Michael Lancaster serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry and holds professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the Sellinger School of Business at Loyola University and passed the Certified Public Accountant (CPA) examination in 1986. Prior to his current role, Michael worked for 10 years as a Chief Financial Officer in the nonprofit sector. Michael specializes in areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, values-based and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. He emphasizes collaboration with clients' attorneys, accountants, and other advisors to align financial advice with each client's overall situation and goals. Michael is committed to providing high levels of client service and satisfaction. He follows the Merrill tradition of community involvement and spends time volunteering with organizations including the Greater Boston Food Bank and Africa Exchange Project, Inc. Outside of his professional responsibilities, Michael enjoys cooking, fishing, football, golfing, pickleball, spending time with his family, and traveling.

Christian Jeeves is Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on creating environments that support both clients and colleagues, emphasizing collaboration, integrity, and understanding client priorities. He has been with Fidelity Investments since 2022, initially serving as Planning Solutions Regional Vice President before advancing to his current position in 2025.

Gerard Delannoy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with J.P. Morgan entities since 2018 and previously held roles at Santander Securities and John Hancock. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of product types through its affiliations.

Anna Brodeur is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2020. Her prior roles include positions at Baycoast Bank and New York Life Insurance Company, as well as experience at Bob's Store and Bryant University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Michele Marini is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at National Financial Services Corporation and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

William Bellerose Jr. is a Series 66-credentialed financial advisor with 14 years of industry experience, currently serving at Morgan Stanley in Westborough, MA. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and broad investment offerings.

Carolyn Moodie is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. She began her career at Fidelity in 2015 as a Financial Representative and has held several roles within the company, including Financial Representative II, Relationship Manager, and Planning Consultant. As a CERTIFIED FINANCIAL PLANNER™, Carolyn specializes in collaborating with individuals and families to develop personalized financial plans aimed at providing confidence and peace of mind. She holds a California Insurance License, supporting her ability to offer comprehensive financial consulting. Outside of her professional role, Carolyn has interests in beach activities, cooking and baking, football, reading, and soccer.

Matthew Boehm is a financial advisor with LPL Financial in Framingham, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Unified Wealth Management, LLC for 15 years. 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 discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Marie Paturzo is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in serving accomplished business owners, entrepreneurs, C-suite executives, medical professionals, and wealthy families. She began her career in 2000 at Bank of America, advancing from teller to branch manager by age 22, then to business specialist and sales trainer, eventually managing three branches before focusing on financial advising. Marie collaborates with colleagues Matt Shiely and Akash Garg to provide comprehensive wealth management services. She emphasizes building meaningful client relationships by understanding their financial pictures from their perspectives and addressing both assets and liabilities to support multi-generational wealth planning. She holds a Bachelor's Degree from Framingham State College and holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Marie is active in her community, serving as Chair of the Website and Social Media Committee for The Hopkinton Women's Club and volunteering with organizations such as the American Red Cross, Alzheimer's Association, Central Mass Conference for Women, Project New Hope, and Worcester County Food Bank. She resides in Whitinsville, Massachusetts, with her husband and two children.

Laura Fairweather is a Series 66-registered financial advisor with MassMutual Investors Services, bringing three years of industry experience. She has worked at MassMutual Life Insurance Company since 2023 and MML Investors Services, LLC since 2020. Prior to her financial services career, she was employed at Attleboro Public Schools from 2016 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a variety of investment programs.

Shelley Zicolell is a financial advisor with LPL Financial in Milford, MA, holding seven years of industry experience. She has been with LPL Financial since 2018 and also maintains a longstanding role with Abodeely Insurance Co dating back to 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Alexandros Reissis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Stop it Goaltending, OPEXEngine, and teaching appointments at Bentley University and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic construction, with oversight of sub-advisers and use of AI and systematic methodologies in its investment process.

Kerri Melley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. In addition to her advising role, she is an insurance broker specializing in individual and group life and health insurance. 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 financial planning, asset management, and educational programs, with financial planning structured as annual collaborative engagements using firm-approved analytical tools.

Joshua Foster is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and his wealth management team to develop financial plans that align with clients' needs and goals, and supports the implementation and adjustment of these plans over time. Prior to his current role, Joshua worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. These roles have contributed to his experience in client relationship management and financial planning. No additional information regarding Joshua's education, credentials, personal interests, or community involvement has been provided.

Thomas Carroll is a financial professional with Cetera and holds a Series 66 designation. He has two years of industry experience and has worked at firms including J.P. Morgan Securities LLC and Lincoln Financial Group. Carroll is also president of Small Business Insurance Agency, Inc., where he markets and sells fixed annuity products. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to affiliated and third-party managers through various program structures.

Andrew Bonetti is a CFP® professional affiliated with Cetera, with 14 years of experience in financial services. He has operated his own practice, Andrew Bonetti CFP, since 2018 and has been associated with CCR Wealth Management and Cetera ADVISORS LLC since 2016. Outside of his advisory work, he serves on the board of the Baypath Humane Society of Hopkinton, focusing on finance and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, supporting various program structures and custodial relationships.

Richard Clow is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. His prior work includes roles at Milton Hoosic Country Club and Loyola University of Maryland. He has experience in both employment and academic environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and consulting. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Brian Carroll is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. Carroll has held leadership roles in various businesses, including serving as president of Sterlingbridge Insurance Agency, LLC and as owner and CEO of PivotAI, an AI technology solutions firm. He also serves as an elected board member of a condominium association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, operating over $256 billion in assets through more than 10,000 advisors.

Gennady Shuster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2005 and was with Pruco Securities, LLC from 2005 to 2024. In addition to his advisory role, he is involved with Liberty Mutual Comparison Agency, selling personal property and casualty insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

William Dusett Jr. is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Enterprise since 2024. He previously spent over two decades at Pruco Securities and Prudential Insurance Company of America. Outside of his financial advisory work, he assists his son with selling a comic book collection online. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, and third-party asset management, utilizing an integrated platform that combines advisory programs with sales of financial products such as insurance.