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.

Adrienne Tubridy is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, following prior roles at Raymond James & Associates and a brief period outside the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with 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 supported by advanced modeling tools.

Alex Caputo is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held various roles outside the financial sector, including positions at Bj's Wholesale Club and Gentle Giant Moving Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary management and model portfolios built from mutual funds, ETFs, and ETPs.

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.

Kevin Halloran is a CFP® professional with 16 years of industry experience. He is currently with Wells Fargo Clearing Services, where he has worked since 2026. His previous roles include positions at Santander Securities, Santander Bank, Citizens Securities, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

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.

Brady Rodgers is a financial advisor at OSAIC with five years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Arcadia Financial Group and Arcadia Wealth Management. Outside of his advisor role, Rodgers has involvement with Boston Partners Wealth Management, providing sales and marketing support for securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using a range of investment vehicles and employs various third-party platforms to deliver managed account solutions.

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.

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.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Coastal Wealth Management and has professional experience outside finance, including six years at Portsmouth Ford Used Car Center and roles at City Wide of Boston and Hertz Local Edition. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and multiple advisory platforms.

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.

Taylor Maduro is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2016. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process involving quantitative and qualitative analysis and applies various risk management and tax-aware strategies.

Dilruba Afroz is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Her prior work includes positions at Bank of America and Walmart. 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 a range of individual and institutional clients.

Martin Parquette is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of finance, he is a fitness instructor and a member of a flying club that facilitates aircraft ownership. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools to model financial outcomes, serving clients through both direct relationships and corporate financial planning agreements.

Joel Stein is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at The Prudential Insurance Co. of America, Mass Mutual Investors Services, MetLife Securities, and Baystate Financial Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated non-securities products and services.

Scott Mc Ginty is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. He also attended Fairfield University from 2013 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Gregory Mclean is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at Rockland Trust, Advisors Asset Management, Signator Investors, Manulife Investment Management, and John Hancock Investment Management. He also serves as a relationship manager for Rockland Trust’s investment management group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, and institutional platforms, supporting a wide range of investment strategies through a large network of independent advisors.

Pierce Fongheiser 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 Bank of New York Mellon and SEI Investments Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.