Mark Orvin is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2019. Outside of his advisory role, he is involved with Good Life IA in a limited investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, leveraging LPL Research model portfolios, third-party subadvisors, and customized strategies.

Gerard Mattaliano is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab Bank, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional entities, and municipal organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

William Toomey is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Putnam Investments/Franklin Templeton Investments and Financial Engines Advisors, L.L.C. Before entering the financial services industry, he worked at Gentle Giant Moving Inc and Green Oak Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Timothy O'Malley is a financial advisor with LPL Financial in Peabody, MA, holding the ChFC®, Series 63, and Series 65 designations and bringing 45 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Investors Capital Corp., and Eastern Point Advisors Inc. He has been with LPL Financial since 2019. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing tools.

Ian Stauder is a Senior Financial Advisor with the Caputo Group at Merrill Lynch Wealth Management. He has over a decade of financial experience, including prior work at Fidelity, where he developed an understanding of the complexities of wealth management, emphasizing the importance of professional guidance in preventing emotional decision-making. Ian works closely with a diverse group of clients, ranging from biotech entrepreneurs and executives to young professionals and families beginning to accumulate wealth. He employs a disciplined, planning-based approach and manages the firm's wealth analyses, tailoring strategies to each client's goals, risk tolerance, timeline, and liquidity needs. Ian focuses on helping clients articulate the purpose of their money and aligns financial plans accordingly, covering areas such as college planning, retirement planning, exit planning, and legacy planning. He encourages discussions with both spouses to understand their values and visions. Ian finds value in meeting with clients to assess progress toward their financial goals and to explain recommendations as needed. His expertise includes divorce transition planning, executive and equity compensation, family wealth management, philanthropic planning, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Economics from Wheaton College in Massachusetts and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Ian resides in Sudbury with his wife and three children. He is involved in community organizations such as Big Brother Big Sister and Habitat for Humanity. His personal interests include fishing, football, golfing, reading, skiing, spending time with family, and traveling.

Reilly Jenkins is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previous work history including roles at James Madison House and Fork in the Road LLC. Jenkins is also an associate financial advisor at Watermelon Bay, LLC, where he manages an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Melissa Gallery is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop tailored, holistic financial planning strategies. She focuses on building strong and lasting relationships with clients and their families to address their unique financial needs. Melissa has held several roles at Fidelity Investments since 2020, including Relationship Manager, Financial Representative, College Planning Specialist, and Customer Relationship Advocate. This range of positions has provided her with experience in client relationship management and financial planning. Outside of her professional work, Melissa enjoys activities such as barre, hiking, pilates, spending time with friends, watching movies, and caring for pets.

Taylor Caggiula is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He has worked at Cambridge Investment Research, Cantella & Co., and Signator Investors. Outside of his advisory role, he serves as a board member for the James Conklin Memorial Scholarship. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside third-party advisory services.

Jarrett Brink is a financial advisor with J.P. Morgan Securities in Somerville, MA, holding Series 63 and Series 66 credentials and six years of industry experience. He has previously worked at Morgan Stanley and BlackRock, and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in multiple roles since 2018. 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 offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Erika Tsetsilas is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, Financial Representative, and Customer Relationship Advocate, accumulating experience in various aspects of financial services since 2021. Erika focuses on creating a collaborative financial planning process that centers on her clients' goals, drivers, and preferences. Her approach emphasizes compassion and integrity, aiming to make complex financial matters accessible and understandable. Outside of her professional work, Erika engages in personal interests such as golf, spending time at the lake, and skiing.

Jason Sigman is a financial advisor with Fidelity in Burlington, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is employed, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and consultative services.

Greta Watkins is a Financial Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity in 2022 and has held various roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she gained experience as a Financial Services Associate at Charles Schwab and completed internships at Collier Financial Solutions, Inc. and Southern New Hampshire Health. As a CERTIFIED FINANCIAL PLANNER®, Greta specializes in developing comprehensive financial plans that address retirement planning, investment strategy, and tax-efficient investing. She focuses on understanding her clients' unique goals and financial aspirations to create tailored plans that provide peace of mind and confidence for the future. Outside of her professional work, Greta enjoys cooking and baking, fishing, hiking, outdoor adventures, spending time with pets, and playing soccer.

Daniel Sears is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following earlier work at Morgan Stanley Smith Barney LLC beginning in 2009. He also serves as co-trustee of a family trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and a range of investment and planning services.

Colin Corrigan is a financial advisor with Edward Jones in Belmont, MA, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Fidelity Investments and various non-financial organizations such as Oakley Country Club and Cambridge’s Fresh Pond Golf Course. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Andre De Oliveira is a financial advisor with LPL Enterprise, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

David Knechtle is a financial advisor with Thrivent Investment Management in Georgetown, MA, holding a Series 66 credential and possessing nine years of industry experience. His prior work includes roles at PIN Wealth, LLC and Securities America. He has been with Thrivent and its related entities since 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning and managed-account programs with a focus on comprehensive, written recommendations across various financial topics without discretionary trading authority for planning services.

Janice Berner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. Outside of her advisory role, she provides consulting services as a divorce financial strategist. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis and collaborative planning processes to deliver investment strategy recommendations without discretionary management.

John Vanasse is a Senior Financial Advisor at Merrill Lynch Wealth Management. He advises a select group of corporate executives, business owners, affluent individuals, and families, focusing on simplifying their financial lives through comprehensive strategies tailored to their goals and values. His approach encompasses investment management, retirement planning, tax-efficient wealth strategies, and estate planning services. John joined Merrill in 2018, bringing four years of prior experience from an asset management company. He is passionate about building, preserving, and transferring wealth efficiently across generations and is supported by a team with extensive combined wealth management and investing experience. His expertise includes college education planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, tax minimization, and retirement income strategies. John earned a bachelor's degree in Economics with a concentration in Financial Markets from Colby College in 2014. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, John has served on the Board of Directors for the Notre Dame Education Center in South Boston. He enjoys boating, fishing, golfing, reading, and spending time with his family.

Gerald Jamgochian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial since 2017, following eleven years at National Planning Corporation and one year at Osaic FS, Inc. He is also an owner of a life insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing a network of investment adviser representatives who implement both proprietary and third-party strategies.

Victoria Johnson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant 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 deliver tailored, non-discretionary retirement advice through a centralized consulting team.