Nicholas Avola is a CFP®-certified financial advisor with four years of industry experience. He currently works at LPL Financial and has previously been employed at RBC Capital Markets, First Republic Securities, JP Morgan Chase, Federated Hermes, and State Street Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Kathryn Avallone is a financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at First Republic Bank and First Republic Securities Company for over a decade before joining J.P. Morgan Securities and later Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad array of advisory programs.

Brandon Bergstrom is a Private Wealth Advisor and the leader of The Leland Group at Merrill Private Wealth Management. He works closely with individuals, families, and nonprofit organizations to assist them in growing, preserving, and deploying their wealth thoughtfully. Brandon's practice focuses on supporting clients with diverse needs, including tax-efficient investment management, multi-generational strategies, philanthropic planning, and managing complex wealth scenarios. Brandon has been in the wealth management and investing industry since 2001. Throughout his career, he has worked with corporate executives, business owners, nonprofit organizations, and multi-generational families. He leads a team of specialists who coordinate to address the intersection of a client’s personal and professional wealth, ensuring that their financial objectives are met with precision and care. He holds a bachelor's degree from Trinity College. Brandon resides in Winchester, Massachusetts with his wife and two children. He enjoys outdoor activities such as skiing, adventure sports, fishing, gardening, reading, and traveling with his family.

Aaron Sousa is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at TD Bank and TD Private Client Wealth. Outside of finance, Sousa is involved with Attitash Mountain Resort in New Hampshire. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting a wide range of investment and financial strategies.

Patrick McGillicuddy is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1996. He focuses on supporting clients in their wealth planning and financial goal achievement. Patrick emphasizes Fidelity's role as a trusted provider in the financial services industry, offering a range of investment options. Throughout his tenure at Fidelity, Patrick has concentrated on delivering personalized financial consulting services. His approach centers on client-focused strategies to address various investment needs. Outside of his professional work, Patrick's personal interests include spending time at the beach, playing golf, caring for pets, and traveling.

Jonathan Merrigan is a CFP® professional with 21 years of industry experience, currently advising at Edelman Financial Engines. His career includes prior roles at Fidelity and multiple entities affiliated with Edelman Financial Engines, spanning over a decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, focusing on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Brian Cahill is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement financial plans tailored to their specific situations. He focuses on creating plans that are straightforward and understandable, and he works with clients to monitor and adjust these plans to support their financial well-being and peace of mind. Brian has held several roles within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, and Workplace Planning Consultant. His experience encompasses various aspects of financial planning and client relationship management, contributing to his comprehensive approach to serving clients. Outside of his professional work, Brian enjoys activities such as football, hiking, running, and traveling.

Amy Madden is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and four years of industry experience. She previously worked at Northwestern Mutual Wealth Management Company and related entities before joining Mass Mutual Investors Services. Outside of her advisory role, Madden performs as a soloist with the Paul Madore Chorale at the First Baptist Church in Beverly, Massachusetts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring client relationships through annual collaborative financial planning engagements.

Lauren Keenan is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked at Morgan Stanley in various capacities from 2020 to 2022. Outside of finance, her background includes roles in the food and hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Zeid Basyouni is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2015. He also spent a year at Harvard University from 2016 to 2017. Merrill, along 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 individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Steven Kehoe is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically implements investment strategies through model-driven portfolios developed by internal and third-party research teams, and it offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Sarin Barsoumian is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Burlington, MA, Barsoumian holds a Series 66 license and has been involved with Green Bee Advisory LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice through a large network of investment adviser representatives.

Eric Bezanson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. In this capacity, he works with individuals and families to create, maintain, and implement comprehensive financial plans, with a focus on growth, protection, and estate planning considerations. He has been with Fidelity Investments since 1999, holding positions including Account Executive, Senior Investment Consultant, Client Service Manager, Team Leader, and Senior Premium Specialist. This extensive experience within the company has contributed to his expertise in financial consulting. Outside of his professional duties, Eric enjoys activities such as beach outings, camping, gardening, movies, outdoor adventures, and volunteering.

Paul Como is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at firms including Lincoln Financial Securities Corporation and Bernard M. Sullivan Insurance Agency, Inc. Outside of his advisory role, he serves as a board member and corporator for The Institution for Savings, a non-public entity in Newburyport, MA. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Stephen Raymond is a financial advisor with Cetera in Woburn, MA, holding Series 63, 65, and 66 credentials and possessing 27 years of industry experience. He has previously worked at PlanMember Securities Corporation and currently serves as president of Raymond Wealth Management, LLC. His outside activities include acting as an insurance agent selling annuities and long-term care products. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Michelle Reid is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Her career includes positions at Banc of America Investment Services and Quick & Reilly, alongside long-term involvement with Legacy Wealth Management since 2006. Outside of her advisory work, she serves as a vice president on the board of The Chris Thomas Memorial Fund and participates in community committees, including a planned giving committee for North Reading Union Congregational Church and a veterans events committee for the town of North Reading. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party investment strategies across discretionary and non-discretionary programs.

Brian Callahan is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at firms including Camarda Wealth Advisory Group, Fisher Investments, and Charles Schwab. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a range of advisory programs supported by a firm Investment Committee.

Victoria Justiniano is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at Fidelity Investments and prior experience in education at Providence College and Newburyport High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

James Buckley is a CFP® professional with 14 years of industry experience. He is currently with LPL Enterprise and previously worked at Northwestern Mutual and New York Life. Buckley serves as a non-profit board member for the East Boston YMCA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

David Shepard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Royal Alliance for 12 years and Asset Strategy Advisors, LLC for 4 years. Shepard is also involved with Kendall Financial Consultants as a DBA for his LPL business and maintains a non-variable insurance activity. 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 and model portfolio programs, with investment strategies supported by both internal research and third-party subadvisors.