Joseph Dipalma is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage accounts. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Matthew Piaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has been with Commonwealth since 2001 and has operated his own advisory practice since 2000. Piaker also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, investment management, and practice-management services. The firm offers multiple program structures and discretionary model portfolios while serving as a platform and operations provider for affiliated advisors.

John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Kevin Fauteux is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Ritchie Financial, LLC for 10 years and has been with New York Life Insurance Co. since 2002. Outside of his advisory work, he is involved as the owner of The Real Team Awesome, LLC and a member of TRTA Realty, LLC, entities related to managing shared expenses and office ownership. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Brendan Bugler is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his current role, he collaborates with Financial Consultants to understand the needs of clients and their families, assisting in the establishment of financial plans that align with their lifestyles and goals. Prior to this, Brendan served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Brendan's professional experience at Fidelity Investments encompasses various roles focused on client engagement and financial planning. He is committed to building long-lasting relationships within the local area to support clients in achieving their financial objectives. Outside of his professional work, Brendan has personal interests that include the beach, football, movies, and music.

Tyler Thomas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, he worked at Citizens Securities, Inc. and Citizens Bank. His work history also includes roles outside finance, such as at Blackhawk Pizza and Timmins Construction Company. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Philip Pascucci Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model client outcomes.

Matthew Anthony is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2023. Outside of his advisory role, he serves as a trustee associate board member for St. John's Prep and is a partner in a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Lindsey Belo is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Lindsey worked at Align Credit Union and Granite State Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Dennis Demuth is a CFP®-certified financial advisor at OSAIC with 29 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of affiliated advisers and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in its portfolio management.

Heidi Riley is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Baird in 2025, she worked at Janney Montgomery Scott LLC for 10 years. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional approaches.

Samuel Yonce Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and research from its Global Investment Committee.

Adrienne Tubridy is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Raymond James & Associates from 2016 to 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Coastal Wealth Management and has professional experience outside finance, including six years at Portsmouth Ford Used Car Center and roles at City Wide of Boston and Hertz Local Edition. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and multiple advisory platforms.

Noah Roffman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as experience as a self-employed trader and involvement with the Massachusetts Technology Leadership Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Gregory Costa is affiliated with Cambridge Investment Research Advisors and has been with the firm since 2026. He has over 20 years of experience at Turner & Costa PC, where he has worked since 2002. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and platform solutions.

Janis Larsen is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Matta is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved with American Studios LLC, a business focused on property development and condo sales. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income recommendations through a centralized consulting team.

Brian Sullivan is a CFP® professional with nine years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at LPL Financial. Sullivan is the owner and president of Primary Financial Advisors LLC, a support company based in Amesbury, MA. 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, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Inga Baneviciene is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC since 2022 and Citizens Securities, Inc. from 2016 to 2022. She also serves as a Notary Public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and methodologies.