Leo Tang is a financial advisor at Merrill with 10 years of experience at the firm and five years in the industry. He holds a Series 66 designation and is based in Hingham, MA. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Jeremiah O'connor is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 63 designation and has prior professional experience as a Certified Public Accountant through his ownership of Green Oak Financial Services LLC. He also worked at Harvard University for three years. Cambridge Investment Research Advisors serves a diverse range 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 and offers account implementation across multiple platforms and custodians.

Michael Mcconnell is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax and 1st Global Advisors. Mcconnell is president of Mcconnell & Co., Inc., a financial services firm, and also manages Heritage Mortgage Co., Inc., a mortgage company. He serves as a trustee for a condominium association and is involved with a CPA firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Mc Bride is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Morgan Stanley and Claro Advisors. Outside of finance, he has experience in the hospitality industry with Cityside Tavern and Mile 22 Inc. 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 a range of clients including individuals, high-net-worth clients, and institutions.

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.

Jacqueline Leveroni is a Series 66 licensed financial advisor with LPL Financial, based in Braintree, MA, and has seven years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Erin O'Neill is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Prior to joining UBS in 2022, Erin worked at John Hancock and John Hancock Distributors LLC from 2013 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Fidelio Rodrigues Jr. is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Osaic, he worked for over two decades with Securities America Advisors, Inc. Outside of advisory work, he is the owner of a tax preparation and notary public business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a wide range of investment programs delivered through a multi-advisor platform.

Michael Milas is a financial advisor with OSAIC in Braintree, MA, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Signator Investors, Inc. and Waddell & Reed. In addition to his advisory work, he is involved in fixed and variable insurance sales through multiple related business entities. OSAIC Wealth serves a diverse client base including retail and institutional clients, offering brokerage and advisory services via a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, with a range of programs such as financial planning, advisor-managed portfolios, and third-party manager options.

William Leclair is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Securities America, Bay Pointe Wealth Management, Principal Life Insurance Company, and Guardian Life. He also operates Bay Pointe Wealth Management, which functions as a DBA for his LPL business. 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, model portfolio programs, and institutional platforms, with investment approaches that include discretionary and non-discretionary strategies utilizing both proprietary and third-party resources.

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.

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.

Daniel O'Brien is a CFP® with 28 years of industry experience currently working at Cetera. His background includes roles at LPL Financial, MassMutual Life Insurance Co, and Advanced Planning Consultants, LLC. O'Brien also maintains legal practice through O'Brien, Riley & Ryan, P.C., which he has been involved with for over 45 years. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers, managing over $256 billion in assets.

John Theophilos is a CFP® professional with 32 years of industry experience, currently serving as an advisor at LPL Financial since 2006. He holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports individuals, retirement plans, banks, trust companies, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of financial activities with oversight of over $819 billion in discretionary assets.

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.

Hoa Nguyen is a financial advisor at Merrill with a Series 66 designation and six years of experience. Their prior work background includes roles at Bank of America, N.A., Umass Boston, and Sapa Group. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Christian Calnan is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Community Capital Management, LLC, Eaton Vance, and the Town of Scituate. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

James Mc Cann is a financial advisor at Edward Jones with the Series 66 designation and eight years of industry experience. He previously worked at Aberdeen Investments and Standard Life Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Patrick Driscoll is a CFP® professional affiliated with Cetera, with 26 years of industry experience. His career includes prior roles at VOYA Financial Advisors and various positions within Cetera Wealth Services. Outside of financial advising, he serves as chairman of the Town of Bridgewater Planning Board, is a member of the Town of Bridgewater Housing Trust and Building Committee, and owns real estate development businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.