Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles with TD Private Client Wealth LLC, TD Bank N.A., New York Life Insurance Company, and NYLIFE Securities LLC. Prior to entering financial services, she worked at Massachusetts General Hospital for five years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Kevin Fauteux is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been affiliated with New York Life Insurance Co. since 2002 and previously worked at Ritchie Financial, LLC from 2007 to 2017. Fauteux is also the owner of The Real Team Awesome, LLC, which facilitates the payment of shared expenses. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers a variety of programs tailored to client objectives, including financial plans, fee-based advice, and retirement plan consulting, with a majority of assets managed on a non-discretionary basis.

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.

Jeffrey Becker is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held positions at VF Corporation (Timberland), Akcel Partners, and worked in consulting and entrepreneurial ventures including Becker Consulting and Becker Carpet and Flooring. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Matthew Anthony is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2023. Outside of his advisory role, he serves as a trustee associate board member at St. John's Prep. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, including scenario modeling, and provides services in an advisory capacity without individual security recommendations as part of standalone programs.

Lindsey Belo is a financial advisor at Edward Jones with three years of industry experience. She previously worked at Align Credit Union for two years and Granite State Credit Union for eight years. Lindsey holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Joseph Lucien is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Connecticut College, AP Event Pro, and Haggerty Electrical Service. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Dennis Demuth is a CFP® professional with 30 years of industry experience. He is currently with OSAIC, having joined in 2023 after nine years at SagePoint Financial and three years at Ameriprise. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization, and it is notable for its large scale and recent consolidation activity.

Heidi Riley is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Janney Montgomery Scott LLC and Wells Fargo Clearing. She is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations with a range of financial planning and portfolio management services. The firm combines internal research, manager selection, and advanced strategies including tax management and direct indexing to serve its clients.

Michael Balogh is a financial advisor at OSAIC with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Boston Partners Financial Group LLC, Franklin Templeton, and BrightView Senior Living LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk assessment.

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 at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2018, following prior roles at Raymond James & Associates and a brief period outside the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Kevin Halloran is a CFP® professional with 16 years of industry experience. He is currently with Wells Fargo Clearing Services, where he has worked since 2026. His previous roles include positions at Santander Securities, Santander Bank, Citizens Securities, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked in automotive sales and service roles over several years. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Noah Roffman is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to his current roles, he was a self-employed trader and has experience with the Massachusetts Technology Leadership Council. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers and financial planning services through a wide network of investment adviser representatives.

Gregory Costa is affiliated with Cambridge Investment Research Advisors and holds over two decades of experience through his work at Turner & Costa PC since 2002. He has been with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. since 2026. Cambridge Investment Research Advisors, Inc. serves a wide array of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management services, along with proprietary and third-party model strategies.

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® and Series 66-registered advisor with nine years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at LPL Financial for eight years. Outside of his advisory role, Sullivan is an owner and president of Primary Financial Advisors LLC, where he dedicates significant time each month. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.