Daniel Miele is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with Centinel Financial Group since 2006, alongside his role at OSAIC beginning in 2018. He also acts as an agent for insurance brokerage through Crump and serves as an Investment Advisor Representative for Centinel Financial Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supported by a complex affiliate network and multiple custodial arrangements.

Michael Kelleher is a CFP®-designated financial advisor with J.P. Morgan Securities in Mansfield, MA, bringing four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation advisory program supported by centralized due diligence and a combination of quantitative and qualitative research.

Shawn Fiske is a CFP® and holds a Series 66 license, with 21 years of industry experience. He is currently with OSAIC, where he has worked since 2023, and previously spent 17 years at Sagepoint Financial, Inc. In addition to his advisory role, he provides insurance guidance tailored to clients' specific needs through his involvement with ASH Brokerage. OSAIC Wealth serves a diverse range of retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a multi-advisor platform that integrates brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and various managed account strategies.

Geoffrey Croteau is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of experience in the industry, working with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is a partner in a dog boarding and grooming business called Little Paws Bed and Bath Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management and educational programs alongside collaborative, annual planning engagements.

Brenton Pitt is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors Inc for 11 years before joining OSAIC in 2018. He serves as trustee for multiple irrevocable trusts. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a variety of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary models.

Paula Tavares is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 17 years of industry experience. Her work history includes roles at Morgan Stanley, Sylvia & Company, Voya Financial Advisors, and Cetera Wealth Services. She is also actively involved as a secretary at St. James St. John School and participates in organizing events for the Women's Fund, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program structures and third-party money managers.

Stephen Passias is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2000. Passias also serves as an agent of record on several homeowner insurance policies in Brockton, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and other financial planning services.

Richard Ringler is a financial advisor with Primerica Advisors in Mansfield, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1990. Outside of his advisory role, he occasionally acts as a notary and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Stephen Lubin is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with LPL Financial and has previously worked at South Shore Bank, Infinex Investments, Citizens Securities, and other firms. 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.

Robert Spadano is a CFA® charterholder with 21 years of industry experience, currently serving at LPL Financial since 2006. Prior to that, he worked at First Financial Advisory Services Inc and First Allied Securities, Inc. He also operates a business under the name Seven Point Financial, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging technology and a large network of advisors to serve diverse client needs.

Jaclyn Stanley is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has worked at Ameriprise Financial Services, Inc. for 15 years prior to her current role. Outside of her advisory work, she is involved with Net Flows LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Adams is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he manages an LLC that holds real estate assets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Rothberg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at MetLife Securities Inc. for 19 years before joining Mass Mutual, where he also has a tenure at Mass Mutual Life Insurance Company. Outside of his advisory role, he is an author who published a book in 2008 and serves as a voluntary board ambassador for the Ricciardi College of Business Advisory Board at Bridgewater State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, operating collaborative, annual planning relationships with clients.

Eileen Holzman is a financial advisor with Ameriprise in Andover, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 41 years of industry experience, having previously worked at Royal Alliance Associates, John Hancock Life Insurance Co., and Signator Investors. Holzman serves on the Boards of the Andover Coalition of Education and the Suffolk University SBS Alumni Board, and she is an adjunct lecturer at Suffolk University, teaching Retirement and Estate Planning. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Philip Barnes III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2015 to 2017. He is also involved in individual life and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning engagements and offers a range of investment and educational programs.

Benjamin Krikorian is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2006. His prior work includes roles at First Allied Securities, Inc. and First Financial Advisory Services Inc. He has involvement with Seven Point Financial in Walpole, MA. 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, and institutional platforms.

Steven Corrado is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Voya Financial Advisors. Outside of advisory work, he is employed part-time as a pharmacy technician at Southshore Health Organization. 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, supported by extensive technology and a large network of advisors.

Nora Yousif is a CFP® with 15 years of experience, currently serving with RBC Capital Markets and City National Bank. She has been with RBC Capital Markets since 2011 and with City National Bank since 2019. Outside of her advisory role, she serves on the boards of several nonprofit organizations focused on community support and legal aid for low-income women. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs that combine in-house and third-party managers, with options for discretionary portfolio management, tax management, and responsible investing.

Christopher Fulton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, John Hancock Life Insurance, and Signator Investors. Fulton is involved with Legacy Harbor Financial, operating as a DBA for his LPL 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Joel Agus is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and previously worked for Commonwealth Financial Network for 19 years. Agus is also president of Highland Capital, a non-investment-related support company that he manages alongside his advisory work. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains institutional consulting and portfolio management within a large advisor network.