Robert Lanciault is a financial advisor with OSAIC in Wayland, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been associated with Royal Alliance Associates, Inc. since 1997. In addition to his advisory role, he owns Robert Lanciault Insurance, Inc., which sells life, disability, long-term care, and medical insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Mark Mccormack is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Cetera and has held roles at Archstone Financial Partners, Cetera Wealth Services, and Voya Financial Advisors. He is also the owner of Archstone Financial Partners, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with multiple program options and a large scale of assets under management.

Andrew Joyce is a CFP® and ChFC® with 14 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities. Joyce serves as finance chair on the board of directors for Mechanics Hall, providing consultative oversight on financial matters. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented strategies.

Jake Dowd is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Commonwealth Financial Network, and CIG Private Wealth Management. Outside of finance, he has experience working at Luxe Fitness, Rosedale Farm and Vineyard, and Feng Asian Bistro. Merrill, along 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 plans, corporations, and charitable organizations.

Ryan Azinger is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His work history includes roles at Northwestern Mutual Wealth Management Company and Citizens Investment Services. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Patrick English is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jack Mc Gauley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked with several firms including Commonwealth Financial Network and Meristem Family Wealth. Prior to his advisory roles, he spent five years at Babson College and four years at the Community School of Naples. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform allowing for flexible investment strategies and program structures.

Jeffrey Garside is Vice President and Branch Leader at Fidelity Investments, where he has been employed since 2015. He focuses on financial planning with a consultative approach, leading conversations that prioritize clients' goals and co-creating plans tailored to their needs. His experience at Fidelity includes roles such as Financial Consultant, Team Leader for Portfolio Advisory Services, Interim Team Leader for Client Services, and Retirement and Investment Solutions Representative. This progression reflects his expertise in portfolio advisory, client services, retirement solutions, and investment strategies. Outside of his professional responsibilities, Jeffrey enjoys boating, family activities, hiking, outdoor adventures, and skiing.

Jing Yang is a financial advisor at LPL Enterprise with five years of industry experience. Yang holds a Series 66 designation and has worked at several firms including The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that includes brokerage and insurance products.

Frederik Otte is a Planning Consultant dedicated to partnering with clients to understand their short- and long-term goals and to help build customized financial plans that meet their unique needs. He prioritizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Prior to his current role, Frederik worked as a Customer Relationship Associate at Fidelity Investments from 2023 to 2024. His experience includes client interactions and support within the investment services sector. Outside of his professional responsibilities, Frederik has interests in football, golf, music, and skiing.

Alexander Mlodzinski is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014 and Bank of America since 2019. He also has prior teaching experience at Quinsigamond Community 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 plans, corporations, and charitable organizations.

Sean Penney is a Planning Consultant based in Littleton, currently employed at Fidelity Investments since 2026. In his role, he partners with clients and households to assist them in working towards their financial goals, focusing on building trust and understanding to support confident decision-making for their financial futures. Sean has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing through Investment Solutions Representative I in 2023, II and III roles in 2024 and 2026, before assuming his current position as Planning Consultant. He holds an AR Insurance License. Outside of his professional responsibilities, Sean's personal interests include baseball, football, golf, spending time at the lake, and snowboarding.

George Burdick is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he assists clients by simplifying the complexities of their financial lives through advice and guidance grounded in goals-based wealth management principles. He works closely with individuals, families, and small businesses, partnering with his team to provide comprehensive support as the primary point of contact for his clients. He holds several professional designations including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). George earned a Bachelor's Degree from the University of Maine at Orono and a Master's Degree from Bentley University. George is a member of professional organizations such as the American Mensa Society, Boston Harbor Angels, and ENET (Boston Entrepreneurs' Network). He is also involved in community service through his participation in FPA MA Pro Bono Military Financial Planning.

Dylan Unger is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on developing investment and retirement strategies tailored to individual clients' goals. Prior to this, Dylan worked as a Financial Planner at Barnum Financial Group from 2019 to 2023 and began his career as an intern at Ameriprise Financial from 2018 to 2019. Dylan's approach centers on providing clients with the necessary tools to work towards their financial aspirations, emphasizing personal service throughout the process. His experience spans various aspects of financial planning and investment consulting, supporting clients through significant life events such as retirement and major purchases. Outside of his professional work, Dylan enjoys golf, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Emily Domash is a financial advisor with Morgan Stanley in Worcester, MA, holding a Series 66 designation and eight years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, she spent one year at the Insurance Center of New England. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Matthew Lemire is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has two years of industry experience. He has previously worked at the Town of Millbury, the International Baccalaureate Organization, and Abby Kelley Foster Charter Public School. 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. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Connor Bacon is a Financial Consultant at Fidelity Investments, where he currently supports local families in building financial plans tailored to their goals. He collaborates with clients to understand their priorities and identify strategies that meet their unique needs. Connor has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2026. This experience has provided him with a comprehensive understanding of financial planning and client relationship management.

Jason Tautel is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience before joining the firm in 2025. Before entering the financial sector, he worked at Syska Hennessy Group and has experience in education from Clark University and Greenwich High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Connor Spiro is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates closely with individuals and families to understand their goals, values, and financial needs, developing comprehensive financial plans tailored to their unique situations. He has accumulated experience in the financial services industry since 2013. Prior to his current role, he served as a Senior Financial Consultant at John Hancock from 2019 to 2024, a Financial Planning Consultant at Baystate Financial from 2017 to 2019, a Financial Associate at Weston Financial Group from 2014 to 2017, and a Paraplanner at Ameriprise Financial from 2013 to 2014. Outside of his professional work, Connor enjoys family activities, golf, and reading.

Steven Santucci is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Commonwealth Financial Network for 23 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.