Chris Walkiewicz is currently a Branch Leader at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as ISR Leader at Fidelity Investments from 2022 to 2023, and before that, he was a Regional Sales Manager at Citizens Investment Services from 2019 to 2022. His professional experience reflects significant leadership roles within the financial services industry. Chris emphasizes building strong, lasting relationships in his work, focusing on accessibility, transparency, and proactive communication. He employs a thoughtful and personalized process aimed at simplifying complex financial matters and empowering clients to make confident, informed decisions. Outside of his professional responsibilities, Chris enjoys social events with friends and has interests in golf, running, and skiing.

Chris Amenita is a Planning Consultant at Fidelity Investments, a position held since 2023. In this role, Chris works directly with clients to develop and maintain personalized financial plans that reflect their goals and priorities. Chris is committed to ensuring clients receive an optimal experience with Fidelity through ongoing collaboration and plan management. Chris applies a client-centered approach to financial planning, focusing on what is most important to clients and their families. The professional experience is concentrated in creating tailored plans and providing continuous support to meet clients' evolving needs. Outside of their professional role, Chris is engaged in family activities and enjoys playing musical instruments. Personal interests also include parenthood, caring for pets, reading, and volunteering.

Brandon Eigenberg is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2007, including its predecessor Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Elliot Honig is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Bassam Bitar is a CFA® charterholder and holds a Series 63 license, with 13 years of industry experience. He has been with Edward Jones since 2023 and previously worked at Brighthouse Financial and FIDELITY Brokerage Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Nolan McLaney is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and team members to assist clients in making informed financial decisions. He focuses on guiding clients in building financial plans that align with their goals and values. Nolan has held various roles at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. His experience within the company has provided him with a comprehensive understanding of client relationships and financial planning. Outside of his professional work, Nolan enjoys boating, fishing, fitness, football, and hiking.

Kimberly Van Eron is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She specializes in working with high net worth families to create and implement comprehensive financial plans. Kimberly has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Premium Services Representative, High Net Worth Case Manager, Portfolio Advisory Services Relationship Manager, and Financial Consultant. Her extensive experience within the firm has provided her with a deep understanding of wealth planning and portfolio management. She holds a California Insurance License.

Steven Steiger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Elina Doszhan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, she worked at Bank of America N.A. for three years and at H&R Block for two years. She serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise, LLC provides a broad range of financial services to individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products.

Thomas Hayes is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Global Capital for six years before joining LPL Financial in 2017. 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 a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

William Spencer III is a financial advisor at OSAIC with 22 years of industry experience. He holds the CFP® designation and has worked at OSAIC since 2018, following 11 years at Signator Investors, Inc. Outside of his advisory role, he is a partner at Spencer Financial, LLC, and serves as a trustee of The Sudbury Foundation, which awards grants to nonprofit organizations and financially needy college students. He also serves on the board of Lincoln Sudbury Youth Lacrosse. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Eric Bertz is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Osaic FA, Inc. for 26 years before joining Equitable Advisors in 2024. Outside of advising, he is involved in property management as a co-owner of Fairbanks Realty Advisors LLC. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Justin Turcotte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes 18 years at Commonwealth Financial Network and over two decades affiliated with Jonathan C. Wolff. He is also an officer and owner of Turcotte Wealth Management, Inc., which serves as his financial advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and tailored investment consulting, utilizing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Mei Leung Dow is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Mary Costa is a CFP®-designated financial advisor with Ameriprise, based in Methuen, MA, and has 19 years of industry experience. She has worked at Ameriprise and its related entities since 2006. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brian Hendrickson is a Series 66-registered advisor with LPL Enterprise, LLC. He has held roles at firms including Eagle Strategies, New York Life Insurance Company, Park Avenue Securities, NYLIFE Securities, Fidelity Investments, Gen II Fund Services, Bain & Company, National Grid, BCG, IFAW, State Street, and Bain Capital. Hendrickson is based in Southborough, Massachusetts. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

Scott Kiernan is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2004. Outside of his advisory work, Kiernan is a share owner and performs general maintenance for a rental property LLC in Cape Cod. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative and algorithmic methods, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Pescatore is a financial advisor with LPL Financial based in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including 14 years with Sagepoint Financial, Inc., and more recent roles at OSAIC and Legacy Financial Advisors, Inc. In addition to his advisory work, he is involved with Legacy Insurance Brokers LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing various investment strategies and technology-driven tools.

Joseph Costa is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 credential and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Colby College and Pelham Parks and Recreation. Outside of his advisory role, he serves as a paid assistant lacrosse coach at Pelham High School. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Tim Dunn is Vice President and Financial Consultant at Fidelity Investments. He works with clients within the Private Client Group, focusing on all areas of wealth planning including investment planning, retirement planning, income protection, and family conversations. Since joining Fidelity Investments in 2008, Tim has held multiple roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President Financial Consultant. He follows a comprehensive process with each client, starting with understanding their needs and financial objectives, analyzing their current situation, and collaborating on strategies to improve their financial plan. Outside of his professional responsibilities, Tim has interests in concerts, fitness, food, golf, traveling, and volunteering.