Katalin Orban is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2018. Prior to that, she was with Foresters Advisory Services LLC and Foresters Financial Services from 2015 to 2017. 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, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he is employed at the University of Massachusetts Lowell. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Grogan is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His career includes prior roles at Royal Alliance Associates Inc. and New England Schooner, Inc. He also has experience as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolios, and third-party asset management.

Nicole Mc Conaghy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2018 and focuses on developing comprehensive and personalized financial strategies to help clients pursue their goals, including areas such as retirement planning, estate planning, and portfolio construction. Nicole employs a holistic approach that integrates goals-based planning, investment management, and banking and lending services through Bank of America. Nicole has been working within the investment and financial services industry for nine years. She began her career in 2013 with Bank of America Private Bank (formerly US Trust), where she collaborated with advisors to provide financial strategies and portfolio construction to high net worth individuals and families. Nicole is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Analyst (CFA), and a Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Framingham State College. Outside of work, Nicole enjoys traveling to new countries and hiking.

Kevin Yorkey is a CFA® charterholder with 26 years of industry experience, currently serving at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools to offer diversified, rebalanced portfolios and fiduciary service under ERISA guidelines.

Edward Radler is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he works as part of the Pimental Radler Group. He has been in the financial services industry since 1999 and offers customized wealth management advice tailored to his clients' individual needs. Edward focuses on developing financial strategies by understanding his clients comprehensively and conducting regular reviews to monitor and adjust plans based on significant life or business changes. Prior to joining Merrill Lynch in 2012, Edward held several roles at Fidelity Investments from 2000 to 2011, including Investment Analyst at Fidelity Family Office Services. He also gained experience at Morgan Stanley and Santander earlier in his career. Edward's areas of expertise include education planning, equity compensation services, family wealth management strategies, international wealth management, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income strategies. Edward holds a Master’s Degree specializing in Investments and Finance from Northeastern University and a Bachelor's Degree from Florida State University. He holds the Personal Investment Advisor (PIA) designation. Originally from Montreal, Canada, Edward now resides in Brookline, Massachusetts, with his wife and two sons. Outside of work, he volunteers for an urban mentoring group, remains active with Northeastern University's alumni group, and enjoys playing golf.

Jeffrey Garside is Vice President and Branch Leader at Fidelity Investments, where he has been employed since 2015. He focuses on financial planning with a consultative approach, leading conversations that prioritize clients' goals and co-creating plans tailored to their needs. His experience at Fidelity includes roles such as Financial Consultant, Team Leader for Portfolio Advisory Services, Interim Team Leader for Client Services, and Retirement and Investment Solutions Representative. This progression reflects his expertise in portfolio advisory, client services, retirement solutions, and investment strategies. Outside of his professional responsibilities, Jeffrey enjoys boating, family activities, hiking, outdoor adventures, and skiing.

Sean Penney is a Planning Consultant based in Littleton, currently employed at Fidelity Investments since 2026. In his role, he partners with clients and households to assist them in working towards their financial goals, focusing on building trust and understanding to support confident decision-making for their financial futures. Sean has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing through Investment Solutions Representative I in 2023, II and III roles in 2024 and 2026, before assuming his current position as Planning Consultant. He holds an AR Insurance License. Outside of his professional responsibilities, Sean's personal interests include baseball, football, golf, spending time at the lake, and snowboarding.

Ben Ventura is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build personalized financial plans aimed at managing their wealth. He emphasizes communication, trust, and experience to establish long-term relationships with his clients. Ben's expertise includes retirement planning, tax-efficient investing, equity compensation analysis, and other areas of financial consulting. He has held multiple positions at Fidelity Investments since 2020, beginning as a Financial Representative, then serving as a Planning Consultant and Financial Consultant before his current role. Ben's approach involves understanding clients' goals, values, and financial needs to provide tailored financial strategies.

Brooke Smith is a Branch Leader at Fidelity Investments, a role held since 2026. In this position, Brooke focuses on fostering an environment where associates are empowered to deliver a world-class experience, assisting clients and their families in working toward their financial goals. Brooke has held several roles within Fidelity Investments, including Advisory Services Team Leader from 2023 to 2026, Onboarding Team Leader in 2023, Licensing Mentor from 2022 to 2023, and CRA HNW from 2021 to 2022. This progression reflects a breadth of experience within the firm across leadership and advisory functions.

Leonardo Viera is a financial advisor at Edelman Financial Engines with three years of industry experience. He previously worked at Merrill, Bank of America, N.A., and New York Life. Outside of his advisory role, he works as a driver for Uber Technologies as a gig side hustle. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Richard Nohelty is a financial advisor with LPL Financial in Watertown, MA, holding the CFP® designation and Series 63 license. He has 34 years of industry experience, including over 25 years running Nohelty Asset Management and 14 years at LPL Financial. Outside of advising, he is involved in non-variable insurance sales and tax preparation activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, combining advisory services with a broad range of non-advisory financial offerings.

Troy Bigwood is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc., Goldstein-Milano LLC, and Venture Forward Partners, LLC. OSAIC serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging asset-allocation tools and third-party platforms to offer customized portfolio management across multiple investment types.

Dylan Unger is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on developing investment and retirement strategies tailored to individual clients' goals. Prior to this, Dylan worked as a Financial Planner at Barnum Financial Group from 2019 to 2023 and began his career as an intern at Ameriprise Financial from 2018 to 2019. Dylan's approach centers on providing clients with the necessary tools to work towards their financial aspirations, emphasizing personal service throughout the process. His experience spans various aspects of financial planning and investment consulting, supporting clients through significant life events such as retirement and major purchases. Outside of his professional work, Dylan enjoys golf, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Alexander Smith is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America, N.A. since 2015. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, leveraging its integration with Bank of America and its capital-markets platform.

Joseph Murphy is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as John Hancock Life Insurance Company. Outside of his advisory work, he is involved in insurance brokerage and operates a sole proprietorship focused on fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs advanced portfolio construction tools and offers both discretionary and non-discretionary account management.

Surafeal Wolday is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families build, protect, and preserve their wealth through personalized financial strategies tailored to each client's goals. His expertise includes college education planning, employee benefits planning, equity compensation services, family wealth management strategies, institutional investment consulting, and tax minimization among other areas. Surafeal uses the investment insights of Merrill Lynch and the banking services of Bank of America to provide comprehensive wealth management solutions. Surafeal holds a Bachelor's Degree from the University of Massachusetts System and has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, he is involved in community volunteering and has personal interests in fishing and running marathons.

Dylan Lafond is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has developed his expertise through various roles at Fidelity, including Investor Center Planning Consultant, Investor Center Relationship Manager, Workplace Planning Consultant II, and Workplace Planning Consultant I, spanning from 2020 to the present. Dylan works with individuals, families, and business owners to create holistic financial plans tailored to their needs. His approach involves a personalized planning process centered on clients and their loved ones, aiming to provide confidence and peace of mind. Dylan supports clients through changes in their goals or circumstances, fostering long-lasting relationships. He holds a California Insurance License, which complements his financial advisory services. Outside of his professional life, Dylan enjoys camping, fishing, movies, running, and traveling.

Bill Bereszniewicz is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served in various capacities at Fidelity, including Financial Consultant from 2022 to 2023, Investment Consultant from 2021 to 2022, and Wealth Management Planning Consultant from 2019 to 2021. Before joining Fidelity, he worked as a Relationship Manager at North American Management from 2015 to 2019. Bill is a Certified Financial Planner™ who transitioned from being a professional athlete within the Los Angeles Dodgers organization to financial consulting. His approach focuses on collaborating with clients and their families to develop financial plans that are both optimal and comfortable. Outside of his professional work, Bill enjoys baseball, beach activities, family time, fitness, social events with friends, and outdoor adventures.

Jordan Leibovici is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Hatherly Country Club and Qualitas Dental Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and model portfolios.