Svetlana Malinovskaya is a Planning Consultant at Fidelity Investments, where she currently works with families, individuals, and business owners to develop customized financial plans. She focuses on understanding clients' goals and aspirations to create plans that are tailored to their unique financial situations. Svetlana aims to provide a clear and comprehensible planning process as part of the wealth management team. Her experience at Fidelity Investments includes roles as a Relationship Manager from 2022 to 2023 and as a Customer Relationship Advocate from 2020 to 2022. Through these positions, she has developed expertise in client relationship management and financial planning support. Svetlana is committed to delivering an exceptional client experience by leveraging the resources available through her team at Fidelity.

Jason Alvarez De Sotomayor is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Edelman Financial Engines, where he has worked since 2025, following prior roles within affiliated entities dating back to 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Frank Perella is a financial advisor at Osaic with 29 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc, SII Investments, and Trans Business Services. Outside of his advisory work, he operates a sole proprietorship providing business consulting services and sells fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios that include various securities and alternative investments.

Yaman Sharma is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing nine years of industry experience. His prior work includes roles at JPMorgan Securities, JPMorgan Case Bank, Bank of America, and Merrill Lynch. He is also a partner in Dravin Private Investments, an investment and finance firm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Olivia Webb is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, she held roles at Operin and the University of South Carolina Office of Undergraduate Admissions. Outside of finance, she has worked in the food and beverage sector, including positions at Newburyport Brewing Company and Nick's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and applies systematic methodologies in constructing model portfolios.

Richard Gayne is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes over two decades at Prudential Insurance Company of America and Pruco Securities, LLC. 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 access to various brokerage and insurance products.

Giovanni Baczynski is a financial advisor with LPL Enterprise in Wakefield, MA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, Fidelity Investments, and Brophy Wealth Management. He also worked with Martha's Exchange for four years. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

James Holway is a financial advisor with LPL Financial in Belmont, MA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 21 years with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.). In addition to his advisory role, he is involved in the sale and service of fixed life and health insurance and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from both in-house and third-party sources.

Richard Batten is a financial advisor with RBC Capital Markets in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, complemented by RBC’s capital markets expertise and affiliated asset management capabilities.

John Noone Jr. is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. His prior work includes roles at Hanscom Federal Credit Union, Citizens Securities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, brokerage services, and utilizes both discretionary and non-discretionary management approaches supported by model portfolios and research.

Maja Stojanovic is a CFP® with 22 years of industry experience, currently affiliated with OSAIC. She has been associated with Royal Alliance since 2014. In addition to her advisory role, she serves as a full member and managing executive of Flagship Wealth Advisors, LLC, and also holds a notary public commission. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs a range of tools and third-party solutions to construct and manage portfolios that include various asset classes, supporting both discretionary and non-discretionary accounts.

Richard Sgroi is a financial advisor with LPL Enterprise, holding Series 63, Series 65, and Series 66 designations and 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1998 and served at Pruco Securities, LLC from 1998 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, combining adviser programs with active sales of financial products on an integrated platform.

Scott Breault is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Miramontes Capital, Balanced Security Planning, and Elite Consulting Partners. Outside of finance, he is involved with SEB Entertainment, a business active since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources, along with discretionary and non-discretionary management options.

Damon Deluties is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to this, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Thomas Fitzpatrick IV is a Series 65-licensed advisor at Raymond James Financial with six years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2023 and previously operated as an independent financial advisor for six years. Outside of financial advising, he is the owner and proprietor of Fitzpatrick & Goguen CPAs PC, an accounting firm in Billerica, MA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Connor Curran is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2010. Curran also sells fixed annuities as part of his business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, managed portfolio programs, and access to third-party asset managers, combining adviser programs with a range of financial products including insurance.

Rebecca Thompson is a Planning Consultant at Fidelity Investments, where she currently works with clients to understand their personal and financial priorities and co-create comprehensive plans aimed at building confidence in their financial futures. She has been with Fidelity Investments since 2023 and has progressed through a series of roles within the workplace planning division, including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before assuming her current position. Throughout her tenure at Fidelity Investments, Rebecca has developed experience in financial planning and client consultation. Specific areas of expertise are not detailed in the available information. Educational background and personal interests or community involvement have not been provided.

Robert Jefferson is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at JMJ Financial Partners, Waddell & Reed, and various insurance carriers. He also works as a non-variable insurance agent with Crump on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and retirement plan consulting, utilizing model portfolios, third-party research, and technologies including machine learning.

Peter Petrella Sr. is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has a long-standing background in accounting and tax services through his ownership of McCracken Cooper & Petrella PC since 1992. Petrella is also involved with The Professional Alliance as a shareholder and board member. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment strategies through a network of independent Financial Professionals, with access to proprietary models, third-party managers, and various custody platforms.

Brandon Kou is a financial advisor with LPL Financial, holding a Series 66 license and currently in his first year in the industry. Prior to joining LPL Financial, he held various roles in the food service industry and served in the United States Army for eight years. He has also been involved with Le Du Thai Eatery for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, 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 model portfolios and research from LPL Research and other subadvisors.