Robert Gleason is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 37 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory role, Gleason is a licensed realtor involved in real estate sales, primarily focused on single-family homes. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and financial planning. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and wrap programs.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He has held positions at Prudential Insurance Company of America and Pruco Securities, LLC, both since 2004. Cohne holds the Series 66 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services alongside access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with the sale of financial products such as insurance through affiliated entities.

Anna Hight is a financial advisor with Morgan Stanley in Norwell, MA, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 2006. 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 using firm-approved tools and market modeling techniques.

Aubray Rowe serves as Vice President and Financial Consultant at Fidelity Investments. In this role, Aubray works closely with clients to develop personalized long-term financial plans aimed at achieving their goals and addressing their needs. Aubray has extensive experience within Fidelity Investments, having held multiple positions since 2017. These roles include Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant, culminating in the current vice president position. This progression reflects a comprehensive background in financial consulting and client relationship management. Prior to joining Fidelity, Aubray gained experience in the small business sector, which informs the approach to financial planning by emphasizing the importance of solid financial strategies. Aubray's professional focus is on understanding clients' priorities and collaborating with them to create tailored financial plans.

Lauren DeStephano is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2017 in various roles. She has progressed through positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial planning and wealth management. Lauren partners with individuals and families to create comprehensive, personalized financial plans aimed at building, preserving, and transferring wealth. Her focus is on providing clients with financial peace of mind through each stage of life. Outside of her professional work, Lauren is involved in activities such as family activities, golf, reading, softball, traveling, and volunteering.

Steven Dias is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at Cantella and Co., Inc. for over a decade. Outside of his advisory role, he is also a Certified Public Accountant providing tax services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management solutions utilizing both proprietary and third-party models, delivered via a network of independent financial professionals.

Robin Kelly is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2005. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Esposito is a financial advisor with Ameriprise in Norwell, MA, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at John Hancock and John Hancock Funds LLC for six years before joining Ameriprise. Esposito manages his advisory business through an outside entity, Onipa?a Enterprise, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement planning integrates proprietary research and third-party data and operates within a defined investment universe influenced by affiliated product relationships.

John Destefanis is a financial advisor with Cambridge Investment Research Advisors in Hingham, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Cambridge, he worked at Providence Equity Partners for two years. He also serves as a committee member and volunteer at Boston College High School. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, employing a range of portfolio management approaches and platform arrangements.

John Gordon is a Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Cetera and has held roles at CETERA Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, and LPL Financial, LLC. He is also the owner of Summit Star Financial and Summit Star Advisory, where he provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment solutions.

Lillian Whelan is a Planning Consultant at Fidelity Investments, where she works as part of the Wealth Management Team. In her current role, she collaborates with new and existing clients to develop personalized financial plans tailored to each client and their family. Lillian has been with Fidelity Investments since 2023. She began her career as a Financial Representative before advancing to the role of Relationship Manager in 2025. Later that year, she transitioned to her current position as a Planning Consultant.

Patrick Gill is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Eaton Vance Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise managed accounts.

Joseph Bevilacqua is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2026, he worked at Linsco / Private Ledger Corp. for 27 years. He also operates as an independent insurance agent through Bevilacqua Associates. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment strategies and program structures, supported by over 10,000 advisors and more than $256 billion in assets under management.

Derek Delzer is a Planning Consultant at Fidelity Investments, where he collaborates with clients to create and manage customized financial plans. He has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before his current position starting in 2026. Throughout his tenure at Fidelity Investments, Derek has developed expertise in client relationship management and financial planning. His professional experience encompasses working directly with clients to address their financial needs and goals. Outside of his professional responsibilities, Derek enjoys family activities, fitness, exploring culinary experiences, football, and traveling.

Mark Barber is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary consulting, and specialized municipal advisory services.

Dylan Bernache is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. He has been affiliated with Cambridge since 2020 and is also an independent insurance agent at Aegis Insurance Agency. Bernache serves as a board member of the Rockland Education Foundation and presents educational sessions on personal insurance to financial professionals. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.

Najada Lako is a financial advisor with Ameriprise in Medfield, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of her advisory role, she is a condominium owner in Medfield. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

Laura Glennon is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at Focus Partners Wealth, LLC for three years and spent eleven years in homemaking prior to her financial career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Gerard Nizich is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial since 2021. He previously worked at American Portfolios Financial Services, Inc. for eight years. Additionally, he is involved in a national insurance brokerage focused on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Kevin Williams is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.