John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles with TD Private Client Wealth LLC, TD Bank N.A., New York Life Insurance Company, and NYLIFE Securities LLC. Prior to entering financial services, she worked at Massachusetts General Hospital for five years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Nathan O'Loughlin is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2013. Nathan is also the owner of O'Loughlin Wealth Management, Inc., an operating company for securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios from a wide selection of securities and insurance products.

Stephen Ahern is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He has worked at Allworth Financial since 2026 and previously spent over two decades with Wealth Management Advisors, LLC and Sullivan Bille, PC. Allworth Financial is a fee‑based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through a variety of model strategies and uses technology to manage held-away employer retirement accounts, with a notable focus on airline industry employees and several affiliated businesses.

Vanessa Wieliczko is a CFP® professional with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 16 years at Hoylecohen LLC before joining The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Alexandria Nadworny is a CFP® professional with 16 years of industry experience, currently serving with Sequoia Financial Group, L.L.C. She has held roles at Purshe Kaplan Sterling Investments, Affinia Financial Group, Shepherd Financial Partners, and LPL Financial. Nadworny volunteers as Chairperson of the Department of Developmental Services State Advisory Council, serving the disability community. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model and custom portfolio management using a range of investment types, supported by an Investment Policy Committee and regular research and due diligence.

Kevin Fauteux is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been affiliated with New York Life Insurance Co. since 2002 and previously worked at Ritchie Financial, LLC from 2007 to 2017. Fauteux is also the owner of The Real Team Awesome, LLC, which facilitates the payment of shared expenses. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers a variety of programs tailored to client objectives, including financial plans, fee-based advice, and retirement plan consulting, with a majority of assets managed on a non-discretionary basis.

Jonah Lemieux is a financial advisor at Edward Jones in Woburn, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at UPS, UKG, ClearCompany, and Insurance Consultants of VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Brendan Bugler is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his current role, he collaborates with Financial Consultants to understand the needs of clients and their families, assisting in the establishment of financial plans that align with their lifestyles and goals. Prior to this, Brendan served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Brendan's professional experience at Fidelity Investments encompasses various roles focused on client engagement and financial planning. He is committed to building long-lasting relationships within the local area to support clients in achieving their financial objectives. Outside of his professional work, Brendan has personal interests that include the beach, football, movies, and music.

Tyler Thomas is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, he worked at Citizens Securities, Inc. and Citizens Bank. His work history also includes roles outside finance, such as at Blackhawk Pizza and Timmins Construction Company. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Philip Pascucci Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model client outcomes.

Jeffrey Becker is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held positions at VF Corporation (Timberland), Akcel Partners, and worked in consulting and entrepreneurial ventures including Becker Consulting and Becker Carpet and Flooring. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Matthew Anthony is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2023. Anthony serves as a trustee associate board member at St. John's Prep in Danvers, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by comprehensive analytical tools and manages approximately $2.74 trillion in client assets.

Joseph Lucien is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Connecticut College, AP Event Pro, and Haggerty Electrical Service. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Donna Denoncourt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with LPL Financial since 2021 and has prior experience with Waddell & Reed, various insurance carriers, and other business activities including Boston Casting and work with the Malden Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individual and institutional clients. The firm offers a wide range of financial planning and investment management solutions supported by a large network of investment adviser representatives.

Paul Mcnulty is a CFP® professional with 35 years of experience in the financial services industry. He has worked at LPL Financial since 2011, following prior roles at Citizens Securities, Banc of America Investment Services, and Quick & Reilly. Mcnulty operates under the DBA Boston Metro Advisor related to 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management with options for customized strategies and the use of advisor-facing technology tools for support.

John Flynn is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in Burlington, Massachusetts. He has been in the financial services industry since 1994, beginning his career as a Financial Advisor at BayBank. He joined Merrill Lynch in 2009 following the merger with Banc of America Investments. John focuses on forming long-term relationships and assisting clients with all aspects of their financial lives. John advises clients on wealth accumulation, preservation, and transfer through individually customized wealth management strategies using a defined process. He offers a wide range of services including portfolio development, education planning, liability management, retirement planning, and asset preservation, emphasizing a client's complete financial picture. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. John holds a Bachelor's degree from Boston College earned in 1987 and a Master's degree in Business Administration from Northeastern University obtained in 1998. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, John is interested in baseball, basketball, swimming, and spending time with his family. He is married with three children and engages in community volunteer activities aligned with Merrill's tradition of community participation.

Troy Derrick is a financial advisor with Cambridge Investment Research Advisors based in Malden, MA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Commonwealth Financial Network and Morgan Stanley. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of platform arrangements and investment strategies tailored to client objectives.

David Reichert is a financial advisor at OSAIC with 17 years of industry experience and a Series 66 designation. He has worked at OSAIC since 2018 and previously spent nine years at Sii Jhfn. In addition to his advisory role, he is employed as Head of Finance and Operations at GenX Financial, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services through a large network of affiliated advisors and platforms, using asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Heidi Riley is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Baird in 2025, she worked at Janney Montgomery Scott LLC for 10 years. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional approaches.