Natalie Harris is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation. Prior to joining Equitable Advisors, she worked in the restaurant industry at OGA's Japanese Cuisine and held positions at Wellesley College and the Santa Fe Institute. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Samuel Brand is a financial advisor with Edward Jones in Walpole, MA, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2019 to 2021, as well as nine years of service in the US Navy. Outside of advising, he manages a rental property in Woburn, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm has a large network of financial advisors and branch offices and offers affiliated mutual funds, tax-efficient services, and securities-based lending options under a fiduciary standard.

Kevin Auerr is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for 16 years before joining Cambridge Investment Research Advisors in 2023. Auerr is also owner of Dean Avenue Planning Group LLC and Auerr, Zajac & Associates, LLP, where he provides investment advisory and tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using a range of proprietary and third-party investment strategies.

Arthur Lambi Jr. is a financial advisor with Raymond James Financial Services Advisors, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He previously worked at Bentley Wealth Advisors, LLC and Commonwealth Financial Network. Outside of his advisory role, he serves as president of Arthur Lambi & Associates, Inc., providing consulting services. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and municipal entities. The firm provides tailored, typically non-discretionary advice and maintains specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Patricia Regan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has previously worked at Prudential Annuities Distributors, Inc. and Prudential Insurance Co of America for 11 years and has served in her current role at Rockland Trust and LPL Financial since 2020. Regan also acts as a trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party research, and a variety of management options.

Jennifer Pagliuca is a financial advisor with Morgan Stanley in Cumberland, RI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Jeffrey Sullivan is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cetera Financial Specialists LLC, Royal Alliance Associates Inc., and TIAA-CREF. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

Paul Derbyshire is a financial advisor with Ameriprise in Franklin, MA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Mary Banis is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2008. Outside of her advisory role, she is a partner in 770 Partnership LLC, which holds a family condominium in Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Kevin Stoddard is a CFA® charterholder and Series 63 licensee with 29 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for 10 years. He is also President and Owner of Stoddard Financial, LLC, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

William Thornley is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones, Commonwealth Financial Network, and Financial Foundations. Thornley is based in Westwood, MA. 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 advisers. The firm provides a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and access to research and alternative strategies.

Diane Graca is a CFP® professional with 29 years of experience in the financial services industry. She has worked at OSAIC since 2018 and previously spent over two decades at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. Diane is also involved in insurance brokerage activities, including life insurance, disability, and annuity products through several affiliated businesses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to deliver customized investment solutions.

Marcella Santos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Ameriprise and Merrill Lynch, Bank of America. Outside of finance, she worked as a fitness instructor at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dominic Collamati is a financial advisor with Fidelity in Westwood, MA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with various Fidelity affiliates since 2001 and currently serves as a director for Final 2%, a nonprofit supporting Xavier University student athletes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Nora Yousif is a CFP® with 14 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. She serves on the boards of the Easton Lion’s Club, the Women’s Boston Bar Foundation, and the Women’s Foundation of Boston. These roles involve fundraising, community outreach, and supporting access to justice and empowerment for underserved women and families. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, alongside features such as tax management and responsible investing options.

Joel Agus is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He previously worked at Commonwealth Financial Network for 19 years before joining Raymond James in 2025. Outside of his advisory role, he serves as president of Highland Capital, a support company where he manages both the business and its clients. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable focus on advisory services that leave final decision authority with the client.

Stephen Benevento is a CFP® with 25 years of industry experience, currently with Equitable Advisors since 2024. He previously worked at LPL Financial for 13 years. Outside of his advisory role, he is involved with the Ronald M & Beverlie Benevento Revocable Trust. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Christopher Dandeneau is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. His prior work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Prudential Advisors. Outside of finance, he has experience with the Pittsburgh Pirates and spent five years affiliated with the University of Connecticut. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Alina Okulovska is a financial advisor at Merrill based in Stoughton, MA, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Bank of America, Ukrainian Construction Investment Bank JSC, PINbank JSC, and Sberbank JSC. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Gillette is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of Fidelity since 1994. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and delivery of model portfolios through systematic methodologies.