Daniel Enos Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. since 2018. He has prior experience at Signator Investors Inc and Fidelity Brokerage Services LLC. Enos is also involved with Spencer Financial, LLC as a financial advisor and broker of fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment vehicles.

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 with LPL Financial in Westborough, MA, holding a Series 66 license and 15 years of industry experience. Her prior roles include positions at Sagepoint Financial, Inc., Sii Investments, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 credential and two years of industry experience. Prior to joining LPL Enterprise, Kelly held roles at Fidelity and has been involved with several other businesses, including a financial planning activity under Clarity Wealth Advisors and a non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, operating an integrated platform that includes lending programs and co-investment relationships.

Samuel Kenary is a Series 66 licensed financial advisor with Morgan Stanley in Worcester, MA, with 16 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney, Inc. since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Jason Camuti is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Joshua Hyman is a CFP® 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, he serves as a board member for Wayland Dads, a for-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer providing a range of financial planning, advisory programs, and brokerage services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Dennis Antonopoulos is a financial advisor with Edward Jones in Auburn, MA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raymond Beattie III is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at several Transamerica entities and Diversified Investors Securities Corp. Raymond is based in Worcester, MA. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various management strategies.

Chris Walkiewicz is currently a Branch Leader at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as ISR Leader at Fidelity Investments from 2022 to 2023, and before that, he was a Regional Sales Manager at Citizens Investment Services from 2019 to 2022. His professional experience reflects significant leadership roles within the financial services industry. Chris emphasizes building strong, lasting relationships in his work, focusing on accessibility, transparency, and proactive communication. He employs a thoughtful and personalized process aimed at simplifying complex financial matters and empowering clients to make confident, informed decisions. Outside of his professional responsibilities, Chris enjoys social events with friends and has interests in golf, running, and skiing.

Joseph Szela Jr. is a financial advisor with LPL Financial in Charlton, MA, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Paul E. Daoust & Company, P.C. from 1998 to 2019. Outside of his advisory role, he is involved in public accounting through his firm, Joseph J. Szela & Associates, P.C., and has experience in payroll processing with Your Pay Solutions, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning services, and portfolio management options that include model portfolios, third-party research, and various investment strategies.

Elliot Honig is a financial advisor with Morgan Stanley in Westborough, MA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Daniel Caissie is a financial advisor with LPL Financial based in Auburn, MA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior experience includes roles at The Investment Center, Inc., Palmer Hammond Financial, and Northwestern Mutual. Outside of advising, he is involved in tax preparation and accounting through Palmer Hammond Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and access to model portfolios and third-party research.

Kimberly Van Eron is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She specializes in working with high net worth families to create and implement comprehensive financial plans. Kimberly has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Premium Services Representative, High Net Worth Case Manager, Portfolio Advisory Services Relationship Manager, and Financial Consultant. Her extensive experience within the firm has provided her with a deep understanding of wealth planning and portfolio management. She holds a California Insurance License.

Elina Doszhan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, she worked at Bank of America N.A. for three years and at H&R Block for two years. She serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise, LLC provides a broad range of financial services to individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products.

Thomas Hayes is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bolton Global Capital for six years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

William Spencer III is a financial advisor at OSAIC with 22 years of industry experience. He holds the CFP® designation and has worked at OSAIC since 2018, following 11 years at Signator Investors, Inc. Outside of his advisory role, he is a partner at Spencer Financial, LLC, and serves as a trustee of The Sudbury Foundation, which awards grants to nonprofit organizations and financially needy college students. He also serves on the board of Lincoln Sudbury Youth Lacrosse. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Monique D'auteuil is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously at Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as a trustee for a family trust established for her deceased brother’s children. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mei Leung Dow is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. 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.