Nicholas Bianchi is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and families to utilize Fidelity's resources to assist clients in navigating complex financial decisions. He focuses on crafting financial plans and tailoring investment strategies to meet the unique goals of each client. Nicholas has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. His experience encompasses a broad range of financial advisory and client relationship management responsibilities. Outside of his professional work, Nicholas enjoys family activities, fishing, fitness, football, golf, and movies.

John Pimental is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, having previously worked at firms including Cetera and Questar Capital Corporation. Outside of his advisory role, Pimental serves as a board member for the Ocean State Business Development Authority. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Gina Palumbo is a financial advisor with Ameriprise in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. She is involved in managing her advisory practice through an LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning and recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Richard Testa Jr. is a CFP® professional with 27 years of industry experience. He currently works at Cambridge Investment Research Advisors, where he has been since 2021. Prior to this, he spent 11 years at Prosperafinancial Services, Inc. He also operates Testa Associates LLC, a registered investment advisory firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Andrew Brooks is a financial advisor at UBS Financial Services in Wellesley, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ZoomInfo, Reveneer Inc, FedEx, and Lindon Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cheng Hao Wang is a CFA® charterholder and Series 63 licensee affiliated with UBS Financial Services in Wellesley, MA, with three years of industry experience. His prior roles include positions at Foxconn Corporation and New Century Capital Partners. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm also provides institutional trading capabilities alongside wealth management services.

Erik Doucette is a Financial Consultant currently working with Branches Fidelity Investments since 2016. He has held various roles within Fidelity Investments, including Investment Solutions Consultant, Investment Consultant for Managed Accounts, High Net Worth Bond Consultant, and Retirement Investment Specialist, demonstrating a broad range of experience in financial advisory and investment management. Erik began his career as a Financial Advisor at Edward Jones in 2011 before returning to Fidelity Investments where he has served in multiple capacities since 2001. His professional journey reflects a consistent focus on retirement services, investment consulting, and client management within the financial services industry. He believes in the importance of having a plan to grow and protect assets and is committed to understanding clients' goals to help them navigate their financial futures.

Aiden Fournier is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at The Home Depot and Diamond Diagnostics and was involved with Midland Area Youth Soccer. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Timothy Over is a financial advisor with Mass Mutual Investors Services in Needham, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at INTE Securities LLC, Eolas Capital LLC, and SFP Wealth, LLC, as well as prior positions within Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Philip Peck is a CFP® with 41 years of industry experience, currently serving at LPL Financial since 1998. He has maintained his own advisory business since 1994 and has been involved in real estate since 1986. He is also a Lieutenant Colonel in the United States Army Reserve, focusing on counterterrorism and homeland security. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by extensive research and a variety of portfolio management options.

Elena Stowell is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to her career in finance, she worked in the hospitality and entertainment industries at Hakkasan Group and Caesars Entertainment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis to support its services.

Frank Coulom III is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Columbia Management Investment Distributors Inc. before joining Morgan Stanley Smith Barney LLC in 2017. Coulom serves as a board member and finance committee member for Doc Wayne Youth Services, a Boston-based nonprofit focused on community health, welfare, and sports. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Patrick Brosnihan is a financial advisor with UBS Financial Services in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include a one-year position at Morgan Stanley Private Bank, N.A. He has been asked to join the Board of Trustees at Worcester Academy, a private middle and high school, beginning in October 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory products.

Greg Abusheery is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he oversees branch operations and leads a team to deliver financial advisory services. Prior to this, he served as a Regional Coaching Consultant at Fidelity Investments from 2022 to 2025. Greg emphasizes leadership and planning rooted in understanding clients' goals, values, and concerns. He focuses on crafting personalized financial plans and building relationships based on empathy and integrity. Outside of his professional work, Greg enjoys activities such as comedy, family outings, fitness, movies, visiting museums, and traveling.

Mark Linnane is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with LPL Financial since 2016. In addition to his advisory role, Linnane is a teacher at Quincy College, where he has been instructing since 2016. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management and access to model portfolios and research.

Steven Johnian Jr. is a financial advisor at MassMutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and MassMutual Life Insurance Company. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Patrick Curtis is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 63 designation and 27 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Nathan Mchugh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, JPMorgan Chase Bank, and J.P. Morgan Securities. His background also includes roles outside finance, such as positions at the Walpole Country Club and Wampum Corner Liquor Store. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jordan Cohne is a financial advisor with LPL Enterprise holding a Series 66 credential and 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Cohne is also involved in managing non-variable insurance commission trails related to group benefits and insurance plans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products supported by an integrated platform.

Matthew Poindexter is a financial advisor with J.P. Morgan Securities in Wellesley, MA, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Keenan Financial and California Cryobank LLC. Outside of his advisory duties, he is a licensed insurance agent who occasionally offers insurance products to clients. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. Their services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.