Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

Leonard Arabia is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving high net worth families, business owners, principals, and entrepreneurs. He is part of an established Boston-based Private Wealth team recognized for delivering integrated wealth strategies, balanced portfolio management, and complex balance sheet optimization. Leonard's approach centers around attentive listening and tailored solutions to address the long-term financial objectives and legacy planning needs of his clients. Leonard earned his bachelor's degree from Boston College. He holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. His expertise includes family wealth management strategies, legacy planning, liquidity management, portfolio management, small business strategies, and tax minimization. Leonard is affiliated with Merrill Private Wealth Management and participates in professional and community organizations, including Big Brothers Big Sisters of Eastern Massachusetts.

Alison DiGiulio is a Financial Consultant at Fidelity Investments, where she works with clients to develop and update financial plans aligned with their investment goals. She leverages the resources and team at Fidelity to assist clients in growing and protecting their wealth while simplifying their financial lives. Alison has experience in the financial services industry, having served as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2021 before joining Fidelity Investments in 2021. Her professional background includes advising clients on financial planning and investment strategies. Outside of her professional role, Alison has personal interests that include comedy, exploring food, hiking, kayaking, music, and traveling.

Louis Mastragostino is a Financial Consultant currently working at Fidelity Investments since 2022. He assists clients in defining their financial goals, co-creating customized plans, and implementing strategies to support their financial well-being at various life stages. Prior to his current role, Louis worked as a Financial Advisor at Merrill Lynch from 2009 to 2022, gaining extensive experience in financial planning and advisory services. Details regarding his education, credentials, personal interests, or community involvement have not been provided.