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 two years of industry experience. His prior work includes roles with the Town of Millbury and the International Baccalaureate Organization, as well as a long tenure at Abby Kelley Foster Charter Public School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

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 possessing 27 years of industry experience. He worked at Commonwealth Financial Network for 23 years prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Demetra Moore is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Bank of America, Merrill, LPL Financial, and Central One Federal Credit Union. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes detailed client information and firm-approved analytical tools to deliver written financial recommendations in collaborative annual planning engagements.

Michael Fontaine is a Series 66 credentialed financial advisor at Ameriprise with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he works as a part-time ski coach for his children’s race program at the Franconia Ski Club. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income and tax-aware withdrawal strategies.

Judith Henry is a CFP® with 27 years of industry experience, currently affiliated with Raymond James Financial in Marlborough, MA. She has previously worked at LPL Financial for 17 years and Banc of America Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through various advisory programs, with specialized services in municipal advisory and SIMPLE IRA consulting.

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.

Robert Host is a financial advisor with LPL Financial based in Holliston, MA, holding a Series 66 designation and having 22 years of industry experience. His prior roles include positions at Barbara Sekely and Waddell & Reed, Inc. He has maintained a tax preparation and accounting practice since 1987. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

George Goulas is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has been with the Cambridge organization since 2014. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a range of account implementation platforms and proprietary model strategies.

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 at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials 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, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Stacia Patton Bowe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014 and also has a longstanding role at WCVB-TV since 2003. In addition to her advisory work, she is involved in sales of loan products and home security-related services through affiliated companies. Primerica Advisors serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Ronald Scott is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Prior to joining OSAIC in 2023, he spent many years advising clients in various capacities. Outside of his advisory work, he makes custom bamboo fly rods by hand. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of discretionary and non-discretionary investment strategies.

Matthew Toedt is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves a formal advisory role to multiple registered investment companies and fund‑of‑funds.