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 with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at firms including Lincoln Financial Securities Corporation and Bernard M. Sullivan Insurance Agency, Inc. Outside of his advisory role, he serves as a board member and corporator for The Institution for Savings, a non-public entity in Newburyport, MA. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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.

Michelle Reid is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Her career includes positions at Banc of America Investment Services and Quick & Reilly, alongside long-term involvement with Legacy Wealth Management since 2006. Outside of her advisory work, she serves as a vice president on the board of The Chris Thomas Memorial Fund and participates in community committees, including a planned giving committee for North Reading Union Congregational Church and a veterans events committee for the town of North Reading. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party investment strategies across discretionary and non-discretionary programs.

Victoria Justiniano is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at Fidelity Investments and prior experience in education at Providence College and Newburyport High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

James Buckley is a CFP® professional with 14 years of industry experience. He is currently with LPL Enterprise and previously worked at Northwestern Mutual and New York Life. Buckley serves as a non-profit board member for the East Boston YMCA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Joseph Surace is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Equitable Advisors, AXA Advisors, LLC, and Curry College. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Gurman is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding a Series 63 designation and 35 years of industry experience. His career includes 26 years at Metlife Securities Inc. and over a decade with Massachusetts Mutual Life Insurance Company and its subsidiaries. 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, using detailed client analysis and firm-approved tools to develop tailored recommendations.

Robert Covino is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at RBC Capital Markets from 2005 to 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm integrates institutional trading capabilities with wealth management and delivers advisory work using proprietary research and model-based asset allocations.

Nathalie Kallab Racimo is a financial advisor at MML Investors Services, LLC, a subsidiary of MassMutual, with one year of industry experience. She holds the Series 66 designation and has previous work experience with Tessi Consulting and Hult International Business School. Outside of her advisory role, she provides pet care services, including dog sitting. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm uses firm-approved software and collaborative annual plans to analyze client goals, recommending investment strategies without direct investment discretion.

James Connors is a financial advisor at Osaic Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at Parametric Portfolios and New Orleans Saints and Pelicans LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Bridget Grella is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with LPL Financial since 2004 and also operates Grella Financial Services, which she founded in 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and investment management solutions utilizing both proprietary and third-party strategies.

Jesse Sherwood is a financial advisor with LPL Enterprise in Wakefield, MA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was previously with Pruco Securities, LLC. since 2004. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and financial planning services.

Isaac Kot is a financial advisor with LPL Financial in Lynnfield, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services and has maintained a CPA designation throughout his career. Outside of his advisory roles, he is involved in a non-investment business, Jim's Quick Stop, operating under SI, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives and offers diversified investment solutions including model portfolios, third-party management, and institutional platforms.

Caleb Aldrich is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones, he worked at Mirus Capital Advisors, The Seyon Group, AEW Capital Management, and Perennial Capital Advisors, and he also spent four years at Harvard University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Oberlander is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary strategies, and manages over $256 billion in assets.

Adam Davison is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for ten years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Donna Rivera is a CFP® professional affiliated with Cambridge Investment Research Advisors, Inc. She has 43 years of industry experience, including previous roles at Lincoln Financial Securities Corporation and Axiom Advisors, LLC. Rivera is also registered as an agent involved in insurance and benefits. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Robert Loughlin is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 17 years. Outside of his advisory role, he serves on the board of his condominium association and performs occasionally as a freelance guitarist. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Mark Orvin is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2019. Outside of his advisory role, he is involved with Good Life IA in a limited investment-related capacity. 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 variety of financial planning and investment management solutions, leveraging LPL Research model portfolios, third-party subadvisors, and customized strategies.