Matthew Ruggieri is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2007, progressing through various positions including Operations Specialist, Financial Representative, Investments Consultant, and Financial Consultant. Prior to his current role, he also worked as a Wealth Management Advisor at TIAA from 2017 to 2018. In his capacity as Vice President Financial Consultant, Matthew partners with clients to create and implement customized financial plans tailored to their family's unique needs. He focuses on designing strategies to improve these plans and maintaining open communication to support clients through important financial decisions and life transitions. Outside of his professional work, Matthew has personal interests that include baseball, fitness, football, golf, and traveling.

Timothy Gray is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

John Stulpin is a financial advisor at LPL Enterprise with Series 63 and 65 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and Symmetry Financial Group, along with entrepreneurial activities through self-employment. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Shawn Limerick is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. He has worked at Linsco/Private Ledger Corp. since 2004. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities, long-term care, disability, group and individual health, and fixed life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Donald Kane is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he worked at Synagro and New England Fertilizer for a combined 11 years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm employs a variety of investment models and third-party managers, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Blaise Romanowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009, following an internship that began in 2008. Blaise specializes in areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. Blaise earned both his Bachelor's degree in Finance, Economics and Operations Management and his MBA in Finance from Loyola University Chicago, Quinlan School of Business. He holds the Personal Investment Advisor (PIA) designation. Drawing on his interest in behavioral and computational finance, Blaise works closely with clients to develop customized portfolio models tailored to their unique preferences and goals. Outside of his professional role, Blaise participates in community fundraising events for the Alzheimer's Association. He resides in the Lincoln Square area with his wife and their English Bulldog. His personal interests include biking, boating, camping, cooking, fishing, golfing, and spending time with family.

Meihua Tu is a financial advisor with Charles Schwab in Chestnut Hill, MA, holding a Series 66 designation and 15 years of industry experience. She has worked at Charles Schwab since 2019, with prior experience at Santander Securities and Edward Jones. Charles Schwab 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 blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support across a large client base.

Helen Hamilton is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and also works with MASSMUTUAL Life Insurance Company, where she has been since 2016. Prior to that, she spent two years at Metlife Securities, Inc. Mass Mutual Investors Services, LLC 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, structuring planning engagements as annual, collaborative relationships focused on client goals and strategy recommendations.

Jade Ye is a financial advisor with Equitable Advisors based in Wellesley, MA. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Jade has a background that includes multiple roles at Bentley University and experience working at All Seasons Ann Arbor and Huron High School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party partnerships.

Michael Naughton is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding a Series 63 designation and four years of industry experience. His work history includes positions at MML Investor Services, LLC, MassMutual Life Insurance Company, Bunker Hill Community College, and the Town of Lexington. MassMutual Investors Services, LLC 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, utilizing firm-approved software and collaborative annual planning engagements.

Maura Clow is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. In her role, she works closely with clients to develop goal-driven financial plans that help them manage their financial futures with confidence. Maura is committed to building long-term, trust-based relationships and providing support and guidance throughout various stages of her clients' lives. She maintains a California Insurance License, which supports her ability to offer comprehensive financial advice. Details regarding her educational background and additional professional credentials are not provided.

Bryce Schintzius is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. He has 20 years of industry experience, including over a decade at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as president of Goetz Energy Corp and occasionally works as a substitute teacher at a public high school. Mass Mutual Investors Services 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 and money-manager services, educational seminars, and specialized planning such as divorce and estate-settlement planning.

William Thomas is a financial advisor with LPL Financial in Westwood, MA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for six years and has been with LPL Financial since 2008. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Cooper Cerulo is a Series 66-licensed financial advisor at Equitable Advisors with 12 years of industry experience. His prior roles include positions at CUSO Financial Services, UMASSFIVE College Federal Credit Union, Bank of America, and Merrill. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party asset managers and advisory platforms, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Connor Elliott is a Planning Consultant at Fidelity Investments. He works closely with clients to develop customized financial plans by carefully listening to their wants and needs. He has held multiple roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in various aspects of financial services from 2023 to the present. Outside of his professional role, Connor has personal interests in beach activities, football, and gardening.

Ashley Casucci is a financial advisor at Morgan Stanley with one year of industry experience. Before joining Morgan Stanley, she worked at MENTOR South Bay and previously spent six years with Braintree Public Schools. She is a Series 66 license holder and holds a minority partnership in a real estate investment firm. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through employer agreements.

Zachary Mc Bride is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Leonardo Electronics, and various other companies in different sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Nasson is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Hunter Dempsey is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Balance Wealth Advisors and Cadaret, Grant & Co., Inc. prior to his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Xeng Her is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Equitable Advisors, he worked at Ecolab Inc for 16 years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate advisory models or discretionary managers, utilizing a combination of third-party program sponsors and proprietary solutions.