Luke Patti is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He partners with individuals and families to develop and maintain financial plans aimed at achieving real-life goals through a consistent and collaborative process. Luke has accumulated experience in various roles within Fidelity Investments since 2016, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and High Net Worth Service Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual and as a Service Associate at Eastern Bank. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Luke applies his expertise to help clients improve their financial plans. No additional information about his education, credentials beyond CFP®, personal interests, or community involvement has been provided.

Eumene Lee is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lee worked at NEPC, LLC and Mercer Investment Management. Lee holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Brandon Ecklund is a Financial Consultant at Fidelity Investments, serving clients since 2025. He specializes in creating and maintaining holistic financial plans and personalized investment strategies tailored to the unique situations of individuals and families in the North Shore area. Brandon has held several roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His experience encompasses various aspects of financial consulting and investment services. He is dedicated to assisting clients in planning for retirement and managing life events, aiming to be a consistent and trusted contact throughout their financial journey.

Felicia Distasio is a financial advisor at Morgan Stanley in Boston, MA, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm’s financial planning emphasizes structured discovery conversations and uses firm-approved tools to develop tailored plans, managing approximately $2.74 trillion in client assets.

Shaun O’Hare is a CFP® with six years of industry experience and is currently affiliated with OSAIC. His prior work includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, Atlantic Planning Group, and Ameriprise Financial Services. In addition to his advisory work, he acts as an insurance agent at Centinel Financial Group, LLC. OSAIC serves a diverse clientele ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of financial advisers. The firm employs a range of portfolio construction tools and third-party platforms to support its comprehensive wealth management offerings.

Joseph Davies is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding CFP® and Series 63 designations and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he is involved in property and casualty, group life, and group health insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Samuel Bachelder is a financial advisor at Morgan Stanley in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2014 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Marco N Calabro is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Calabro is also a member of the New Member Committee for the Salem NH Chamber of Commerce. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, tailored investment solutions.

Susan Cohan is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at UBS Financial Services and Nordstrom. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm‑approved planning tools.

Eliud Parada is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Citizens Securities, Santander Securities, and Uber Technologies. He is also a commissioned Notary Public. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and investment advisory.

Sadie O’Neil is a financial advisor with Morgan Stanley in Boston, holding a Series 66 designation and approximately one year of industry experience. Before joining Morgan Stanley, she worked at New Balance and held positions at Bates College and Concord Carlisle Regional High School. Outside of her advisory role, she coaches youth sports with Bay State Bullets in Acton, Massachusetts. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, serving clients through both direct and employer-based arrangements.

Sean Egan is a Planning Consultant who collaborates with clients to design comprehensive financial plans aligned with their individual goals. He takes the time to understand client priorities and works together with them to create personalized strategies tailored to their needs. Sean has held various roles at Fidelity Investments, progressing from Investment Solutions Representative I in 2023-2024, to Investment Solutions Representative II in 2024-2025, and then Investment Solutions Representative III in 2025-2026. Prior to that, he served as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. He also gained experience as a Finance Intern at Catholic Medical Center in 2021. Sean holds insurance licenses in Arkansas and California.

Suzanne Brown is a financial advisor at Morgan Stanley in Boston, MA, with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Adele Financial Services and Raymond James Financial Services. Outside of finance, she is involved in the food service industry, including roles waitressing at Nantasket Flatts and The Jetty, and as sole proprietor of XO Provisions, an online retail store. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various channels including corporate financial planning agreements.

Bruno Mazzotta is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1992. Morgan Stanley Wealth Management serves both individual and institutional clients by offering 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 models to support its financial planning process.

Stephen Kagan is a CFP®-credentialed financial advisor with seven years of industry experience, all with Edward Jones in Boston, MA. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Klodiana Sina Gjikondi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked within various divisions of JPMorgan Chase and JPMorgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Pamela Basso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her career includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

John Jefferson is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JMJ Financial Partners, Inc. and Waddell & Reed, Inc. John has operated a business entity related to investment and tax purposes under JMJ Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Edmund Haughey is a financial advisor with OSAIC in North Andover, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Securities America Advisors and LPL Financial. In addition to his advisory work, he is involved in corporate insurance sales as a producer with Risk Strategies. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across diverse investment vehicles.

Kevin Yurch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Citizens Securities, Waddell & Reed, and Boston Light Financial. He is also involved with Associates of Clifton Park in a non-variable insurance capacity. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of financial planning, advisory programs, and retirement consulting services through a national network of investment adviser representatives.