Brian Kiefer is a financial advisor with Ameriprise in Arlington, MA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at RiverSource Distributors Inc for eight years before joining Ameriprise in 2023. Outside of his advisory role, Kiefer coaches first-time alpine downhill ski racers at Ragged Mountain Competition Programs. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendations through a centralized consulting team while offering a broad range of advisory, brokerage, and insurance solutions.

Gary Thibeault is a financial advisor with Mass Mutual Investors Services holding a Series 63 designation and 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 17 years. Outside of his advisory role, he is an independent insurance agent selling life settlement products through Ashar Group LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, ongoing planning relationships.

Mark Murphy is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at DaVinci Capital Management Inc. and Comprehensive Insurance Providers, Inc., as well as work with Babson College and Weston Golf Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Julia Gurzenda is a Planning Consultant at Fidelity Investments, where she partners with clients and their primary advisors to understand their financial goals and priorities. She develops personalized financial plans leveraging Fidelity's resources to support clients' unique financial journeys over time. Julia emphasizes clear and thoughtful communication to simplify financial decisions and build client confidence. Julia has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Relationship Manager, and currently Planning Consultant. Her experience within Fidelity has provided her with a comprehensive understanding of client relationship management and investment solutions. Outside of her professional responsibilities, Julia enjoys golf, hiking, horseback riding, reading, running, and skiing.

David Korff is a financial advisor with LPL Financial in Marlborough, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2021 and has prior experience with Wells Fargo Clearing from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Bono is a financial advisor at Morgan Stanley in Wellesley, Massachusetts, with seven years of industry experience. He holds a Series 66 license and has previously worked at Merrill Lynch and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

David Doray is a financial advisor with Merrill based in Westborough, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, LPL Financial, and Southbridge Savings Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients 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.

Kavitha Ledwig is a financial advisor with Thrivent Investment Management in Arlington, MA. She holds a Series 66 credential and has one year of industry experience. Prior to joining Thrivent, she worked at LPL Enterprise LLC and spent ten years in real estate with various firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or institutional advisory services. The firm offers integrated planning and managed-account solutions under its WealthPlan program.

Paul Tedesco is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include work at Serve & Smash Pickle & Padel Club and the Quinnipiac Polling Institute. He has also been affiliated with Quinnipiac University and Rocky's Ace Hardware. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party advisory programs and offers ERISA fiduciary services through credentialed representatives.

Kristopher Grenier is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Webster First Federal Credit Union for six years before joining Merrill and Bank of America in 2022 and 2023, respectively. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniella Iannuzzi is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity Investments since 2018, progressing through various roles including Fixed Income Operations Analyst, Financial Representative, Relationship Manager, Planning Consultant, Financial Consultant, and currently Vice President Financial Consultant. In her current role, Daniella partners with individuals and families to develop personalized wealth plans tailored to their unique financial needs. Her approach focuses on helping clients make sound financial decisions through all of life's ups and downs, with an emphasis on establishing trust and building long-term relationships. Daniella's extensive experience within Fidelity Investments spans operations, client relationship management, and financial consultation, providing her with a comprehensive understanding of financial planning and investment strategies.

Robert Sacchetti is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Leonhardt is a Planning Consultant at Fidelity Investments, where he supports local advisors in developing customized financial plans for clients. In his role, he focuses on helping families build lasting financial plans and fostering ongoing, trustworthy relationships. Robert has been with Fidelity Investments since 2019, progressing through several roles including Intern, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience spans various aspects of client relationship management and financial planning. Outside of his professional work, Robert's personal interests include attending concerts, football, golf, movies, puzzles, and theater.

Zoe Ganglani is a Financial Consultant at Fidelity Investments, where she has worked since 2006. She has been with Fidelity for over 20 years, serving in various roles including Investments Consultant and Financial Representative prior to her current position. Zoe specializes in working with families to navigate the complexities of financial planning. She focuses on wealth planning, helping clients create and execute strategies to grow, protect, and maintain their wealth. Her role involves educating clients and supporting them in working towards their financial goals. She holds a California Insurance License. Additional details regarding her education or personal interests were not provided.

Adam Conway is a financial advisor with LPL Financial in Wellesley, MA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with several firms, including NRP Financial, Inc., where he has been associated since 2009, and previously with Voya Financial Partners and Transamerica Financial Advisors. Conway also operates a business under the name Harbor Retirement Planning and has been involved in selling non-variable insurance through a DBA called Triton Mutual. 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 financial planning and investment management services through a large network of advisors using multiple portfolio strategies and technology tools.

Devin Ralph is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He has worked in various roles at Fidelity, including Financial Representative, Investment Solutions Representative I & II, and Customer Relationship Advocate since 2022. In his role, Devin partners with clients to help them make educated decisions aligned with their financial goals. He focuses on helping clients pursue growth, preservation, and distribution of wealth, aiming to provide financial flexibility in retirement.

Nicholas Zaccardi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. His professional background includes roles at Bank of America, N.A., and Merrill from 2013 to 2024. 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 broad range of portfolio management styles and affiliated research.

Devy Thangavel is a financial advisor with Merrill who holds a Series 66 designation and has two years of industry experience. He has worked with Bank of America and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individuals and institutional clients.

Brian Hash is a Financial Consultant at Fidelity Investments, where he has been employed since 2002. Throughout his career at Fidelity, he has held various roles including Branch Leader, Branch Service Manager, Senior Manager of the Private Client Group, Manager of Retirement Investment Services, Retirement Services Team Lead, and Retirement Services Representative. Brian's professional experience encompasses a range of responsibilities within financial consulting, branch leadership, retirement investment services, and private client management. His work focuses on educating and empowering clients to make informed financial decisions and developing customized financial plans tailored to individual needs.

Iverson Qiu is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Wellington Management and has an educational background that includes time at Northeastern University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.