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.

Jeffrey Mishol is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, he worked at VOYA Financial Advisors for six years. Outside of his advisory role, he operates a vehicle rental business through the Turo app. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Awiszus is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he worked at Empower and has a background that includes experience in the golf industry and education at Florida Gulf Coast University. 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 employs structured planning tools and a discovery process to develop financial plans.

Matthew Davidson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is involved with several financial services-related entities, including Littlefield & Associates, where he works as an associate. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through advisory programs and institutional consulting, with additional focus on municipal finance and customized retirement plan advisory services.

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.

Gabriella Mc Clain is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her prior roles include positions at M&T Bank, People’s Securities, Inc., Exhale, and Amundi Pioneer Institutional Asset Management. Outside of her advisory work, she operates a licensed therapy practice as a sole proprietor. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and portfolio management solutions supported by research and technology.

Marc Schiowitz is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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.

Ashley Bosquez is a financial advisor with Charles Schwab in Salem, MA, holding a Series 66 designation and six years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2019 and previously at Charles Schwab Bank, SSB. Prior to her advisory career, she held various roles including positions at Miramont Country Club and Ann Taylor Factory. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized structure that supports extensive client coverage and integrated custody and order-routing services.

Anthony Silvio is a financial advisor with J.P. Morgan Securities in Peabody, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Santander Securities LLC and Putnam Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher White is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he serves as Treasurer of the Lexington Ski Club, a family ski club focused on social activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large client base with an integrated operational model that includes advisory, brokerage, custody, and alternative investment services.

Michael Rinaldi is a financial advisor with Edward Jones in Chelmsford, MA. He holds CFP®, CFA®, and Series 63 credentials and has six years of industry experience. His prior roles include positions at Baystate Financial, MassMutual, Northwestern Mutual, and Athena Capital Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Patrick Carpenter is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Horizon Wealth Partners, Inc. and Waddell & Reed, Inc. for over a decade. Outside of advising, he holds a notary public role and is involved with various insurance agencies as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Haley Iovaine is a Planning Consultant at Fidelity Investments, where she focuses on collaborating with individuals and their families to develop holistic financial plans. Her goal is to help clients feel comfortable and confident as they work toward achieving their financial objectives, including retirement, college savings, and financial independence. Haley has been with Fidelity Investments since 2019, holding positions such as Customer Experience Associate, Financial Representative, Financial Associate, Relationship Manager, and currently Planning Consultant. This progression demonstrates her growing experience in client relationship management and financial planning within the company.

Steven Tolpa is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Steven works with individuals and families to develop personalized financial plans tailored to their unique situations and goals. His professional experience encompasses a range of responsibilities within financial consulting, focusing on helping clients achieve long-term financial success. Steven emphasizes integrity, passion, and values in his approach to financial planning. Outside of his professional role, Steven enjoys family activities, fishing, golf, and skiing.

Brendan Burke is a financial advisor with Mass Mutual Investors Services who holds the Series 63 and Series 66 licenses and has 27 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and provides written recommendations through annual, collaborative planning engagements.

Kevin Dunn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 20 years of experience as a financial advisor combined with 10 years as a management consultant, including work with PricewaterhouseCoopers. Kevin specializes in advanced wealth management and estate planning strategies, focusing on tax-efficient investment approaches for high-income clients. Kevin holds the Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Certified Plan Fiduciary Advisor (CPFA) designations, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science in Foreign Service in International Economics from Georgetown University and a Master’s degree from the University of Massachusetts Amherst. Fluent in English, Spanish, and French, Kevin is involved in professional and community organizations such as St. Mark's Church and More Than Words.

Connell Tarr is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, third-party asset management, and access to brokerage and insurance products through an integrated platform combining advisory programs with other financial product sales.