Joseph Ferreira is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Century Bank & Trust, Citizens Securities, Inc., and Edward Jones. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management across various investment strategies.

Jacqueline Leveroni is a Series 66 licensed financial advisor with LPL Financial, based in Braintree, MA, and has seven years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jack Leader is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2004. Outside of his advisory role, he is involved in selling non-variable insurance products including life, group and individual health, disability, long-term care insurance, and fixed annuities. 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, third-party asset management, and institutional platforms, with a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Richard Cullen is a financial advisor with Edward Jones in Medfield, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Cullen serves as a co-trustee managing a family trust property in North Conway, NH. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Daniel Le is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at Bank of America/Merrill Lynch, Fidelity, and Citizens Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Sean Carroll is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Empower Retirement for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Christopher Stark is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is a co-owner of North Peak Holdings, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, providing detailed recommendation reports and utilizing a combination of research, modeling, and tax-efficiency analysis. The firm serves clients with significant investable assets and delivers a broad range of advisory, brokerage, and insurance solutions.

Michael Milas is a financial advisor with OSAIC in Braintree, MA, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Signator Investors, Inc. and Waddell & Reed. In addition to his advisory work, he is involved in fixed and variable insurance sales through multiple related business entities. OSAIC Wealth serves a diverse client base including retail and institutional clients, offering brokerage and advisory services via a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, with a range of programs such as financial planning, advisor-managed portfolios, and third-party manager options.

Michael Ferguson is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley & Co. LLC since 2007, following six years at Merrill. Ferguson holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Diana Rittenberg is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of proprietary models and oversight of affiliated and unaffiliated sub-advisers.

William Leclair is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Securities America, Bay Pointe Wealth Management, Principal Life Insurance Company, and Guardian Life. He also operates Bay Pointe Wealth Management, which functions as a DBA for his LPL business. 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 portfolio programs, and institutional platforms, with investment approaches that include discretionary and non-discretionary strategies utilizing both proprietary and third-party resources.

Mary Mcgrail is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Winslow, Evans & Crocker, Inc. and Merrill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual, institutional, and retirement-plan clients, utilizing a committee-driven modeling process combined with planner delivery and online tools. The firm offers diversified portfolio strategies and serves a large client base through both discretionary management and online advice platforms.

John Simeone is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Simeone serves as Vice President on the Board of Directors for Needham Junior Football and Cheer. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor advice, with a focus on assets managed within Ameriprise accounts.

Ryan Farley is a Planning Consultant at Fidelity Investments, currently based in the Westwood Investor Center. In this role, he supports two wealth management teams and partners with clients to develop their financial plans. Before his current position, Ryan held roles as a Relationship Manager and Financial Representative at Fidelity Investments. He also gained experience as an Acquisitions Manager at Zen Property Investors from 2021 to 2022. Outside of his professional work, Ryan has interests in boating, cars, fishing, fitness, football, and tennis.

Thomas Hitchcock is a financial advisor with LPL Financial in Westwood, MA, holding the ChFC® designation along with Series 63 and 65 licenses. He has 49 years of industry experience and has been with LPL Financial since 2009, having previously worked at Bay Financial Advisors, Inc. for 11 years. He also provides financial planning and consulting services through Bay Financial Advisors, an independent registered investment advisory firm. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Troy Botts is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Merrill since 2015 and Bank of America, N.A. since 2020. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gary Peirce is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to managing wealth by developing personalized financial strategies tailored to each client's unique family situation and financial goals. His services include access to Merrill's investment insights and the banking convenience and lending solutions of Bank of America. Gary’s areas of focus encompass executive compensation, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Providence College. In addition to his professional responsibilities, Gary participates in community volunteer activities, reflecting Merrill Lynch’s tradition of community involvement. Outside of work, he has interests in adventure sports, biking, boating, chess, cooking, and skiing.

Daniel O'Brien is a CFP® with 28 years of industry experience currently working at Cetera. His background includes roles at LPL Financial, MassMutual Life Insurance Co, and Advanced Planning Consultants, LLC. O'Brien also maintains legal practice through O'Brien, Riley & Ryan, P.C., which he has been involved with for over 45 years. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers, managing over $256 billion in assets.

Thomas Lanahan is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2012 and has been involved with 401KQUOTE.COM since 2000. He also engages in the sale of non-variable insurance. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and a wide range of financial services.

Louis Kline is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 designations and bringing 30 years of industry experience. His prior roles include 16 years at Lincoln Financial Advisors and two years at MetLife Investment Fund Services LLC. He is also the managing partner of Dean Ave Planning Group LLC, a financial planning firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisers, including proprietary model strategies under the Founders Gate Capital brand.