Kashif Ahmed is a financial advisor with LPL Financial in Bedford, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience and has been with LPL Financial since 2011. In addition to his advisory role, he teaches graduate courses in finance and investments at Suffolk University and serves as an adjunct professor at Bentley University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of over 22,800 advisors.

Adam Tobin is a Certified Financial Planner® with 33 years of industry experience, currently affiliated with LPL Financial since 2004. In addition to his advisory role, he operates the Law Offices of Adam Tobin PC, providing legal services unrelated to investment advising. 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 and access to third-party asset management, utilizing various investment strategies and technology tools to support advisers.

Nicolle Balesteri is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020. Prior to this, her background includes roles in university fraternities and sorority life, automotive sales, and hospitality. Outside of her advisory work, she volunteers as a desk assistant at SWEAT Cycling in Danvers, MA, where she supports class operations without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Alexander Krisak is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 12 years of industry experience, including roles at MetLife Securities and MassMutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent and owner of Lionheart Wealth Management Inc., a financial services pass-through entity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and delivers written recommendations without discretionary authority.

Connor Gilbert is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and comprehensive investment strategies. His work focuses on aligning clients' financial goals with both their long-term and short-term objectives. Connor has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, Financial Representative, and CRA. This progression reflects his experience in financial planning and client relationship management within the investment sector. Outside of his professional career, Connor engages in activities such as beach outings, family activities, golf, music, soccer, and traveling.

Timothy Lake is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Sadie Bashara is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her current role, she collaborates with Financial Consultants and Vice President Financial Consultants to assist clients with unique planning and engagement needs. Sadie has been with Fidelity Investments since 2023, progressing through roles including Financial Service Representative and Financial Representative before becoming a Planning Consultant. Her experience within the company has provided her with insight into various aspects of financial services and client support. Outside of her professional work, Sadie enjoys cooking and baking, participating in social events with friends, painting, practicing Pilates, and reading.

Robert Endicott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cetera and its affiliates since 2016, previously working at Investors Capital Corp. He is also an agent involved in fixed insurance products including life, health, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to various model portfolios, third-party managers, and customizable investment strategies.

Colby Dobrusin is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Integrated Wealth Concepts, LLC. Outside of his advisory role, he has served as a youth sports official in Topsfield, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research, model portfolios, and technology tools.

David Mancinelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Richard Ventura is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in developing personalized financial plans tailored to their needs, goals, and dreams. He has held the position of Vice President and Branch Office Manager since 2015. Richard has extensive experience within Fidelity Investments, having served in various roles including Vice President of Portfolio Advisory Services from 2006 to 2014, Sales Director from 2003 to 2005, Director of Account Management from 2001 to 2002, Director of Business Development from 1999 to 2000, Team Manager of Premium Services from 1996 to 1998, and Financial Representative from 1994 to 1995. Prior to joining Fidelity, he worked as a Financial Consultant at Merrill Lynch from 1992 to 1994.

Marioleni Mandelis is a financial advisor with LPL Financial holding a Series 63 credential and 38 years of industry experience. She has been with LPL Financial since 1993 and also operated Alena Wealth, LLC from 2008 to 2025. Outside of her advisory work, she is a practicing attorney and serves as a notary public in Massachusetts. 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 broad range of financial planning and asset management services, leveraging advisory representatives who utilize both proprietary and third-party investment strategies.

Robert Tashjian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kayem Foods, Inc., Strega Prime, and Richardsons Ice Cream. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Matthew Solecki is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry experience in 2023. Prior to joining OSAIC Wealth Inc in 2026, he worked at the Federal Deposit Insurance Corporation and Flagship Wealth Advisors. Outside of finance, he has experience in hospitality and construction, including roles at Jake's Bar and Grill and Garvin Construction Products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by technology-driven tools, with a notable scale and complex affiliate structure.

Kevin Manning is a financial advisor with Morgan Stanley in Middleton, MA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with managing estate investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning that relies on structured discovery and modeling techniques without offering individual security recommendations as part of standalone plans.

Jason Franz is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

John Murphy Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes positions at First Tech Federal Credit Union and John Hancock Investment Management, among others. He is also an associate at Addison Avenue Investment Services, where he provides financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary consulting tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Scott Brogan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been affiliated with Primerica Financial Services since 1995 and with PFS Investments Inc. since 2009. From 2018 to 2022, he served at the Mass Coalition of Homeless. Brogan also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and delivers advisory services through a network of over 3,600 financial advisors.

Kevin Gormally is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held several roles within the company, including Planning Consultant from 2022 to 2023, Financial Representative from 2021 to 2022, and Investment Solutions Representative from 2020 to 2021. Prior to joining Fidelity, Kevin worked as a Client Relationship Associate at Finn & Meehan Wealth Management from 2017 to 2019. Kevin is committed to assisting individuals, families, and businesses with their financial planning needs. He emphasizes building enduring relationships based on integrity, reliability, proactive communication, and trust. His approach involves partnering with clients to understand their personal and financial goals and co-creating customized plans to meet those unique needs. Outside of his professional work, Kevin's personal interests include attending concerts, fitness activities, and outdoor adventures.

Alexander Garfield is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2022. His prior experience includes roles at Charles River Development, TD Ameritrade, and APFS Wealth Management. Charles Schwab serves a large client base, primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized supervision and custody arrangements.