Mary Butler Aldrich is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 35 years of industry experience, including over three decades at Waddell & Reed and various insurance carriers before joining LPL Financial in 2021. 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 provides a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Michael Ioffredo is a CFP® professional with 10 years of industry experience, currently serving at LPL Financial since 2022. Prior to joining LPL, he worked at Dimensional Fund Advisors for seven years. He holds the Series 66 designation and operates out of Lexington, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management with access to proprietary and third-party research.

Colleen Bellamy is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She has accumulated 30 years of experience in finance, specializing in wealth planning that prioritizes lifestyle and legacy. Colleen focuses on building deep relationships and purposeful plans to help clients achieve clarity, confidence, and fulfillment throughout their financial journeys. Prior to her current role, Colleen served as Senior Vice President in Asset Management at Fidelity Investments from 2016 to 2026. Her previous experience also includes managing director responsibilities at J.P. Morgan Private Bank between 2009 and 2015, and vice president roles in corporate finance at JPMorganChase from 1993 to 2015. Outside of her professional work, Colleen has personal interests in fitness, hiking, spending time at the lake, parenthood, and skiing.

Matthew Hand is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC and 29 years with Merrill. Outside of finance, he owns and operates Aviation By Hand, LLC, which provides aerial photography flight instruction. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, with an investment process grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm provides both discretionary and non-discretionary services and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bill Ouellette is a Planning Consultant at Fidelity Investments, where he develops tailored engagement strategies to support clients' unique financial planning needs. He partners with clients to understand their short and long term goals and builds customized plans to help them work towards those objectives. Establishing strong relationships with clients and their families is a top priority for him, and he is committed to maintaining trust, reliability, and professionalism. Bill has been serving as a Planning Consultant at Fidelity Investments since 2022. In this role, he focuses on creating personalized financial plans that align with clients' specific goals. Outside of his professional work, Bill's personal interests include beach activities, cooking and baking, family activities, golf, theater, and traveling.

Bryan Nelson is a financial advisor with Ameriprise in Sudbury, MA, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015 and previously at American Enterprise Investment Services Inc. since 2022. Outside of his advisory role, he serves as a co-trustee assisting with household expense management without providing investment advice or asset management. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported advice primarily for assets held in Ameriprise-managed accounts.

Lance Crate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company, including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate, all between 2021 and 2024. In his role, Lance works with families, individuals, and small business owners at different stages of their financial journeys. He focuses on understanding clients' goals, motivations, and aspirations to develop and implement financial strategies tailored to their needs. Outside of his professional responsibilities, Lance has personal interests that include fishing, football, golf, and spending time by the lake.

Frank Hynes is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and possessing 37 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also involved with Hynes Financial Partners LLC, where he focuses on the sales and marketing of securities and insurance products, and serves as a trustee for the Marianna Hynes Irrevocable Trust. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to various managed-account and third-party investment platforms.

Gerald Breen is a Series 66 registered advisor at Edward Jones with eight years of industry experience. He has previously worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services, as well as Moody's Analytics, where he was employed for 21 years. His current role at Edward Jones began in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 financial advisors.

Jake Mc Pherson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America and Fidelity Brokerage Services. Outside of his financial career, he has worked as waitstaff at Chunky's Cinema Pub. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Small is Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop holistic financial plans centered around their needs, focusing on clients' top priorities through active listening and patience. Joshua has been with Fidelity Investments since 2011, holding various roles including Financial Consultant, Retirement Relationship Manager, Workplace Planning and Guidance Consultant II and I, and Defined Contribution Representative II. His experience spans a range of financial consulting and retirement planning positions within the company.

Kyle Radley is a financial advisor with Wells Fargo Clearing in Waltham, MA, holding a Series 66 credential and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors LLC in the same year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, combining research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Gregory Abelli is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2021, he worked at BlackRock Investments and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Arianna O’Rourke is a financial advisor with LPL Financial based in Westford, MA, holding a Series 66 designation and six years of industry experience. She has worked with LPL Financial since 2021 and previously held roles at Waddell & Reed, Inc. and Concord River Financial. 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, offering a range of financial planning, advisory programs, and retirement plan consulting services.

Christopher Williams is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC, Clinton Savings Bank, Investors Capital, and his own Williams Financial Group. He is a member of the Rotary Club of Clinton and serves on the board of directors for Clinton Savings Bank. Cetera is an SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and manager options.

Nicholas Anastasi is a financial advisor with Ameriprise in Waltham, MA, holding a Series 66 designation and eight years of industry experience. He previously worked at Commonwealth Financial Network for ten years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, emphasizing dependable income sources and tax-aware withdrawal strategies.

Matthew Smith is a financial advisor with LPL Financial in Leominster, MA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Rollstone Bank & Trust since 2011, where he also serves as a Trust Investment Advisor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by research and model portfolios.

Thomas Morgera is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2024. His background also includes roles in education and various business activities prior to entering the financial services field. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Glen Duffy is a CFP® professional with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Benker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual priorities and family needs, ensuring clients understand and are comfortable with the planning approach. He emphasizes providing exceptional service throughout the client relationship. Eric has been with Fidelity Investments since 2012, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Review Team Leader, Regional Account Delegate, and Senior Financial Specialist. This experience has provided him with a broad understanding of financial consulting and investment strategies. No information about Eric's education, credentials, personal interests, or community involvement has been provided.