Matthew Wallace is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments and currently serves in an administrative role at True Wealth Advisor Group Inc., a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

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, including roles at Kestra Financial Services and Kestra Investment Services prior to joining LPL Financial in 2019. He is also a business owner in Bolton, Massachusetts, with activities outside his advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisors access to a wide range of discretionary and non-discretionary investment strategies.

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.

Brendan Callahan is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Kobelski Group. His approach centers on working closely with clients and their families to develop personalized financial strategies that align with their long-term goals. Brendan's focus includes areas such as college education planning, legacy planning, liquidity management, and individual and corporate investment strategies. Throughout his career, Brendan has emphasized the importance of understanding each client's unique story, values, and aspirations. This client-centered approach supports tailored wealth management strategies that address financial as well as personal priorities. Brendan holds professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA), and earned his bachelor's degree from The Catholic University of America. Outside of his professional responsibilities, Brendan enjoys cooking, golfing, skiing, tennis, and spending time with his family. He has been a supporter of the Pan Mass Challenge since 2007, contributing to fundraising efforts for the Dana-Farber Cancer Institute.

Adam Grenier is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He specializes in working with multi-generational families and their trusted network of advisers on money, wealth, and estate planning considerations. Adam's approach integrates his core values of family-focused, compassionate care and a commitment to lifelong learning. With more than 20 years of experience at Fidelity Investments, Adam has held various positions including Financial Consultant, Field Training Director, General Management Apprentice, and Risk Management. This extensive background equips him to assist families in working toward their financial goals. Adam holds a California Insurance License. Outside of his professional work, he has personal interests in biking, concerts, food, music, and skiing.

Kevin Barry is a CFP®-credentialed financial advisor with 42 years of industry experience, currently practicing at LPL Financial since 1997. He is also licensed in non-variable insurance. 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 and access to third-party asset management, supported by a network of over 22,800 advisors and extensive operational 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.

Matthew Matossian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Geraci Law LLC and involvement with Needham Park and Recreation. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

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.

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.

Timothy Kobelski is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fidelity Investments and Villanova University, as well as time at Indian Ridge Country Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios and serves as an advisor to multiple registered investment companies.

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.

Matthew Barrand is a CFP® and Series 66-licensed advisor with Edward Jones, based in Newton, MA, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at the Missouri Department of Natural Resources from 2020 to 2022 and held roles in education and engineering. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Jacobs is a Financial Consultant with Fidelity Investments in Cambridge, Massachusetts. In this role, he partners with individuals and families to help them navigate financial decisions and pursue long-term goals. He employs a personalized planning approach to develop strategies tailored to his clients' unique goals and circumstances, aiming to provide guidance that supports informed and confident decisions throughout every stage of life. Matthew joined Fidelity Investments in 2023 and has held several roles within the company, including Customer Relationship Advocate, Investment Solutions Representative I, and Planning Consultant before becoming a Financial Consultant in 2026. This progression reflects his experience working closely with clients and developing comprehensive financial plans. Outside of his professional work, Matthew has interests in beach activities, cars, fishing, football, golf, and skiing.

Rose Smart is a Series 65 licensed advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining the firm, she worked eight years with the Lincoln Public School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management strategies and custody platforms.

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.

Myky Tran is a Series 66 licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities in Watertown, MA. His prior experience includes roles at Bank of America/Merrill Lynch and Charles Schwab Bank. Outside of his advisory work, he is a co-owner of a real estate LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates on a non-discretionary basis, combining large institutional advisory capabilities with brokerage and investment management functions.

Juan Santini is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding Series 65 and Series 63 licenses and having eight years of industry experience. He previously worked at Income Research + Management and Fisher Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.