Savona Roberts is an Investment Consultant at Fidelity Investments, where she has been working since 2024. Prior to her current role, she served as a Financial Representative at the same firm from 2023 to 2024. In her role as an Investment Consultant, Savona focuses on empowering clients through education and fostering enthusiasm for financial planning. Her experience at Fidelity Investments has provided her with insight into client needs and financial strategies. Outside of her professional work, Savona enjoys running, attending social events with friends, and exploring culinary interests as a foodie.

Susan Kaplan is a CFP® professional affiliated with LPL Financial, with 35 years of industry experience. She has been associated with LPL Financial since 1991 and has operated Kaplan Financial Services since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Joan Donahue is a financial advisor at Ameriprise with 35 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. She holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Michael Chiasson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2009. His practice is based in Wellesley, MA. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and offers both direct and employer-linked planning solutions.

Diana Taksir is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various financial institutions, including Citizens Bank and Citizens Securities. Outside of her advisory role, she provides public notary services. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written retirement income recommendations, supported by a centralized consulting team.

Lauren Forsman is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in a travel agency business, Believe in the Magic Vacations Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by offering advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of financial advisors.

Matthew Shubley is a financial advisor with Fidelity in Burlington, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked independently and served as an independent contractor for the PGA Tour. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Kathryn Dunlop is a financial advisor with LPL Financial in Lexington, MA, holding the Series 66 designation and 17 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. She also provides administrative support to Alena Wealth, LLC, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Daryl Miller is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Cantella & Co., Inc., Investors Capital Corp., and Gunnallen Financial, Inc. Outside of his advisory work, Miller provides tennis instruction and math tutoring as independent contractor roles. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers.

Sam Forrest is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their financial goals, identify challenges, and develop plans to achieve success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, and currently serving as an Investment Consultant since 2024. Throughout his tenure at Fidelity Investments, Sam has gained experience in client relationship management and investment solutions. His career path reflects a consistent focus on supporting clients in navigating their financial journeys. Outside of his professional work, Sam has interests in food, football, golf, music, and pets.

Benjamin Taylor is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with MML Investors Services Inc and MassMutual since 2002. Outside of his advisory role, Taylor is an agent in a non-MMLIA insurance brokerage and a partner in a life settlement business, assisting clients with sourcing and evaluating life settlement offers. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also provides specialized services such as estate settlement and employer-sponsored planning programs.

Scott Holden is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Royal Alliance Associates, Inc. since 2018, following a 33-year tenure at Signator Investors, Inc. He is also involved in insurance brokerage activities as an insurance agent. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools, and provides access to discretionary strategies, third-party managers, and alternative investments.

Andrew Nawrocki is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Avidia Bank and Banc Of America Investment Services, Inc. in roles spanning 2006 to 2023. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Dimasi Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles that include managing model portfolios and overseeing fund governance.

Sarah Ott is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2020 and has held various roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she worked as a Senior Analyst in Asset Servicing at BNY Mellon from 2019 to 2020. In her current role, Sarah collaborates with clients and their families to develop personalized financial plans that align investments with long-term goals. She emphasizes trust, integrity, and a client-first approach in her advisory services, aiming to support clients through significant financial decisions. No additional information about her education or personal interests has been provided.

Jennifer Pollina is a CFP®-designated financial advisor with Edward Jones, based in Burlington, MA, and has 14 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network.

Susie Lui is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2016. Outside of her advisory role, she performs bookkeeping for a construction-related S-Corp in Framingham, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and proprietary planning tools in its process.

Sean Mc Guigan is a financial advisor with Ameriprise in Waltham, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise, he worked at Fidelity Investments and has a varied background including roles in logistics and insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice, with a focus on dependable income sources and Social Security claiming strategies.

Peter Mulholland is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2015 and at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Mc Carthy is a Series 66-licensed financial advisor with three years of industry experience. He is currently with J.P. Morgan Securities and has held prior roles at Fidelity Investments, Merrill, Bank of America, and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within its recommendations.