Scot Reynolds is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018, previously spending 11 years at Sii. Reynolds is also a partner at Boston Partners Wealth Management, LLC, an affiliated insurance brokerage. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to offer portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Tosh is a financial advisor at Ameriprise with 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Tosh.

Nicholas Hoang is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his industry experience in 2022. Prior to his current role, he worked at the Medford Adult Day Health Center and had involvement with When Pigs Fly Bakery and Princeton University Office of Religious Life. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and educational seminars, with a range of event-driven planning programs including recently added Divorce Planning services.

Tatiana Sigalova is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work experience includes roles at Bank of America, Santander Securities, Santander Bank, and Citizens Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Marion Gilman is a CFP® professional with 27 years of experience in the financial services industry. She has been associated with LPL Financial and Freedman Financial Associates, Inc. since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and various model portfolios.

Kenneth Moran is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Sagepoint Financial, Voya Financial Advisors, and BFS Investment Group. 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 programs and financial planning services, utilizing both discretionary and non-discretionary management along with research support from multiple sources.

Stephen Calderara is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Thomas Snelson is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Bank of America and IANS. He was previously involved as a general partner in a business development LLC focused on generating client meetings but no longer holds responsibilities in that venture. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering discretionary and model-based investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Kelly Fagan is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 63, 65, and 66 designations. Her prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she has been involved with Belladonna Corp., also known as Vinbin Wine Shop, since 2013. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and financial planning, supported by an integrated platform that combines adviser programs with sales of various financial products.

Kathryn Avallone is a financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company for over a decade before joining J.P. Morgan Securities and later Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad array of advisory programs.

Brandon Bergstrom is a Private Wealth Advisor and the leader of The Leland Group at Merrill Private Wealth Management. He works closely with individuals, families, and nonprofit organizations to assist them in growing, preserving, and deploying their wealth thoughtfully. Brandon's practice focuses on supporting clients with diverse needs, including tax-efficient investment management, multi-generational strategies, philanthropic planning, and managing complex wealth scenarios. Brandon has been in the wealth management and investing industry since 2001. Throughout his career, he has worked with corporate executives, business owners, nonprofit organizations, and multi-generational families. He leads a team of specialists who coordinate to address the intersection of a client’s personal and professional wealth, ensuring that their financial objectives are met with precision and care. He holds a bachelor's degree from Trinity College. Brandon resides in Winchester, Massachusetts with his wife and two children. He enjoys outdoor activities such as skiing, adventure sports, fishing, gardening, reading, and traveling with his family.

Aaron Sousa is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at TD Bank and TD Private Client Wealth. Outside of finance, Sousa is involved with Attitash Mountain Resort in New Hampshire. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting a wide range of investment and financial strategies.

Amy Madden is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and four years of industry experience. She previously worked at Northwestern Mutual Wealth Management Company and related entities before joining Mass Mutual Investors Services. Outside of her advisory role, Madden performs as a soloist with the Paul Madore Chorale at the First Baptist Church in Beverly, Massachusetts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring client relationships through annual collaborative financial planning engagements.

Steven Kehoe is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Eric Bezanson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. In this capacity, he works with individuals and families to create, maintain, and implement comprehensive financial plans, with a focus on growth, protection, and estate planning considerations. He has been with Fidelity Investments since 1999, holding positions including Account Executive, Senior Investment Consultant, Client Service Manager, Team Leader, and Senior Premium Specialist. This extensive experience within the company has contributed to his expertise in financial consulting. Outside of his professional duties, Eric enjoys activities such as beach outings, camping, gardening, movies, outdoor adventures, and volunteering.

Paul Como is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at firms including Lincoln Financial Securities Corporation and Bernard M. Sullivan Insurance Agency. Outside of his advisory work, he serves as a board member and corporator for The Institution for Savings, a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals using multiple portfolio management platforms and proprietary as well as third-party strategies.

Stephen Raymond is a financial advisor with Cetera in Woburn, MA, holding Series 63, 65, and 66 credentials and possessing 27 years of industry experience. He has previously worked at PlanMember Securities Corporation and currently serves as president of Raymond Wealth Management, LLC. His outside activities include acting as an insurance agent selling annuities and long-term care products. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Tara Vary is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including National Planning Corporation and LPL Financial. She also serves as a sales assistant at Winchester Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, 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.

Victoria Justiniano is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and three years of industry experience. Her background includes roles at Fidelity Investments and prior experience at Providence College and Hodgies Too of Newburyport. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

James Buckley is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Northwestern Mutual and New York Life, where he worked for several years. Buckley is also a board member of the East Boston YMCA, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, providing financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance offerings and third-party asset management.