Christopher Maynard is a financial advisor with LPL Financial based in Bridgewater, MA. He holds the Series 66 designation and has eight years of industry experience. His prior work includes roles at Merrimack Valley Credit Union, Citizens Securities, Bank of America, Merrill, and RFG Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Baranowski is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with LPL Financial since 2004 and also leads Bay Financial Advisors, Inc., which he has managed since 2012. Outside of advisory roles, he is involved in selling fixed annuities and insurance products, including health, disability, long-term care, group, and fixed life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and access to research and model portfolios while providing both discretionary and non-discretionary portfolio management.

Stephen Dunne is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with UBS since 2016. Dunne serves as Treasurer and Investment Committee member for the University of Massachusetts Foundation, which supports higher education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and diverse capital markets solutions.

Timothy Moses is a CFP®-designated financial advisor with Edward Jones, based in Walpole, MA, and has 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maureen Mccarrick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Prior to her financial career, she worked at Carney Hospital for 45 years. Outside of advisory work, she has been involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Margaret Goddeau is a financial advisor with Ameriprise in Braintree, MA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Horner Townsend and Kent Inc. She has worked in various advisory capacities since 2012. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, typically those with at least $1,000,000 in net investable assets. The firm delivers written Recommendation Reports combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist advisors in tailoring retirement strategies.

Simon Clarke is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has 25 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its platform.

Jennifer Riley is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity since 2002, serving in various capacities including Business Analysis Consultant, Client Training Consultant, Client Manager, Client Service Workleader, and Client Service Specialist. Her experience spans client service, training, business analysis, and financial consulting, focusing on assisting individuals, couples, and families with financial planning. Jennifer emphasizes understanding each client's unique values, goals, and preferences, simplifying the financial planning process, and empowering clients to make confident financial decisions. Outside of her professional work, Jennifer's interests include spending time at the beach, music, outdoor adventures, running, traveling, and volunteering.

Leslie Le Duc is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. Prior to joining Cambridge, Leslie worked at Bain & Company for four years and Point 32 Health for six years. Leslie is also engaged as an independent contractor providing accounting, bookkeeping, and payroll services, in addition to acting as a life and health insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies across multiple platforms.

Evans Menard is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Bank of America and experience in the dining and entertainment sector. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies to individual, high-net-worth, and institutional clients.

Frantz Bien Aime is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has been with Merrill since 1997. Bien Aime serves as a board member for the Cambridge Community Foundation, a local philanthropic organization. Merrill 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 to individuals, high-net-worth clients, and institutional investors.

Anthony Bellody is a financial advisor with LPL Financial based in Braintree, MA. He holds a Series 66 designation and has three years of industry experience, including roles at OSAIC, SagePoint Financial, and New England Silica. Outside of his advisory work, he serves as a referee in Boston. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her primary role, she is a 45% owner of R & L Financial Group LLC, where she dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Catherine Johnson is a Series 66-licensed financial advisor with Ameriprise in Braintree, MA, bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Emily Tuzik is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Fidelity, she has held various roles including tutoring at Providence College and working with the Town of Hanover. Outside of her advisory work, she sells clothing through a peer-to-peer online marketplace. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Elliot Herman is a CFP® with 31 years of industry experience, currently with Edelman Financial Engines. He has held previous advisory roles at Financial Engines Advisors, PRW Wealth Management, Lion Street Financial, and Kestra Advisory. Herman serves on several nonprofit boards, including as head of finance committees and investment committees for community and religious organizations, and volunteers providing financial coaching to cancer patients. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary advice across diversified portfolios and maintains a fiduciary standard for retirement accounts.

Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Amanda Parent is a financial advisor with Edward Jones in Woonsocket, RI, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she works as a bartender in Providence, RI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports a large national network of financial advisors and branch offices.

David Barry is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2025, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2024 to 2025. Outside of his advisory role, he owns and operates Barry's Pressure Washing, a business he started in high school that provides exterior cleaning services. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Richard Spriano is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2016 and was previously affiliated with The Patriot Financial Group. Outside of his advisory role, he owns Boston Drive, Inc., a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party subadvisors.