Tristan Bezzant is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for 17 years at Gilbane Building Company. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Stephen Colantuono is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses. His previous roles include positions at Securities America Advisors, LPL Financial, and VOYA Financial Advisors. Outside of his advisor role, he is involved with Wayside Financial Partners, providing advisory services and marketing insurance products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, delivering a range of financial planning and investment management programs.

Peter Fredericks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Edward Jones, Lincoln Financial Securities, and Putnam Investment Management. Fredericks is also involved with Workers Federal Credit Union. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of customizable investment strategies and technological tools.

Alessandra Wong is a financial advisor at Osaic with one year of industry experience. She holds a Series 65 designation and previously worked at Takeda Pharmaceuticals, Modo Labs, and Babson College. Outside of her advisory role, Wong is involved with Boston Wealth Management, where she conducts defined contribution and defined benefit plan advising and financial planning. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, offering a wide range of brokerage and advisory services through an extensive multi-advisor platform.

Barry Bellwood is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. His other business activities include part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Isli Kola is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His background includes roles at Bank of America and Phoenix Retail, as well as experience in Albania and academic positions at Bilkent University. 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 variety of clients including individuals, pension plans, and charitable organizations.

Wayne Carney Jr. is a financial advisor with LPL Financial in Leominster, MA, holding Series 63, 65, and 66 credentials and 30 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Chittenden Securities, LLC. In addition to his advisory role, he serves as a trust officer for Rollstone Bank and Trust, focusing on business development and investment reviews. 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, supported by a large network of investment adviser representatives.

Antony Taylor is an Investment Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their specific goals and priorities. He assists clients in understanding their current financial situations, progressing toward their financial objectives, identifying potential risks to their plans, and providing savings and investment strategies suited to their needs. Before becoming an Investment Consultant in 2024, Antony held several roles at Fidelity Investments, including Workplace Planning Consultant II from 2019 to 2024, Workplace Planning Consultant I from 2018 to 2019, and Customer Relationship Advocate in 2018. This progression reflects his ongoing commitment to supporting clients in various stages of financial planning. Outside of his professional role, Antony has personal interests that include fitness, running, snowboarding, soccer, attending social events with friends, and traveling.

Mark Monahan is a Series 66-licensed financial advisor with LPL Financial and over 10 years of industry experience. He has worked at Crosspoint Financial Advisors, LLC and Advent Benefit Consultants. Outside of his advisory role, he is also a licensed notary and involved with an insurance agency. 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.

Margaret Green is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with firms including Sagepoint Financial and SII Investments. She is also the owner of True Wealth Advisor Group, a marketing DBA through which she operates alongside her advisory role. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Matthew Schwartz is a financial advisor with LPL Financial in Chelmsford, MA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with LPL Financial since 1999 and previously worked at The Patriot Financial Group, LLC from 2014 to 2018. Outside of his advisory role, he is involved in property and casualty insurance sales through Sullivan Insurance and non-variable insurance through Schwartz Financial Services, 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies that combine discretionary and non-discretionary management supported by various research and technology tools.

Olympia Wheeler is a Financial Consultant currently working at Fidelity Investments since 2023. She assists clients in pursuing their short- and long-term financial goals by developing customized financial plans that align with their individual hopes and dreams. Her approach focuses on client-centered financial wellness and aims to maintain clarity and trust throughout the advisory relationship. With 30 years of industry experience, Ms. Wheeler has held various roles including Private Client Financial Advisor and Assistant Vice President at Citizens Securities, Inc., Financial Advisor at Prudential Advisors, Senior Product Marketing Manager and Assistant Vice President at MFS Investments, and positions in sales and marketing at Eaton Vance. This breadth of experience encompasses financial advising, client relations, product marketing, and sales within the investment sector. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Michael Hartwell is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of finance, he writes freelance blogs for Worcester Interactive and serves on the finance committee at First Parish Church of Fitchburg. He has also delivered a guest sermon at the First Church of Christ, Unitarian. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers and model portfolios developed by LPL’s Research Department and other strategists.

Dylan Moraes Ramos is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes multiple roles at Thrivent and related entities, as well as positions at Gordon College and Camp Woodhaven. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm supports clients through a combination of planning and managed account services under a consolidated billing approach.

Jonathon Salo is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing one year of industry experience. His prior roles include positions at MML Investors Services LLC, Capstone Partners Financial & Insurance Services, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he operates METRO Financial Strategies, a non-investment-related business based in Chelmsford, Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Joe Miller is a Financial Consultant at Fidelity, where he works with clients to help them understand their unique paths to financial wellness. He focuses on assisting individuals in achieving their retirement and investing goals through personalized planning. Joe has professional experience as a Financial Consultant at Fidelity since 2024. Prior to this, he worked as a Financial Planner at Prudential from 2016 to 2024. Outside of his professional work, Joe enjoys board games, cooking and baking, movies, music, parenthood, and theater.

Daniel Enos Jr. is a CFP® professional with 10 years of industry experience, currently serving at Osaic Wealth, Inc. since 2018. His prior roles include positions at Signator Investors Inc and Fidelity Brokerage Services LLC. He is also employed by Spencer Financial, LLC as a financial advisor, where he participates in securities and insurance-related activities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that focus on model-based asset allocation and portfolio optimization using various managed account strategies and third-party managers.

Eric Telfer is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Liam Peck is a financial advisor at OSAIC with one year of industry experience. He holds the Series 65 designation and has worked at Boston Wealth Management since 2024. Prior to his advisory role, he was affiliated with Xaverian Brothers High School and Bentley University for nine years. OSAIC is a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, using model-based asset allocation and portfolio optimization supported by technology and third-party managers.

Kyle Gauthier is a CFP® professional with eight years of industry experience. He is currently affiliated with Edelman Financial Engines and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Citizens Securities, Inc., Citizens Bank, and also had a brief tenure with the San Diego Padres. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.