Brandon Cardarelli is a CFP® professional with 18 years of experience in financial advising. He has worked at LPL Financial since 2017, following prior roles at National Planning Corporation and Ameriprise. 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, third-party asset management, and institutional platforms.

Daniel Wallach is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with LPL Financial since 2010 and previously with Ameriprise from 2004 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Amanda Ross is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2007. Outside of her advisory role, she serves as an adjunct faculty member teaching MBA students at Boston University and is a board member of the Boston Chamber of Commerce Women’s Network Advisory Board. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Keith Pomeroy is a CFP® professional with over 32 years of industry experience, currently affiliated with Morgan Stanley in Westborough, MA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Treasurer and Finance Committee member for MassEdCO, a nonprofit focused on education and youth, where he also teaches a class to high school students annually. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment committee guidance.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Hughes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Cetera or its affiliated entities since 2002 and also operates John Hughes Tax Preparation, where he provides tax preparation, planning, and client advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary investment options.

Alec Duncan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and MCR Labs. He is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Nancy Oldakowski is a financial advisor at Morgan Stanley in Worcester, MA, with 27 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. 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 financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Dennis Seeley Jr. is a financial advisor with Charles Schwab in Framingham, MA, holding a Series 66 credential and over 20 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously held positions at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, he is a part owner of Salon Moxie, LLC, where he assists occasionally. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory programs, offering both non-discretionary and discretionary investment options with integrated brokerage, custody, and advisory services.

Jared Evangelous is a financial professional with 17 years of industry experience, currently associated with Cetera. He holds Series 63 and Series 65 credentials and has previously worked at Empower Retirement for nine years. He is also involved with CCR Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a range of investment and financial planning services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and operates as a multi-manager platform with over $256 billion in assets under management.

Dabney Baum is a CFP® professional with eight years of experience in the financial industry. She currently works at Wells Fargo Clearing and has previously been affiliated with Ameriprise Financial Services and Janney Montgomery Scott. Outside of her advisory role, she serves on several nonprofit boards, including Boston Single Mothers By Choice and All Newton Music School, and operates a small Etsy business selling t-shirts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Devan Gould is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Christian Schneider is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Cambridge, he worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, Schneider is involved in coaching. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Ann Irons is a financial advisor with Ameriprise in Hopkinton, MA, holding Series 65 and Series 66 licenses and two years of industry experience. She has operated her own CPA firm, Ann M Irons, CPA LLC, since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Matthew Sanko is a financial advisor at Edward Jones in Northborough, MA, holding a Series 66 credential. He has one year of industry experience and has prior work history in public education and municipal service, including roles with Marlborough Public Schools, Benjamin Franklin Classical Charter Public School, and the Town of Hudson. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

K Wilmshurst is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2025, Wilmshurst worked at Fidelity Investments for two years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized custody and order-routing arrangements.

Hamilton Soriano is a financial advisor with Edward Jones in Worcester, MA. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Leominster Credit Union, Santander Securities, and Morgan Stanley. Soriano serves on the board of Latino Liders Worcester, a local fundraising organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathryn Cataldo is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2019, previously serving at North Pointe Wealth Management, VOYA Financial Advisors, and Investors Capital Corp. in various advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Alison Kennedy is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. In her role, she focuses on developing and implementing tailored financial plans, guiding clients through wealth planning decisions, and providing the tools and confidence necessary to work towards their financial goals. She collaborates closely with her Wealth Management Team to deliver these services. Prior to joining Fidelity, Alison founded and served as Managing Partner of First Line Advisors from 2013 to 2019. Her career also includes experience as Director of Investor Relations and Business Development at Fireman Capital Partners, Vice President roles at Adveq Management and JPMorgan, a Financial Advisor Associate position at Sanford C. Bernstein & Co., and a Statistical Analyst role at Moody’s Investor Services. Outside of her professional work, Alison engages in activities such as biking, fitness, golf, hiking, kayaking, and volunteering.

David Zwick is a Series 66-licensed financial advisor with LPL Financial, based in Wellesley, MA, and has 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Securities America Inc from 2015 to 2023, and at Progressive Asset Management from 2012 to 2019. Outside of his advisory role, he teaches high school seminars at Jackson Hole Community School. 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 financial planning and investment services, including model portfolios and access to third-party asset management, supported by technology tools for operational and research purposes.