William Belezos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research from its Investment Institute alongside third-party data to support its investment approach.

Mary Robbins is a financial advisor with LPL Financial in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at firms including VOYA Financial Advisors, Investors Capital Corp., and MetLife Investment Fund Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced operational and research tools.

David Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Next Financial Group Inc, where he worked for 18 years, and Citizens Securities, Inc., where he spent four years. Outside of his advisory work, he is involved as a musician with Third Man High. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by extensive research and technology tools.

Daniel Morong is a CFP® professional with 29 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Londonderry, NH office. Ameriprise offers a retirement-income planning service geared toward individuals near or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement income plans.

Sara Scalisi is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 13 years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she is a notary public in the state of Massachusetts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicolas Cunha is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously spent ten years with Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Daneau is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with several firms, including Linsco/Private Ledger Corp. for 24 years and more recently Securities America Advisors and The Patriot Financial Group. In addition to advisory services, he is involved in insurance sales as part of his business. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of managed account programs supported by a complex affiliate network.

Mathew Silvagnoli Martinez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Bank of America, N.A. and LGA, LLP CPAs & Business. Outside of his advisory role, he works part-time as a bartender at Four Oaks Country Club. Merrill, together 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 accounts.

Hollie Donovan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with MSI Financial Services Inc. In addition to her advisory role, she is an independent insurance agent specializing in life, accident, 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, employing collaborative, software-supported planning processes.

Eric Majka is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group, Ltd, AGES Financial Services, Ltd., Aztec Capital, LLC, and Boston Independent Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Renee Senes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at VOYA Financial Advisors, Investors Capital Corp., and Commonwealth Financial Network. She is a Certified Divorce Financial Analyst and teaches adult education courses on divorce planning and Social Security benefits. Senes has also co-authored books on financial issues related to divorce. 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 asset management solutions, employing both proprietary and third-party strategies supported by advanced operational tools.

Frank Posluszny Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and with the broader Cambridge organization since 2004. Outside his advisory role, he serves on the boards of the Methuen Municipal Employees Federal Credit Union and the South Shore Charter Education Foundation, and he is president of Wyze Business Center Inc., a firm providing tax preparation, bookkeeping, auditing, payroll, and business consulting services. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm utilizes multiple platforms and custodians, offers discretionary and non-discretionary management, and develops proprietary model strategies under the Founders Gate Capital brand.

Jonathan Brown is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2005 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Jonathan is also a qualified Portfolio Manager and holds FINRA Series 7 and 66 registrations, being fully registered in all 50 states. He was recognized on the Forbes "Best-In-State Wealth Advisors" list from 2021 through 2026 and was named to the "Best-in-State Wealth Management Teams" list in 2025 and 2026. Jonathan specializes in providing tailored financial guidance to high net worth individuals, families, business owners, senior executives, and charitable organizations. His expertise includes disciplined asset allocation, open architecture investment management, tax-efficient strategies, concentrated stock management, alternative investments, retirement cash flow planning, exit planning for business owners, and trust and estate planning. He develops personalized financial strategies to meet the unique needs and long-term goals of his clients. He earned a Bachelor's degree in Economics and International Finance from Brandeis University. Jonathan is active in his community, serving as a board member for the Middleton Youth Softball Association and volunteering with local youth softball and soccer organizations. He lives on the North Shore with his wife and two daughters.

Alyson Quinnelly is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her prior roles include positions at LPL Financial, Banc of America Investment Services, and Securities America Advisors. She also sells and presents various types of life insurance and variable annuity products. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple program options delivered through affiliated broker-dealer and RIA relationships.

Preston Carbone is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior roles include positions at John Hancock and MassMutual. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Aaron Piscia is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. He has previously worked at Raymond James & Associates and has been with Ameriprise in various capacities since 2020. Outside of his advisory role, he is involved in real estate ownership unrelated to his investment practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, focusing on asset allocation, withdrawal strategies, and Social Security options.

Sean Farrell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2022 and previously at Cuna Mutual Group and CUNA Brokerage Services, Inc. since 1994. Farrell is also involved with Align Credit Union in an investment-related role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by a large network of investment adviser representatives.

Jason Traino is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets Inc since 2008. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses proprietary tools and modeling techniques.

Joy Baron is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Signator Investors, Inc. and John Hancock. Baron is also a partner at Coastal Wealth Management, an LLC focused on financial services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, with a range of programs supported by affiliated broker-dealer and RIA relationships.

Roger Cunhui Yang is a financial advisor with Cetera who holds the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked at firms including Cantella & Co., Inc., and Great Wall Insurance Group, Inc. Yang serves as president of Great Wall Financial Group, Inc. and is active in managing multiple family real estate trusts and condominium associations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary account options.