Jonathan Lanstein is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He previously worked at Cantella & Co., Inc. for 21 years before joining Cambridge in 2022. Outside of advisory roles, he is involved in several business activities including ownership and leadership positions in holding companies, consulting, and real estate ventures. 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 plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches across multiple platforms.

Rachel Jordan is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at achieving their financial goals. She has held multiple roles within Fidelity Investments since 2021, progressing from Workplace Planning Associate to her current position as Planning Consultant. Her experience includes various capacities in workplace planning and advice, including roles as Workplace Planning Consultant I, II, and III, as well as Interim Help Desk Workplace Planning and Advice. This progression reflects her sustained involvement in financial planning and client service within the organization.

Robert Clark is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Baird in 2025, he spent 14 years at Janney Montgomery Scott and has been involved with Oil Combinations Inc. since 1987. Outside of his advisory role, Clark serves as a board member and consultant for Energy Connections Technologies LLC, a company providing transportation and technology services to the oil and gas industry. He works within The DDK Group at Robert W. Baird, which offers tailored wealth management services to individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with capabilities spanning traditional and alternative investment strategies.

Eric Bergstrom is a financial advisor at Raymond James Financial with 28 years of industry experience. He previously worked at Morgan Stanley & Co., Inc. for 15 years before joining Raymond James Financial Services Advisors, Inc. in 2019. Outside of his advisory role, Bergstrom serves as Chair of the Reading MA Republican Town Committee and is an unpaid volunteer for the Town of Reading, MA. 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, 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.

Louis Fauci is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. In this role, he assists clients and their families with developing financial plans aimed at growing, preserving, and distributing their wealth according to their goals and objectives. Prior to joining Fidelity Investments, Louis worked as a Sales Associate at Baron Chase Securities in 1998. He holds a California Insurance License, which supports his ability to advise clients on insurance-related financial matters.

Kashif Ahmed is a financial advisor with LPL Financial in Bedford, MA, holding the CFP® designation with 22 years of industry experience. He has been with LPL Financial since 2011 and has taught graduate courses in finance and investments at Suffolk University since 1998. Additionally, he serves as an adjunct professor at Bentley University, where he teaches finance and financial planning courses. 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 programs and financial planning services incorporating discretionary and non-discretionary management supported by research and model portfolios.

Randy Frederick is a financial advisor at LPL Financial with five years of industry experience and a Series 66 designation. His prior work includes roles at Edward Jones and Hanscom Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various portfolio management strategies.

Adam Tobin is a Certified Financial Planner (CFP®) with over 32 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he operates the Law Offices of Adam Tobin PC, providing legal services unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs and financial planning services with both discretionary and non-discretionary management options supported by extensive research and model portfolios.

Nicolle Balesteri is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020. Prior to this, her background includes roles in university fraternities and sorority life, automotive sales, and hospitality. Outside of her advisory work, she volunteers as a desk assistant at SWEAT Cycling in Danvers, MA, where she supports class operations without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Alexander Krisak is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 12 years of industry experience, including roles at MetLife Securities and MassMutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent and owner of Lionheart Wealth Management Inc., a financial services pass-through entity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and delivers written recommendations without discretionary authority.

Connor Gilbert is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and comprehensive investment strategies. His work focuses on aligning clients' financial goals with both their long-term and short-term objectives. Connor has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, Financial Representative, and CRA. This progression reflects his experience in financial planning and client relationship management within the investment sector. Outside of his professional career, Connor engages in activities such as beach outings, family activities, golf, music, soccer, and traveling.

Timothy Lake is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Sadie Bashara is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her current role, she collaborates with Financial Consultants and Vice President Financial Consultants to assist clients with unique planning and engagement needs. Sadie has been with Fidelity Investments since 2023, progressing through roles including Financial Service Representative and Financial Representative before becoming a Planning Consultant. Her experience within the company has provided her with insight into various aspects of financial services and client support. Outside of her professional work, Sadie enjoys cooking and baking, participating in social events with friends, painting, practicing Pilates, and reading.

Robert Endicott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cetera and its affiliates since 2016 and previously spent a decade at Investors Capital Corp. In addition to his advisory role, he is an agent offering fixed insurance products including life, health, annuities, and long-term care coverage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides a range of investment management and financial planning services through a multi-manager platform featuring both affiliated and unaffiliated managers, with assets under management exceeding $256 billion.

Colby Dobrusin is a financial advisor with LPL Financial in Danvers, MA, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services and Reveneer Inc., and is involved as a youth sports official. Dobrusin also provides administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

David Mancinelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Richard Ventura is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in developing personalized financial plans tailored to their needs, goals, and dreams. He has held the position of Vice President and Branch Office Manager since 2015. Richard has extensive experience within Fidelity Investments, having served in various roles including Vice President of Portfolio Advisory Services from 2006 to 2014, Sales Director from 2003 to 2005, Director of Account Management from 2001 to 2002, Director of Business Development from 1999 to 2000, Team Manager of Premium Services from 1996 to 1998, and Financial Representative from 1994 to 1995. Prior to joining Fidelity, he worked as a Financial Consultant at Merrill Lynch from 1992 to 1994.

Marioleni Mandelis is a financial advisor with LPL Financial in Lexington, MA, holding a Series 63 designation and 38 years of industry experience. She has worked at LPL Financial since 1993 and has operated Alena Wealth, LLC since 2008. Mandelis is also a practicing attorney and serves as a notary public in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Robert Tashjian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kayem Foods, Inc., Strega Prime, and Richardsons Ice Cream. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Matthew Solecki is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at the Federal Deposit Insurance Corporation and Flagship Wealth Advisors, as well as employment in construction and the hospitality sector. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct portfolios across various asset classes.