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 with Charles Schwab in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Fidelity in various roles from 2000 to 2021 before joining Charles Schwab in 2021. Outside of his advisory work, he manages a vacation home rental in Wellfleet, MA. Charles Schwab serves a large client base, 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 both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and order-routing services.

Nathan Baldwin is a CFA® charterholder with 24 years of industry experience. He is currently with Edelman Financial Engines and has held roles at firms including Commonwealth Financial Network and PRW Wealth Management. Baldwin serves on the investment committee for the Judge Baker Children's Center, a nonprofit focused on children's developmental and emotional well-being. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified, long-term oriented portfolios.

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.

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.

Michael Carilli is a financial advisor at LPL Financial with 12 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2026, he worked at Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, and Morgan Stanley. He serves as treasurer on the board of the nonprofit 545 VELO and is a board member of St. Luke's Preschool in Dedham, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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.

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.

Dominic Anton is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients and Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Dominic has been with Fidelity Investments since 2011, gaining experience in various roles including Wealth Management Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His extensive experience spans investment management, wealth management, and retirement solutions. Outside of his professional commitments, Dominic enjoys outdoor activities such as hiking and snowboarding.

Glen Donovan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at John Hancock Investment Management for three years. He is currently based in Boston, MA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment insights. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Daniel Hurley is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously worked at Weston Securities Corporation for 19 years before joining Morgan Stanley Smith Barney LLC in 2019. He is based in Boston, MA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Robyn Redfield is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and its Private Bank since 2009. Outside of her advisory work, she is involved with the Hollyheath Condo Trust. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs firm-approved planning tools and a structured discovery process to develop plans, managing approximately $2.74 trillion in client assets.

Earle Pitt Jr. is a financial advisor at Osaic Wealth, Inc. with 48 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2018, he worked for over four decades at John Hancock Mutual Life Insurance Company and Signator Investors, Inc. He is also the managing director of Centinel Financial Group, LLC. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing asset-allocation tools, risk-tolerance questionnaires, and a range of investment options, including access to third-party money managers and wrap programs.

Christopher Petrik is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Outside of his advisory role, he is co-owner of a real estate business based in South Chatham, MA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Lisa Fruscella is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked at various Fidelity entities since 1996, including Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory role to multiple registered investment companies, use of algorithmic methods including AI/LLMs, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Sabrina Roberts is a Financial Advisor at Merrill Lynch Wealth Management with over 23 years of experience in the financial services industry. Her career includes roles in branch management, project management, and wealth management at the Bank of America legacy companies and Merrill. She has specialized in working closely with ultra-high-net-worth individuals and families, providing personalized service, strategic guidance, and executing comprehensive financial strategies. Sabrina holds a Bachelor of Science degree in Business Administration from Boston University and is certified as a Project Management Professional (PMP). Additionally, she is designated as a Personal Investment Advisor (PIA). Known for her ability to build strong relationships and connect resources effectively, she focuses on balancing long-term financial objectives with actionable steps to achieve meaningful results. Residing in the South Shore of Massachusetts with her husband, Sabrina enjoys running, cooking, and hiking with her Rhodesian Ridgeback.

Arthur Karabelas is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at First Republic Securities Company, LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he has an ownership interest in a rental property in Bartlett, NH. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Scott Fabyan is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 1993. Outside of his advisory role, he owns and operates Kestrel Sportfishing Charters and serves on the advisory board of the Miles River Marsh Rats recreational club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, 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 both direct engagements and corporate financial planning agreements.

Kelly Lawrence is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2026, Lawrence worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2022 to 2026, National Asset Management and National Securities Corporation from 2020 to 2022, and spent 14 years at Moors & Cabot from 2006 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of strategies and operational tools.

Nicholas Blanchette is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients to understand their financial goals and helps develop customized financial plans utilizing the resources provided by Fidelity. Nicholas has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2013, including Investment Consultant, Financial Representative II, Regional Investment Consultant, and Inside Sales Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones and as an Account Executive at NSM Securities. Outside of his professional life, Nicholas has interests in beach activities, golf, music, and caring for pets.