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.

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.

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.

Gary Dennis is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 designation and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is the owner of Tower Hill Financial, Inc., an LLC established for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools, and offers additional programs including wrap accounts, money-manager services, and educational seminars.

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.

Jennifer Woodhead is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she partners with clients to understand their unique goals and create customized financial plans that align with these objectives. Jennifer's professional experience includes her current position at Fidelity Investments since 2022, where she initially served as a Workplace Planning Consultant before advancing to her current role in 2023. Prior to joining Fidelity, she worked at Charles Schwab Independent Branch as an Associate Financial Consultant from 2020 to 2022 and as a Client Service Specialist from 2018 to 2020. Earlier in her career, Jennifer was an Applications Consultant at Standard & Poor's from 2001 to 2004.

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.

Michael Tartarini is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Raymond James Financial Services, Legacy Financial Advisors, and SAGEPOINT FINANCIAL. He is based in Acton, MA. 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, and third-party asset management, supported by a large network of advisors and a broad platform of financial and operational resources.

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.

Patrick Doran is a financial advisor at Fisher Investments with 17 years of industry experience. He holds a Series 66 designation and previously worked at Columbia Management Investment Distributors and various John Hancock entities. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

James Connors is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 40 years of industry experience. He worked at Signator Investors, Inc. for 32 years before joining OSAIC in 2018. Connors is also the managing partner of Boston Partners Wealth Management, LLC, an insurance brokerage focusing on wealth management services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory solutions through a multi-advisor platform. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, supporting discretionary and advisor-managed strategies alongside a wide range of program offerings.

John Rensink is a financial advisor at Edward Jones in Woburn, MA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones, he worked at MSCI and State Street. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managed account options, and affiliated investment products. The firm operates under a fiduciary standard and supports its services through a large network of advisors and branch offices nationwide.

Christine Schwartz is a CFP®-certified financial advisor with Charles Schwab, based in Burlington, MA, and has four years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., as well as earlier positions in education and athletics-related organizations. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary advisory services, utilizing multi-asset model portfolios and a structured alternative investment review process.

Keythan Sato is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at MassMutual Life Insurance Company and involvement with Boston College and the Hawaii Massage Company. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved analytical tools and offers specialized planning programs such as divorce and estate-settlement planning.

Mariya Dimitrova is a financial advisor with Edward Jones in Chelmsford, MA, holding a Series 66 designation and three years of industry experience. She previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.