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 27 years of industry experience. He has worked at Cetera and its affiliates since 2016 and previously spent a decade at Investors Capital Corp. In addition to his advisory role, he is an agent offering fixed insurance products including life, health, annuities, and long-term care coverage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of investment management and financial planning services through a multi-manager platform featuring both affiliated and unaffiliated managers, with assets under management exceeding $256 billion.

Colby Dobrusin is a financial advisor with LPL Financial in Danvers, MA, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services and Reveneer Inc., and is involved as a youth sports official. Dobrusin also provides administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

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 in Lexington, MA, holding a Series 63 designation and 38 years of industry experience. She has worked at LPL Financial since 1993 and has operated Alena Wealth, LLC since 2008. Mandelis is also a practicing attorney and serves as a notary public in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

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 at Osaic Wealth Inc. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at the Federal Deposit Insurance Corporation and Flagship Wealth Advisors, as well as employment in construction and the hospitality sector. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Oscar Rodriguez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Uber, Santander Bank, and Citizens Bank before joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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 with Morgan Stanley, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

John Murphy Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with firms including First Tech Federal Credit Union and Addison Avenue Financial Partners, where he also provides financial advice to members through AddisonAvenue Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Scott Brogan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Financial Services since 1995 and PFS Investments Inc. since 2009. Brogan was involved with the Mass Coalition of Homeless from 2018 to 2022. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of strategic investment models.

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.

James Connors is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 designations and worked at Signator Investors, Inc. for 32 years prior to joining OSAIC in 2018. Connors is also a managing partner at Boston Partners Wealth Management, LLC, an insurance brokerage firm focused on wealth management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio construction tools and access to third-party money managers.

Michael Iannuzzi is an advisor at Fidelity with a Series 66 credential and no prior industry experience. His background includes various roles in education and recreation sectors as well as limited engagements in remodeling and sports organizations. Fidelity's Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and utilizes AI in its investment process.

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.