Nancy Madonna is a financial advisor with Ameriprise in Mansfield, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise since 2009, including her current role at the firm since 2020. Outside of her advisory work, she is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations.

Kathleen Griffin is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley. She has held prior roles at Facet Wealth, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Michael Mcconnell is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Avantax Investment Services, Inc., Avantax Advisory Services, and 1st Global Advisors. In addition to his advisory role, Mcconnell is president of Mcconnell & Co., a financial services firm and a CPA firm, and he manages a mortgage company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors.

Andrea Hottleman is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 designations. Hottleman has a background in accounting and tax preparation, including roles at Melissa Gilroy CPA and Pavento Ratcliffe Renzi Co LLC, and owns a sole proprietorship that prepares tax returns and provides bookkeeping services. She also operates Hottleman and Associates, offering financial advisory and wealth management services for individuals and families. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm's advisers utilize various tools and analytics to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Kerry Claflin is a financial advisor with Primerica Advisors in Middleboro, MA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors, Claflin worked at Merrill from 2020 to 2025 and Bank of America from 2012 to 2020. Outside of advisory work, Claflin is involved in the sale of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while maintaining oversight of its investment models.

Kareen Blake is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 26 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. MassMutual's subsidiary, MML Investors Services, LLC, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm structures financial planning as annual collaborative relationships, using firm-approved software to analyze client goals and deliver written recommendations.

Laura Maxwell is a Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2013. In her role, she collaborates with clients and their families to develop holistic wealth plans tailored to their priorities and goals. She provides ongoing assistance to clients as they navigate different phases of their financial situations, aiming to offer clarity on investment strategies and financial progress. Prior to joining Fidelity Investments, Laura gained experience in banking and financial services through roles at Wells Fargo, where she served as a Regional Private Banker and Assistant Vice President from 2008 to 2013, and at JP Morgan Chase as a Licensed Personal Banker in 2007. Laura lives on the south shore with her husband and two children. Outside of work, she spends time with her family, explores new recipes, and enjoys running.

William Avril II is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 42 years of industry experience, including long tenures at MML Investors Services, Inc. since 1996 and Connecticut Mutual Life since 1983. He is also licensed as an agent in individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning processes.

Erin O'Neill is a financial advisor with UBS Financial Services in Rockland, MA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining UBS in 2022, Erin worked for nine years at John Hancock Distributors LLC and John Hancock. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad set of investment and capital markets solutions.

Victor Soto is a CFA® charterholder with 17 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at MetLife Investors Distribution Company and Brighthouse Securities, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Le is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch, Fidelity, and several other financial firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm is notable for its broad registration status and affiliation with swap-dealer activities, allowing access to a wide range of investment products.

Sean Carroll is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Empower Retirement for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Christopher Stark is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is a co-owner of North Peak Holdings, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing detailed recommendation reports and utilizing a combination of research, modeling, and tax-efficiency analysis. The firm serves clients with significant investable assets and delivers a broad range of advisory, brokerage, and insurance solutions.

William Leclair is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has previously worked at Securities America and Principal Life Insurance Company, among other firms. Leclair is also involved with Bay Pointe Wealth Management, where he maintains business activities alongside his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Mary Mcgrail is a financial advisor with Edelman Financial Engines in Norwood, MA, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2018 and was previously affiliated with Edelman Financial Services, LLC and EF Legacy Securities, LLC from 2016 to 2018. Outside of her advisory role, she is a landlord managing rental property in Worcester, MA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, discretionary and non-discretionary management, and serves approximately 477,000 clients with $326 billion in assets under management.

Gary Peirce is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to managing wealth by developing personalized financial strategies tailored to each client's unique family situation and financial goals. His services include access to Merrill's investment insights and the banking convenience and lending solutions of Bank of America. Gary’s areas of focus encompass executive compensation, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Providence College. In addition to his professional responsibilities, Gary participates in community volunteer activities, reflecting Merrill Lynch’s tradition of community involvement. Outside of work, he has interests in adventure sports, biking, boating, chess, cooking, and skiing.

William Howe is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He previously worked at Securities America Advisors and Invest Financial Corp. from 2004 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and utilizes model portfolios and research from both internal and third-party sources.

Jason Luck is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 20 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co. since 2013. In addition to his advisory role, he is involved in the sale of property/casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.

Thomas Lanahan is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2012 and concurrently operates 401 K Quote.Com, a business related to retirement planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Brandon Judd is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at Axa Advisors and SenText Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.