Joanne Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. She has worked at LPL Financial since 2009. She also operates a business under the name Leveroni Financial Management Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Connor Poirier is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Vice President Financial Consultants to understand financial goals and identify planning opportunities. He has been with Fidelity Investments since 2019, progressing through roles including Investor Center Intern, Financial Representative, and Relationship Manager before his current position. Connor's experience encompasses client relationship management and financial planning within Fidelity Investments. He focuses on helping clients uncover financial planning opportunities to meet their needs. Outside of his professional work, Connor enjoys family activities, football, golf, outdoor adventures, and skiing.

Mark Lehoullier is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Raymond James since 2016 and previously at Fidelity Brokerage Services. He is also affiliated as an investment adviser with 1776 Financial in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to tailor recommendations, often serving in an advisory and implementation-support role rather than as a delegated manager.

Jacqueline Wilson is a CFP®-designated financial advisor with Edward Jones in Braintree, MA, where she has worked since 2013. She has 12 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Nicholas Bianchi is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and families to utilize Fidelity's resources to assist clients in navigating complex financial decisions. He focuses on crafting financial plans and tailoring investment strategies to meet the unique goals of each client. Nicholas has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. His experience encompasses a broad range of financial advisory and client relationship management responsibilities. Outside of his professional work, Nicholas enjoys family activities, fishing, fitness, football, golf, and movies.

John Pimental is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, having previously worked at firms including Cetera and Questar Capital Corporation. Outside of his advisory role, Pimental serves as a board member for the Ocean State Business Development Authority. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Philip Lennox is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Allstate Insurance Co, Lincoln Investment, Financial Planning Alternatives, Northeast Planning Associates, and LPL Financial. He has a residual association with Allstate Financial Services related to trailing non-securities life insurance revenue. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates a broad range of investment products and banking services within Bank of America’s corporate platform.

Philip Peck is a CFP® with 41 years of industry experience, currently serving at LPL Financial since 1998. He has maintained his own advisory business since 1994 and has been involved in real estate since 1986. He is also a Lieutenant Colonel in the United States Army Reserve, focusing on counterterrorism and homeland security. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by extensive research and a variety of portfolio management options.

Kimberly Carroll is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Greg Abusheery is currently the Vice President and Branch Leader at Fidelity Investments. In this role, he oversees branch operations and leads a team to deliver financial advisory services. Prior to this, he served as a Regional Coaching Consultant at Fidelity Investments from 2022 to 2025. Greg emphasizes leadership and planning rooted in understanding clients' goals, values, and concerns. He focuses on crafting personalized financial plans and building relationships based on empathy and integrity. Outside of his professional work, Greg enjoys activities such as comedy, family outings, fitness, movies, visiting museums, and traveling.

Mark Linnane is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with LPL Financial since 2016. In addition to his advisory role, Linnane is a teacher at Quincy College, where he has been instructing since 2016. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management and access to model portfolios and research.

Nathan Mchugh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, JPMorgan Chase Bank, and J.P. Morgan Securities. His background also includes roles outside finance, such as positions at the Walpole Country Club and Wampum Corner Liquor Store. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jordan Cohne is a financial advisor with LPL Enterprise holding a Series 66 credential and 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Cohne is also involved in managing non-variable insurance commission trails related to group benefits and insurance plans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products supported by an integrated platform.

Nicole Kent is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held various roles within Fidelity Investments since 2019, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, she worked as a Paraplanner at Ameriprise Financial Services, Inc. from 2018 to 2019. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Nicole focuses on educating and empowering her clients to make informed financial decisions. She emphasizes developing a thorough understanding of her clients' priorities to create customized financial plans tailored to their unique needs.

Steven Dias is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at Cantella and Co., Inc. for over a decade. Outside of his advisory role, he is also a Certified Public Accountant providing tax services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management solutions utilizing both proprietary and third-party models, delivered via a network of independent financial professionals.

John Gordon is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at CETERA Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, and LPL Financial, LLC. Gordon is also the owner of Summit Star Financial, an independent advisory practice he has operated since 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with access to both affiliated and third-party managers.

Mark Barber is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving a diverse client base that includes high-net-worth individuals and municipal clients.

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.

Tracy Teng is a financial advisor with LPL Financial in Westwood, MA, holding a Series 66 credential and 22 years of industry experience. Prior to joining LPL Financial in 2021, Teng worked at Mass Mutual Investors Services, Massmutual Life Insurance Co., and MetLife Securities Inc. She is involved in a DBA entity related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management with resources from internal and third-party research.