Margaret Green is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with firms including Sagepoint Financial and SII Investments. She is also the owner of True Wealth Advisor Group, a marketing DBA through which she operates alongside her advisory role. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Nathan Lucier is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2001, progressing through various roles including Financial Consultant, Investment Consultant, Manager of Retirement Investment Services, and Retirement Investment Representative. Prior to joining Fidelity, he worked as a Financial Planner at Prudential from 2000 to 2001. With 25 years of experience in financial services, Nathan collaborates with clients to understand their needs and aspirations, focusing on building tailored financial plans that protect and grow their wealth. He aims to be a primary financial partner to his clients and their families, working closely with them to develop appropriate strategies. No information regarding Nathan's education, credentials, personal interests, or community involvement was provided.

Karen Maloney Hagel is a financial advisor at Ameriprise with 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of her advisory role, she is president of Fantabulous LLC, a leadership and management consulting business, and serves on the finance committee of the Pakachoag Music School Board. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Shaw is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Cetera Advisors LLC and Advanced Financial Group. Shaw serves as an elected member of the West Boylston School Committee. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party investment managers across multiple program structures.

Olympia Wheeler is a Financial Consultant currently working at Fidelity Investments since 2023. She assists clients in pursuing their short- and long-term financial goals by developing customized financial plans that align with their individual hopes and dreams. Her approach focuses on client-centered financial wellness and aims to maintain clarity and trust throughout the advisory relationship. With 30 years of industry experience, Ms. Wheeler has held various roles including Private Client Financial Advisor and Assistant Vice President at Citizens Securities, Inc., Financial Advisor at Prudential Advisors, Senior Product Marketing Manager and Assistant Vice President at MFS Investments, and positions in sales and marketing at Eaton Vance. This breadth of experience encompasses financial advising, client relations, product marketing, and sales within the investment sector. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Michael Hartwell is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of finance, he writes freelance blogs for Worcester Interactive and serves on the finance committee at First Parish Church of Fitchburg. He has also delivered a guest sermon at the First Church of Christ, Unitarian. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers and model portfolios developed by LPL’s Research Department and other strategists.

Dylan Moraes Ramos is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes multiple roles at Thrivent and related entities, as well as positions at Gordon College and Camp Woodhaven. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm supports clients through a combination of planning and managed account services under a consolidated billing approach.

Joe Miller is a Financial Consultant at Fidelity, where he works with clients to help them understand their unique paths to financial wellness. He focuses on assisting individuals in achieving their retirement and investing goals through personalized planning. Joe has professional experience as a Financial Consultant at Fidelity since 2024. Prior to this, he worked as a Financial Planner at Prudential from 2016 to 2024. Outside of his professional work, Joe enjoys board games, cooking and baking, movies, music, parenthood, and theater.

Anthony Scola is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Independent Financial Group, LLC, SagePoint Financial, Inc., and TIAA-CREF, among others. He is involved in White Horse Wealth Management, a DBA he uses for his financial services and insurance-related business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven portfolio implementation and offers access to third-party asset managers and financial planning services.

Justin Giuliano is a CFP® professional with 13 years of industry experience, currently affiliated with Cetera. His prior roles include positions at CCR Wealth Management, Triad Advisors, Finivi Inc, and Voya Financial. In addition to his advisory work, he is also licensed as an insurance agent and sells life, health, disability, fixed annuities, and long-term care insurance. Cetera is a nationwide platform serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers diverse investment program options, including model portfolios, third-party managers, and bespoke strategies, supported by significant scale and multiple affiliations.

Daniel Enos Jr. is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. since 2018. Prior to this, he worked at Signator Investors Inc. and Fidelity Brokerage Services LLC. He is also involved with Spencer Financial, LLC and GenX Financial LLC in advisory and financial roles. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Alexander Dibisceglie is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked for Comcast for over 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and its use of algorithmic methods and AI in portfolio management.

Paul Traina is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates institutional research and modeling tools into its planning process.

Denise Iarrobino is a financial advisor at LPL Financial with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Sagepoint Financial, Inc., Sii Investments, and UBS Financial Services. Denise is also associated with Legacy Financial Advisors. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Eric Telfer is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Anne Marie Kelley is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she is self-employed creating content on Instagram to support women in overcoming overwhelm and pursuing their goals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Ashlyn Kelly is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. She has previously held roles at Fidelity and has been involved in diverse business activities including a financial planning role with Clarity Wealth Advisors and non-variable insurance in Webster, MA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Joshua Hyman is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, Hyman serves as a board member for Wayland Dads, a nonprofit organization. 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 range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by extensive technology and a broad network of over 22,800 advisors.

Kyle Gauthier is a CFP® professional with eight years of industry experience. He is currently affiliated with Edelman Financial Engines and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., Citizens Securities, Inc., Citizens Bank, and also had a brief tenure with the San Diego Padres. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

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.