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.

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.

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.

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.

Jason Luck is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 20 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co. since 2013. In addition to his advisory role, he is involved in the sale of property/casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.

Daniel O'Brien is a CFP® with 28 years of industry experience, currently serving at Cetera. His work history includes roles at LPL Financial, MassMutual Life Insurance Co, and Advanced Planning Consultants, LLC. He also maintains an active legal practice through O'Brien, Riley & Ryan, P.C., where he has worked for over four decades. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers with various program options and custodial relationships.

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.

John Theophilos is a CFP® professional with 32 years of industry experience, currently serving as an advisor at LPL Financial since 2006. He holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports individuals, retirement plans, banks, trust companies, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of financial activities with oversight of over $819 billion in discretionary assets.

Brandon Judd is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at Axa Advisors and SenText Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Stephanie Lynne is a CFP® professional with 26 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2016, and previously worked at Bay Financial Advisors and Personal Financial Planning LLC. Outside of her advisory work, she has taught CFP courses at Boston University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Hoa Nguyen is a financial advisor at Merrill with a Series 66 designation and six years of experience. Their prior work background includes roles at Bank of America, N.A., Umass Boston, and Sapa Group. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Christian Calnan is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Community Capital Management, LLC, Eaton Vance, and the Town of Scituate. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

James Mc Cann is a financial advisor at Edward Jones with the Series 66 designation and eight years of industry experience. He previously worked at Aberdeen Investments and Standard Life Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Gregory Hart is a CFP® and PFS™ professional with 26 years of experience in the financial industry. He has been with LPL Financial since 2006 and previously worked at Bay Financial Advisors, Inc. and CohnReznick LLP. Hart is based in Westwood, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, retirement plan participants, and trust companies. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.

Peter Higgins is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings to this role three decades of experience in the investment industry, including leadership positions and entrepreneurial ventures. His professional background includes roles such as Assistant Vice President and Financial Advisor at Citizens Bank, Founder and Portfolio Manager at CVR Portfolio Funds, and Managing Director of the Portfolio Solutions Group at State Street Global Markets. Earlier in his career, he held various trading and sales roles at firms including Pulse Trading, Charles Schwab, Moore Capital, Thomas Weisel Partners, Bear Stearns, and John Hancock Financial Services. Peter's approach emphasizes simplifying complex financial matters and creating wealth strategies that reflect the unique stories of his clients, aiming to benefit them and their families now and in the future.

Patrick Driscoll is a CFP® professional affiliated with Cetera, with 26 years of industry experience. His career includes prior roles at VOYA Financial Advisors and various positions within Cetera Wealth Services. Outside of financial advising, he serves as chairman of the Town of Bridgewater Planning Board, is a member of the Town of Bridgewater Housing Trust and Building Committee, and owns real estate development businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.