Matthew Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has previously worked at UniBank for Savings, People's Securities, Inc., Peoples United Bank, Infinex Investments, Inc., and United Bank. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on diversified investment strategies and technology-supported research tools.

Kelly Hogan is a financial advisor at Edward Jones with three years of industry experience. Hogan holds the Series 66 designation and has held multiple roles at Edward Jones beginning in 2011, with intermittent periods outside the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Scola is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Independent Financial Group, LLC, SagePoint Financial, Inc., and TIAA-CREF, among others. He is involved in White Horse Wealth Management, a DBA he uses for his financial services and insurance-related business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven portfolio implementation and offers access to third-party asset managers and financial planning services.

Aditya Tibrewal is a Senior Financial Advisor with Merrill Lynch Wealth Management, providing personalized investment advice and guidance tailored to clients' life goals, risk tolerance, and financial needs. He joined Merrill in 2020 and has been in the financial services industry since 2005. Adi's experience spans corporate benefit programs, including equity compensation and various retirement plans, as well as expertise in real estate, private equity, portfolio management, financial analysis, and corporate strategy. He offers specialized services in areas such as college education planning, executive compensation, family wealth management, international wealth management, and retirement planning. Adi holds a Bachelor's Degree from the University of Rajasthan and an MBA in Finance from Clark University. He also earned an Executive Leadership diploma from the Wharton School at the University of Pennsylvania and holds FINRA Series 7 and Series 66 registrations. He is actively involved in the community, serving as a Board member for the Worcester State University Foundation and participating in organizations such as TiE Boston and Mechanics Hall in Worcester.

Mark Lombardi is a Financial Consultant at Fidelity Investments, where he works as an advocate for his clients by helping them identify investment opportunities and manage associated risks. He provides comprehensive financial planning and analysis to design and implement investment strategies and retirement income plans aimed at helping clients progress towards their financial goals. Mark has been with Fidelity Investments since 2017. Prior to this, he was a Partner at New York Life from 2014 to 2017, and served as Vice President of Account Management at John Hancock Retirement Plan Services from 2010 to 2013. Outside of his professional work, Mark's personal interests include beach activities, boating, cars, and skiing.

Justin Giuliano is a CFP® professional with 13 years of industry experience, currently affiliated with Cetera. His prior roles include positions at CCR Wealth Management, Triad Advisors, Finivi Inc, and Voya Financial. He is also licensed as an insurance agent, selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account structures.

Daniel Enos Jr. is a CFP® professional with 10 years of industry experience, currently serving at Osaic Wealth, Inc. since 2018. His prior roles include positions at Signator Investors Inc and Fidelity Brokerage Services LLC. He is also employed by Spencer Financial, LLC as a financial advisor, where he participates in securities and insurance-related activities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that focus on model-based asset allocation and portfolio optimization using various managed account strategies and third-party managers.

Paul Traina is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates institutional research and modeling tools into its planning process.

Denise Iarrobino is a financial advisor at LPL Financial with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Sagepoint Financial, Inc., Sii Investments, and UBS Financial Services. Denise is also associated with Legacy Financial 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Anthony DeCarolis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their unique situations and financial goals. He focuses on creating strategies that provide clients with peace of mind and confidence in their long-term financial objectives. Anthony has held several roles at Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects his experience across various aspects of financial services, enhancing his expertise in client relationship management and financial planning. Outside of his professional work, Anthony enjoys attending concerts, playing golf, and watching movies.

Anne Marie Kelley is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she is self-employed creating content on Instagram to support women in overcoming overwhelm and pursuing their goals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Sun Ho Ma is a Financial Consultant I with extensive experience in financial advisory services. From 2017 to 2025, Sun Ho served as a Financial Advisor at Morgan Stanley, where they developed expertise in understanding clients' unique priorities and translating them into actionable financial plans. Their approach focuses on simplifying complex financial matters and providing clarity to help clients move forward with confidence. Sun Ho Ma is committed to serving as a trusted partner for clients, ensuring their financial strategies align with what matters most in their lives. Outside of their professional role, Sun Ho enjoys activities such as fitness, golf, hiking, skiing, traveling, and spending time with pets.

Ashlyn Kelly is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. She has previously held roles at Fidelity and has been involved in diverse business activities including a financial planning role with Clarity Wealth Advisors and non-variable insurance in Webster, MA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Samuel Kenary is a Series 66 licensed financial advisor with Morgan Stanley in Worcester, MA, with 16 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney, Inc. since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Liam Peck is a financial advisor at OSAIC with one year of industry experience. He holds the Series 65 designation and has worked at Boston Wealth Management since 2024. Prior to his advisory role, he was affiliated with Xaverian Brothers High School and Bentley University for nine years. OSAIC is a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, using model-based asset allocation and portfolio optimization supported by technology and third-party managers.

Jason Camuti is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Joshua Hyman is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, Hyman serves as a board member for Wayland Dads, a nonprofit organization. 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 advisory and brokerage services, including financial planning and access to third-party asset managers, supported by extensive technology and a broad network of over 22,800 advisors.

Timothy Callahan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he helps clients create and maintain financial plans designed to pursue their goals, focusing on growing, preserving, and utilizing their assets. His approach centers on developing plans that clients are comfortable with, confident in, and understand. Mr. Callahan holds a California Insurance License. Outside of his professional work, he enjoys baseball, camping, family activities, and traveling.

Dennis Antonopoulos is a financial advisor with Edward Jones in Auburn, MA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Le Pain is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Kids Connect, a nonprofit organization. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.