Paul Mcnulty is a CFP®-credentialed financial advisor with 35 years of industry experience, currently with LPL Financial since 2011. He operates a local business, Boston Metro Advisor, as a DBA for his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions, offering a variety of advisory programs, financial planning, and brokerage services through a large network of representatives.

Nicholas Fazio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a high school football coach for Winchester Public Schools and is a notary public in Massachusetts. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and third-party research.