Jack Mc Gauley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked with several firms including Commonwealth Financial Network and Meristem Family Wealth. Prior to his advisory roles, he spent five years at Babson College and four years at the Community School of Naples. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform allowing for flexible investment strategies and program structures.

Jing Yang is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, Yang worked at The Prudential Insurance Company of America, Pruco Securities LLC, and several other firms. Yang has also been involved with Boston Language Education, Inc. and Boston Business Institute, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that includes financial planning, model portfolios, and access to third-party asset management programs.

Frederik Otte is a Planning Consultant dedicated to partnering with clients to understand their short- and long-term goals and to help build customized financial plans that meet their unique needs. He prioritizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to his current role, Frederik worked as a Customer Relationship Associate at Fidelity Investments from 2023 to 2024. His experience includes client interactions and support within the investment services sector. Outside of his professional responsibilities, Frederik has interests in football, golf, music, and skiing.

Alexander Mlodzinski is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2014 and Bank of America since 2019. He also has prior experience teaching at Quinsigamond Community College. Merrill, together 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 individuals, high-net-worth clients, and institutional investors.

George Burdick is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he assists clients by simplifying the complexities of their financial lives through advice and guidance grounded in goals-based wealth management principles. He works closely with individuals, families, and small businesses, partnering with his team to provide comprehensive support as the primary point of contact for his clients. He holds several professional designations including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). George earned a Bachelor's Degree from the University of Maine at Orono and a Master's Degree from Bentley University. George is a member of professional organizations such as the American Mensa Society, Boston Harbor Angels, and ENET (Boston Entrepreneurs' Network). He is also involved in community service through his participation in FPA MA Pro Bono Military Financial Planning.

Emily Domash is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and eight years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, she spent one year at the Insurance Center of New England. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Matthew Lemire is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has two years of industry experience. He has previously worked at the Town of Millbury, the International Baccalaureate Organization, and Abby Kelley Foster Charter Public School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Connor Bacon is a Financial Consultant at Fidelity Investments, where he currently supports local families in building financial plans tailored to their goals. He collaborates with clients to understand their priorities and identify strategies that meet their unique needs. Connor has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2026. This experience has provided him with a comprehensive understanding of financial planning and client relationship management.

Jason Tautel is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience before joining the firm in 2025. Before entering the financial sector, he worked at Syska Hennessy Group and has experience in education from Clark University and Greenwich High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Steven Santucci is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Commonwealth Financial Network for 23 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Gary Holland is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Cetera and has previously worked at Voya Financial Advisors. Outside of his advisory role, he serves as a trustee for a condominium association in Boston. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a wide range of portfolio management and financial planning services. The firm operates a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Michael Fontaine is a financial advisor with Ameriprise in North Andover, MA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory work, Fontaine serves as a part-time ski coach for his children's race program at the Franconia Ski Club. Ameriprise offers retirement-income planning services focused on individuals near or in retirement, using research-driven, tax-efficient strategies and algorithmic tools to provide tailored recommendations primarily for clients with substantial investable assets.

Judith Henry is a CFP® with 27 years of industry experience, currently serving at Raymond James Financial in Marlborough, MA. Her prior roles include positions at LPL Financial, First Technology Federal Credit Union, Banc of America Investment Services, and Quick & Reilly. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a diverse advisory platform with specialized programs such as municipal and SIMPLE IRA employer consulting services.

Mark Rosen is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has a background in accounting and dental practice consulting, serving as a partner and trustee in various related businesses and nonprofit activities. Rosen is also president of the Larry S. Rosen Memorial Foundation, which awards scholarships. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

Laura Wiedeman is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2016 and leads The Freeman Wiedeman Group, providing comprehensive financial strategies that address clients' diverse financial needs. Laura combines her experience as a former Bank of America Assistant Manager with the investment resources of Merrill Lynch to serve a high-net-worth clientele including engineers, educators, business owners, and women seeking financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, tax minimization, retirement income, and socially responsible investing. Laura emphasizes a client-centric approach, focusing on understanding clients' personal passions, goals, and challenges. She believes in educating clients and offering straightforward recommendations, especially during market volatility and personal difficulties. Laura earned a bachelor's degree from Worcester State College and a high school diploma from Tahanto Regional High School. She holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Laura is involved in community organizations such as Big Brothers Big Sisters, Dress for Success Worcester, and United Way. She enjoys spending time with her family, playing soccer, and practicing yoga.

Amanda Hancock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. She has been affiliated with Cetera Advisors LLC and its related entities since 2014. Outside of her advisory work, she serves as treasurer for the Charles River Dressage Association, a nonprofit equestrian club, where she is responsible for financial record keeping. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform offering a range of program structures and investment options, supported by a large network of independent advisors.

Mark Cote is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm uses structured planning tools and modeling techniques to support its advisory services while clients remain responsible for plan implementation and updates.

Molly Kirkland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in working with next-generation clients and families, including high-income professionals and couples, to help navigate key financial decisions such as equity compensation, purchasing a home, family savings, and long-term financial independence. Molly focuses on creating a cohesive investment strategy that integrates financial planning, tax strategy, and estate considerations. Raised by a financial advisor and now partnering alongside her father, Molly brings an early perspective on wealth management to her work. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations, emphasizing a structured, planning-first approach, especially valuable during periods of transition. Molly's client focus areas include college education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Molly earned her Bachelor's Degree from the University of Massachusetts Amherst. She is involved with professional organizations such as Thrive Support & Advocacy and serves as an ambassador for the Westborough Chamber of Commerce. In the community, she participates with Big Sister Greater Boston, Read to a Child, and Special Olympics. Outside of work, she enjoys cooking, golfing, hiking, photography, reading, and tennis.

Carlos Ortiz is a financial advisor with Cambridge Investment Research Advisors in Worcester, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at FSC Securities Corp, The Feingold Companies, and PFE Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm offers a range of investment solutions across multiple platforms, with both proprietary and third-party strategies tailored to client objectives.

Ronald Scott is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior work includes long tenures at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Outside of his advisory work, he owns a sole proprietorship making custom bamboo fly rods by hand. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage, advisory, and retirement plan consulting services, utilizing a range of investment tools and third-party solutions to manage portfolios tailored to client needs.