Timothy Leveroni is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2009. He also operates Leveroni Financial Management alongside his role at LPL and provides notary services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Jonathan Bowen is a financial advisor with Primerica Advisors based in Canton, MA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Primerica Financial Services since 2020 and PFS Investments Inc. since 2021. Outside of advisory work, he is involved in real estate through eXp Realty and previously managed Hub Edge Realty LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by third parties and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Chris Eldridge is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he accumulated experience within Fidelity Investments as an Investment Consultant from 2024 to 2026, a Financial Representative from 2023 to 2024, a High Net Worth Associate in 2023, and a Customer Relationship Advocate from 2022 to 2023. As a CERTIFIED FINANCIAL PLANNER® professional, Chris focuses on financial planning by working collaboratively with clients to develop personalized plans that align with their goals and preferences. He employs a patient and structured approach aimed at helping clients understand how their current decisions impact their long-term financial objectives. Outside of his professional responsibilities, Chris has interests in boating, fitness, golf, and skiing.

Stephen Kearney is a financial advisor with LPL Financial in Norwell, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a lieutenant colonel in the U.S. Army Reserve, where he has command and control responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

Nathan Baldwin is a CFA® charterholder with 24 years of industry experience. He is currently with Edelman Financial Engines and has held roles at firms including Commonwealth Financial Network and PRW Wealth Management. Baldwin serves on the investment committee for the Judge Baker Children's Center, a nonprofit focused on children's developmental and emotional well-being. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified, long-term oriented portfolios.

Michael Carilli is a financial advisor at LPL Financial with 12 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2026, he worked at Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC, Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, and Morgan Stanley. He serves as treasurer on the board of the nonprofit 545 VELO and is a board member of St. Luke's Preschool in Dedham, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Bekka Sage is a financial advisor with Ameriprise in North Attleboro, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Merrill, CUNA Brokerage Services, and CUNA Mutual Group. Outside of financial services, she works as a group spinning instructor at The Edge Fitness. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Christopher Petrik is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Outside of his advisory role, he is co-owner of a real estate business based in South Chatham, MA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Sabrina Roberts is a Financial Advisor at Merrill Lynch Wealth Management with over 23 years of experience in the financial services industry. Her career includes roles in branch management, project management, and wealth management at the Bank of America legacy companies and Merrill. She has specialized in working closely with ultra-high-net-worth individuals and families, providing personalized service, strategic guidance, and executing comprehensive financial strategies. Sabrina holds a Bachelor of Science degree in Business Administration from Boston University and is certified as a Project Management Professional (PMP). Additionally, she is designated as a Personal Investment Advisor (PIA). Known for her ability to build strong relationships and connect resources effectively, she focuses on balancing long-term financial objectives with actionable steps to achieve meaningful results. Residing in the South Shore of Massachusetts with her husband, Sabrina enjoys running, cooking, and hiking with her Rhodesian Ridgeback.

Nicholas Blanchette is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients to understand their financial goals and helps develop customized financial plans utilizing the resources provided by Fidelity. Nicholas has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2013, including Investment Consultant, Financial Representative II, Regional Investment Consultant, and Inside Sales Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones and as an Account Executive at NSM Securities. Outside of his professional life, Nicholas has interests in beach activities, golf, music, and caring for pets.

Michael Mc Intyre is a financial advisor with Ameriprise in Westwood, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory role, he serves as an attorney-in-fact for a family member. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Hall is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Winslow, Evans, and Crocker, Inc. for 17 years and had a brief tenure at Winslow Wealth Management. LPL Financial provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, and institutional investment platforms. The firm supports advisors with research, operational tools, and a broad range of financial products alongside its advisory services.

Andrew Smith is a financial advisor at Edward Jones in Braintree, MA, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019, with prior roles in mortgage lending at Plaza Home Mortgage, MSA Mortgage LLC, and Mortgage One Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Dougherty is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Infinex Investments, South Shore Bank, VOYA Financial Advisors, and Merrill. Outside of his advisory role, he serves as a hockey referee in Marshfield, MA. 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 portfolio management services, utilizing both proprietary research and third-party strategies across various investment approaches.

Laura Gallotto is a Financial Consultant at Fidelity Investments, where she currently works to develop financial plans tailored to clients' unique needs. She has held several roles at Fidelity since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. She focuses on understanding clients' financial goals and motivations to collaborate effectively in creating personalized financial strategies. Her experience spans various aspects of financial planning and client relationship management, all within Fidelity Investments.

Paul Melanson is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Securities America Advisors, Lincoln Financial Advisors Corporation, South Shore Bank, and Banc Of America Investment Services, among others. He serves as a volunteer member of the Board of Trustees at The Accord School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach emphasizing model-based asset allocation and portfolio optimization using tools such as risk-tolerance questionnaires and efficient frontier analysis.

Michael Savage is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab. Charles Schwab & Co., Inc. serves primarily 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 offers a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Francisco Munoz Figueroa is a financial advisor with Ameriprise in Hingham, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Santander Securities, and Citizens Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charles Zisko Jr. is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services, and he is owner of The Zisko Tax Group, a tax preparation business. Cetera Investment Advisers LLC is a nationally registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Jeffrey Ellis is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 designation and over 10 years of industry experience. He has been with LPL Financial since 2013 and is also a partner at QRGA, LLP, a CPA affiliate program. Additionally, he serves as a trustee for the Jonathan Kern Supplemental Needs Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and operational tools.