Laura Revasz is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial from 2007 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s 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 its investment offerings.

Peter Landry is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 19 years. Outside of his advisory role, he serves as a financial advisor to the corporate short-term cash account for Searchable.ai, a company specializing in artificial intelligence-based search software. Wells Fargo Clearing provides retirement plan consulting 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Geoffrey Burns is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Outside of finance, he serves as president of SynergySound Entertainment, a music production and management company. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, utilizing structured financial planning tools and investment strategies guided by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers integrated planning services supported by an extensive platform of retail and institutional solutions.

Troy Derrick is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with two years of industry experience. His prior roles include positions at Commonwealth Financial Network, Morgan Stanley, and self-employment. Troy has experience working with Cantella, affiliated with Cambridge, as part of his business activities. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Joseph Hollerbach is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A. and held academic positions at Georgetown University and Cornell University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

Benjamin Foster is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his current role, he partners with executives to navigate workplace benefits, equity compensation, and wealth planning. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023. Benjamin's professional experience centers on advising clients on benefits and planning strategies within the workplace. He applies his expertise to help executives manage complex financial and compensation issues related to their employment. Outside of his professional responsibilities, Benjamin has interests in art, baseball, comedy, concerts, music, and running.

David Reichert is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at OSAIC since 2018 and previously spent nine years at Sii Jhfn. Reichert is also involved as Head of Finance and Operations at GenX Financial, LLC, and serves on the advisory council of MH Retail Holdings LLC, where he provides advice on technology and process improvements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization, supported by various strategies and third-party manager programs.

Frederick Voloshin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2024. His prior experience includes various roles outside the financial industry, such as positions with hospitality and service companies as well as entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolios. The firm combines proprietary fundamental research with quantitative and algorithmic methods, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Joseph Carroll Jr. is a financial advisor at Charles Schwab with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2018, following a lengthy tenure at Fidelity. Outside of advisory work, he manages a vacation rental property in Wellfleet, Massachusetts. 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 combination of non-discretionary and discretionary investment management with a multi-asset portfolio approach and centralized operational support.

Heidi Riley is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Janney Montgomery Scott LLC and Wells Fargo Clearing. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations with a range of financial planning and portfolio management services. The firm combines internal research, manager selection, and advanced strategies including tax management and direct indexing to serve its clients.

Michael Balogh is a financial advisor at OSAIC with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Boston Partners Financial Group LLC, Franklin Templeton, and BrightView Senior Living LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk assessment.

Samuel Yonce Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and research from its Global Investment Committee.

Gregory Spurr is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Empower Financial Services, Empower Advisory Group, Bank of America, and Merrill. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment approach that incorporates both quantitative and qualitative research and employs tax-aware and risk-management strategies.

Noam Gans is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2026. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Georgi Ellen Battocchio is a Vice President and Branch Leader at Fidelity Investments. In this role, she collaborates with her team to assist clients in working toward their financial goals by developing financial plans tailored to individual needs and life events. She has held the position of Vice President, Branch Leader at Fidelity Investments since 2023. Prior to this, she served as Vice President and Market Leader at BlackRock from 2015 to 2023, and as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2015.

Carson Cacciatore is a financial advisor with Thrivent Investment Management in Watertown, MA. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked with Chi Alpha Campus Ministries for seven years and has experience in entrepreneurial ventures including Blue Sail Coffee and U Storage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Christopher Gallo is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Gallo is based in Boston, MA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research resources.

Edward Moore Jr. is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2016, including his current role at Morgan Stanley Private Bank, N.A., where he has worked since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that leverages firm-approved tools and modeling techniques.

Amy La Marche is a financial advisor with Edward Jones in Burlington, MA, holding a Series 66 designation and one year of industry experience. She previously worked at Salem Five Bank for nine years. La Marche serves as a trustee for the Legacy Family Trust in Lynnfield, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm has a large national network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Edward Galvin is a financial advisor with Raymond James & Associates in Boston, MA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Raymond James since 2016. Galvin is also the President and founder of Westwood Youth Hockey, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services supported by various portfolio management styles and affiliated research.