Stephen Gentile is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at NEXT Financial Group for 14 years and Ceres Financial Group, Inc. for 5 years. His credentials include Series 63 and Series 65 licenses. 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 portfolio programs, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Jeffrey Ellis is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and over 10 years of industry experience. He has been with LPL Financial since 2013 and is also a partner at QRGA, LLP, a CPA affiliate program. Additionally, he serves as a trustee for the Jonathan Kern Supplemental Needs Trust. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and operational tools.

John Kerr is a financial advisor at LPL Financial with 52 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. for 36 years. Kerr holds the Series 63 designation. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Susan Mcguire is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bay Financial Associates since 2011, joining LPL Financial in 2023. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel O'Neill Jr. is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining LPL Financial in 2025. Outside of his advisory role, he is involved in a non-variable insurance business. 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.

Frank Deleo Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has been with LPL Financial since 2004. Outside of advising, he is involved as a basketball official with the Association of Approved Basketball Officials. 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 and access to third-party asset management, supported by advanced operational tools and a broad non-advisory financial platform.

David Sousa is a financial advisor with LPL Financial in Westwood, MA, holding a ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including 27 years at OSAIC before joining LPL Financial in 2026. Outside his work with LPL, Sousa operates his sole proprietorship, Sousa Financial, providing both investment advisory and health, accident, and life brokerage services. 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 portfolio programs, and access to third-party asset managers, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Joseph Donovan is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Prior to his current role, he worked at Verum, LLC and Bay Financial Advisors, where he also provided financial planning and consulting services. He serves as a notary and is a for-profit board member at Partners Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies through a large network of advisors and combines its advisory platform with multiple financial products and services.

Joseph Ferreira is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Century Bank & Trust, Citizens Securities, Inc., and Edward Jones. 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 and access to model portfolios and third-party asset management across various investment strategies.

Jack Leader is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2004. Outside of his advisory role, he is involved in selling non-variable insurance products including life, group and individual health, disability, long-term care insurance, and fixed annuities. 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, with a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Thomas Hitchcock is a financial advisor with LPL Financial in Westwood, MA, holding the ChFC® designation along with Series 63 and 65 licenses. He has 49 years of industry experience and has been with LPL Financial since 2009, having previously worked at Bay Financial Advisors, Inc. for 11 years. He also provides financial planning and consulting services through Bay Financial Advisors, an independent registered 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 and access to model portfolios, third-party asset management, and institutional platforms.

Stephanie Lynne is a CFP® professional with 26 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2016, and previously worked at Bay Financial Advisors and Personal Financial Planning LLC. Outside of her advisory work, she has taught CFP courses at Boston University. 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.

Gregory Hart is a CFP® and PFS™ professional with 26 years of experience in the financial industry. He has been with LPL Financial since 2006 and previously worked at Bay Financial Advisors, Inc. and CohnReznick LLP. Hart is based in Westwood, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, retirement plan participants, and trust companies. 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.

Vincent Beaudoin is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Morgan Stanley. 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 provides 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.

Philip Sartori is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

John Mccarthy III is a CFP® with 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has also worked at Bay Financial Advisors, Inc. for 15 years. He is a notary public in the Commonwealth of Massachusetts. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad spectrum of financial solutions.

Susanne Nelson is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with LPL Financial since 2016 and also has a background in the automotive rental industry through Atlanta Island Auto Rentals Inc. Susanne maintains outside involvement in non-investment administrative work associated with that business. 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 provides a range of advisory and brokerage services with a focus on customizable investment strategies supported by research and technology tools.

John Boshar is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for 13 years and has been with LPL Financial for 19 years. Outside of his advisory role, he operates John Boshar Associates, Inc., a business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies supported by technology and extensive operational resources.

Philip Peck is a CFP®-designated financial advisor with LPL Financial, based in Westwood, MA, with 42 years of industry experience. He has been with LPL Financial since 1998 and has been practicing as Philip Peck CFP since 1994. Peck is also a Lieutenant Colonel in the United States Army Reserve, where he works on counterterrorism aspects of homeland security. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.

Mark Linnane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with LPL Financial since 2016 and also serves as a teacher at Quincy College. 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 through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Tracy Teng is a financial advisor with LPL Financial based in Westwood, MA, holding a Series 66 license and 23 years of industry experience. Prior to joining LPL Financial in 2021, Teng worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, Metlife Securities Inc., and Mariner. 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 portfolios, third-party asset management, and institutional platforms.

James Butler III is a financial advisor with LPL Financial in Westwood, MA, holding a Series 63 credential and with 43 years of industry experience. He has worked at LPL Financial since 2004 and previously spent 17 years at Bay Financial Advisors, Inc. In addition to his advisory role, he sells fixed annuities and various types of insurance, including individual and group health, term, universal and whole life, long-term care, and disability insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Charles Casassa is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2001. Casassa also acts in a fiduciary capacity for two irrevocable trusts. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shawn Limerick is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. He has worked at Linsco/Private Ledger Corp. since 2004. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities, long-term care, disability, group and individual health, and fixed life insurance. 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 portfolio programs, third-party asset management, and institutional platforms.

William Thomas is a financial advisor with LPL Financial in Westwood, MA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for six years and has been with LPL Financial since 2008. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Emily Claire is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for 10 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of investment strategies and platforms.

Timothy Sullivan is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 26 years of industry experience. He previously worked at Capital Analysts, Lincoln Investment, TIAA, and UBS Financial Services. Outside of his advisory work, he serves as a hockey referee for community-based games. 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, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Richard Spriano is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He previously worked at The Patriot Financial Group and has owned a ride-sharing business, Boston Drive, Inc. 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 supported by extensive technology and a broad platform of financial products.

Thomas Loonie is a financial advisor with LPL Financial based in Westwood, MA. He holds a Series 66 designation and has 24 years of industry experience. His prior work includes roles at Bay Financial Advisors, Inc. and Peachtree Wealth Strategies LLC. Outside of advising, he is a commissioned notary public who occasionally notarizes documents for colleagues. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Royal Alliance Associates Inc., and TIAA-CREF. Outside of his advisory work, he operates Peacefield Financial, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a range of investment strategies.

William Thornley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for seven years and has held roles at Commonwealth Financial Network, Financial Foundations, and New England Investment & Retirement Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through its extensive network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Guillermo Alberto is a CFP® credentialed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Guillermo also holds a Series 66 license and is involved in a non-variable insurance business outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services through a network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.