Marshall Ben Tisdale is a financial advisor with Edward Jones in Westford, MA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Edward Jones since 2003. Outside of advising, he is involved in managing several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors.

Bassam Bitar is a CFA® charterholder and holds a Series 63 license, with 13 years of industry experience. He has been with Edward Jones since 2023 and previously worked at Brighthouse Financial and FIDELITY Brokerage Services. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Emily Menezes is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she worked at Shaw's Supermarkets and in educational roles at Virtual Learning Academy Charter School, Nashua High School South, and Fairgrounds Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified investment vehicles. The firm also serves in advisory roles to registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Thomas Hayes is a financial advisor with LPL Financial based in Marlborough, MA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including six years at Bolton Global Capital prior to joining LPL Financial in 2017. 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, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets through a large network of professionals.

William Spencer III is a financial advisor with OSAIC, holding CFP®, Series 63, and Series 65 credentials and 22 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Distributors LLC. Spencer is a trustee of The Sudbury Foundation and serves on the board of Lincoln Sudbury Youth Lacrosse. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management options.

Brendan Sheehan is a CFP® professional with 25 years of experience in the financial industry, currently serving at LPL Financial since 2017. His prior experience includes roles at National Planning Corporation, Ameriprise, and Mintz Levin Financial Advisors LLC, among others. Sheehan is also a partner and agent at Waymark Wealth Management, LLC, where he focuses on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with access to model portfolios, third-party asset managers, and a variety of financial tools and platforms.

Jacob Van Hillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Emergency Signal Systems and Mount Wachusett Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Peter Murphy is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at firms including Spencer Financial, LLC and Arch Insurance Group. Murphy also assists with service coordination at Spencer Financial, LLC. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Samuel Baldwin is a CFP® professional with 26 years of industry experience, currently serving at OSAIC since 2018. He previously worked for 13 years at Signator Investors, Inc. Baldwin participates on the PIMCO Advisory Board, providing feedback on advisor best practices. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a range of brokerage and advisory services delivered through an extensive multi-advisor platform.

Adrienne Snapp is a financial advisor with Ameriprise in Stow, MA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Adam Gaudreau is a Financial Consultant at Fidelity Investments, where he applies his expertise to help clients and their families work toward achieving their financial goals. He emphasizes a collaborative approach built on trust and a thorough understanding of each client's unique objectives and concerns. Adam has held various roles at Fidelity Investments since 2016, including Managed Solutions Consultant, Senior Portfolio Specialist, Portfolio Specialist, Investment Consultant, and Relationship Manager. This progression reflects his extensive experience in portfolio management and client relationship development within the financial services industry. Outside of his professional work, Adam engages in activities such as family outings, fishing, fitness, hiking, outdoor adventures, and parenthood.

Kevin Losty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at several firms, including Commonwealth Financial Network and Mass Mutual Investors Services, and operates Losty Wealth Management, where he also serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Kathleen Sullivan is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. She previously worked at Avidia Bank for 14 years before joining Cetera and Williams Financial Group in 2024. Outside of her advisory role, she serves as a notary and has been an independent beauty consultant since 2007. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, 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, utilizing multiple program structures and access to third-party money managers.

John English is a financial advisor with LPL Financial in Leominster, MA, holding the ChFC® designation and Series 63 license. He has five years of industry experience and has held roles at firms including Voya Financial Advisors and Green Bridge Innovative Advisors. His background also includes work outside finance, such as positions at Whole Foods Market and Bryant University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.

Bernard Konowski is a CFP® with 45 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. Prior to this, he worked for 25 years at Creative Financial Planning. He also owns a tax preparation and financial counseling business and is involved with the Good Shepherd Parish Knights of Columbus Council. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers access to multiple investment platforms and proprietary model strategies.

Gregory Pennini is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at LPL Financial for 13 years and held roles at Carrthaxton Financial Group, LLC. Pennini is also involved in fixed insurance sales and owns Carrthaxton Realty Trust, LLC, an entity that owns property where his sales branch is located. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a broad range of investment strategies and manages over $256 billion in assets with more than 10,000 advisors nationwide.

Mark Montaquila is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. His prior work history includes roles at Catchpoint Systems and EXIT Realty Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices.

Dana Gilpatrick is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. She has worked with Cambridge since 2013 and was previously employed by Fidelity from 2008 to 2013. Outside of her advisory role, Dana operates a tax preparation and filing business. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Lee Schmertzler is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Cambridge in 2022, he worked at Pinnacle Pension Consultants LLC and M Holdings Securities, Inc. in roles spanning retirement plan consulting and securities. Schmertzler is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Howard Goldstein is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Cetera since 1999 and has prior experience in accounting, including ownership of an accounting office in Framingham, MA. His background also includes roles at the U.S. Department of Defense and various accounting firms. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment program platforms, supporting a multi-manager approach with over $256 billion in assets under management.