Alexander Dibisceglie is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked for Comcast for over 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of algorithmic methods and AI in portfolio management.

Anthony DeCarolis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their unique situations and financial goals. He focuses on creating strategies that provide clients with peace of mind and confidence in their long-term financial objectives. Anthony has held several roles at Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects his experience across various aspects of financial services, enhancing his expertise in client relationship management and financial planning. Outside of his professional work, Anthony enjoys attending concerts, playing golf, and watching movies.

James Rochford is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has provided financial and wealth management advice and services to individuals and business owners for over thirty-five years. Since joining Merrill Lynch in 2003, he has held Series 7, 66, and 31 FINRA registrations, as well as life insurance licenses. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). His areas of focus include family wealth management strategies, individual and corporate investment strategy, and retirement income. Jim graduated in 1988 from the State University of New York at Oswego with a Bachelor of Science degree in Business Administration and a minor in Economics. He offers a personalized approach to financial planning, creating customized strategies aligned with each client’s unique values. He works to build strong relationships with clients based on mutual trust and respect, and provides access to a network of specialists at Merrill Lynch Wealth Management and Bank of America. He lives in Needham, Massachusetts with his wife Cathy and their two children, Carly and Jim. He is active in his local community through the Exchange Club of Needham. His personal interests include fishing, hunting, music, and running.

Stefanie Benoit is a financial advisor with Merrill holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill for a total of 12 years, with a two-year break for a life event between 2024 and 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Smith is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Northwestern Mutual. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Eric Telfer is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Kyle Bredice is a CFP® and holds a Series 66 designation, with 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2020, following six years at T. Rowe Price. Charles Schwab & Co., Inc. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio investment approach supported by centralized operational and supervisory infrastructure.

Sarah Irwin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously spent six years at Bank of America. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gabriel Perez is a financial advisor at Merrill with Series 63 and Series 66 designations and five years of industry experience. He has worked at Merrill since 2020 and previously at Bank of America, N.A. from 2023. He also has academic experience from Universidad de Puerto Rico, where he worked from 2014 to 2020. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Schwartz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

David Javaheri is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, he is involved as an officer in investment ventures related to commercial real estate. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, providing tailored financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion.

Paul Henry is a CFP®-designated financial advisor with over 31 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Citizens Securities, Inc. from 2015 to 2017. 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, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research from multiple sources.

Erin O’Brien is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. Her prior roles include positions at Charles Schwab Bank, University of Massachusetts Amherst, and Mass General Brigham. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management backed by a multi-asset strategic allocation approach and centralized operational infrastructure.

Sun Ho Ma is a Financial Consultant I with extensive experience in financial advisory services. From 2017 to 2025, Sun Ho served as a Financial Advisor at Morgan Stanley, where they developed expertise in understanding clients' unique priorities and translating them into actionable financial plans. Their approach focuses on simplifying complex financial matters and providing clarity to help clients move forward with confidence. Sun Ho Ma is committed to serving as a trusted partner for clients, ensuring their financial strategies align with what matters most in their lives. Outside of their professional role, Sun Ho enjoys activities such as fitness, golf, hiking, skiing, traveling, and spending time with pets.

Travis Keeper is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Solutions Consultant from 2021 to 2022 and Investment Solutions Representative from 2019 to 2021. Prior to joining Fidelity, he was a Wealth Advisor at USAA from 2015 to 2019. In his role, Travis works with clients to build financial plans, identify investment strategies to enhance their plans, and establish strong relationships through regular ongoing communication. He holds a California Insurance License. Outside of his professional work, Travis has interests in food, motorcycles, museums, pets, reading, and traveling.

Jackson Odams is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked at Baystate Financial and has experience in the hospitality sector, including a role at Jake N Joe's Sports Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice. The firm uses investment research and algorithmic tools to provide asset allocation and withdrawal strategy guidance, with enrollment criteria requiring a minimum level of investable assets and managed account participation.

Liam Peck is a financial advisor at OSAIC with a Series 65 designation and one year of industry experience. He previously worked at Boston Wealth Management and has a background that includes education at Xaverian Brothers High School and Bentley University. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment advisory, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Joshua Hyman is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at Securities America Advisors and NATIONAL PLANNING CORPORATION. Outside of his advisory role, he serves as a board member for Wayland Dads, a for-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer providing a range of financial planning, advisory programs, and brokerage services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Timothy Callahan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he helps clients create and maintain financial plans designed to pursue their goals, focusing on growing, preserving, and utilizing their assets. His approach centers on developing plans that clients are comfortable with, confident in, and understand. Mr. Callahan holds a California Insurance License. Outside of his professional work, he enjoys baseball, camping, family activities, and traveling.

James Corrente is a financial advisor at Equitable Advisors with 49 years of industry experience. He has held Series 63 and Series 65 credentials and has worked at Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.