Jay has held various roles at Fidelity Investments since 2006, progressing from Financial Representative to his current leadership position. His experience also includes positions as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Incorporated, and Morgan Stanley Smith Barney, reflecting a broad background in financial consulting and advisory services. Throughout his career, Jay has developed expertise in financial planning and investment management, supporting clients through different stages of their financial journeys.

Matthew Shubley is a financial advisor with Fidelity in Burlington, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked independently and served as an independent contractor for the PGA Tour. 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. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Kathryn Dunlop is a financial advisor with LPL Financial in Lexington, MA, holding the Series 66 designation and 17 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. She also provides administrative support to Alena Wealth, LLC, an independent investment advisory firm. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Daryl Miller is a financial advisor with Cambridge Investment Research Advisors in Lincoln, MA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Cantella & Co., Inc. for seven years before joining Cambridge in 2022. Outside of advising, he coaches tennis and provides math tutoring. 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 through a large network of independent professionals. The firm employs a variety of portfolio management strategies across multiple platforms, with both proprietary and third-party investment options.

Anthony Zizza is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in benefit brokerage and insurance through Zizza Benefits Group, Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of more than 10,000 advisors. The firm provides access to multiple investment platforms, including model portfolios and third-party managers, with over $256 billion in assets under management.

Scott Holden is a financial advisor with OSAIC in Concord, MA, holding Series 63 and Series 65 designations and 40 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 33 years with Signator Investors, Inc. In addition to his advisory role, he is involved in insurance brokerage activities. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.